Investment Banking
Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management
Skills (9)
Claude uses these on its own when your request matches.
- buyer-listBuild and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers…
- cim-builderStructure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing…
- datapack-builderBuild professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure,…
- deal-trackerTrack multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews.…
- merger-modelBuild accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on…
- pitch-deckPopulates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to…
- process-letterDraft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final…
- fsi-strip-profileCreates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.
- teaserDraft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for…
Commands (7)
Shortcuts you type in Claude Code.
- /buyer-listBuild a buyer universe for a sell-side process
- /cimDraft a Confidential Information Memorandum
- /deal-trackerTrack and review live deal pipeline
- /merger-modelBuild an accretion/dilution merger model
- /one-pagerCreate a one-page company strip profile using branded PPT template
- /process-letterDraft a process letter or bid instructions
- /teaserDraft an anonymous one-page teaser
Also adds hooks that run automatically at set points in a session.
Install
Install in Claude (Cowork)
This plugin is published for Claude Cowork. Its publisher doesn't list Claude Code support.
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