> ## Documentation Index
> Fetch the complete documentation index at: https://financecontext.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Investment Banking Plugin

> Investment banking productivity tools for deal materials, presentations, financial analysis, and transaction management

## What is Investment Banking?

**Investment banking** is the division of a financial institution that advises companies on major transactions -- mergers and acquisitions (M\&A), capital raises (IPOs, debt issuances), and restructurings. Unlike commercial banking (which takes deposits and makes loans), investment banks act as intermediaries and advisors, earning fees for helping companies buy other companies, sell themselves, or raise capital from investors.

There are two main functions. **Advisory** (also called M\&A) involves advising a company that wants to sell itself (sell-side), a company that wants to acquire another (buy-side), or both. **Capital Markets** involves helping companies raise money by issuing stocks (equity capital markets, or ECM) or bonds (debt capital markets, or DCM). The largest investment banks -- Goldman Sachs, JPMorgan, Morgan Stanley, Bank of America -- have all of these capabilities, while boutique firms like Evercore, Lazard, and Centerview focus primarily on advisory.

The investment banking team hierarchy runs from **Analyst** (1-3 years, builds models and presentations), to **Associate** (3-5 years, manages deal execution), to **Vice President** (manages client relationships and deal teams), to **Managing Director** (originates deals and owns client relationships). The work is intense, deadline-driven, and detail-oriented -- a single error in a CIM or merger model can derail a multi-billion dollar transaction.

## How the Pieces Fit Together

A typical sell-side M\&A process follows a structured sequence: the bank is engaged, a **teaser** is distributed anonymously to potential buyers, interested parties sign NDAs and receive the **CIM** (the detailed sales document), **indications of interest** are submitted and reviewed, shortlisted buyers attend **management meetings** and conduct diligence, **final bids** are submitted, and the deal moves toward **signing and closing**. Each stage has specific deliverables, and this plugin provides tools for every step.

<Info>
  **Plugin:** `investment-banking` · **Version:** 0.2.0 · **Author:** Anthropic
</Info>

## Commands

<CardGroup cols={2}>
  <Card title="/cim" icon="file-contract" href="/en/investment-banking/commands/cim">
    Draft a Confidential Information Memorandum (CIM) for a sell-side M\&A process -- the key document that tells the company's story to potential buyers.
  </Card>

  <Card title="/teaser" icon="eye-slash" href="/en/investment-banking/commands/teaser">
    Create an anonymous one-page blind teaser to generate buyer interest before NDA execution.
  </Card>

  <Card title="/process-letter" icon="envelope" href="/en/investment-banking/commands/process-letter">
    Draft process letters and bid instructions for any stage of a sell-side process.
  </Card>

  <Card title="/buyer-list" icon="users" href="/en/investment-banking/commands/buyer-list">
    Build a universe of potential strategic and financial acquirers, tiered and prioritized.
  </Card>

  <Card title="/merger-model" icon="arrows-merge" href="/en/investment-banking/commands/merger-model">
    Build an accretion/dilution merger consequences analysis with sensitivity tables.
  </Card>

  <Card title="/one-pager" icon="rectangle-list" href="/en/investment-banking/commands/one-pager">
    Create a one-page company strip profile for pitch books using a 4-quadrant layout.
  </Card>

  <Card title="/deal-tracker" icon="list-check" href="/en/investment-banking/commands/deal-tracker">
    Track live deals with milestones, action items, and weekly deal review summaries.
  </Card>
</CardGroup>

## Skills

<CardGroup cols={2}>
  <Card title="cim-builder" href="/en/investment-banking/skills/cim-builder">
    Structures and drafts a full CIM (40-60 pages) with executive summary, company overview, industry analysis, growth opportunities, customers, operations, and financials.
  </Card>

  <Card title="teaser" href="/en/investment-banking/skills/teaser">
    Drafts a one-page anonymous company profile with investment highlights, financial summary, and transaction overview -- designed to generate buyer interest without revealing identity.
  </Card>

  <Card title="process-letter" href="/en/investment-banking/skills/process-letter">
    Drafts IOI instructions, final bid procedures, and management meeting logistics for any stage of a sell-side process.
  </Card>

  <Card title="buyer-list" href="/en/investment-banking/skills/buyer-list">
    Builds a tiered universe of strategic buyers (direct competitors, adjacent players, vertical integrators, platform builders) and financial sponsors, with contact mapping for Tier 1.
  </Card>

  <Card title="merger-model" href="/en/investment-banking/skills/merger-model">
    Builds a full accretion/dilution analysis with purchase price analysis, sources and uses, pro forma EPS, synergy sensitivity, cash/stock mix sensitivity, and breakeven synergy calculation.
  </Card>

  <Card title="strip-profile" href="/en/investment-banking/skills/strip-profile">
    Creates information-dense company profiles (1-4 slides) for pitch books using PptxGenJS, with quadrant layouts, embedded charts, and tables.
  </Card>

  <Card title="deal-tracker" href="/en/investment-banking/skills/deal-tracker">
    Tracks multiple live deals with 18-milestone templates, action item lists, and weekly review summaries.
  </Card>

  <Card title="pitch-deck" href="/en/investment-banking/skills/pitch-deck">
    Populates existing PowerPoint pitch deck templates with data from source files (Excel, CSV, PDF). Includes a 5-phase validation loop.
  </Card>

  <Card title="datapack-builder" href="/en/investment-banking/skills/datapack-builder">
    Builds professional standardized financial data packs from CIMs, SEC filings, web search, or MCP servers. Produces 8-tab Excel workbooks.
  </Card>
</CardGroup>

## Getting Started

<Steps>
  <Step title="Install the plugin">
    ```bash theme={null}
    claude plugin install investment-banking@financial-services-plugins
    ```
  </Step>

  <Step title="Prepare sell-side materials">
    Start a new sell-side mandate with `/teaser [company]` to draft the anonymous blind teaser, then `/cim [company]` to build out the full CIM.
  </Step>

  <Step title="Build the buyer universe">
    Run `/buyer-list [company or sector]` to generate a prioritized list of strategic and financial acquirers with tier ratings and contact mapping.
  </Step>

  <Step title="Manage the process">
    Use `/process-letter [IOI or final bid]` to draft process correspondence at each stage, and `/deal-tracker` to keep milestones and action items current.
  </Step>

  <Step title="Analyze a transaction">
    For buy-side work, run `/merger-model [acquirer] acquiring [target]` to model accretion/dilution, synergy sensitivities, and deal structure alternatives.
  </Step>
</Steps>

## Output Formats

| Skill            | Primary Output                              | Format                              |
| ---------------- | ------------------------------------------- | ----------------------------------- |
| cim-builder      | Confidential Information Memorandum         | DOCX (40-60 pages) + Excel appendix |
| teaser           | Anonymous one-page company teaser           | DOCX / PDF / PPTX                   |
| process-letter   | IOI / final bid / management meeting letter | DOCX                                |
| buyer-list       | Tiered buyer universe with contact mapping  | XLSX                                |
| merger-model     | Accretion/dilution analysis                 | XLSX + one-page summary             |
| strip-profile    | Company strip profile                       | PPTX (1-4 slides)                   |
| deal-tracker     | Deal pipeline and milestone tracker         | XLSX + markdown summary             |
| pitch-deck       | Populated pitch deck template               | PPTX                                |
| datapack-builder | Standardized financial data pack            | XLSX (8 tabs)                       |