claude

fs-investment-banking

FEDERATED - the claims inside are not verified by this repo. Anthropic's financial-services suite, investment-banking plugin: merger model, CIM and teaser builders, buyer lists, process letters, pitch decks, deal tracker. Document generation only - no market data credentials required and nothing executes. Installs disabled.

1 on GitHubby Anthropicv0.2.1Apache-2.0updated 1 month agofederated
/

Plugin fs-investment-banking from marketplace fin-skills in howard-lynn-ye/fin-skills. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (9)

  • buyer-list

    Build 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 on "buyer list", "buy

  • cim-builder

    Structure 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 company data for a sa

  • datapack-builder

    Build 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, proper formatting, and do

  • deal-tracker

    Track 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. Triggers on "deal tracker

  • merger-model

    Build 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 "merger model", "accretio

  • pitch-deck

    Populates 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 transfer data into existing s

  • process-letter

    Draft 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 round letter", or "manage

  • fsi-strip-profile

    Creates 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.

  • teaser

    Draft 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 process", or "draft teaser for

Slash commands (7)

  • /fs-investment-banking:buyer-list

    Build a buyer universe for a sell-side process

  • /fs-investment-banking:cim

    Draft a Confidential Information Memorandum

  • /fs-investment-banking:deal-tracker

    Track and review live deal pipeline

  • /fs-investment-banking:merger-model

    Build an accretion/dilution merger model

  • /fs-investment-banking:one-pager

    Create a one-page company strip profile using branded PPT template

  • /fs-investment-banking:process-letter

    Draft a process letter or bid instructions

  • /fs-investment-banking:teaser

    Draft an anonymous one-page teaser

View source on GitHub

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