strip-profile
逐張製作投行等級的公司簡介投影片，四象限高資訊密度
中文翻譯
---
name: fsi-strip-profile
description: |
為 pitch book、交易文件和客戶簡報製作專業的投資銀行 strip profile（公司簡介）。產生 1-4 張資訊密度高的投影片，包含四象限版面、圖表和表格。
---
## 工作流程
### 1. 釐清需求
- **問使用者**：單張還是多張投影片（3-4 張）？
- **問使用者**：有沒有特定想強調的重點領域或主題？
- **使用者確認之後**才開始研究
### 2. 研究與規劃
**資料來源：**
- **主要**：公司申報文件（BamSEC、SEC EDGAR - "Item 1. Business"、MD&A）、投資人簡報、公司官網
- **市場資料**：Bloomberg、FactSet、CapIQ（股價、股數、市值、淨負債、EV、持股結構）
- **預估**：FactSet/CapIQ 對 NTM 營收、EBITDA、EPS 的共識預期
- **新聞**：近 90 天的新聞稿、併購活動、財測調整
**必要指標：**
- **財務**：前後 ±3 年的營收、EBITDA、利潤率（%）、EPS、FCF
- **估值**：市值、EV、EV/Revenue、EV/EBITDA、P/E 倍數
- **成長**：年增率（%）
- **持股結構**：前 5 大股東及持股 %
- **業務區隔**：產品組合和／或地區組合（% 拆分）
**標準化：**
- 所有金額轉成一致的幣別
- 單位統一（全部用 $mm 或全部用 $bn，不要混用）
**動手建立之前：**
- 把大綱印在對話裡，每個項目 4-5 個重點（用實際數字，不要佔位符）
- 把風格選擇印出來：字型、顏色（hex 色碼）、每組資料使用的圖表類型
- 取得使用者的認同："這份大綱和視覺策略符合你的想法嗎？"
### 3. 逐張建立投影片
**關鍵：你「一定要」一次只建立「一張」投影片，並取得使用者核准之後才能做下一張。**
**每一張投影片：**
1. 用 PptxGenJS「只」建立這一張
2. **強制：轉成圖片審閱**：你「一定要」把投影片轉成圖片，才能用眼睛檢查：
```bash
soffice --headless --convert-to pdf presentation.pptx
pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
```
3. **強制目視審閱**：繼續之前，你「一定要」仔細檢查渲染出來的投影片圖片：
- **文字重疊檢查**：掃過每個文字元素，有沒有標籤、項目符號或標題互相碰撞？
- **文字截斷檢查**：有沒有文字在邊界被截掉？每個字都完整看得到嗎？
- **圖表邊界檢查**：圖表有沒有留在容器內？「所有」座標軸標籤都完整可見嗎？
- **象限完整性**：某個象限的內容有沒有溢到相鄰象限？
4. **如果偵測到「任何」重疊或截斷**：立刻照下面的順序處理：
- **先**：縮小字體（降 1-2pt）
- **再**：縮短文字（縮寫、拿掉次要資訊）
- **最後**：調整元素位置或容器大小
- **重新渲染再驗證一次**，所有文字都乾淨地放得下之前不准繼續
5. 把投影片圖片連同下載連結給使用者看
6. **停下來，等使用者明確核准**才建立下一張投影片。使用者確認之前「絕對不准」繼續。
**每一頁你「一定要」檢查這些具體問題：**
- 表格列撞到下方的文字
- 圖表 x 軸標籤在底部被截掉
- 太長的項目符號換行後擠進相鄰內容
- 象限內容溢到相鄰象限
- 標題文字跟下方內容重疊
- 圖例文字跟圖表元素重疊
- 頁尾／來源文字撞到主要內容
---
## 投影片格式要求
### 資訊密度是關鍵
**第一目標是「最大」的資訊密度。** 忙碌的主管要在 30 秒內看懂整家公司的故事。每個象限都要塞滿。
**每個象限的目標：**
- **公司概覽**：至少 6-8 個重點（總部、成立時間、員工數、CEO/CFO、市值、股票代號、產業、一個關鍵數字）
- **業務與定位**：6-8 個重點（營收驅動因素、產品、市占率 %、競爭護城河、客戶數、地區組合）
- **關鍵財務**：8-10 列的表格，或圖表加 4-5 個關鍵指標（營收、EBITDA、利潤率、EPS、FCF、成長率、估值倍數）
- **第四象限**：5-7 個重點（持股 %、近期併購、近況、催化劑）
**塞資訊的技巧：**
- 合併相關事實："HQ: Austin, TX; Founded: 2003; 140K employees"
- 一定要有數字："$50B revenue" 而不是 "large revenue"
- 加上脈絡："EBITDA margin: 25% (vs. 18% industry avg)"
- 加入年增變化："Revenue: $125M (+28% YoY)"
- 用百分比："Enterprise: 62% of revenue"
**如果某個象限看起來太空，就補：**
- 附 % 的業務區隔拆分
- 地區營收拆分
- 客戶集中度（前 10 大 = X%）
- 附金額的近期合約得標
- 財測 vs. 共識預期
- 內部人持股 %
**行距：每個區段用單一 textbox：**
```python
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
```
**關鍵的間距原則：**
- 標題和項目符號放在「同一個」textbox（不要另外放一個標題 textbox）
- 標題後用 `space_after = Pt(6)`，項目符號之間用 `Pt(3)`
- 不要寫死間距，讓段落間距自然處理
- 內容溢出時，縮小 1pt 字體，不要刪內容
---
- **3-4 張高密度投影片**：用象限、欄位、表格、圖表
- **所有內文都用項目符號**：絕對不要寫成段落。**每個區段用一個 textbox，所有項目符號都放在裡面**，不要為每個項目符號各建一個 textbox。使用 PptxGenJS 的項目符號格式：
```javascript
// CORRECT: Single textbox with bullet list - each array item becomes a bullet
// Position in top-left quadrant (Company Overview) - after header with accent bar
slide.addText(
[
{ text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } }
],
{ x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
);
// WRONG: Multiple separate textboxes for each bullet - causes alignment issues
// slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });
```
**項目符號格式小技巧：**
- `bullet: { indent: 10 }`：控制項目符號縮排（越小越緊）
- `paraSpaceAfter: 6`：每段後的間距（單位 pt）
- 每個項目符號塞進多個相關事實（例如 "HQ: Austin; Founded: 2003"）
- 放進具體的數字和百分比來提高資訊密度
- 標題用 **Title case**（不要全大寫），靠左對齊
- **所有地方字型一致**，包括表格
- **公司的品牌色**：建立投影片之前，你「一定要」用網路搜尋查出實際的品牌色。不要用猜的或自己假設。
- **有提供品牌指南就照做**
### 視覺參考
版面配置的靈感請看 `examples/Nike_Strip_Profile_Example.pptx`。顏色要依各公司的品牌調整。
---
## 第一頁版面
必須通過忙碌主管的「30 秒理解測試」。
### 投影片設定（關鍵）
**使用 4:3 長寬比**（標準的投行 pitch book 格式）：
```javascript
const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3'; // 10" wide × 7.5" tall - MUST USE THIS
```
### 投影片座標系統
PptxGenJS 用英吋。4:3 投影片 = **寬 10" × 高 7.5"**。
- **x**：從左邊緣算起的水平位置（0 = 最左，10 = 最右）
- **y**：從上邊緣算起的垂直位置（0 = 最上，7.5 = 最下）
- **內容必須留在邊界內**：四邊都留 0.3" 邊距
### 第一頁的位置配置（單位：英吋）
```
┌─────────────────────────────────────────────────────────────────┐
│ y=0.2 Title: Company Name (Ticker) │
├────────────────────────────┬────────────────────────────────────┤
│ y=0.6 Company Overview │ y=0.6 Business & Positioning │
│ x=0.3, w=4.7 │ x=5.0, w=4.7 │
│ h=3.0 │ h=3.0 │
├────────────────────────────┼────────────────────────────────────┤
│ y=3.7 Key Financials │ y=3.7 Stock/Recent Developments │
│ x=0.3, w=4.7 │ x=5.0, w=4.7 │
│ h=3.5 │ h=3.5 │
└────────────────────────────┴────────────────────────────────────┘
y=7.5
```
### 標題區（y=0.2）
**公司名稱（股票代號）**，例如：`Tesla, Inc. (TSLA)`
```javascript
slide.addText('Tesla, Inc. (TSLA)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });
```
### 四象限版面（y=0.6 到 y=7.2）
| 象限 | 位置 | 內容 |
|----------|----------|---------|
| **1** | x=0.3, y=0.6, w=4.7, h=3.0 | **公司概覽**：總部、成立時間、關鍵數字、業務摘要（4-5 個重點） |
| **2** | x=5.0, y=0.6, w=4.7, h=3.0 | **業務與定位**：營收驅動因素、產品／服務、競爭地位、成長驅動因素（4-5 個重點） |
| **3** | x=0.3, y=3.7, w=4.7, h=3.5 | **關鍵財務**：營收、EBITDA、利潤率、EPS、FCF + 估值（市值、EV、倍數）：**表格或圖表擇一，不要兩個都放** |
| **4** | x=5.0, y=3.7, w=4.7, h=3.5 | **上市公司**：1 年股價走勢圖 + 主要股東。**未上市公司**：近況或持股結構／併購歷史 |
### 字體大小：就用這些確切的值
| 元素 | 大小 | 備註 |
|---------|------|-------|
| 投影片標題 | 24pt | 粗體，用公司品牌色 |
| 象限標題 | 14pt | 粗體，附強調色條 |
| 內文／項目符號文字 | 11pt | 一般粗細 |
| 表格文字 | 10pt | 密集的表格用 9pt |
| 圖表標籤 | 9pt | 標籤要短 |
| 來源／頁尾 | 8pt | 放在投影片底部 |
**關鍵：如果文字溢出，把字體縮小 1pt 再重新渲染。**
### 視覺強調（必要）
每個象限標題的左邊「一定要」有一條彩色強調色條：
```javascript
// Add accent bar for quadrant header
slide.addShape(pptx.shapes.RECTANGLE, {
x: 0.3, y: 0.6, w: 0.08, h: 0.25,
fill: { color: 'E31937' } // Use company brand color
});
slide.addText('Company Overview', {
x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});
```
**要放進去的視覺元素：**
- 所有區段標題旁的強調色條（品牌色）
- 上下象限之間的細水平分隔線
- 有的話，右上角放公司 logo
- 表格內淡淡的格線（淺灰 #CCCCCC）
### 第一頁格式
- **字型：Arial**（或依使用者／品牌指南指定）
- **象限標題**：Title Case（不要全大寫），例如 "Company Overview" 而不是 "COMPANY OVERVIEW"
- **項目符號**：開頭的關鍵詞要粗體，例如 "**Market Position:** Leading global manufacturer..."
- 只能用白色背景，不要框、填色或底紋
- 區段標題：粗體文字，樣式依品牌指南
- 所有象限大小相同、互相對齊
---
## 後續頁面：自由版面
- 雙欄（40/60 或 50/50）、整頁圖表，或側欄版面
- 每一頁都是對第一頁內容的延伸說明
- 維持一致的字體排印和配色
- 建議的順序：產品／市場 → 財務分析 → 領導團隊
---
## 圖表（多張投影片的簡介）
**多張投影片的簡介**：放入 2-3 個真正的 PptxGenJS 圖表。絕對不要用佔位用的 div 或靜態圖片。
**單張投影片的簡介**：財務資料用表格（更省空間）。只有在圖表取代表格時才加圖表，不要兩個都放。
| 資料類型 | 圖表類型 |
|-----------|------------|
| 營收趨勢 | 折線或直條（多年度） |
| 地區拆分 | 水平長條 |
| 產品組合 | 附百分比的圓餅圖 |
| 財務比較 | 直條 |
| 股價（1 年日資料） | 折線 |
### 圖表程式碼範例
**水平長條圖（4:3 投影片中放得進右下象限）：**
```javascript
slide.addChart(pptx.charts.BAR, [{
name: 'FY2024 Revenue by Region',
labels: ['North America', 'EMEA', 'China', 'APLA'],
values: [21.4, 13.6, 7.6, 6.7]
}], {
x: 5.0, y: 4.1, w: 4.5, h: 3.0, // Fits in bottom-right quadrant (4:3)
barDir: 'bar', chartColors: ['FF6B35'], showValue: true,
dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10,
dataLabelFormatCode: '$#,##0.0B',
title: 'Revenue by Geography', titleFontSize: 12, titleBold: true
});
```
**圓餅圖（4:3 投影片中放得進右下象限）：**
```javascript
slide.addChart(pptx.charts.PIE, [{
name: 'Product Mix',
labels: ['Footwear', 'Apparel', 'Equipment'],
values: [68, 29, 3]
}], {
x: 5.0, y: 4.1, w: 4.5, h: 3.0, // Fits in bottom-right quadrant (4:3)
showPercent: true, showLegend: true, legendPos: 'r',
dataLabelFontSize: 10, legendFontSize: 10,
chartColors: ['FF6B35', '2C2C2C', '4A4A4A'],
title: 'Revenue Mix FY24', titleFontSize: 12, titleBold: true
});
```
**折線圖（後續投影片用的滿版寬度）：**
```javascript
slide.addChart(pptx.charts.LINE, [{
name: 'Revenue ($B)',
labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'],
values: [44.5, 46.7, 48.5, 51.4, 54.2]
}], {
x: 0.3, y: 1.2, w: 9.4, h: 5.5, // Full width for 4:3 slide
chartColors: ['FF6B35'], showValue: true, lineSmooth: true,
dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11,
title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true
});
```
---
## 財務資料格式
**一律使用原生的 PptxGenJS 表格或圖表，絕對不要用純文字敘述或 HTML 表格。**
財務資料用 `slide.addTable()`（4:3 投影片中放得進左下象限）：
```javascript
// Add header with accent bar first
slide.addShape(pptx.shapes.RECTANGLE, {
x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' }
});
slide.addText('Key Financials & Valuation', {
x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});
// Financial data table
slide.addTable([
[{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
{ text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
{ text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }],
['Revenue', '$51.4B', '$54.2B'],
['YoY Growth', '+6.0%', '+5.5%'],
['EBITDA', '$8.9B', '$9.5B'],
['EBITDA Margin', '17.3%', '17.5%'],
['EPS', '$3.42', '$3.75'],
['Market Cap', '$185B', '—'],
['EV/EBITDA', '12.5x', '11.7x']
], {
x: 0.45, y: 4.1, w: 4.3, h: 3.0, // Below header in bottom-left quadrant
fontFace: 'Arial', fontSize: 10,
border: { pt: 0.5, color: 'CCCCCC' },
valign: 'middle',
colW: [1.8, 1.25, 1.25] // Column widths
});
```
❌ **錯誤示範：** 像 `Note: FY2024 revenue growth +1.0%, Net Income $5.1B...` 這種純文字
❌ **錯誤示範：** 無法正確轉成 PowerPoint 的 HTML 表格
做預測時，用結構化表格呈現 Bear/Base/Bull 三種情境。
---
## 品質檢查清單
### 第一頁
- [ ] 標題區有公司名稱、股票代號、產業
- [ ] 標題下方剛好是 4 個大小相同的象限
- [ ] 全部是項目符號，沒有段落，每個最多 1 行
- [ ] 財務用表格或圖表（不要兩個都放）
### 所有投影片
- [ ] 沒有文字溢出或被截斷
- [ ] 字型和顏色全程一致
- [ ] 圖表渲染正確
- [ ] 沒有佔位文字，全部是實際資料
- [ ] 單位一致（$mm 或 $bn，不要混用）
- [ ] 有標註來源
- [ ] 投資銀行等級的品質（GS/MS/JPM 標準）
**注意：** 建立 PowerPoint 檔案時，參考 **PPTX skill**。英文原文
---
name: fsi-strip-profile
description: |
Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
---
## Workflow
### 1. Clarify Requirements
- **Ask the user**: Single-slide or multi-slide (3-4 slides)?
- **Ask the user**: Any specific focus areas or topics to emphasize?
- **Only after user confirms**, proceed to research
### 2. Research & Planning
**Data Sources:**
- **Primary**: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
- **Market data**: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
- **Estimates**: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
- **News**: Press releases from last 90 days, M&A activity, guidance changes
**Required Metrics:**
- **Financials**: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
- **Valuation**: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
- **Growth**: YoY growth rates (%)
- **Ownership**: Top 5 shareholders with % ownership
- **Segments**: Product mix and/or geographic mix (% breakdown)
**Normalization:**
- Convert all amounts to consistent currency
- Scale consistently ($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:
```bash
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
---
## 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:**
```python
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
---
- **3-4 dense slides** - use quadrants, columns, tables, charts
- **Bullets for ALL body text** - NEVER paragraphs. **Use ONE textbox per section with all bullets inside** - do NOT create separate textboxes for each bullet point. Use PptxGenJS bullet formatting:
```javascript
// CORRECT: Single textbox with bullet list - each array item becomes a bullet
// Position in top-left quadrant (Company Overview) - after header with accent bar
slide.addText(
[
{ text: 'Headquarters: Austin, Texas; Founded 2003', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'Employees: 140,000+ globally across 6 continents', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'CEO: Elon Musk; CFO: Vaibhav Taneja', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'Market Cap: $850B (#6 globally by market cap)', options: { bullet: { indent: 10 }, breakLine: true } },
{ text: 'Segments: Automotive (85%), Energy (10%), Services (5%)', options: { bullet: { indent: 10 } } }
],
{ x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
);
// WRONG: Multiple separate textboxes for each bullet - causes alignment issues
// slide.addText('Headquarters: Austin', { x: 0.5, y: 1.0, bullet: true });
```
**Bullet formatting tips:**
- `bullet: { indent: 10 }` - controls bullet indentation (smaller = tighter)
- `paraSpaceAfter: 6` - space after each paragraph in points
- Pack multiple related facts into each bullet (e.g., "HQ: Austin; Founded: 2003")
- Include specific numbers and percentages for information density
- **Title case** for titles (not ALL CAPS), left-aligned
- **Consistent fonts** everywhere including tables
- **Company's brand colors** - YOU MUST research actual brand colors via web search before creating slides. Do not guess or assume colors.
- **Follow brand guidelines if provided**
### Visual Reference
See `examples/Nike_Strip_Profile_Example.pptx` for layout inspiration. Adapt colors to each company's brand.
---
## First Page Layout
Must pass "30-second comprehension test" for a busy executive.
### Slide Setup (CRITICAL)
**Use 4:3 aspect ratio** (standard IB pitch book format):
```javascript
const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3'; // 10" wide × 7.5" tall - MUST USE THIS
```
### Slide Coordinate System
PptxGenJS uses inches. 4:3 slide = **10" wide × 7.5" tall**.
- **x**: horizontal position from left edge (0 = left, 10 = right)
- **y**: vertical position from top edge (0 = top, 7.5 = bottom)
- **Content must stay within bounds** - leave 0.3" margin on all sides
### First Page Positioning (in inches)
```
┌─────────────────────────────────────────────────────────────────┐
│ y=0.2 Title: Company Name (Ticker) │
├────────────────────────────┬────────────────────────────────────┤
│ y=0.6 Company Overview │ y=0.6 Business & Positioning │
│ x=0.3, w=4.7 │ x=5.0, w=4.7 │
│ h=3.0 │ h=3.0 │
├────────────────────────────┼────────────────────────────────────┤
│ y=3.7 Key Financials │ y=3.7 Stock/Recent Developments │
│ x=0.3, w=4.7 │ x=5.0, w=4.7 │
│ h=3.5 │ h=3.5 │
└────────────────────────────┴────────────────────────────────────┘
y=7.5
```
### Title Section (y=0.2)
**Company Name (Ticker)** - Example: `Tesla, Inc. (TSLA)`
```javascript
slide.addText('Tesla, Inc. (TSLA)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });
```
### 4-Quadrant Layout (y=0.6 to y=7.2)
| Quadrant | Position | Content |
|----------|----------|---------|
| **1** | x=0.3, y=0.6, w=4.7, h=3.0 | **Company Overview**: HQ, founded, key stats, business summary (4-5 bullets) |
| **2** | x=5.0, y=0.6, w=4.7, h=3.0 | **Business & Positioning**: revenue drivers, products/services, competitive position, growth drivers (4-5 bullets) |
| **3** | x=0.3, y=3.7, w=4.7, h=3.5 | **Key Financials**: Revenue, EBITDA, margins, EPS, FCF + Valuation (Mkt Cap, EV, multiples) — **table OR chart, not both** |
| **4** | x=5.0, y=3.7, w=4.7, h=3.5 | **For public companies**: 1Y stock price chart + top shareholders. **For private**: Recent developments or Ownership/M&A history |
### Font Sizes - USE THESE EXACT VALUES
| Element | Size | Notes |
|---------|------|-------|
| Slide title | 24pt | Bold, company brand color |
| Quadrant headers | 14pt | Bold, with accent bar |
| Body/bullet text | 11pt | Regular weight |
| Table text | 10pt | Use 9pt for dense tables |
| Chart labels | 9pt | Keep labels short |
| Source/footer | 8pt | Bottom of slide |
**CRITICAL: If text overflows, REDUCE font size by 1pt and re-render.**
### Visual Accents (REQUIRED)
Each quadrant header MUST have a colored accent bar to the left:
```javascript
// Add accent bar for quadrant header
slide.addShape(pptx.shapes.RECTANGLE, {
x: 0.3, y: 0.6, w: 0.08, h: 0.25,
fill: { color: 'E31937' } // Use company brand color
});
slide.addText('Company Overview', {
x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});
```
**Visual elements to include:**
- Accent bars next to all section headers (brand color)
- Thin horizontal divider line between top and bottom quadrants
- Company logo in top-right corner if available
- Subtle gridlines in tables (light gray #CCCCCC)
### First Page Formatting
- **Font: Arial** (or as specified by user/brand guidelines)
- **Quadrant titles**: Title Case (not ALL CAPS), e.g., "Company Overview" not "COMPANY OVERVIEW"
- **Bullets**: Bold key terms at start, e.g., "**Market Position:** Leading global manufacturer..."
- White background only — no boxes, fills, or shading
- Section headers: bold text, follow brand guidelines for styling
- All quadrants equally sized and aligned
---
## Subsequent Pages: Free-Form Layouts
- Two-column (40/60 or 50/50), full-slide charts, or sidebar layouts
- Each page elaborates on first page content
- Maintain consistent typography and color scheme
- Suggested flow: Products/Market → Financial Analysis → Leadership
---
## Charts (Multi-Slide Profiles)
**For multi-slide profiles**: Include 2-3 actual PptxGenJS charts. Never use placeholder divs or static images.
**For single-slide profiles**: Use tables for financials (more space-efficient). Only add a chart if it replaces the table, not in addition to it.
| Data Type | Chart Type |
|-----------|------------|
| Revenue trends | Line or column (multi-year) |
| Geographic breakdown | Horizontal bar |
| Product mix | Pie with percentages |
| Financial comparison | Column |
| Stock price (1Y daily) | Line |
### Chart Code Examples
**Horizontal Bar (fits in bottom-right quadrant for 4:3 slide):**
```javascript
slide.addChart(pptx.charts.BAR, [{
name: 'FY2024 Revenue by Region',
labels: ['North America', 'EMEA', 'China', 'APLA'],
values: [21.4, 13.6, 7.6, 6.7]
}], {
x: 5.0, y: 4.1, w: 4.5, h: 3.0, // Fits in bottom-right quadrant (4:3)
barDir: 'bar', chartColors: ['FF6B35'], showValue: true,
dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10,
dataLabelFormatCode: '$#,##0.0B',
title: 'Revenue by Geography', titleFontSize: 12, titleBold: true
});
```
**Pie Chart (fits in bottom-right quadrant for 4:3 slide):**
```javascript
slide.addChart(pptx.charts.PIE, [{
name: 'Product Mix',
labels: ['Footwear', 'Apparel', 'Equipment'],
values: [68, 29, 3]
}], {
x: 5.0, y: 4.1, w: 4.5, h: 3.0, // Fits in bottom-right quadrant (4:3)
showPercent: true, showLegend: true, legendPos: 'r',
dataLabelFontSize: 10, legendFontSize: 10,
chartColors: ['FF6B35', '2C2C2C', '4A4A4A'],
title: 'Revenue Mix FY24', titleFontSize: 12, titleBold: true
});
```
**Line Chart (full width for subsequent slides):**
```javascript
slide.addChart(pptx.charts.LINE, [{
name: 'Revenue ($B)',
labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'],
values: [44.5, 46.7, 48.5, 51.4, 54.2]
}], {
x: 0.3, y: 1.2, w: 9.4, h: 5.5, // Full width for 4:3 slide
chartColors: ['FF6B35'], showValue: true, lineSmooth: true,
dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11,
title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true
});
```
---
## Financial Data Formatting
**Always use native PptxGenJS tables or charts - NEVER plain text prose or HTML tables.**
Use `slide.addTable()` for financial data (fits in bottom-left quadrant for 4:3 slide):
```javascript
// Add header with accent bar first
slide.addShape(pptx.shapes.RECTANGLE, {
x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' }
});
slide.addText('Key Financials & Valuation', {
x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});
// Financial data table
slide.addTable([
[{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
{ text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
{ text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }],
['Revenue', '$51.4B', '$54.2B'],
['YoY Growth', '+6.0%', '+5.5%'],
['EBITDA', '$8.9B', '$9.5B'],
['EBITDA Margin', '17.3%', '17.5%'],
['EPS', '$3.42', '$3.75'],
['Market Cap', '$185B', '—'],
['EV/EBITDA', '12.5x', '11.7x']
], {
x: 0.45, y: 4.1, w: 4.3, h: 3.0, // Below header in bottom-left quadrant
fontFace: 'Arial', fontSize: 10,
border: { pt: 0.5, color: 'CCCCCC' },
valign: 'middle',
colW: [1.8, 1.25, 1.25] // Column widths
});
```
❌ **Incorrect:** Plain text like `Note: FY2024 revenue growth +1.0%, Net Income $5.1B...`
❌ **Incorrect:** HTML tables that don't convert properly to PowerPoint
For projections, use Bear/Base/Bull case scenarios in structured tables.
---
## Quality Checklist
### First Page
- [ ] Title section with company name, ticker, industry
- [ ] Exactly 4 equal quadrants below title
- [ ] All bullets, no paragraphs, 1 line max each
- [ ] Financials in table or chart (not both)
### All Slides
- [ ] No text overflow or cutoff
- [ ] Consistent fonts and colors throughout
- [ ] Charts render correctly
- [ ] No placeholder text - all actual data
- [ ] Consistent scaling ($mm or $bn, not mixed)
- [ ] Sources cited
- [ ] Investment banking quality (GS/MS/JPM standard)
**Note:** Reference the **PPTX skill** for PowerPoint file creation.