Investment Banking
PluginAnthropic's official investment banking plugin: drafts CIMs, blind teasers, process letters and buyer lists, builds one-page company profiles and pitch decks, runs accretion/dilution merger models and tracks deals. Installing the financial-analysis core plugin first is recommended.
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
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