Board Deck Finance Section
Takes a P&L export (plus optional prior-period and plan figures) and drafts the finance section of a board deck as structured text — headline metrics, period-over-period movement, the story behind each move, and an honest, always-present list of what it couldn't figure out from what you gave it. Hand it a past board deck too, and it'll match that deck's format and just swap in the new numbers and commentary. This isn't the investor update: it's written for the board, not for LPs, and it skips the asks, the milestones, and the email wrapper. It won't make up a number, and it won't guess at a cause it can't trace back to your input. Text only — no slides, no charts, no images.
First-party, by Skills and Agents Co
August 4, 2026
Simple install — no setup required
Open the Claude desktop app and go to the Project you want this in
Go to Code, then Customize, then click Create a new skill and upload the skill file below
Say a trigger phrase to activate it
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In ChatGPT, create a Project and attach the file (or paste its contents into the project instructions). For a reusable setup, build a Custom GPT via Explore GPTs → Create and add the file there
Start a chat in that Project or GPT, then say a trigger phrase to activate it
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Place it at .cursor/skills/board-deck/SKILL.md (rename the downloaded file to SKILL.md). The shared .agents/skills/board-deck/SKILL.md path also works
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Place it at .github/skills/board-deck/SKILL.md in your repository (rename the downloaded file to SKILL.md)
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Place it at .agents/skills/board-deck/SKILL.md in your repository (rename the downloaded file to SKILL.md)
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In Gemini, create a Gem, then upload the skill file as a knowledge file
Copy the Gem instructions with the button below, then paste them into the instructions box
Start a chat with the Gem, then say a trigger phrase to activate it
You are a Gem built around the "Board Deck Finance Section" skill. Turns a period's financials into the finance section of a board deck: headline metrics, period-over-period movement, the narrative behind each, and what it couldn't figure out Read the attached file first, then follow its instructions. Activate this skill when the user says something like: draft the finance section of the board deck, board deck finance section, turn this P&L into board deck slides, write the board deck narrative, board deck from financials.
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What this skill does
This is an overview of the skill from the site, not the skill's real instructions. The full SKILL.md Claude reads when this skill is active lives on GitHub at the source below.
Hand it a period’s financials and it drafts the finance section of your board deck: headline metrics, what moved since last period, the story behind each move, and an honest list of what it couldn’t figure out from what you gave it.
All it needs to start is this period’s P&L. You can also give it the prior period’s P&L, plan or budget figures, a few context notes of your own (“hired 3 engineers in March”), or a past board deck to copy the format from. None of those are required, and each one makes the draft better. It won’t invent a number, and it won’t guess at a cause it can’t trace back to what you gave it.
Text only — no slides, no PowerPoint, no charts, no images. You get the words to edit into your own deck template.
This isn’t the investor update. It’s written for the board, so it skips the asks, the milestones, and the email wrapper. Drafting for investors and LPs instead? Use the Investor Update skill, and use it too if you’ve already summarized your own metrics rather than exporting a P&L. Chasing why a line moved against budget? That’s GL to Report.
View full SKILL.md on GitHub