investment-banking

By Anthropic

Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 9 skills, 7 commands · listed 2026-05-05

Claude Code

claude plugin install investment-banking

Source

Skills (9)

Skill buyer-list

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach.

Any agent
```
npx skills add anthropics/financial-services --skill buyer-list
```
Skill cim-builder

Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and…

Any agent
```
npx skills add anthropics/financial-services --skill cim-builder
```
Skill datapack-builder

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers.

Any agent
```
npx skills add anthropics/financial-services --skill datapack-builder
```
Skill deal-tracker

Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items.

Any agent
```
npx skills add anthropics/financial-services --skill deal-tracker
```
Skill fsi-strip-profile

Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations.

Any agent
```
npx skills add anthropics/financial-services --skill fsi-strip-profile
```
Skill merger-model

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation.

Any agent
```
npx skills add anthropics/financial-services --skill merger-model
```
Skill 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…

Any agent
```
npx skills add anthropics/financial-services --skill pitch-deck
```
Skill process-letter

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics.

Any agent
```
npx skills add anthropics/financial-services --skill process-letter
```
Skill teaser

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution.

Any agent
```
npx skills add anthropics/financial-services --skill teaser
```

Commands (7)

Command buyer-list

Build a buyer universe for a sell-side process
Command cim

Draft a Confidential Information Memorandum
Command deal-tracker

Track and review live deal pipeline
Command merger-model

Build an accretion/dilution merger model
Command one-pager

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

Draft a process letter or bid instructions
Command teaser

Draft an anonymous one-page teaser

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.