d-wwei/openclaw-financial-services · Archived

fsi-ib-cmd-one-pager

Create a one-page company strip profile using branded PPT template — usage: /one-pager [company name or ticker]

First seen Jun 21, 2026

Installation

$ npx skills add d-wwei/openclaw-financial-services --skill fsi-ib-cmd-one-pager

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More details

Agent compatibility

Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.

Claude Code Not declared
Cursor Not declared
Codex Not declared
GitHub Copilot Not declared
Windsurf Not declared
Gemini CLI Not declared
Cline Not declared
OpenCode Not declared

Repository health

Stars 15
License LICENSE
Default branch main
Open issues 0
Status Archived

Package contents

Files included with this skill beyond the listing page.

  • skill md SKILL.md 4,965 B
  • docs SUMMARY.md 141 B

History

  1. First seen on skills.sh
  2. First recorded snapshot · 1 installs

SKILL.md

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

  1. 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)

  1. 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)