/china-ib-check-deck

name: china-ib-check-deck
description: Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check pitch deck China", "deck quality check", "材料质量检查", or "review deck [company/transaction]".

china-ib-check-deck

Purpose

Quality-check **A股投行材料** — comprehensive quality assurance for Chinese investment banking pitch decks and transaction materials.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_financials(ticker, "income")     → Financial data verification
get_financials(ticker, "balance")    → Balance sheet verification
get_quote(ticker)                    → Market data verification

Secondary Sources

• 巨潮 — source documents
• 审计报告 — reference financials
• 行业报告 — market data

Workflow

Step 1: Deck Structure Review

**Structure checklist:**

| Section | Required | Present | Quality | |---------|----------|---------|---------| | 封面 (Cover) | ✓ | | | | 目录 (TOC) | ✓ | | | | 交易概述 (Transaction Overview) | ✓ | | | | 公司概览 (Company Overview) | ✓ | | | | 行业分析 (Industry Analysis) | ✓ | | | | 财务表现 (Financial Performance) | ✓ | | | | 交易逻辑 (Investment Rationale) | ✓ | | | | 估值 (Valuation) | ✓ | | | | 风险提示 (Risk Factors) | ✓ | | | | 附录 (Appendix) | ✓ | | |

Step 2: Data Accuracy Check

**Data verification:**

| Data Point | Source | Model/File | Match? | Notes | |------------|--------|-----------|--------|-------| | Revenue (latest) | 巨潮 | | | | | Net income (latest) | 巨潮 | | | | | EBITDA | Calculated | | | | | Market cap | iFind / AkShare | | | | | P/E | Calculated | | | | | P/B | Calculated | | | | | EV | Calculated | | | | | Net debt | Balance sheet | | | | | Share count | Annual report | | | |

**Tolerance levels:**

• Revenue, profit: ±2%
• Balance sheet: ±1%
• Multiples: ±5%
• Market data: ±1%

Step 3: Financial Statement Review

**Financial consistency checks:**

| Check | Description | Pass | |-------|-------------|------| | Revenue growth | Consistent across slides | ✓ | | Margin trends | Consistent across slides | ✓ | | Balance sheet totals | Assets = L + E | ✓ | | Cash flow ties | Beginning + CF = Ending | ✓ | | Debt schedule | Short + Long = Total | ✓ | | Share count | Consistent throughout | ✓ |

Step 4: CAS Compliance

**CAS-specific checks:**

| Check | Description | |-------|-------------| | Revenue | Net of VAT (不含税) | | R&D | Expensed (unless capitalized per criteria) | | Tax | 25% rate applied correctly | | Minority interest | Separated from parent | | 合同负债 | Recognized per CAS 14 | | 信用减值损失 | CAS 22 model |

Step 5: Valuation Review

**Valuation checks:**

| Method | Check | Pass | |--------|-------|------| | DCF | WACC components reasonable | ✓ | | DCF | Terminal growth < GDP | ✓ | | DCF | FCF positive in base case | ✓ | | Comps | Peer group appropriate | ✓ | | Comps | Multiples reasonable range | ✓ | | Football field | Consistent range | ✓ | | Target price | Matches valuation | ✓ |

Step 6: Visual Quality

**Design QA:**

| Element | Check | |---------|-------| | 模板一致性 | All slides use same template | | 字体 | Chinese fonts render correctly | | 颜色 | Consistent color scheme | | 图表 | All charts labeled, sourced | | 表格 | Clean, readable format | | 对齐 | Proper alignment throughout | | 图片 | High resolution, appropriate | | 页码 | Present and correct |

Step 7: Regulatory Compliance

**Required elements:**

| Element | Required | Present | |---------|----------|---------| | 风险提示 | ✓ | | | 免责声明 | ✓ | | | 数据来源 | ✓ | | | 评级说明 | ✓ | | | 适当性提示 | ✓ | |

**Risk factors checklist:**

• [ ] Market risk (市场风险)
• [ ] Industry risk (行业风险)
• [ ] Company-specific risk (公司风险)
• [ ] Policy risk (政策风险)
• [ ] Liquidity risk (流动性风险)

Step 8: Transaction-Specific Checks

**M&A specific:**

| Check | Description | |-------|-------------| | Transaction rationale | Clear and compelling | | Synergies | Quantified and realistic | | Accretion/dilution | Calculated and shown | | Integration plan | Mentioned | | Regulatory approval | Identified |

**Capital raising specific:**

| Check | Description | |-------|-------------| | Use of proceeds | Detailed and specific | | Investor return | IRR / cash-on-cash | | Market comparables | Similar transactions | | Timing | Market window assessment |

Step 9: Cross-Reference Check

**Cross-reference audit:**

| Reference | Location | Correct? | |-----------|----------|----------| | Revenue figure | [Slide X] | | | Net income | [Slide Y] | | | Target price | [Slide Z] | | | P/E multiple | [Slide W] | | | Market cap | [Slide V] | |

Step 10: QC Report

**Standard QC output:**

【Deck QC 报告】[Company/Transaction] [Date]

一、结构检查
   完整性: [Pass/Fail]
   逻辑性: [Pass/Fail]
   
二、数据准确性
   财务数据: [Pass/Fail with notes]
   市场数据: [Pass/Fail with notes]
   估值数据: [Pass/Fail with notes]
   
三、CAS合规性
   [Pass/Fail with notes]
   
四、设计质量
   [Pass/Fail with notes]
   
五、监管合规
   风险提示: [Pass/Fail]
   免责声明: [Pass/Fail]
   
六、发现的问题
   严重 (Critical):
   [List]
   
   中等 (Major):
   [List]
   
   轻微 (Minor):
   [List]
   
七、建议修复
   [Prioritized list]
   
总体评价: [Approve / Revise / Reject]

China-Specific QC Considerations

Common Issues in A-share Decks

| Issue | Detection | Fix | |-------|-----------|-----| | 收入含税 | VAT not removed | Divide by 1.13 | | 税率错误 | Wrong rate | Verify 高新 status | | 单位不一致 | Mixed 千元/万元 | Standardize | | 会计政策 | Wrong treatment | Check CAS | | 数据来源 | Missing citations | Add source | | 风险提示 | Missing/incomplete | Add required risks |

Regulatory Requirements

| Requirement | Content | |-------------|---------| | 风险揭示 | Standard risk factors | | 免责声明 | Standard disclaimer | | 适当性 | Suitability statement | | 历史业绩 | Past performance disclaimer |

Quality Checks

Before approving:

• [ ] Structure complete
• [ ] Data verified
• [ ] CAS compliant
• [ ] Valuation s