open-design/skills/ib-pitch-book/assets/template.html
ashleyashli 2b5ea36f21
feat: add ib-pitch-book deck skill (Pitch Agent port) (#888)
* feat(skills): add ib-pitch-book deck skill (Pitch Agent port)

- Add investment-banking strategic-alternatives pitch book skill adapted from anthropics/financial-services Pitch Agent (Apache-2.0)

- Ship self-contained example.html (fictional NorthPeak / Hartfield case)

- Add references: compliance, attribution, conventions, P0/P1/P2 checklist

- Document in CHANGELOG [Unreleased]

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix(ib-pitch-book): align comps copy and DCF sensitivity base cell

- Trading comps: narrative now matches table (12.5× vs 12.4× median; explain via growth/mix)

- DCF: base-case sensitivity cell at 9.0% WACC × 2.5% g = $56.40, matching implied equity / share

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix: register ib-pitch-book in i18n fallbacks; add demo disclaimer banner

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix: address ib-pitch-book review feedback

Co-authored-by: Cursor <cursoragent@cursor.com>

* fix: prevent ib-pitch-book dense slide overflow

Co-authored-by: Cursor <cursoragent@cursor.com>

---------

Co-authored-by: ashley li <ashleyli@ashleydeMacBook-Air-2.local>
Co-authored-by: Cursor <cursoragent@cursor.com>
2026-05-08 17:49:57 +08:00

436 lines
13 KiB
HTML

<!doctype html>
<!--
OD ib-pitch-book seed.
Copy this file to index.html for live work. Keep the IB-specific masthead,
source-status footer, disclosure slide, system-font defaults, and keyboard
navigation. Use example.html only as a completed fictional reference.
-->
<html lang="en">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1" />
<title>[CLIENT] - Strategic Alternatives Review</title>
<style>
:root {
--paper: oklch(98.5% 0.008 80);
--paper-warm: oklch(96% 0.012 78);
--ink: oklch(18% 0.012 70);
--ink-mid: oklch(38% 0.010 70);
--ink-soft: oklch(56% 0.008 70);
--rule: oklch(86% 0.008 75);
--accent: oklch(48% 0.18 28);
--pos: oklch(45% 0.10 165);
--serif: 'Iowan Old Style', 'Charter', Georgia, serif;
--sans: system-ui, -apple-system, BlinkMacSystemFont, 'Segoe UI', sans-serif;
--mono: ui-monospace, 'SF Mono', Menlo, Consolas, monospace;
}
* { box-sizing: border-box; margin: 0; padding: 0; }
html, body { height: 100%; background: var(--ink); color: var(--ink); }
body {
font-family: var(--sans);
font-size: 14px;
-webkit-font-smoothing: antialiased;
overflow: hidden;
}
.deck {
width: 100vw;
height: 100vh;
overflow: hidden;
position: relative;
background: linear-gradient(180deg, oklch(14% 0.012 70), oklch(20% 0.012 70));
display: flex;
flex-direction: column;
}
.source-status {
flex: 0 0 auto;
z-index: 50;
padding: 9px 18px;
font-size: 11px;
line-height: 1.35;
text-align: center;
color: oklch(90% 0.02 85);
background: oklch(22% 0.04 55);
border-bottom: 1px solid oklch(35% 0.03 70);
}
.source-status strong { color: oklch(96% 0.03 85); }
.stage {
flex: 1 1 auto;
min-height: 0;
width: 100%;
display: flex;
transition: transform 480ms cubic-bezier(0.22, 1, 0.36, 1);
will-change: transform;
}
.slide {
min-width: 100vw;
height: 100%;
background: var(--paper);
display: grid;
place-items: stretch;
position: relative;
overflow: hidden;
}
.slide-inner {
width: min(1320px, 92vw);
height: min(820px, 86vh);
margin: auto;
padding: 56px 64px 48px;
display: grid;
grid-template-rows: auto 1fr auto;
min-height: 0;
background: var(--paper);
border-top: 6px solid var(--ink);
box-shadow: 0 30px 80px -30px rgba(0,0,0,0.35);
}
.mast {
display: flex;
align-items: baseline;
justify-content: space-between;
padding-bottom: 14px;
border-bottom: 1px solid var(--rule);
font-size: 11px;
letter-spacing: 0.16em;
text-transform: uppercase;
color: var(--ink-mid);
}
.mast .brand {
font-family: var(--serif);
font-size: 16px;
letter-spacing: 0.04em;
color: var(--ink);
text-transform: none;
}
.mast .meta { display: flex; gap: 22px; }
.body { min-height: 0; padding: 28px 0 22px; }
.body.fit {
display: grid;
grid-template-rows: auto minmax(0, 1fr);
gap: 18px;
padding-top: 22px;
}
.ribbon,
.eyebrow {
display: inline-flex;
width: max-content;
color: var(--accent);
font-family: var(--mono);
font-size: 11px;
letter-spacing: 0.12em;
text-transform: uppercase;
}
.display {
margin-top: 28px;
max-width: 920px;
font-family: var(--serif);
font-size: clamp(64px, 10vw, 132px);
font-weight: 400;
line-height: 0.9;
letter-spacing: -0.06em;
}
.section {
max-width: 900px;
font-family: var(--serif);
font-size: clamp(38px, 5vw, 68px);
font-weight: 400;
line-height: 0.98;
letter-spacing: -0.045em;
}
.display em,
.section em { color: var(--accent); font-style: italic; }
.body-text {
max-width: 680px;
color: var(--ink-mid);
font-size: 15px;
line-height: 1.55;
}
.grid-2 {
display: grid;
grid-template-columns: 1fr 1fr;
gap: 48px;
align-items: start;
min-height: 0;
}
.grid-2.compact {
gap: 28px;
}
.metric-strip {
display: grid;
grid-template-columns: repeat(5, minmax(0, 1fr));
border-top: 1px solid var(--ink);
border-bottom: 1px solid var(--ink);
}
.metric {
min-width: 0;
padding: 12px 14px;
border-right: 1px solid var(--rule);
}
.metric:last-child { border-right: 0; }
.metric .label {
display: block;
color: var(--ink-soft);
font-size: 10px;
letter-spacing: 0.12em;
line-height: 1.2;
text-transform: uppercase;
}
.metric .value {
display: block;
margin-top: 5px;
font-family: var(--serif);
font-size: 31px;
line-height: 1;
font-variant-numeric: tabular-nums;
}
.metric .delta {
display: block;
margin-top: 4px;
font-family: var(--mono);
font-size: 10.5px;
color: var(--ink-mid);
}
.chart-card {
display: grid;
gap: 8px;
min-height: 0;
padding: 14px 16px 12px;
border: 1px solid var(--rule);
background: var(--paper-warm);
}
.chart-card .chart {
min-height: 0;
height: min(150px, 22vh);
}
.chart-card svg {
width: 100%;
height: 100%;
display: block;
}
.compact-copy {
display: grid;
align-content: start;
gap: 14px;
min-height: 0;
}
.compact-copy .body-text {
font-size: 12.8px;
line-height: 1.48;
}
table.fin {
width: 100%;
border-collapse: collapse;
font-family: var(--mono);
font-size: 11px;
font-variant-numeric: tabular-nums;
}
.fin th {
text-align: left;
padding: 8px 7px;
border-bottom: 1px solid var(--ink);
color: var(--ink-mid);
font-weight: 500;
}
.fin td {
padding: 7px;
border-bottom: 1px solid var(--rule);
}
.fin tr.target td {
background: color-mix(in oklch, var(--accent) 8%, transparent);
color: var(--accent);
font-weight: 600;
}
.fin tr.summary td {
border-top: 1px solid var(--ink);
background: var(--paper-warm);
font-weight: 600;
}
.source-line {
margin-top: 10px;
font-family: var(--mono);
font-size: 10.5px;
color: var(--ink-soft);
}
.foot {
display: flex;
justify-content: space-between;
gap: 18px;
align-items: center;
padding-top: 14px;
border-top: 1px solid var(--rule);
font-family: var(--mono);
font-size: 10.5px;
color: var(--ink-soft);
}
.foot .conf {
font-family: var(--sans);
letter-spacing: 0.18em;
text-transform: uppercase;
color: var(--accent);
font-weight: 600;
}
.chrome {
position: fixed;
bottom: 18px;
left: 50%;
transform: translateX(-50%);
display: flex;
gap: 10px;
align-items: center;
background: oklch(98% 0.005 80 / 0.92);
border: 1px solid var(--rule);
border-radius: 999px;
padding: 6px 8px;
z-index: 60;
}
.chrome button {
width: 28px;
height: 28px;
border: 0;
border-radius: 999px;
background: transparent;
cursor: pointer;
color: var(--ink);
}
.chrome button:hover { background: oklch(94% 0.008 75); }
.chrome .counter { font-family: var(--mono); font-size: 11px; padding: 0 10px; }
@media (max-width: 760px) {
body { overflow: auto; }
.deck { height: auto; min-height: 100vh; overflow: visible; }
.stage { display: block; transform: none !important; }
.slide { min-width: 0; width: 100%; height: auto; min-height: 100vh; }
.slide-inner { width: 100%; height: auto; min-height: 100vh; padding: 36px 22px; }
.grid-2 { grid-template-columns: 1fr; }
.chrome { display: none; }
}
@media print {
html, body, .deck { height: auto; overflow: visible; background: white; }
.source-status, .chrome { display: none; }
.stage { display: block; transform: none !important; transition: none; }
.slide { page-break-after: always; height: 100vh; }
.slide-inner { box-shadow: none; }
}
</style>
</head>
<body>
<div class="deck" id="deck">
<div class="source-status" role="note">
<strong>[SOURCE STATUS]</strong> Replace with live citation status. If placeholders remain, say DEMO DATA / FICTIONAL SAMPLE here and in every footer.
</div>
<div class="stage" id="stage">
<section class="slide cover">
<div class="slide-inner">
<header class="mast">
<div class="brand">[Bank / Advisor]</div>
<div class="meta"><span>[Project]</span><span>[Date]</span><span>01 / 03</span></div>
</header>
<div class="body">
<span class="ribbon">Discussion Materials</span>
<h1 class="display">[Strategic <em>Alternatives</em> Review]</h1>
<p class="body-text" style="margin-top:22px;">[Audience, subject company, scope, and source-status note.]</p>
</div>
<footer class="foot">
<span class="conf">[CONFIDENTIAL OR DEMO DATA]</span>
<span>01 / 03</span>
</footer>
</div>
</section>
<section class="slide">
<div class="slide-inner">
<header class="mast">
<div class="brand">[Bank / Advisor]</div>
<div class="meta"><span>[Project]</span><span>Analysis</span><span>02 / 03</span></div>
</header>
<div class="body">
<span class="eyebrow">Trading comparables</span>
<h2 class="section">[One precise takeaway tied to the table.]</h2>
<div style="margin-top:26px; overflow:auto;">
<table class="fin">
<thead>
<tr><th>Company</th><th>EV</th><th>Revenue</th><th>EBITDA</th><th>EV/Revenue</th><th>EV/EBITDA</th><th>Source</th></tr>
</thead>
<tbody>
<tr class="target"><td>[Subject]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[citation id]</td></tr>
<tr><td>[Peer]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[citation id]</td></tr>
<tr class="summary"><td>Median</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[x]</td><td>[method]</td></tr>
</tbody>
</table>
</div>
<p class="source-line">Source: [public filing / licensed vendor / management provided / assumption], as of [date].</p>
</div>
<footer class="foot">
<span class="conf">[CONFIDENTIAL OR DEMO DATA]</span>
<span>02 / 03</span>
</footer>
</div>
</section>
<section class="slide">
<div class="slide-inner">
<header class="mast">
<div class="brand">[Bank / Advisor]</div>
<div class="meta"><span>[Project]</span><span>Disclosures</span><span>03 / 03</span></div>
</header>
<div class="body grid-2">
<div>
<span class="eyebrow">Disclaimers</span>
<h2 class="section">Required <em>review</em> status.</h2>
</div>
<div class="body-text">
<p>[Purpose / non-reliance disclosure.]</p>
<p>[Sources, verification, licensing, conflicts, compensation, MNPI, and external-distribution review status.]</p>
<p>[Legal, tax, accounting, fairness-opinion, and supervisory / FINRA status.]</p>
</div>
</div>
<footer class="foot">
<span class="conf">[CONFIDENTIAL OR DEMO DATA]</span>
<span>03 / 03</span>
</footer>
</div>
</section>
</div>
<div class="chrome">
<button id="prev" aria-label="Previous slide">&#8592;</button>
<span class="counter"><span id="now">01</span> / <span id="total">03</span></span>
<button id="next" aria-label="Next slide">&#8594;</button>
<button id="print" aria-label="Print as PDF" title="Print / save as PDF">PDF</button>
</div>
</div>
<script>
(function () {
const stage = document.getElementById('stage');
const slides = Array.from(stage.querySelectorAll('.slide'));
const now = document.getElementById('now');
const total = document.getElementById('total');
let i = 0;
total.textContent = String(slides.length).padStart(2, '0');
function go(n) {
i = Math.max(0, Math.min(slides.length - 1, n));
stage.style.transform = `translateX(-${i * 100}vw)`;
now.textContent = String(i + 1).padStart(2, '0');
}
document.getElementById('prev').addEventListener('click', () => go(i - 1));
document.getElementById('next').addEventListener('click', () => go(i + 1));
document.getElementById('print').addEventListener('click', () => window.print());
document.addEventListener('keydown', (event) => {
if (event.key === 'ArrowRight' || event.key === 'PageDown' || event.key === ' ') {
event.preventDefault();
go(i + 1);
}
if (event.key === 'ArrowLeft' || event.key === 'PageUp') {
event.preventDefault();
go(i - 1);
}
if (event.key === 'Home') go(0);
if (event.key === 'End') go(slides.length - 1);
});
}());
</script>
</body>
</html>