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From Investor Deck PDF to a Red-Flag Matrix

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Reference creator: Asimov Academy / Cole Medin

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THE RED-FLAG MATRIX
for any investor deck

A pitch deck is built to persuade.
Your job is to un-persuade it.

AI extracts the claims.
You rate the evidence.

Score every slide on 4 axes:
-> Claim vs. cited source
-> Metric vs. how it's defined
-> Best case vs. base case
-> What the deck leaves out

Green / Yellow / Red.
Reds go on your question list.

Save this. Run it on your next deck.

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An investor deck is not analysis. It is a sales document. Every chart was chosen, every metric was framed, every weak quarter was cropped out. That is not a criticism. That is the job of a deck.

So do not ask AI "is this a good deal." Wrong job. Ask it to pull every claim onto one page so you can rate the evidence yourself.

The disciplined version, AI extracts and you score:

-> Claim vs. source: list every quantitative claim, then mark which ones cite a filing, an audited number, or nothing at all. -> Metric vs. definition: pull each headline metric and how the deck defines it. "Adjusted," "pro forma," and "annualized run-rate" are definitions, not facts. -> Best case vs. base case: separate what is reported from what is projected. Flag any growth line that needs the projection to work. -> Omission check: ask what a skeptic would expect to see that is missing. Net retention, cohort decay, customer concentration, the down quarter.

Then score each slide Green, Yellow, or Red. Green is verified against a source. Yellow is plausible but unsourced. Red is a claim the deck wants you to accept on trust.

The Reds are not a verdict. They are your question list for management.

What AI is not doing here: deciding if the deck is honest, what the company is worth, or whether you do anything. That stays with you.

Save this and run it on your next deck.

Educational content only. Not investment advice, and not a recommendation to buy, sell, or hold any security. Wall Street Prompt. Always verify against the primary source filings.

Layout

Single 4:5 reference tile. Top: two-line title block ("THE RED-FLAG MATRIX" large, "for any investor deck" smaller beneath). Upper-middle: the concede-then-sharpen couplet ("A pitch deck is built to persuade. / Your job is to un-persuade it.") set apart with breathing room. Middle: the split line "AI extracts the claims. / You rate the evidence." Lower-middle: the four-axis arrow list, left-aligned, each on its own line with a leading arrow. Bottom: the Green/Yellow/Red rule on two short lines, then the save line. Footer: small @wallstreetprompt handle and a one-line "Educational only. Not advice."

Design notes

WSP palette: near-black background (#0B0B0C), off-white body type, single green accent (#1FB66B) used only on the word RED-FLAG in the title, the arrow glyphs, and the word "Green" in the scoring line. Heavy condensed sans for the title (think a tight grotesque, all caps, tight tracking). Clean humanist sans for body at a comfortable size with generous line spacing so the tile stays scannable. Use the accent green for the -> arrows only; keep Yellow and Red as muted desaturated swatches (small inline dots) so the green stays the dominant accent. Strong left margin, consistent baseline grid, no decorative elements. The persuade/un-persuade couplet gets the most negative space.

CTA

Save this and run it on your next deck. Comment "MATRIX" and I'll send the red-flag scoring template.

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