investment-banking
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management
pinned to #4aa51edupdated 2 weeks ago
Ask your AI client: “install plugins/investment-banking”.
Requires the metahub MCP server installed in your client. Set up MCP.
mh install plugins/investment-bankingmetahub onboarded this repo on the author's behalf.
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Stars
33,359
Last commit
2 weeks ago
Latest release
published
What's bundled
Items extracted from this plugin's manifest + directory tree.
Skills (9)
skills/buyer-listBuild and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-si…skills/cim-builderStructure 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 narr…skills/datapack-builderBuild professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial da…skills/deal-trackerTrack multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of…skills/merger-modelBuild accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing mer…skills/pitch-deckPopulates 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, us…skills/process-letterDraft 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. Triggers on…skills/strip-profile|
Commands (7)
/buyer-listLoad the `buyer-list` skill and build a universe of potential strategic and financial acquirers./cimLoad the `cim-builder` skill and structure a CIM for the specified company./deal-trackerLoad the `deal-tracker` skill to review deal status, update milestones, and manage action items across live deals./merger-modelLoad the `merger-model` skill and build a merger consequences analysis./one-pagerCreate a professional one-page company strip profile for pitch books and deal materials./process-letterLoad the `process-letter` skill and draft process correspondence./teaserLoad the `teaser` skill and create a blind teaser for the specified company.
Evaluation report
WarningsAutomated checks the publisher passed at publish time — structure, docs, safety, and whether the artifact behaves as claimed.4aa51ed· 2 weeks ago
Documentation
41Description quality
15 words · 128 chars — "Investment banking productivity tools: client and market insights, deck creation…"
README is present and substantial
16,294 chars · 11 sections · 4 code blocks
Tags / topics declaredwarn
No manifest tags and no GitHub repo topics
Add tags to the manifest (or GitHub topics on the repo) so the registry's search and category filters surface this artifact.
README has usage / example sections
found: Getting Started
Homepage / docs URL declared
no homepage declared (registry will use the repo URL) — info-only, not blocking
Release history
1- releasecurrent4aa51edwarn2 weeks ago
Contents
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
Reviews
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mh install plugins/investment-banking