claude

investment-banking

Investment banking productivity tools - client and market insights, deck creation, financial analysis, and transaction management

0 on GitHubby Anthropicv0.2.0Apache-2.0updated 6 months ago
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Plugin investment-banking from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (9)

  • buyer-list
  • cim-builder
  • 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
  • merger-model
  • 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
  • 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

Slash commands (7)

  • /investment-banking:buyer-list

    Build a buyer universe for a sell-side process

  • /investment-banking:cim

    Draft a Confidential Information Memorandum

  • /investment-banking:deal-tracker

    Track and review live deal pipeline

  • /investment-banking:merger-model

    Build an accretion/dilution merger model

  • /investment-banking:one-pager

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

  • /investment-banking:process-letter

    Draft a process letter or bid instructions

  • /investment-banking:teaser

    Draft an anonymous one-page teaser

View source on GitHub

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