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.
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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
1# Investment Banking Plugin23Investment banking productivity tools for equity research, valuation, presentations, and deal materials.45## Features67- **Deal Materials** - CIMs, teasers, process letters, and buyer lists8- **Presentations** - Strip profiles, pitch decks with branded templates9- **Transaction Support** - Merger models, deal tracking, and data packs1011## Installation1213```bash14claude --plugin-dir /path/to/investment-banking15```1617Or copy to your project's `.claude-plugin/` directory.1819## Commands2021| Command | Description |22|---------|-------------|23| `/one-pager [company]` | One-page strip profile for pitch books |24| `/cim [company]` | Draft Confidential Information Memorandum |25| `/teaser [company]` | Anonymous one-page company teaser |26| `/buyer-list [company]` | Strategic and financial buyer universe |27| `/merger-model [deal]` | Accretion/dilution M&A analysis |28| `/process-letter [deal]` | Bid instructions and process correspondence |29| `/deal-tracker` | Track live deals, milestones, and action items |3031## Skills3233### Deal Materials34| Skill | Description |35|-------|-------------|36| **cim-builder** | Draft Confidential Information Memorandums |37| **teaser** | Anonymous one-page company teasers |38| **process-letter** | Bid instructions and process correspondence |39| **buyer-list** | Strategic and financial buyer universe |40| **datapack-builder** | Build data packs from CIMs and filings |4142### Presentations43| Skill | Description |44|-------|-------------|45| **strip-profile** | Information-dense company profiles for pitch books |46| **pitch-deck** | Populate pitch deck templates with data |4748### Transaction Support49| Skill | Description |50|-------|-------------|51| **merger-model** | Accretion/dilution M&A analysis |52| **deal-tracker** | Track live deals, milestones, and action items |5354## Example Workflows5556### One-Page Strip Profile57```58/one-pager Target5960# Generates:61# - Single-slide company profile using PPT template62# - 4 quadrants: Overview, Business, Financials, Ownership63# - Respects template margins and branding64```6566### CIM Drafting67```68/cim Target6970# Generates:71# - Full CIM document with executive summary, business overview,72# financial analysis, and market positioning73```7475### Merger Model76```77/merger-model Acquirer acquiring Target7879# Generates:80# - Accretion/dilution analysis81# - Sources and uses, pro forma financials82# - Sensitivity on purchase price and synergies83```84
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