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Automation
Command

/one-pager

Create a one-page company strip profile using branded PPT template

From plugin
financial-services
34k56 skills10 agents56 commands2 MCP
Install
> /plugin marketplace add anthropics/financial-services

How it fires

How this command gets triggered: by you, by Claude, or both.

  • Fires itselfClaude auto-loads it when your prompt matches the work.
  • You can call itInvoke it directly when you want it.
  • Slash command/one-pager

Context preview

What this command does when you run it.

Create a one-page company strip profile using branded PPT template

Command definition

one-pager.md
description: Create a one-page company strip profile using branded PPT template
argument-hint: "[company name or ticker]"

One-Pager Strip Profile Command

Create a professional one-page company strip profile for pitch books and deal materials.

Workflow

Step 1: Gather Company Information

If a company name or ticker is provided, use it. Otherwise ask:

  • "What company would you like to profile?"

Step 2: Check for Available PPT Template Skills

**First, check for existing ppt-template skills** in the skills directory:

ls skills/ | grep -E "ppt-template|brand-guidelines"

If template skills exist (e.g., `techcorp-ppt-template`, `gs-brand-guidelines`): 1. List available templates to the user 2. Ask which template to use, or if they want a clean professional format 3. Load the selected template skill with `skill: "[template-name]"`

If no template skills exist, ask:

  • "Do you have a branded PowerPoint template file to use? If so, provide the path. Otherwise I'll use a clean professional format."

If a template file is provided: 1. Analyze the template structure to understand layouts 2. Use appropriate layout for one-pager content

Step 3: Load Strip Profile Skill

Use `skill: "strip-profile"` to execute the profile creation:

1. **Clarify requirements**:

  • Confirm single-slide format (one-pager)
  • Ask about any specific focus areas

2. **Research company data**:

  • Company overview (HQ, founded, employees, leadership)
  • Business description and positioning
  • Key financials (Revenue, EBITDA, margins, growth)
  • Valuation metrics (Market Cap, EV, multiples)
  • Recent developments and news
  • Top shareholders (for public companies)

3. **Create the strip profile**:

  • Use 4:3 aspect ratio (10" x 7.5")
  • 4-quadrant layout:
  • Top-left: Company Overview (bullets)
  • Top-right: Business & Positioning (bullets)
  • Bottom-left: Key Financials (table)
  • Bottom-right: Stock chart + Shareholders OR Recent News
  • Apply company brand colors
  • Include accent bars on section headers

Step 4: Visual Review

After creating the slide: 1. Convert to image for review 2. Check for text overlap/cutoff issues 3. Verify all data is populated (no placeholders) 4. Show preview to user for approval

Step 5: Deliver Output

Provide: 1. **PowerPoint file** (.pptx) - the one-pager 2. **Image preview** - for quick review 3. **Summary** of key data points included

One-Pager Layout Reference

┌─────────────────────────────────────────────────────────────────┐
│ Company Name (TICKER)                                    [Logo] │
├────────────────────────────┬────────────────────────────────────┤
│ COMPANY OVERVIEW           │ BUSINESS & POSITIONING             │
│ • HQ, Founded, Employees   │ • Core business description        │
│ • CEO, CFO                 │ • Key products/services            │
│ • Market cap, industry     │ • Competitive positioning          │
│ • Key stats                │ • Growth drivers                   │
├────────────────────────────┼────────────────────────────────────┤
│ KEY FINANCIALS             │ STOCK PERFORMANCE / OWNERSHIP      │
│ ┌──────────────────────┐   │ [1Y Stock Chart]                   │
│ │ Metric │ FY24 │ FY25E│   │                                    │
│ │ Rev    │ $XXB │ $XXB │   │ Top Shareholders:                  │
│ │ EBITDA │ $XXB │ $XXB │   │ • Vanguard: X.X%                   │
│ │ Margin │ XX%  │ XX%  │   │ • BlackRock: X.X%                  │
│ │ EV/EBITDA │ XXx │ XXx │   │ • State Street: X.X%              │
│ └──────────────────────┘   │                                    │
└────────────────────────────┴────────────────────────────────────┘
Source: Company filings, FactSet

Quality Checklist

Before delivery:

  • [ ] All 4 quadrants populated with real data
  • [ ] No placeholder text remaining
  • [ ] Company brand colors applied
  • [ ] Accent bars on all section headers
  • [ ] Financial table properly formatted
  • [ ] Sources cited at bottom
  • [ ] No text overflow or cutoff
  • [ ] Investment banking quality (GS/MS/JPM standard)
Read more
Ships withfinancial-services

Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.

Get the whole plugin