Openclaw-financial-services fsi-ib-cmd-one-pager

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

install
source · Clone the upstream repo
git clone https://github.com/d-wwei/openclaw-financial-services
Claude Code · Install into ~/.claude/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/d-wwei/openclaw-financial-services "$T" && mkdir -p ~/.claude/skills && cp -r "$T/skills/fsi-ib-cmd-one-pager" ~/.claude/skills/d-wwei-openclaw-financial-services-fsi-ib-cmd-one-pager && rm -rf "$T"
OpenClaw · Install into ~/.openclaw/skills/
T=$(mktemp -d) && git clone --depth=1 https://github.com/d-wwei/openclaw-financial-services "$T" && mkdir -p ~/.openclaw/skills && cp -r "$T/skills/fsi-ib-cmd-one-pager" ~/.openclaw/skills/d-wwei-openclaw-financial-services-fsi-ib-cmd-one-pager && rm -rf "$T"
manifest: skills/fsi-ib-cmd-one-pager/SKILL.md
source content

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
  2. 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)
  3. 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)