codex

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 agoFinance

Plugin investment-banking in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (17)

  • buyer-list-workflow

    Build a buyer universe for a sell-side process

  • buyer-list
  • cim-builder
  • cim-workflow

    Draft a Confidential Information Memorandum

  • 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-workflow

    Track and review live deal pipeline

  • deal-tracker
  • merger-model-workflow

    Build an accretion/dilution merger model

  • merger-model
  • one-pager-workflow

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

  • 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-workflow

    Draft a process letter or bid instructions

  • 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-workflow

    Draft an anonymous one-page teaser

  • teaser
  • visual-design-image-inspiration

    Use image generation for visual design in financial-services deliverables only. Trigger when the user says "use image generation for visual design" or asks for image-generation-based inspiration for a finance deck, presentation, slide, equity research exhibit, investment banking pitch, investor repo

View source on GitHub

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