Workflow

1. Clarify Requirements

• Ask the user: Single-slide or multi-slide (3-4 slides)?

• Ask the user: Any specific focus areas or topics to emphasize?

• Only after user confirms, proceed to research

2. Research & Planning

Data Sources:

• Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website

• Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)

• Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS

• News: Press releases from last 90 days, M&A activity, guidance changes

Required Metrics:

• Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years

• Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples

• Growth: YoY growth rates (%)

• Ownership: Top 5 shareholders with % ownership

• Segments: Product mix and/or geographic mix (% breakdown)

Normalization:

• Convert all amounts to consistent currency

• Scale consistently ($mm or $bn throughout, not mixed)

Before Building:

• Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)

• Print style choices: fonts, colors (hex codes), chart types for each data set

• Get user alignment: "Does this outline and visual strategy align with your vision?"

3. Slide-by-Slide Creation

CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.

For EACH slide:

• Create ONLY this one slide with PptxGenJS

• MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them: soffice --headless --convert-to pdf presentation.pptx pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide

• MANDATORY VISUAL REVIEW: You MUST carefully examine the rendered slide image before proceeding:

• Text overlap check: Scan every text element - do any labels, bullets, or titles collide with each other?

• Text cutoff check: Is any text truncated at boundaries? Are all words fully visible?

• Chart boundary check: Do charts stay within their containers? Are ALL axis labels fully visible?

• Quadrant integrity: Does content in one quadrant bleed into adjacent quadrants?

• If ANY overlap or cutoff is detected: Fix immediately using these strategies in order:

• First: Reduce font size (go down 1-2pt)

• Second: Shorten text (abbreviate, remove less critical info)

• Third: Adjust element positions or container sizes

• Re-render and verify again - do not proceed until all text fits cleanly

• Show slide image to user with download link

• STOP and wait for explicit user approval before creating the next slide. Do NOT proceed until user confirms.

YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:

• Table rows colliding with text below them

• Chart x-axis labels cut off at bottom

• Long bullet points wrapping into adjacent content

• Quadrant content bleeding into adjacent quadrants

• Title text overlapping with content below

• Legend text overlapping with chart elements

• Footer/source text colliding with main content

Slide Format Requirements

Information Density is Critical

The #1 goal is MAXIMUM information density. A busy executive should understand the entire company story in 30 seconds. Fill every quadrant to capacity.

Per quadrant targets:

• Company Overview: 6-8 bullets minimum (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat)

• Business & Positioning: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix)

• Key Financials: Table with 8-10 rows OR chart + 4-5 key metrics (Revenue, EBITDA, margins, EPS, FCF, growth rates, valuation multiples)

• Fourth quadrant: 5-7 bullets (ownership %, recent M&A, developments, catalysts)

Information packing techniques:

• Combine related facts: "HQ: Austin, TX; Founded: 2003; 140K employees"

• Always include numbers: "$50B revenue" not "large revenue"

• Add context: "EBITDA margin: 25% (vs. 18% industry avg)"

• Include YoY changes: "Revenue: $125M (+28% YoY)"

• Use percentages: "Enterprise: 62% of revenue"

If a quadrant looks sparse, add more:

• Segment breakdowns with %

• Geographic revenue splits

• Customer concentration (top 10 = X%)

• Recent contract wins with $ values

• Guidance vs. consensus

• Insider ownership %

Line spacing - use single textbox per section:

def add_section(slide, x, y, w, header_text, bullets, header_size=10, bullet_size=8): """Header + bullets in single textbox with natural spacing""" tb = slide.shapes.add_textbox(x, y, w, Inches(len(bullets) * 0.18 + 0.3)) tf = tb.text_frame tf.word_wrap = True

# Header paragraph
p = tf.paragraphs[0]
p.text = header_text
p.font.bold = True
p.font.size = Pt(header_size)
p.font.color.rgb = RGBColor(0, 51, 102)
p.space_after = Pt(6)  # Small gap after header

# Bullet paragraphs
for bullet in bullets:
    p = tf.add_paragraph()
    p.text = bullet
    p.font.size = Pt(bullet_size)
    p.space_after = Pt(3)
return tb

Key spacing principles:

• Put header + bullets in SAME textbox (no separate header textbox)

• Use space_after = Pt(6) after header, Pt(3) between bullets

• Don't hardcode gaps - let paragraph spacing handle it naturally

• If content overflows, reduce font by 1pt rather than removing content

3-4 dense slides - use quadrants, columns, tables, charts

Bullets for ALL body text - NEVER paragraphs. Use ONE textbox per section with all bullets inside - do NOT create separate textboxes for each bullet point. Use PptxGenJS bullet formatting:

// CORRECT: Single textbox with bullet list - each array item becomes a bullet // Position in top-left quadrant (Company Overview) - after header with accent bar slide.addText( [ { text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } }, { text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } }, { text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } }, { text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } }, { text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } } ], { x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 } );

// WRONG: Multiple separate textboxes for each bullet - causes alignment issues // slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });

Bullet formatting tips:

• bullet: { indent: 10 }

• controls bullet indentation (smaller = tighter)

• paraSpaceAfter: 6

• space after each paragraph in points

• Pack multiple related facts into each bullet (e.g., "HQ: Austin; Founded: 2003")

• Include specific numbers and percentages for information density

Title case for titles (not ALL CAPS), left-aligned

Consistent fonts everywhere including tables

Company's brand colors - YOU MUST research actual brand colors via web search before creating slides. Do not guess or assume colors.

Follow brand guidelines if provided

Visual Reference

See examples/Nike_Strip_Profile_Example.pptx for layout inspiration. Adapt colors to each company's brand.

First Page Layout

Must pass "30-second comprehension test" for a busy executive.

Slide Setup (CRITICAL)

Use 4:3 aspect ratio (standard IB pitch book format):

const pptx = new pptxgen(); pptx.layout = 'LAYOUT_4x3'; // 10" wide × 7.5" tall - MUST USE THIS

Slide Coordinate System

PptxGenJS uses inches. 4:3 slide = 10" wide × 7.5" tall.

• x: horizontal position from left edge (0 = left, 10 = right)

• y: vertical position from top edge (0 = top, 7.5 = bottom)

• Content must stay within bounds - leave 0.3" margin on all sides

First Page Positioning (in inches)

┌─────────────────────────────────────────────────────────────────┐ │ y=0.2 Title: Company Name (Ticker) │ ├────────────────────────────┬────────────────────────────────────┤ │ y=0.6 Company Overview │ y=0.6 Business & Positioning │ │ x=0.3, w=4.7 │ x=5.0, w=4.7 │ │ h=3.0 │ h=3.0 │ ├────────────────────────────┼────────────────────────────────────┤ │ y=3.7 Key Financials │ y=3.7 Stock/Recent Developments │ │ x=0.3, w=4.7 │ x=5.0, w=4.7 │ │ h=3.5 │ h=3.5 │ └────────────────────────────┴────────────────────────────────────┘ y=7.5

Title Section (y=0.2)

Company Name (Ticker) - Example: Tesla, Inc. (TSLA)

slide.addText('Tesla, Inc. (TSLA)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });

4-Quadrant Layout (y=0.6 to y=7.2)

Quadrant Position Content

1 x=0.3, y=0.6, w=4.7, h=3.0 Company Overview: HQ, founded, key stats, business summary (4-5 bullets)

2 x=5.0, y=0.6, w=4.7, h=3.0 Business & Positioning: revenue drivers, products/services, competitive position, growth drivers (4-5 bullets)

3 x=0.3, y=3.7, w=4.7, h=3.5 Key Financials: Revenue, EBITDA, margins, EPS, FCF + Valuation (Mkt Cap, EV, multiples) — table OR chart, not both

4 x=5.0, y=3.7, w=4.7, h=3.5 For public companies: 1Y stock price chart + top shareholders. For private: Recent developments or Ownership/M&A history

Font Sizes - USE THESE EXACT VALUES

Element Size Notes

Slide title 24pt Bold, company brand color

Quadrant headers 14pt Bold, with accent bar

Body/bullet text 11pt Regular weight

Table text 10pt Use 9pt for dense tables

Chart labels 9pt Keep labels short

Source/footer 8pt Bottom of slide

CRITICAL: If text overflows, REDUCE font size by 1pt and re-render.

Visual Accents (REQUIRED)

Each quadrant header MUST have a colored accent bar to the left:

// Add accent bar for quadrant header slide.addShape(pptx.shapes.RECTANGLE, { x: 0.3, y: 0.6, w: 0.08, h: 0.25, fill: { color: 'E31937' } // Use company brand color }); slide.addText('Company Overview', { x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial' });

Visual elements to include:

• Accent bars next to all section headers (brand color)

• Thin horizontal divider line between top and bottom quadrants

• Company logo in top-right corner if available

• Subtle gridlines in tables (light gray #CCCCCC)

First Page Formatting

• Font: Arial (or as specified by user/brand guidelines)

• Quadrant titles: Title Case (not ALL CAPS), e.g., "Company Overview" not "COMPANY OVERVIEW"

• Bullets: Bold key terms at start, e.g., "Market Position: Leading global manufacturer..."

• White background only — no boxes, fills, or shading

• Section headers: bold text, follow brand guidelines for styling

• All quadrants equally sized and aligned

Subsequent Pages: Free-Form Layouts

• Two-column (40/60 or 50/50), full-slide charts, or sidebar layouts

• Each page elaborates on first page content

• Maintain consistent typography and color scheme

• Suggested flow: Products/Market → Financial Analysis → Leadership

Charts (Multi-Slide Profiles)

For multi-slide profiles: Include 2-3 actual PptxGenJS charts. Never use placeholder divs or static images.

For single-slide profiles: Use tables for financials (more space-efficient). Only add a chart if it replaces the table, not in addition to it.

Data Type Chart Type

Revenue trends Line or column (multi-year)

Geographic breakdown Horizontal bar

Product mix Pie with percentages

Financial comparison Column

Stock price (1Y daily) Line

Chart Code Examples

Horizontal Bar (fits in bottom-right quadrant for 4:3 slide):

slide.addChart(pptx.charts.BAR, [{ name: 'FY2024 Revenue by Region', labels: ['North America', 'EMEA', 'China', 'APLA'], values: [21.4, 13.6, 7.6, 6.7] }], { x: 5.0, y: 4.1, w: 4.5, h: 3.0, // Fits in bottom-right quadrant (4:3) barDir: 'bar', chartColors: ['FF6B35'], showValue: true, dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10, dataLabelFormatCode: '$#,##0.0B', title: 'Revenue by Geography', titleFontSize: 12, titleBold: true });

Pie Chart (fits in bottom-right quadrant for 4:3 slide):

slide.addChart(pptx.charts.PIE, [{ name: 'Product Mix', labels: ['Footwear', 'Apparel', 'Equipment'], values: [68, 29, 3] }], { x: 5.0, y: 4.1, w: 4.5, h: 3.0, // Fits in bottom-right quadrant (4:3) showPercent: true, showLegend: true, legendPos: 'r', dataLabelFontSize: 10, legendFontSize: 10, chartColors: ['FF6B35', '2C2C2C', '4A4A4A'], title: 'Revenue Mix FY24', titleFontSize: 12, titleBold: true });

Line Chart (full width for subsequent slides):

slide.addChart(pptx.charts.LINE, [{ name: 'Revenue ($B)', labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'], values: [44.5, 46.7, 48.5, 51.4, 54.2] }], { x: 0.3, y: 1.2, w: 9.4, h: 5.5, // Full width for 4:3 slide chartColors: ['FF6B35'], showValue: true, lineSmooth: true, dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11, title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true });

Financial Data Formatting

Always use native PptxGenJS tables or charts - NEVER plain text prose or HTML tables.

Use slide.addTable() for financial data (fits in bottom-left quadrant for 4:3 slide):

// Add header with accent bar first slide.addShape(pptx.shapes.RECTANGLE, { x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' } }); slide.addText('Key Financials & Valuation', { x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial' });

// Financial data table slide.addTable([ [{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } }, { text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } }, { text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }], ['Revenue', '$51.4B', '$54.2B'], ['YoY Growth', '+6.0%', '+5.5%'], ['EBITDA', '$8.9B', '$9.5B'], ['EBITDA Margin', '17.3%', '17.5%'], ['EPS', '$3.42', '$3.75'], ['Market Cap', '$185B', '—'], ['EV/EBITDA', '12.5x', '11.7x'] ], { x: 0.45, y: 4.1, w: 4.3, h: 3.0, // Below header in bottom-left quadrant fontFace: 'Arial', fontSize: 10, border: { pt: 0.5, color: 'CCCCCC' }, valign: 'middle', colW: [1.8, 1.25, 1.25] // Column widths });

❌ Incorrect: Plain text like Note: FY2024 revenue growth +1.0%, Net Income $5.1B...

❌ Incorrect: HTML tables that don't convert properly to PowerPoint

For projections, use Bear/Base/Bull case scenarios in structured tables.

Quality Checklist

First Page

• Title section with company name, ticker, industry

• Exactly 4 equal quadrants below title

• All bullets, no paragraphs, 1 line max each

• Financials in table or chart (not both)

All Slides

• No text overflow or cutoff

• Consistent fonts and colors throughout

• Charts render correctly

• No placeholder text - all actual data

• Consistent scaling ($mm or $bn, not mixed)

• Sources cited

• Investment banking quality (GS/MS/JPM standard)

Note: Reference the PPTX skill for PowerPoint file creation.