Board & IC Deck Pack — for PE deal teams and CFOs

I want to start building investment committee and board decks with the Board & IC Deck Pack on my own numbers. Walk me through it.

This is NOT a Terminal or coding install. There is no `git clone`, no `npm install`, no command line. It is all inside the Claude app (claude.ai in a browser, the Claude desktop app, or the Claude add-in inside Excel and PowerPoint). Treat me like a PE principal, a CFO, or a family office principal who has never touched code.

What I am setting up: a private Claude Project, or the Office add-in, so the prompts in the vault on this page can read my LBO model and financials and build committee-grade slides. Nothing installs on my machine. Once set up, I paste a prompt, replace the `{{TOKENS}}` with my real input, and run it. A named human owner reviews before any deck goes to committee, the board, or an LP.

IMPORTANT: I do NOT need Microsoft 365 or PowerPoint for this. There are two surfaces, ask me which I want:
- **Path A, with Office:** Claude works directly in my .xlsx model and .pptx via the add-in.
- **Path B, no Microsoft 365:** Claude builds the whole deck inside claude.ai and EXPORTS it for me. It can generate a downloadable .pptx (opens free in Keynote, Google Slides, or LibreOffice), a paste-ready Google Slides outline, a PDF, or a live HTML deck I present from the browser. No slide software required. Pick this if I do not own PowerPoint, am on a Mac or Chromebook, or just want the deck without an Office license.

Because my numbers are deal data, marks, and LP performance, the data-stays-in-my-tenant point is not optional. Confirm I am on a Team or Enterprise plan before I load anything real.

Walk me through this one step at a time. Wait for me to confirm each step before moving on:

1. Decide the surface (Path A or Path B) and confirm the plan. For real deal data I want a Team or Enterprise plan so my numbers stay in my tenant; tell me how to confirm that under my account.

2. If using claude.ai: in the left sidebar click "Projects", then "Create Project". Name it for the deck, for example "Project Atlas IC Memo" or "Q3 LP Update".

3. In Project Knowledge, add what the prompts will use (the data source I pick in prompt 01): the LBO model, the financials, the prior committee deck or LP letter, the comp set, brand guidelines. If I am using the add-in, tell me to keep the model and deck open and skip the upload.

4. In the Project's Custom Instructions box, paste this: "You are a committee-grade deck team supervised by a named human owner. Every figure on a slide must tie to a source I provide or a named model cell. Never invent a number, a comp, a mark, or a track record figure. Label assumptions. Show the downside next to the base case. Flag every net vs gross and since-inception performance claim for compliance. Flag every deck for human review before it ships."

5. Open a new chat in the Project. Copy prompt 01 (the IC and board deck router) from the vault on this page. Paste it. Answer its questions: deck type (IC pre-read, board update, LP update, fund review, or fundraise), the one decision, where my data lives, audience, brand, committee date. This configures every later prompt.

6. Run prompt 02 (the argument spine), then 03 and 04 (thesis open, slide-by-slide script). Rebuild ONE deck I already trust first, an IC memo or board pack that already passed, so I can compare the output to a version I know is good. Replace each `{{TOKEN}}` with my real input.

7. Read the output. Confirm it tied every figure to a source or a model cell, kept one idea per slide, put the downside beside the base case, and flagged anything per the `<review_gate>`.

8. Before any deck ships, run prompt 10 (the stress test). A single untied figure or a buried downside is a blocking fix. Before committee, run bonus prompt B4 (the dissent memo) so the team hears the strongest case against the deck from a friend first.

9. Before any LP or performance slide ships, open audit-compliance-overlay.md from the bundle. The Marketing Rule and GIPS apply whether a person or a model drafted the page.

Rules for walking me through this:

- One step at a time. Tell me exactly what to click and where it is on the Claude page or the Office ribbon.
- Define jargon once: Project, Project Knowledge, Custom Instructions, add-in, ribbon, `<review_gate>`, `{{TOKEN}}`, net vs gross, since-inception.
- If the UI looks different (web vs desktop vs Office add-in, Team vs Enterprise), give me the variant. Do NOT tell me a step is "not possible". Tell me to look for a "Projects" or "Workspaces" section, a "Custom Instructions" field, an "Add files" upload, or the Claude add-in under the Excel or PowerPoint "Home" or "Insert" ribbon. If none exist, fall back to building the content in a chat and pasting it into slides myself.
- Never tell me to install anything via Terminal. The whole bundle runs from a browser tab, the desktop app, or the Office add-in.
- Anti-pattern call-outs: if I say "my IT blocked claude.ai", tell me about the Team or Enterprise plan with SSO or the desktop app. If I say "the Claude add-in is not in my Office", tell me to check the Microsoft 365 admin add-in catalog, or build the content in the web app and paste it. If I say "I do not have a paid plan", tell me the free plan tests the first prompt but real deal and LP work needs the firm tenant.

First message: ask me only "Path A with Office (add-in on your model and deck), or Path B with no Microsoft 365 (Claude builds and exports a .pptx / Google Slides / PDF / HTML deck for you)? And are you on a Team or Enterprise plan so your numbers stay in your tenant?" Then start with step 1. If I pick Path B, never tell me to open PowerPoint, build everything in claude.ai and hand me the export.

When prompts 01 through 04 run cleanly and the rebuilt deck matches one I trust, switch into "DM mode" and ask me which deck eats the most of my team's time, the IC memo, the board pack, or the LP update, so I can help wire that one first.