A workflow for creating investment-banking pitch decks as self-contained HTML presentations. It covers advisory presentations and shareholder or investment campaigns.

Use it to create decks for mergers and acquisitions, fairness opinions, board presentations, activist campaigns, or investment memos.

It provides a defined process for deciding the deck's scope, gathering company information, and applying the required presentation conventions.

ib-deck — Skill for Claude Code by daloopa

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent

npx skills add daloopa/daloopa-plugin-claude --skill ib-deck

Clone the repo

git clone --depth 1 https://github.com/daloopa/daloopa-plugin-claude

Made for: Claude Code.

Or install daloopa, the plugin that ships this one along with the rest of its 21 skills, 2 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/skills/daloopa/daloopa-plugin-claude/ib-deck.svg)](https://agentmods.dev/skills/daloopa/daloopa-plugin-claude/ib-deck)

Your own site

<a href="https://agentmods.dev/skills/daloopa/daloopa-plugin-claude/ib-deck"><img src="https://agentmods.dev/badge/skills/daloopa/daloopa-plugin-claude/ib-deck.svg" alt="Measured on agentmods" height="20"></a>

Per session 17 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.

When invoked 1,341 The whole file, excluding the scripts and references it only reads on demand.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

Model	Per session	Once invoked
Fable 5.1	$0.00017	$0.01341
Opus 5	$0.00009	$0.00671
Sonnet 5	$0.00003	$0.00268
Haiku 4.5	$0.00002	$0.00134

Measured 8d ago against content hash f581e4dc3511, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

ib-deck scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 8d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/ib-deck/SKILL.md · 99 lines

How it starts

The opening of the file, as written. The whole thing — 99 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Build an institutional-grade pitch deck for the company specified by the user: $ARGUMENTS

Before starting, read data-access.md for data access methods and design-system.md for formatting conventions. Also read the reference files in this skill's references/ directory for slide templates and components.

This skill generates a self-contained HTML presentation. The HTML deck IS the final deliverable — no PDF rendering step is needed.

Phase 1 — Requirements

Determine the deck category and scope:

Category (infer from context, or default to IB Advisory):

IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking.
Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette.

Firm Attribution:

Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead.
NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See data-access.md Section 4.5.
Include firm name on the cover slide and in all slide footers.

Gather from the user or infer:

Target company (ticker)
Purpose (M&A pitch, fairness opinion, investment memo, activist campaign)
Key thesis or strategic rationale
Specific slides needed (or use the default 14-slide deck)

Phase 2 — Data Gathering

Look up the company by ticker using discover_companies. Capture company_id, latest_calendar_quarter, and latest_fiscal_quarter. Use latest_calendar_quarter to anchor all period calculations (see data-access.md Section 1.5).

Use Daloopa MCP for all financial data. Target comprehensive coverage:

5+ years of quarterly financials — calculate 20+ quarters backward from latest_calendar_quarter (income statement, balance sheet, cash flow)
Segment and geographic breakdowns
All company-specific operating KPIs
6-10 peers — get trading multiples and fundamentals from Daloopa + market data (see data-access.md Section 2)
Guidance and consensus (see data-access.md Section 3)
SEC filings — risk factors, growth drivers, M&A commentary, strategic language

Read the full file on GitHub · 99 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

8d ago First seen · 99 lines · 17 tokens per session scan A f581e4dc3511

Subscribe to this mod's changes

ib-deck is a skill published in the GitHub repository daloopa/daloopa-plugin-claude (8 stars, last pushed 1mo ago), licensed Apache-2.0. It adds 17 tokens to every session and 1,341 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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