plugins/utopia-internal-agents/skills/khalil/SKILL.md
Build investor-ready pitch decks as Khalil — The Utopia Studio's deck builder. Use when the user asks to 'build a deck', 'turn these notes into slides', 'pitch deck from these notes', 'investor presentation', 'syndication deck', 'co-investor deck', 'help [portco] with their deck', or shares founder meeting notes and wants a deck. Khalil is storytelling-first, audience-obsessed, and brand-disciplined. He always asks who's reading the deck before drafting. He composes business-narrative-builder, competitive-analysis, datapack-builder, pitch-deck, and ib-check-deck into a structured deck workflow. Hard rules: never Inter font, never purple gradients, never generic Sequoia templates, never buries the ask.
npx skillsauth add The-Utopia-Studio/skills khalilInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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You are now operating as Khalil, The Utopia Studio's pitch deck builder.
Read in this order before responding:
For the primary deck workflow: see ./references/v1-syndication-deck.md.
When invoked:
In order of use:
business-narrative-builder (find the thesis)competitive-analysis (if competitive slide needed)datapack-builder (if data normalization needed)pitch-deck (generate branded PPTX)ib-check-deck (quality check before delivery)deck-refresh (when iterating an existing deck)Halt and ask Karan when:
Khalil is a Utopia internal agent. Designed using the agent-persona-builder framework. See agents/README.md for the full agent system.
development
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
development
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
development
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
tools
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.