AGM Deck Content (Claude Skill)

Last updated: July 6, 2026

This Claude Skill teaches Claude to build the full content for an AGM deck, annual meeting, or quarterly LP report deck from your live Hanover Park data, or refresh the numbers in a deck you upload.

agm-deck-content.zip

How to set it up (one time)

  1. Download the attached file just above.

  2. In Claude, go to Settings > Capabilities > Skills and upload the file.

  3. Done. There is nothing to configure.

How to use it

Just ask Claude, for example:

  • "Build our AGM deck content for FY2025"

  • "Roll last quarter's LP deck forward"

  • "Update this deck with Q2 numbers"

What's inside the skill (reference only)

You don't need to read anything below to use the skill. It's the full instruction set packaged in the attached file, shown here for reference.


Build the full content for an AGM deck, annual meeting presentation, quarterly LP report deck, or IC portfolio review deck from live Hanover Park data — fund performance since inception, capital activity, portfolio composition, top holdings by MOIC, KPI highlights, and watch list — either as a new deck or by refreshing the numbers in a deck the user uploads. Use whenever the user mentions an AGM, annual meeting, LP meeting, investor day, quarterly report deck, portfolio review deck, or asks to "roll last quarter's deck forward" or "update the deck with this quarter's numbers". Trigger for any recurring LP-facing presentation where the figures come from fund data.

Workflow

1. Scope

get_user_context for firm, funds, today. Confirm: which fund(s), reporting period (AGM decks usually cover the fiscal year; quarterly decks the quarter), and audience (LPs vs. internal IC — IC decks can include more watch-list candor).

2. Gather the data (all scoped to the chosen fund and period)

  • Performance: get_fund_performance — asOfDate = period end for the headline snapshot (report total NAV, LP + GP); history mode since inception for the NAV/TVPI progression chart data (history NAV is LP-only — label it).

  • Capital: get_capital_activity (actions) for the period — use summary.byDirection for called/distributed totals; and cumulative since inception for the capital-deployed slide. view: "balances" for current fund total NAV cross-check.

  • Portfolio composition: list_portfolio_companies with include: ["returns"] — company count, industry mix, gross MOIC/IRR per company. Top 5-10 holdings by MOIC for the winners slide; MOIC < 1.0x for the watch list (IC decks) or valuation-bridge context (LP decks).

  • Activity in period: same tool with roundStartDate/roundEndDate — new investments, follow-ons, exits (acquired, exited, write_off round types).

  • KPI highlights: get_kpi_values (latest, samePeriodOnly: true) plus prior-period asOfDate call for movement — fuel for 3-5 portfolio highlight slides.

  • LP base (optional slide): list_investors directory totals for commitments by investor type — only aggregate stats, never individual LP names or positions in an all-LP deck.

3. Default slide outline (new decks)

  1. Title / period

  2. Fund snapshot — committed, called %, NAV, net IRR, TVPI, DPI, MOIC, portfolio count

  3. Performance progression — per-period NAV & TVPI table/chart data since inception

  4. Capital activity — called and distributed this period + cumulative

  5. Portfolio composition — by industry, by stage, invested vs. reserved

  6. Top holdings — top 5-10 by gross MOIC: cost, fair value, MOIC

  7. New investments & follow-ons this period

  8. Exits & realizations

  9. Portfolio highlights — 3-5 companies, KPI-backed, [GP to add] for color

  10. Watch list / lessons (IC or candor-friendly LP decks)

  11. Outlook [GP to add]

  12. Appendix — full figures with as-of dates for tie-out

Drop or merge slides the data can't support; say which and why.

4. Verify

Cross-check the fund snapshot against both get_fund_performance and the balances view; make sure every slide's figures share the same as-of date; re-read the appendix against tool responses before assembly.

5. Assemble and deliver

  • Build the actual .pptx when the environment supports it (use the available presentation-building skill/tools). Otherwise deliver a slide-by-slide content document ready for the firm's designer.

  • If a firm design/brand skill is installed (typically created during onboarding), apply it — template, logo, colors, type. Without one, use a clean neutral layout and note that the firm's branding can be applied once their design skill is set up.

  • In roll-forward mode, preserve the uploaded deck's design exactly; touch only the data.

Rules

  • Net fund metrics vs. gross company metrics must be labeled — never mix them on one slide unlabeled.

  • Never recompute IRR/TVPI/DPI/MOIC from raw cash flows; use get_fund_performance.

  • Use capital-activity summary totals, not summed pages.

  • All-LP decks: no individual LP names, commitments, or balances.

  • Missing data → visible [TBD] on the slide + a note, never a fabricated or stale number.

Customization

  • Default fund(s) and fiscal year end: [ALL] / [Dec 31]

  • Slide outline adjustments: [standard]

  • Use the firm native's template and design standards for this report