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.mdsource 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):
- List available templates to the user
- Ask which template to use, or if they want a clean professional format
- 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:
- Analyze the template structure to understand layouts
- Use appropriate layout for one-pager content
Step 3: Load Strip Profile Skill
Use
skill: "strip-profile" to execute the profile creation:
-
Clarify requirements:
- Confirm single-slide format (one-pager)
- Ask about any specific focus areas
-
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)
-
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:
- Convert to image for review
- Check for text overlap/cutoff issues
- Verify all data is populated (no placeholders)
- Show preview to user for approval
Step 5: Deliver Output
Provide:
- PowerPoint file (.pptx) - the one-pager
- Image preview - for quick review
- 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)