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IB Deck Checker

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Ensure your investment banking presentations are client-ready.

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Free · Opens the source repo

What IB Deck Checker does

The IB Deck Checker is a specialized tool designed to perform a thorough quality check on investment banking presentations. It evaluates pitch decks across four critical dimensions: number consistency, data-narrative alignment, language polish, and visual/formatting quality control. By examining each slide in detail, the skill provides a comprehensive report that highlights any discrepancies or areas for improvement, ensuring that your presentation meets the high standards expected in investment banking.

To use the IB Deck Checker, you can operate it in two environments: as a PowerPoint add-in or through a chat interface. The workflow remains consistent in both modes, focusing on reading the presentation content and generating a report. The skill extracts text from each slide, which is then processed to check for numerical accuracy, ensuring that all figures are consistent and correctly calculated. This is particularly useful for catching errors that may go unnoticed during manual reviews.

In addition to number consistency, the tool assesses whether the narrative of the presentation aligns with the supporting data. This includes verifying trend statements and market position claims against the actual figures presented. The language used in the presentation is also scrutinized to ensure it adheres to the formal register typical in investment banking, with suggestions for improvement based on established terminology.

Finally, the IB Deck Checker conducts a visual and formatting quality control check, looking for issues such as missing citations, typography inconsistencies, and overall presentation coherence. The output is structured according to severity, allowing users to prioritize fixes that are critical for client delivery. This skill is ideal for investment banking professionals looking to enhance the quality and effectiveness of their presentations before client meetings.

When to use it

Use the IB Deck Checker when preparing a pitch deck or client presentation to ensure it meets industry standards and is free of inconsistencies.

When not to use it

This tool is not suitable for presentations outside the investment banking context or for those who require editing capabilities, as it only provides read-and-report functionality.

What you can build with it

Final Review Before Client Meeting

Use the IB Deck Checker to perform a last-minute quality check on your presentation to ensure all figures and narratives are aligned.

Identifying Inconsistencies in Financial Data

Run the skill to catch any numerical discrepancies across slides that may have been overlooked during manual reviews.

Improving Language and Terminology

Utilize the skill to polish the language of your presentation, ensuring it meets the formal standards required in investment banking.

How to install IB Deck Checker

View source

1. Install with the skills CLI

npx skills add anthropics/financial-services/ib-check-deck --agent claude-code

2. Or install it manually

Download the skill folder and drop it into ~/.claude/skills/ for all projects, or .claude/skills/ to scope it to one repo. Restart Claude Code so it picks up the new skill.

Anthropic's agentic coding CLI, and the reference implementation of Agent Skills. Drop a skill folder into ~/.claude/skills and Claude Code loads it automatically whenever a task matches the skill's description. Claude Code docs

Inside SKILL.md

Written by anthropics

IB Deck Checker

Perform comprehensive QC on the presentation across four dimensions. Read every slide, then report findings.

Environment check

This skill works in both the PowerPoint add-in and chat. Identify which you're in before starting:

  • Add-in — read from the live open deck.
  • Chat — read from the uploaded .pptx file.

This is read-and-report only — no edits — so the workflow is identical in both.

Workflow

Read the deck

Pull text from every slide, keeping track of which slide each line came from. You'll need slide-level attribution for every finding ("$500M appears on slides 3 and 8, but slide 15 shows $485M"). A deck with 30 slides is too much to hold in working memory reliably — write the extracted text to a file so the number-checking script can process it.

The script expects markdown-ish input with slide markers. Format as:

## Slide 1
[slide 1 text content]

## Slide 2
[slide 2 text content]

1. Number consistency

Run the extraction script on what you collected:

python scripts/extract_numbers.py /tmp/deck_content.md --check

It normalizes units ($500M vs $500MM vs $500,000,000 → same number), categorizes values (revenue, EBITDA, multiples, margins), and flags when the same metric category shows conflicting values on different slides. This is the part most likely to catch something a human missed on the fifth read-through.

Beyond what the script flags, verify:

  • Calculations are correct (totals sum, percentages add up, growth rates match the endpoints)
  • Unit style is consistent — the deck should pick one of $M or $MM and stick with it
  • Time periods are aligned — FY vs LTM vs quarterly, explicitly labeled

2. Data-narrative alignment

Map claims to the data that's supposed to support them. This is where decks go wrong quietly — someone edits the chart on slide 7 and forgets the narrative on slide 4.

  • Trend statements ("declining margins") → does the chart actually go that direction?
  • Market position claims ("#1 player") → revenue and share data support it?
  • Plausibility — "#1 in a $100B market" with $200M revenue is 0.2% share; that's not #1

3. Language polish

IB decks have a register. Scan for anything that breaks it: casual phrasing ("pretty good", "a lot of"), contractions, exclamation points, vague quantifiers without numbers, inconsistent terminology for the same concept.

See references/ib-terminology.md for replacement patterns.

4. Visual and formatting QC

Run standard visual verification checks on each slide. You're looking for: missing chart source citations, missing axis labels, typography inconsistencies, number formatting drift (1,000 vs 1K within the same deck), date format drift, footnote and disclaimer gaps.

Visual verification catches overlaps, overflow, and contrast issues that don't show up in text extraction. Don't skip it — a chart with no source citation looks the same as a properly sourced one in the text dump.

Output

Use references/report-format.md as the structure. Categorize by severity:

  • Critical — number mismatches, factual errors, data contradicting narrative. These block client delivery.
  • Important — language, missing sources, terminology drift. Should fix.
  • Minor — font sizes, spacing, date formats. Polish.

Lead with criticals. If there aren't any, say so explicitly — "no number inconsistencies found" is a finding, not an absence of one.

Frequently asked questions about IB Deck Checker

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