Investment banking productivity tools for equity research, valuation, presentations, and deal materials. - Deal Materials - CIMs, teasers, process letters, and buyer lists - Presentations - Strip profiles, pitch decks with branded templates - Transaction Support - Merger models, deal tracking, and data packs Or copy to your project's .claude-plugin/ directory.
Add this skill
npx mdskills install anthropics/investment-bankingCovers the core IB workflow with nine focused skills spanning deal materials, presentations, and transaction support, each mapped to a clear slash command with usage examples
Investment banking productivity tools for equity research, valuation, presentations, and deal materials.
claude --plugin-dir /path/to/investment-banking
Or copy to your project's .claude-plugin/ directory.
| Command | Description |
|---|---|
/one-pager [company] | One-page strip profile for pitch books |
/cim [company] | Draft Confidential Information Memorandum |
/teaser [company] | Anonymous one-page company teaser |
/buyer-list [company] | Strategic and financial buyer universe |
/merger-model [deal] | Accretion/dilution M&A analysis |
/process-letter [deal] | Bid instructions and process correspondence |
/deal-tracker | Track live deals, milestones, and action items |
| Skill | Description |
|---|---|
| cim-builder | Draft Confidential Information Memorandums |
| teaser | Anonymous one-page company teasers |
| process-letter | Bid instructions and process correspondence |
| buyer-list | Strategic and financial buyer universe |
| datapack-builder | Build data packs from CIMs and filings |
| Skill | Description |
|---|---|
| strip-profile | Information-dense company profiles for pitch books |
| pitch-deck | Populate pitch deck templates with data |
| Skill | Description |
|---|---|
| merger-model | Accretion/dilution M&A analysis |
| deal-tracker | Track live deals, milestones, and action items |
/one-pager Target
# Generates:
# - Single-slide company profile using PPT template
# - 4 quadrants: Overview, Business, Financials, Ownership
# - Respects template margins and branding
/cim Target
# Generates:
# - Full CIM document with executive summary, business overview,
# financial analysis, and market positioning
/merger-model Acquirer acquiring Target
# Generates:
# - Accretion/dilution analysis
# - Sources and uses, pro forma financials
# - Sensitivity on purchase price and synergies
Install via CLI
npx mdskills install anthropics/investment-bankingInvestment Banking is a free, open-source AI agent skill. Investment banking productivity tools for equity research, valuation, presentations, and deal materials. - Deal Materials - CIMs, teasers, process letters, and buyer lists - Presentations - Strip profiles, pitch decks with branded templates - Transaction Support - Merger models, deal tracking, and data packs Or copy to your project's .claude-plugin/ directory.
Install Investment Banking with a single command:
npx mdskills install anthropics/investment-bankingThis downloads the skill files into your project and your AI agent picks them up automatically.
Investment Banking works with Claude Code, Claude Desktop, Cursor, Vscode Copilot, Windsurf, Continue Dev, Codex, Gemini Cli, Amp, Roo Code, Goose, Opencode, Trae, Qodo, Command Code. Skills use the open SKILL.md format which is compatible with any AI coding agent that reads markdown instructions.