claude

investment-banking

Investment banking deal execution workflows: CIM drafting, teasers, process letters, buyer lists, merger models, pitch decks, and datapack assembly

8 on GitHubby Robert Fallv0.1.0MITupdated 6 months ago

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin investment-banking in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (7)

  • workflow-ib-buyer-list

    WHAT: Sell-side buyer list construction — identification of strategic and financial sponsor buyers, tiering by likelihood, screening criteria per buyer (strategic fit, financial capacity, regulatory risk), and ranked buyer matrix output. WHEN: Invoke when building a buyer list for a sell-side M&A pr

  • workflow-ib-cim

    WHAT: Confidential Information Memorandum (CIM) drafting workflow — eight-section structure covering executive summary, company overview, industry and market, growth opportunities, customers and sales, operations, financial overview, and appendix with quality checks throughout. WHEN: Invoke when dra

  • workflow-ib-datapack

    WHAT: Sell-side datapack assembly — 10-section VDR-ready dataset covering historical financials, KPIs, customer data, org charts, capital structure, key contracts, litigation register, IP register, headcount and compensation, and public-comp reference set; with cross-section consistency checks and v

  • workflow-ib-merger-model

    WHAT: Merger model and accretion/dilution analysis — accretion/dilution computation, purchase price analysis, sources and uses, pro forma EPS for Years 1-3, sensitivity analysis varying synergies and offer premium, and credit impact on the combined entity. WHEN: Invoke when building a merger model o

  • workflow-ib-pitch-deck

    WHAT: Investment banking pitch deck assembly — situation overview, market context, valuation football field (DCF, comps, LBO), transaction structure, execution timeline, and strip profile for quick-reference buyer conversations. WHEN: Invoke when assembling an IB pitch deck (sell-side or buy-side ad

  • workflow-ib-process-letter

    WHAT: Sell-side process letter drafting — timeline and milestones across six phases, data room access procedures, NDA requirements, bid submission format, evaluation criteria, and legal disclaimers for a competitive sale process. WHEN: Invoke when drafting a process letter to define rules of engagem

  • workflow-ib-teaser

    WHAT: Investment banking teaser document workflow — anonymous (blind) or named 1-2 page summary sent to prospective buyers before NDA execution, covering investment highlights, headline metrics, transaction overview, and next steps. WHEN: Invoke when preparing a sell-side teaser (blind profile or na

Slash commands (6)

  • /investment-banking:buyer-list
  • /investment-banking:cim
  • /investment-banking:merger-model
  • /investment-banking:pitch-deck
  • /investment-banking:process-letter
  • /investment-banking:teaser
View source on GitHub

Problems found in this repo's manifests

  • "cfa-data" points to ./plugins/cfa-data, which doesn't exist in the repo — install will fail
  • "cfa-pro" points to ./plugins/cfa-pro, which doesn't exist in the repo — install will fail

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