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IB Slide Layout Catalog

Extracted from real bank decks: Goldman Sachs (PowerSchool), Moelis (Avangrid), Evercore (Diversey).

Every complex IB slide is a multi-zone composition — never a single chart or single table.

ZONE SYSTEM

Real IB slides use a grid system. The content area (below title, above footer) is divided into zones:

┌──────────────────────────────────────────────┐
│  TITLE (action title, 1-2 lines)             │
│  CALLOUT BAR (optional, full-width)          │
├──────────────────────────────────────────────┤
│                                              │
│  CONTENT ZONES (2-4 zones arranged in grid)  │
│                                              │
├──────────────────────────────────────────────┤
│  SOURCE / FOOTNOTES                          │
│  FOOTER (bank name, confidential, page #)    │
└──────────────────────────────────────────────┘

LAYOUT PATTERNS (15 distinct types)

1. SINGLE TABLE (Simple)

Example: Moelis Key Terms, GS Financial Summary

┌──────────────────────┐
│  Table (full width)  │
└──────────────────────┘

Already built in engine v1.

2. CHART + OVERLAID DATA TABLE

Example: GS Slide 11 (Share Price Performance Since IPO)

┌─────────────────────────────────────┐
│  Line Chart (full width)            │
│           ┌──────────┐              │
│           │ Mini-table│ (overlaid)  │
│           │ Perf (%)  │             │
│           └──────────┘              │
│                          end labels │
└─────────────────────────────────────┘
  • Multi-series line chart spanning full content width
  • Small summary table OVERLAID in top-right corner of chart
  • End-point labels on right edge (20.3%, 15.2%, etc.)
  • Legend centered below chart

3. CHART + SIDEBAR STATS

Example: GS Slide 12 (Stock Price Range Bound)

┌───────────────────┬─────────────┐
│  Line Chart       │ Stats Table │
│  (60% width)      │ (VWAPs)     │
│  w/ annotations   │ Right-align │
│  52wk H/L callout │             │
│  ┌──────────┐     │             │
│  │ Mini-tbl │     │             │
│  │ Avg Vol  │     │             │
│  └──────────┘     │             │
└───────────────────┴─────────────┘
  • Chart with annotation callouts (52-week high/low lines + labels)
  • Right sidebar: VWAP statistics table (metric name left, $ value right)
  • Mini-table embedded INSIDE the chart area (trading volume)

4. DUAL CHARTS SIDE-BY-SIDE

Example: GS Slide 13 (NTM EV/Revenue + EV/EBITDA)

┌────────────────┬────────────────┐
│  Line Chart 1  │  Line Chart 2  │
│  EV/Revenue    │  EV/EBITDA     │
│  ┌─────┐       │  ┌─────┐       │
│  │table│       │  │table│       │
│  └─────┘       │  └─────┘       │
│     end labels │     end labels │
└────────────────┴────────────────┘
  • Two charts, equal width (50/50)
  • Each has its own overlaid mini-table
  • Each has end-point labels
  • Shared x-axis time range and source line

5. TABLE TOP + DUAL CHARTS BOTTOM

Example: GS Slide 14 (Research Analyst Views)

┌──────────────────────────────────┐
│  Dense Table (Date, Analyst,     │
│  Rating, Target, Rev, EBITDA...) │
│  Median/High/Low summary rows   │
├────────────────┬─────────────────┤
│  Line Chart    │  Stacked Bar    │
│  Price + TP    │  Buy/Hold/Sell  │
└────────────────┴─────────────────┘
  • 3-zone layout: full-width table top, two charts bottom
  • Table has Median/High/Low/Variance summary rows
  • Bottom-left: price vs target price line chart
  • Bottom-right: ratings distribution stacked bar

6. LIST LEFT + CARD GRID RIGHT

Example: GS Slide 16 (Investment Highlights)

┌──────────────────┬──────────────┐
│  Stacked thesis  │  2×2 Card    │
│  point bars (9)  │  Grid with   │
│  (rounded rects) │  icons       │
│  w/ left borders │  (colored)   │
│                  │              │
└──────────────────┴──────────────┘
  • Left: 9 horizontal rounded rectangle bars with thesis statements
  • Right: 2×2 grid of colored cards (purple, orange, blue, light blue) with icons and text

7. STACKED BAR CHART + DATA TABLE BELOW

Example: Moelis Slides 9-10 (Revenue/Capex by Type) — THE most common Moelis pattern

┌──────────────────────────────────┐
│  Section Header Bar (navy)       │
├──────────────────────────────────┤
│  Stacked Bar Chart               │
│  w/ total labels on top          │
│  w/ segment colors               │
│  w/ legend below chart           │
├──────────────────────────────────┤
│  Data Table (underlying numbers) │
│  Matching column alignment       │
│  Color-coded row labels          │
└──────────────────────────────────┘
  • Navy header bar with white text (e.g., "Revenue ($ mm)")
  • Stacked bar chart with total value labels above each bar
  • Data table directly below with the EXACT numbers from the chart
  • Column alignment matches perfectly (same years as chart bars)
  • This is the most data-dense standard pattern

8. MULTI-CHART DASHBOARD (4 zones)

Example: Moelis Slide 8 (Summary of Management Forecast)

┌───────────────────┬──────────────────┐
│  Text Overview    │  Stacked Bar 1   │
│  (bullets)        │  (CapEx by type) │
│                   │  + ratio labels  │
├───────────────────┼──────────────────┤
│  Stacked Bar 2   │  Stacked Bar 3   │
│  (EBITDA)         │  (Net Income)    │
│  + line overlay   │  + EPS labels    │
│  + CAGR labels    │  + line overlay  │
└───────────────────┴──────────────────┘
  • 4-zone grid (2×2)
  • Each chart has its own title, legend, data labels
  • Line overlays showing consolidated totals
  • CAGR callouts between chart segments

9. ANALYSIS AT VARIOUS PRICES (Dense Matrix)

Example: Moelis Slide 5, Evercore Slide 7

┌──────────────────────────────────────────┐
│  Multi-column table                       │
│  Color-coded header blocks per proposal  │
│  Section 1: Price, Premia, Market Cap    │
│  Section 2: TEV, Implied Multiples       │
│  Section 3: P/E Multiples               │
│  Highlighted "proposed" column           │
└──────────────────────────────────────────┘
  • 8-15 columns with different proposals/prices
  • Color-coded column headers (blue, green, yellow per bidder)
  • Multiple sub-sections within one table
  • Right-aligned financial numbers throughout
  • Summary statistics (median, high, low, variance)

10. FOOTBALL FIELD (Valuation Summary)

Example: Evercore Slide 8 (Preliminary Valuation Summary), Moelis Slide 14

┌─────────┬───────────┬──────────────────┬──────────────┐
│Category │Methodology│  Horizontal Bars │ Implied      │
│Labels   │Description│  (range)         │ Multiples    │
│(colored │           │  ◄────────────►  │              │
│ pills)  │           │  $5.75    $9.06  │ 11.2x-14.4x │
│         │           │                  │              │
│         │           │ ▼ Offer line     │              │
│         │           │ ▼ Current line   │              │
└─────────┴───────────┴──────────────────┴──────────────┘
  • Left sidebar: category pills (Core=navy, Precedent=orange, Reference=gray)
  • Methodology column: text descriptions with assumptions
  • Center: horizontal range bars (colored by category)
  • Vertical reference lines (unaffected price, current price, proposed price)
  • Right column: implied TEV/EBITDA multiples
  • THE signature IB valuation slide

11. PILL-LABEL + BULLET CONTENT (Moelis Style)

Example: Moelis Slides 7, 12-13 (Financial Plan Overview)

┌──────────────────────────────────────┐
│ Full-width subtitle bar              │
├──────────┬───────────────────────────┤
│ Navy     │ • Bullet content          │
│ Pill     │ • Multiple lines          │
│ Label    │   ○ Sub-bullets           │
├──────────┼───────────────────────────┤
│ Navy     │ • Bullet content          │
│ Pill     │ • With specific data      │
│ Label    │                           │
├──────────┼───────────────────────────┤
│ Navy     │ • More bullets            │
│ Pill     │   ○ Sub-level detail      │
│ Label    │   ○ With footnote refs    │
└──────────┴───────────────────────────┘
  • Built in engine v1 but needs refinement for multi-row content
  • Variable row heights based on bullet count
  • Some rows have sub-bullets with circle (○) markers
  • Left-side category labels can also be rotated text (like "For reference only")

12. EVERCORE TOC / SECTION DIVIDER

Example: Evercore Slides 3, 4, 9

┌──────────────────────────────────┐
│                                  │
│  ██  (navy vertical bar)         │
│  ██                              │
│  ─────────────────────────────── │
│  ─────────────────────────────── │
│  Section Title (blue text)       │
│                                  │
│             [Table of Contents]  │
└──────────────────────────────────┘
  • Small navy vertical rectangle (like a bookmark marker)
  • Double horizontal rule (red/blue for Evercore)
  • Section title in blue
  • "Table of Contents" button/link bottom-right
  • Very minimal, distinctive Evercore brand

13. EVERCORE BULLET HIERARCHY

Example: Evercore Slides 4-5 (Transaction Background, Review Status)

■  Main point (bold)
   ► Sub-point (regular)
      • Detail (regular, smaller)
      • Detail with bold keywords
   ► Sub-point
■  Main point 2
   ► Sub-point
  • Three-level bullet hierarchy
  • ■ (filled square) for main points
  • ► (right arrow/triangle) for sub-points
  • • (bullet) for detail level
  • Bold dates at start of timelines (underlined)
  • This is denser than GS bullet style

14. COLOR-CODED MULTI-COLUMN HEADER TABLE

Example: Moelis Slide 5 (Analysis at Various Prices)

┌─────────────┬────────┬────────┬────────┬────────┬────────┐
│             │Unaffct.│Indiana │Arizona │Indiana │Proposed│
│             │ Date   │Proposal│Proposal│Proposal│ Trans. │
│             │3/6/2024│3/7/2024│4/26/24 │5/1/24  │6/7/24  │
├─────────────┼────────┼────────┼────────┼────────┼────────┤
│Share Price  │ $32.08 │ $34.25 │ $38.25 │ $34.75 │ $35.75 │
│Mkt Cap      │  $12.5 │  $13.3 │  $14.8 │  $13.5 │  $13.9 │
├─────────────┼────────┼────────┼────────┼────────┼────────┤
│% Premium    │        │  (15%) │   (9%) │   2%   │   (5%) │
  • Each column group has a distinct color header (Indiana=blue, Arizona=green, Proposed=yellow)
  • Dense numerical data throughout
  • Multiple logical sections within one table
  • Parenthetical negatives right-aligned
  • The final "Proposed Transaction" column is highlighted

15. MULTI-PANEL TEXT + IMAGES

Example: GS Slides 17-19 (Growth Strategy, AI, Cross-Sell)

┌───────────────────────────────────┐
│  Callout bar (full width, blue)   │
├──────────┬──────────┬─────────────┤
│  Panel 1 │  Panel 2 │  Panel 3    │
│  Image + │  Bullets │  Colored    │
│  Text    │  + Data  │  Cards      │
│  overlay │          │  (stacked)  │
├──────────┴──────────┴─────────────┤
│  Big Metric Cards (2-3 across)    │
│  "107%"  Net Retention             │
│  "33%"   EBITDA Margin            │
└───────────────────────────────────┘
  • Top: callout bar
  • Middle: 3-column panels (mix of images, bullets, cards)
  • Bottom: big metric callout cards (large number + label)
  • Logos embedded in text sections

PRIORITY FOR ENGINE v2

Must Build (used in every IB deck):

  1. #7 Stacked Bar + Data Table — Moelis bread-and-butter
  2. #10 Football Field — THE valuation summary slide
  3. #4 Dual Charts Side-by-Side — GS trading analysis
  4. #3 Chart + Sidebar Stats — GS price/VWAP analysis
  5. #9 Dense Multi-Column Table — analysis at various prices

Should Build:

  1. #5 Table Top + Dual Charts Bottom — analyst views
  2. #8 Multi-Chart Dashboard (2×2) — management forecast
  3. #6 List Left + Card Grid Right — investment highlights

Nice to Have:

  1. #2 Chart + Overlaid Mini-Table — performance with stats
  2. #15 Multi-Panel Text + Images — growth strategy

KEY ENGINE CAPABILITIES NEEDED

  1. Zone-based composition — define 2×1, 1×2, 2×2 grids with relative sizing
  2. Proportional bar rendering — bar heights MUST match data ratios
  3. Stacked bar segments — multiple colors per bar, proportional segments
  4. Data labels on charts — above bars, at end-points of lines, CAGR annotations
  5. Overlaid mini-tables — position a small table INSIDE a chart area
  6. Horizontal range bars — for football field (left edge = low, right edge = high)
  7. Vertical reference lines — for football field price markers
  8. Category pill labels — colored pills in left sidebar (navy, orange, gray)
  9. Color-coded column headers — different colors per column group
  10. Line chart rendering — multi-series with end-point labels

python-pptx limitations for charts:

  • python-pptx CAN create native Excel-backed charts (bar, line, pie)
  • But formatting them precisely (data labels, annotation callouts, overlaid shapes) requires XML manipulation
  • For v2, start with table-based charts (rectangles as bars) for full control
  • Graduate to native charts when layout is proven