strip-profile

Workflow

1. Clarify Requirements

• Ask the user: Single-slide or multi-slide (3-4 slides)?
• Ask the user: Any specific focus areas or topics to emphasize?
• Only after user confirms, proceed to research

2. Research & Planning

Data Sources:

• Primary: Company filings (BamSEC, SEC EDGAR — "Item 1. Business", MD&A), investor presentations, corporate website
• Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
• Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
• News: Press releases last 90 days, M&A, guidance changes

Required Metrics:

• Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
• Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
• Growth: YoY growth rates (%)
• Ownership: Top 5 shareholders with % ownership
• Segments: Product mix and/or geographic mix (% breakdown). For healthcare services comps (e.g., USPH, SGRY, ADUS, ENSG, OPCH, PRVA) also capture payor mix and same-store growth; for healthcare-AI comps (VEEV, HCAT, DOCS, HQY, EVH) capture ARR and net revenue retention.

Normalization: consistent currency; consistent scale ($mm or $bn, not mixed).

Before Building: print outline with 4-5 actual-number bullets per item; print style choices (fonts, hex colors, chart types); get user alignment.

3. Slide-by-Slide Creation

CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.

For EACH slide:

1. Create ONLY this slide with PptxGenJS
2. MANDATORY: Convert to image for review —

   soffice --headless --convert-to pdf presentation.pptx
   pdftoppm -jpeg -r 150 -f 1 -l 1 presentation.pdf slide
   

3. MANDATORY VISUAL REVIEW: examine the rendered image for text overlap, text cutoff, chart boundaries, and quadrant integrity before proceeding.
4. If ANY overlap or cutoff: reduce font size 1-2pt, then shorten text, then adjust positions; re-render until clean.
5. Show slide image to user with download link.
6. STOP and wait for explicit user approval before creating the next slide.

YOU MUST CHECK FOR THESE SPECIFIC ISSUES ON EVERY PAGE:

• Table rows colliding with text below them
• Chart x-axis labels cut off at bottom
• Long bullets wrapping into adjacent content
• Quadrant content bleeding into adjacent quadrants
• Title text overlapping with content below
• Legend overlapping with chart elements
• Footer/source colliding with main content

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Slide Format Requirements

Information Density is Critical

The #1 goal is MAXIMUM information density. A busy executive should understand the entire company story in 30 seconds. Fill every quadrant.

Per quadrant targets:

• Company Overview: 6-8 bullets (HQ, founded, employees, CEO/CFO, market cap, ticker, industry, key stat)
• Business & Positioning: 6-8 bullets (revenue drivers, products, market share %, competitive moat, customer count, geographic mix; for healthcare services include payor mix and same-store; for healthcare AI include ARR and NRR)
• Key Financials: table with 8-10 rows OR chart + 4-5 key metrics (Revenue, EBITDA, margins, EPS, FCF, growth, multiples)
• Fourth quadrant: 5-7 bullets (ownership %, recent M&A, developments, catalysts)

Information packing techniques:

• Combine related facts: "HQ: Dallas, TX; Founded: 2005; 8,400 employees"
• Always include numbers: "$450M revenue" not "large revenue"
• Add context: "EBITDA margin: 18% (vs. 14% sector avg)"
• Include YoY: "Revenue: $450M (+12% YoY)"
• Use percentages: "Medicare: 42% of revenue"

If a quadrant looks sparse, add more: segment/geo breakdowns, customer concentration, recent contract wins, guidance vs. consensus, insider ownership.

Line spacing — use single textbox per section:

def add_section(slide, x, y, w, header_text, bullets, header_size=10, bullet_size=8):
    """Header + bullets in single textbox with natural spacing"""
    tb = slide.shapes.add_textbox(x, y, w, Inches(len(bullets) * 0.18 + 0.3))
    tf = tb.text_frame
    tf.word_wrap = True

    # Header paragraph
    p = tf.paragraphs[0]
    p.text = header_text
    p.font.bold = True
    p.font.size = Pt(header_size)
    p.font.color.rgb = RGBColor(0, 51, 102)
    p.space_after = Pt(6)  # Small gap after header

    # Bullet paragraphs
    for bullet in bullets:
        p = tf.add_paragraph()
        p.text = bullet
        p.font.size = Pt(bullet_size)
        p.space_after = Pt(3)
    return tb

Key spacing principles: header + bullets in SAME textbox; space_after = Pt(6) after header, Pt(3) between bullets; don't hardcode gaps; if content overflows, reduce font 1pt.

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• 3-4 dense slides — use quadrants, columns, tables, charts

• Bullets for ALL body text — NEVER paragraphs. Use ONE textbox per section with all bullets inside:

  // CORRECT: Single textbox with bullet list
  slide.addText(
    [
      { text: 'Headquarters: Dallas, Texas; Founded 2005', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Employees: 8,400 across 14 states', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'CEO: Chris Reading; CFO: Carey Hendrickson', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Market Cap: $1.4B; FY24 Revenue: $630M', options: { bullet: { indent: 10 }, breakLine: true } },
      { text: 'Segments: Outpatient PT (100%); Medicare 42% of revenue', options: { bullet: { indent: 10 } } }
    ],
    { x: 0.45, y: 0.95, w: 4.5, h: 2.6, fontSize: 11, fontFace: 'Arial', valign: 'top', paraSpaceAfter: 6 }
  );
  

  Bullet formatting tips:

  • bullet: { indent: 10 } — controls indentation
  • paraSpaceAfter: 6 — paragraph spacing in points
  • Pack multiple facts per bullet
  • Include specific numbers and percentages

• Title case for titles (not ALL CAPS), left-aligned

• Consistent fonts everywhere including tables

• Company's brand colors — research via web search, do not guess

• Follow brand guidelines if provided

Visual Reference

See examples/USPH_Strip_Profile_Example.pptx for layout inspiration. Adapt colors to each company's brand.

---

First Page Layout

Must pass "30-second comprehension test".

Slide Setup (CRITICAL)

Use 4:3 aspect ratio (standard IB pitch book format):

const pptx = new pptxgen();
pptx.layout = 'LAYOUT_4x3';  // 10" wide × 7.5" tall - MUST USE THIS

Slide Coordinate System

PptxGenJS uses inches. 4:3 = 10" × 7.5". x: left→right (0–10); y: top→bottom (0–7.5). Leave 0.3" margin.

First Page Positioning (in inches)

┌─────────────────────────────────────────────────────────────────┐
│ y=0.2  Title: Company Name (Ticker)                             │
├────────────────────────────┬────────────────────────────────────┤
│ y=0.6  Company Overview    │ y=0.6  Business & Positioning      │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.0                      │ h=3.0                              │
├────────────────────────────┼────────────────────────────────────┤
│ y=3.7  Key Financials      │ y=3.7  Stock/Recent Developments   │
│ x=0.3, w=4.7               │ x=5.0, w=4.7                       │
│ h=3.5                      │ h=3.5                              │
└────────────────────────────┴────────────────────────────────────┘
                                                            y=7.5

Title Section (y=0.2)

Company Name (Ticker) — example: U.S. Physical Therapy, Inc. (USPH)

slide.addText('U.S. Physical Therapy, Inc. (USPH)', { x: 0.3, y: 0.2, w: 9.4, h: 0.35, fontSize: 18, bold: true });

4-Quadrant Layout (y=0.6 to y=7.2)

Quadrant	Position	Content
1	x=0.3, y=0.6, w=4.7, h=3.0	Company Overview: HQ, founded, key stats, business summary (4-5 bullets)
2	x=5.0, y=0.6, w=4.7, h=3.0	Business & Positioning: revenue drivers, products/services, competitive position, growth drivers (4-5 bullets)
3	x=0.3, y=3.7, w=4.7, h=3.5	Key Financials: Revenue, EBITDA, margins, EPS, FCF + Valuation — table OR chart, not both
4	x=5.0, y=3.7, w=4.7, h=3.5	Public: 1Y stock chart + top shareholders. Private: recent developments or ownership/M&A history

Font Sizes — USE THESE EXACT VALUES

Element	Size	Notes
Slide title	24pt	Bold, brand color
Quadrant headers	14pt	Bold, accent bar
Body/bullets	11pt	Regular
Table text	10pt	9pt for dense tables
Chart labels	9pt	Short labels
Source/footer	8pt	Bottom

CRITICAL: If text overflows, REDUCE font size by 1pt and re-render.

Visual Accents (REQUIRED)

Each quadrant header MUST have a colored accent bar to the left:

slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 0.6, w: 0.08, h: 0.25,
  fill: { color: 'E31937' }  // Use company brand color
});
slide.addText('Company Overview', {
  x: 0.45, y: 0.6, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

Visual elements to include: accent bars on headers (brand color); thin horizontal divider between top and bottom quadrants; company logo top-right if available; subtle gridlines in tables (light gray #CCCCCC).

First Page Formatting

• Font: Arial (or as specified by user/brand guidelines)
• Quadrant titles: Title Case, e.g., "Company Overview"
• Bullets: bold key terms at start, e.g., "Market Position: Leading multi-site outpatient PT operator..."
• White background only — no boxes, fills, or shading
• Section headers: bold, follow brand guidelines
• All quadrants equally sized and aligned

---

Subsequent Pages: Free-Form Layouts

• Two-column (40/60 or 50/50), full-slide charts, or sidebar layouts
• Each page elaborates on first page content
• Maintain consistent typography and color scheme
• Suggested flow: Products/Market → Financial Analysis → Leadership

---

Charts (Multi-Slide Profiles)

Multi-slide profiles: include 2-3 actual PptxGenJS charts. Never use placeholder divs or static images.

Single-slide profiles: use tables for financials; only add a chart if it replaces the table.

Data Type	Chart Type
Revenue trends	Line or column (multi-year)
Geographic breakdown	Horizontal bar
Product mix	Pie with percentages
Financial comparison	Column
Stock price (1Y daily)	Line

Chart Code Examples

Horizontal Bar (bottom-right quadrant for 4:3):

slide.addChart(pptx.charts.BAR, [{
  name: 'FY2024 Revenue by Region',
  labels: ['Northeast', 'Southeast', 'Midwest', 'West'],
  values: [210, 165, 145, 110]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,
  barDir: 'bar', chartColors: ['1F4E79'], showValue: true,
  dataLabelFontSize: 10, catAxisLabelFontSize: 10, valAxisLabelFontSize: 10,
  dataLabelFormatCode: '$#,##0.0M',
  title: 'Revenue by Geography', titleFontSize: 12, titleBold: true
});

Pie Chart (bottom-right quadrant for 4:3):

slide.addChart(pptx.charts.PIE, [{
  name: 'Payor Mix',
  labels: ['Medicare', 'Commercial', 'Medicaid', 'Self-pay'],
  values: [42, 44, 9, 5]
}], {
  x: 5.0, y: 4.1, w: 4.5, h: 3.0,
  showPercent: true, showLegend: true, legendPos: 'r',
  dataLabelFontSize: 10, legendFontSize: 10,
  chartColors: ['1F4E79', '4472C4', '70AD47', 'BFBFBF'],
  title: 'Payor Mix FY24', titleFontSize: 12, titleBold: true
});

Line Chart (full width for subsequent slides):

slide.addChart(pptx.charts.LINE, [{
  name: 'Revenue ($M)',
  labels: ['FY21', 'FY22', 'FY23', 'FY24', 'FY25E'],
  values: [480, 540, 590, 630, 680]
}], {
  x: 0.3, y: 1.2, w: 9.4, h: 5.5,
  chartColors: ['1F4E79'], showValue: true, lineSmooth: true,
  dataLabelFontSize: 11, catAxisLabelFontSize: 11, valAxisLabelFontSize: 11,
  title: 'Revenue Trend & Forecast', titleFontSize: 14, titleBold: true
});

---

Financial Data Formatting

Always use native PptxGenJS tables or charts — NEVER plain text prose or HTML tables.

// Add header with accent bar first
slide.addShape(pptx.shapes.RECTANGLE, {
  x: 0.3, y: 3.7, w: 0.08, h: 0.25, fill: { color: 'E31937' }
});
slide.addText('Key Financials & Valuation', {
  x: 0.45, y: 3.7, w: 4.5, h: 0.3, fontSize: 14, bold: true, fontFace: 'Arial'
});

// Financial data table
slide.addTable([
  [{ text: 'Metric', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY24', options: { bold: true, fill: '003366', color: 'FFFFFF' } },
   { text: 'FY25E', options: { bold: true, fill: '003366', color: 'FFFFFF' } }],
  ['Revenue', '$630M', '$680M'],
  ['YoY Growth', '+6.8%', '+7.9%'],
  ['EBITDA', '$114M', '$125M'],
  ['EBITDA Margin', '18.1%', '18.4%'],
  ['EPS', '$2.10', '$2.35'],
  ['Market Cap', '$1.4B', '—'],
  ['EV/EBITDA', '13.5x', '12.3x']
], {
  x: 0.45, y: 4.1, w: 4.3, h: 3.0,
  fontFace: 'Arial', fontSize: 10,
  border: { pt: 0.5, color: 'CCCCCC' },
  valign: 'middle',
  colW: [1.8, 1.25, 1.25]
});

❌ Incorrect: Plain text like Note: FY2024 revenue growth +6.8%, Net Income $25M... ❌ Incorrect: HTML tables that don't convert properly to PowerPoint

For projections, use Bear/Base/Bull cases in structured tables.

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Quality Checklist

First Page

• Title section with company name, ticker, industry
• Exactly 4 equal quadrants below title
• All bullets, no paragraphs, 1 line max each
• Financials in table or chart (not both)

All Slides

• No text overflow or cutoff
• Consistent fonts and colors
• Charts render correctly
• No placeholder text
• Consistent scaling ($mm or $bn, not mixed)
• Sources cited
• Investment banking quality (GS/MS/JPM standard)

Note: Reference the PPTX skill for PowerPoint file creation.