End-to-end M&A and capital markets workflow coverage — pitch decks, CIMs, buyer universes, process letters, merger models, and deal tracking. Everything from the first pitch to the final bid.
claude plugin install anthropic/investment-bankingQuestions about Investment Banking?
6 skills in this vertical
Pitch Deck
/pitch-deckPopulate investment banking pitch deck templates with data from source files. Fills in PowerPoint templates with deal data from Excel, financial statements, or research materials. For sell-side or buy-side pitches, fairness opinions, and management presentations.
CIM Builder
/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 — typically 50-80 pages.
Buyer List
/buyer-listBuild and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit rationale for each party, and prioritizes outreach order.
Merger Model
/merger-modelBuild accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Essential for evaluating deal terms and advising on transaction structure.
Teaser
/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.
Process Letter
/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.