Portfolio One-Pagers
Automate slide generation for LP updates, portfolio reviews, and industry reports — straight from a spreadsheet.
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Use Case Overview
Use this setup to auto-generate one-slide-per-company reports from spreadsheet data. Perfect for LP reporting, industry roundups, internal deal reviews, and founder showcases.
By implementing this automated slide generation system, you can save hours of manual design work and ensure consistent, professional-looking presentations for all your portfolio companies.
Demo Video
What You'll Need
🔗 Tools used for this setup:
Google Slides Template
Open TemplateGoogle Sheets Template
Open TemplateSlides Generator Tool
Open Tool
Step-by-Step Setup Guide
- 1
Open the Google Slides Template
All variables must follow
{{curly_bracket}}
format, e.g.{{Name}}
,{{Funding}}
,{{LogoURL}}
For images, use
{{!ImageURL}}
Important:
You must draw a shape box in the slide to define where the image will go. This shape will be replaced.
For clickable images, use
{{!@ImageURL}}
- 2
Open the Google Sheets Template
Each row = one company
Each column header must match the variable in the Slides exactly (e.g.
{{Funding}}
in the slide =Funding
column in Sheets) - 3
(Optional) Use "Prepare Data for Slide Generation"
This wraps all column headers in
{{ }}
automatically - 4
Go to the Slides Generator Tool
- 5
Paste in your Slides Template URL
Copy the URL from your Google Slides and paste it into the tool
- 6
Select the spreadsheet data range
Choose the range of data from your Google Sheets that you want to use
- 7
Choose the number of template slides (default = 1)
Example: If you have 2 different slide formats, set this to
2
and the tool will take the first 2 slides as templatesHumble will generate one output slide per row per template, and append them at the end of the deck
- 8
Click Run — and generate your ready-to-present slides 🎉
The tool will process your data and generate slides for each row in your spreadsheet
Example Output
[🟢] - [Portfolio Summary] - [Friends of Humble]
Field | Value |
---|---|
Name | Friends of Humble |
Sector | AI Infrastructure |
Funding | $1.2M Seed |
Investors | Tiny Angels |
LogoURL | https://static.wixstatic.com/media/220c91_0dcd2e570460414bb365cb28260a3a3e~mv2.png/v1/fill/w_276,h_80,al_c,q_85,usm_0.66_1.00_0.01,enc_avif,quality_auto/Humble%20%E2%80%93%20Full%20Logo%20(no%20padding).png |
Logo | ✅ Auto-inserted into a defined shape box |
Overview | Cleanly inserted from the Sheet |
Troubleshooting
Having trouble implementing this solution? Our team is here to help.
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