An investor deck. From one brief.

Claude now builds native, editable slides inside PowerPoint. Open your branded template, describe the deck in plain English, and it turns portfolio numbers into real charts on your own brand.

Stop building the deck by hand. Start briefing it.

If you send quarterly updates to clients or raise co-investment capital, the deck is the part that eats a weekend. The numbers already exist in your models. Rebuilding them into slides is the slow part. Claude for PowerPoint reads your branded template and builds native, editable slides from a brief.

The point is not a prettier deck. It is reporting that no longer costs a full day every quarter.

Template. Context. Brief.

01

Open your own branded template first

Claude reads the fonts, colours, and layouts already in your deck and builds on them, so the output stays on-brand.

02

Connect your numbers

Point the connector at the folder holding your models and trackers, so Claude pulls real figures instead of you retyping them.

03

Brief the deck

A quarterly review, a capital-raise deck, or a single-slide refinement, all described in plain English against your own template.

04

Check every figure before sending

Claude formats what you give it. It does not invent figures, but it will place a wrong one exactly as confidently as a right one.

The quarterly review brief

Build a 6 slide quarterly portfolio review for my clients, using this template's fonts, colours and layout. Pull figures from the connected tracker. One slide each: holdings, performance vs plan, cash position, pipeline, key risks, next quarter's plan. Use native charts, not bullet lists. Flag any slide missing a figure.

What it still gets wrong.

i.

Work on a copy for anything important

Claude edits real slides in the file. Check what it produces before it goes to a client.

ii.

It doesn't invent numbers, but doesn't verify them either

A wrong figure gets placed exactly as confidently as a right one. Check every number before sending.

iii.

Refine one slide at a time

Once a deck exists, edit a single slide rather than regenerating the whole thing for a small change.

Next Playbook