/strip-profile

name: fsi-strip-profile
description: |
  Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

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:** 1. Create ONLY this one slide with PptxGenJS 2. **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

3. **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?

4. **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

5. Show slide image to user with download link 6. **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

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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

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• **3-4 dense slides** - use quadrants, columns, tables, charts
• **Bullets for ALL body text** - NEVER paragraphs. **Use ONE textbox per section with all bullets i