skills/pitch-deck-builder/references/slide-library.md

# Investment Banking Slide Library

Use these patterns to assemble a deck. For each selected page, make the title conclusion-led.

## Table Of Contents

- [Executive pages](#executive-pages)
- [Company and market pages](#company-and-market-pages)
- [Valuation and financing pages](#valuation-and-financing-pages)
- [Strategic and deal logic pages](#strategic-and-deal-logic-pages)
- [Risk and diligence pages](#risk-and-diligence-pages)

## Executive pages

### Executive summary
Purpose: give the answer in one page.
Visual: 3-5 key messages, recommendation box, next-step box, key metrics strip.
Use when: all deck types.
Watchouts: do not repeat generic background; this page should say what to do.

### Situation overview
Purpose: frame the client context and decision point.
Visual: timeline, situation map, issue tree, or summary table.
Use when: strategic alternatives, financing pitch, sell-side pitch, board deck.

### Recommendation and next steps
Purpose: make the ask explicit.
Visual: recommendation box, timeline, decision table, workplan.
Use when: all deck types.

## Company and market pages

### Company profile
Purpose: summarize business, size, segments, KPIs, ownership, and recent developments.
Visual: profile grid with key metrics and business model diagram.
Upstream skill: `company-tearsheet`.

### Market backdrop
Purpose: show market conditions relevant to action.
Visual: line charts, indexed performance, issuance volumes, spread/rate charts, sector growth chart.
Source needs: date, source, basis, period.

### Sector landscape / market map
Purpose: segment competitors, buyers, or targets.
Visual: quadrant, segmentation matrix, logo map, target table.
Watchouts: prioritization criteria must be explicit.

### Recent transaction activity
Purpose: establish buyer appetite, valuation, and process relevance.
Visual: precedent transaction table or timeline.
Source needs: announcement date, buyer, target, value, multiple, strategic rationale.

## Valuation and financing pages

### Valuation overview / football field
Purpose: summarize valuation methodologies and implied ranges.
Visual: football field.
Upstream skills: `comps-valuation`, `dcf-model-builder`, or `scenario-sensitivity-generator`.
Watchouts: assumptions and dates must be explicit.

### Trading comps
Purpose: benchmark public peers.
Visual: comps table, quartiles, scatter plot.
Upstream skills: `comps-valuation`.
Watchouts: peer selection rationale matters more than table length.

### Precedent transactions
Purpose: support M&A valuation and buyer appetite.
Visual: transaction table, multiple distribution.
Upstream skills: `comps-valuation`, or `dcf-model-builder`.

### Debt capacity
Purpose: show feasible financing support.
Visual: leverage/coverage table, downside case, capacity bridge.
Upstream skills: `private-credit-underwriting`, `covenant-package-analyzer`, `lbo-model-build`, or `scenario-sensitivity-generator`.

### Pro forma capitalization
Purpose: show impact of transaction or financing.
Visual: before/after capitalization table.
Watchouts: clearly label model-derived estimates and assumptions.

## Strategic and deal logic pages

### Strategic fit
Purpose: explain why a buyer, seller, or client is strategically aligned with the opportunity.
Visual: strategic rationale matrix.
Watchouts: buyer-specific and sourced where possible.

### Synergy / value creation map
Purpose: identify value levers and diligence needs.
Visual: synergy bridge or value creation grid.
Watchouts: label as assumption unless supported.

### Alternatives comparison
Purpose: compare paths by value, risk, timing, control, certainty, and stakeholder impact.
Visual: scorecard table.
Use when: strategic alternatives.

### Buyer universe
Purpose: prioritize strategic buyers, sponsors, lenders, or investors.
Visual: ranked table or segmentation map.
Upstream skill: `buyer-investor-list`.

### Process strategy
Purpose: show sale/financing process path, timeline, and milestones.
Visual: timeline and workstream table.
Use when: sell-side, financing, process pitch.

## Risk and diligence pages

### Key risks and mitigants
Purpose: show the bank understands issues and can manage them.
Visual: risk matrix.

### Diligence agenda
Purpose: translate open questions into workstreams.
Visual: workplan table.
Upstream skill: `cim-teardown` or `diligence-workplan`.

### Appendix source detail
Purpose: store support without overwhelming the core story.
Visual: tables, footnotes, detailed assumptions.