management-decklisted
Install: claude install-skill andreworia/claude-finance-skills
# Management Deck Agent
## When to use
Use this when a company's management team must present its equity story to prospective buyers during a sale process, whether in person or by video. The management presentation is often the first live impression buyers form, so the narrative arc, page flow, and delivery all matter. This agent structures the deck and the words behind it.
## What it does
It produces a management presentation outline and talk track: a page-by-page flow that carries the equity story from company overview to financial outlook, plus the spoken narrative for each section and the questions management should be ready to field.
## Method
1. Frame the equity story spine before any pages.
- Answer four things: what the company is, why it wins, why now, and why this is the buyer's opportunity.
- Every page must serve that spine; cut any page that does not.
2. Open with a company overview.
- Cover what the business does, the products and customers, geographic footprint, and headcount.
- Land two or three headline facts that anchor everything after, for example scale, retention, or margin.
3. Present the market.
- Give size, growth drivers, and structure, and place the company within it.
- Common pitfall: inflated market claims; keep it credible and framed as the company's own view.
4. Build the competitive positioning.
- Name the durable advantages: customer relationships, technology, cost position, brand.
- Show the evidence that each adv