ib-check-deck
anthropics/financial-services
Investment banking deck QC: number consistency, data alignment, language polish, and visual verification.
What is ib-check-deck?
Comprehensive quality checker for pitch decks and client presentations. Reviews for number consistency across slides, data-narrative alignment, language polish against IB standards, and visual/formatting QC. Use whenever you need to review, proof, or finalize a deck before client delivery.
- Extracts and normalizes all numbers across slides to detect inconsistencies and unit mismatches
- Verifies calculations (totals, percentages, growth rates) and time-period alignment
- Maps narrative claims to supporting data and flags contradictions or implausibility
- Scans for casual language, contractions, vague quantifiers, and terminology drift against IB standards
- Checks visual elements for missing source citations, axis labels, typography consistency, and formatting drift
How to install ib-check-deck
npx skills add https://github.com/anthropics/financial-services --skill ib-check-deck- Python (for the extract_numbers.py script)
- Access to the deck file (.pptx) or live PowerPoint add-in
How to use ib-check-deck
- 1.Extract text from every slide in the deck, preserving slide-level attribution
- 2.Format extracted content as markdown with slide markers (## Slide 1, ## Slide 2, etc.)
- 3.Run the extraction script: python scripts/extract_numbers.py /tmp/deck_content.md --check
- 4.Review script output for number inconsistencies, unit mismatches, and calculation errors
- 5.Manually verify data-narrative alignment: check that claims are supported by charts and data
- 6.Scan for language issues: casual phrasing, contractions, vague quantifiers, inconsistent terminology
- 7.Perform visual QC: check for missing source citations, axis labels, typography consistency, and formatting drift
- 8.Categorize findings by severity (Critical, Important, Minor) and report using the standard report format
Use cases
- Review a pitch deck for number consistency before sending to a client
- Reconcile conflicting figures across multiple slides (e.g., $500M on slide 3 vs $485M on slide 15)
- Verify that trend claims and market-position statements are actually supported by the underlying data
- Polish language and terminology to match investment banking presentation standards
- Perform final QC pass on formatting, sources, and visual elements before delivery
- Investment bankers and M&A professionals
- Corporate development and strategy teams
- Analysts and associates preparing client-ready presentations
- Anyone finalizing a high-stakes pitch or board deck
ib-check-deck FAQ
No. This is read-and-report only. It identifies issues but does not make changes to the presentation.
Yes, both. In the add-in, it reads from the live open deck. In chat, it reads from an uploaded .pptx file. The workflow is identical.
Number mismatches, factual errors, and data contradicting narrative. These block client delivery and must be fixed.
It normalizes units ($500M, $500MM, $500,000,000) to the same value and flags when the same metric shows conflicting numbers on different slides.
Write extracted text to a file so the script can process it reliably. Working memory alone is not sufficient for accurate number tracking across large decks.
Full instructions (SKILL.md)
Source of truth, from anthropics/financial-services.
name: ib-check-deck description: Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".
IB Deck Checker
Perform comprehensive QC on the presentation across four dimensions. Read every slide, then report findings.
Environment check
This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting:
- Add-in — read from the live open deck.
- Chat — read from the uploaded
.pptxfile.
This is read-and-report only — no edits — so the workflow is identical in both.
Workflow
Read the deck
Pull text from every slide, keeping track of which slide each line came from. You'll need slide-level attribution for every finding ("$500M appears on slides 3 and 8, but slide 15 shows $485M"). A deck with 30 slides is too much to hold in working memory reliably — write the extracted text to a file so the number-checking script can process it.
The script expects markdown-ish input with slide markers. Format as:
## Slide 1
[slide 1 text content]
## Slide 2
[slide 2 text content]
1. Number consistency
Run the extraction script on what you collected:
python scripts/extract_numbers.py /tmp/deck_content.md --check
It normalizes units ($500M vs $500MM vs $500,000,000 → same number), categorizes values (revenue, EBITDA, multiples, margins), and flags when the same metric category shows conflicting values on different slides. This is the part most likely to catch something a human missed on the fifth read-through.
Beyond what the script flags, verify:
- Calculations are correct (totals sum, percentages add up, growth rates match the endpoints)
- Unit style is consistent — the deck should pick one of $M or $MM and stick with it
- Time periods are aligned — FY vs LTM vs quarterly, explicitly labeled
2. Data-narrative alignment
Map claims to the data that's supposed to support them. This is where decks go wrong quietly — someone edits the chart on slide 7 and forgets the narrative on slide 4.
- Trend statements ("declining margins") → does the chart actually go that direction?
- Market position claims ("#1 player") → revenue and share data support it?
- Plausibility — "#1 in a $100B market" with $200M revenue is 0.2% share; that's not #1
3. Language polish
IB decks have a register. Scan for anything that breaks it: casual phrasing ("pretty good", "a lot of"), contractions, exclamation points, vague quantifiers without numbers, inconsistent terminology for the same concept.
See references/ib-terminology.md for replacement patterns.
4. Visual and formatting QC
Run standard visual verification checks on each slide. You're looking for: missing chart source citations, missing axis labels, typography inconsistencies, number formatting drift (1,000 vs 1K within the same deck), date format drift, footnote and disclaimer gaps.
Visual verification catches overlaps, overflow, and contrast issues that don't show up in text extraction. Don't skip it — a chart with no source citation looks the same as a properly sourced one in the text dump.
Output
Use references/report-format.md as the structure. Categorize by severity:
- Critical — number mismatches, factual errors, data contradicting narrative. These block client delivery.
- Important — language, missing sources, terminology drift. Should fix.
- Minor — font sizes, spacing, date formats. Polish.
Lead with criticals. If there aren't any, say so explicitly — "no number inconsistencies found" is a finding, not an absence of one.
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