Pitch Agent

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

Skills (13)

• 3-statement-model

  Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link

• audit-xls

  Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula erro

• comps-analysis

  Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding

• dcf-model

  Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries.

• deck-refresh

  Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to

• ib-check-deck

  Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, o

• lbo-model

  This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any templ

• pitch-agent

  End-to-end investment banking pitch agent. Given a target company and a strategic situation (e.g., \"exploring strategic alternatives\"), autonomously pulls comps and precedents from market data, builds a DCF and football-field valuation in Excel, and generates a branded pitch deck on the bank's Pow

• 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

• pptx-author

  Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for headless Codex sessions with no open Office app.

• sector-overview
• 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

• xlsx-author

  Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for headless Codex sessions with no open Office app.

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