investment-banking

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