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Investment Banking
v0.2.0↓ tarball
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management
Contains (16 sub-pods)
Manifest
{
"name": "investment-banking",
"author": {
"name": "Anthropic"
},
"version": "0.2.0",
"description": "Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management"
}Entry Markdown
Investment Banking Plugin
Investment banking productivity tools for equity research, valuation, presentations, and deal materials.
Features
- Deal Materials - CIMs, teasers, process letters, and buyer lists
- Presentations - Strip profiles, pitch decks with branded templates
- Transaction Support - Merger models, deal tracking, and data packs
Installation
claude --plugin-dir /path/to/investment-banking
Or copy to your project's .claude-plugin/ directory.
Commands
| Command | Description |
|---|---|
/one-pager [company] | One-page strip profile for pitch books |
/cim [company] | Draft Confidential Information Memorandum |
/teaser [company] | Anonymous one-page company teaser |
/buyer-list [company] | Strategic and financial buyer universe |
/merger-model [deal] | Accretion/dilution M&A analysis |
/process-letter [deal] | Bid instructions and process correspondence |
/deal-tracker | Track live deals, milestones, and action items |
Skills
Deal Materials
| Skill | Description |
|---|---|
| cim-builder | Draft Confidential Information Memorandums |
| teaser | Anonymous one-page company teasers |
| process-letter | Bid instructions and process correspondence |
| buyer-list | Strategic and financial buyer universe |
| datapack-builder | Build data packs from CIMs and filings |
Presentations
| Skill | Description |
|---|---|
| strip-profile | Information-dense company profiles for pitch books |
| pitch-deck | Populate pitch deck templates with data |
Transaction Support
| Skill | Description |
|---|---|
| merger-model | Accretion/dilution M&A analysis |
| deal-tracker | Track live deals, milestones, and action items |
Example Workflows
One-Page Strip Profile
/one-pager Target
# Generates:
# - Single-slide company profile using PPT template
# - 4 quadrants: Overview, Business, Financials, Ownership
# - Respects template margins and branding
CIM Drafting
/cim Target
# Generates:
# - Full CIM document with executive summary, business overview,
# financial analysis, and market positioning
Merger Model
/merger-model Acquirer acquiring Target
# Generates:
# - Accretion/dilution analysis
# - Sources and uses, pro forma financials
# - Sensitivity on purchase price and synergies
Files (26)
tree_hash:
a1db03875d0d5156784b3fba83135b21fa7f97373a851c448892444a8ea97f76created_at: 2026-05-11T20:51:07.925356+00:00
file_count: 26
size_bytes: 129,174