9 Investment Banking Agent Skills
Skills for IB workflows — CIMs, pitch decks, buyer lists, and deal execution.
Agent Skills for Claude Code built for IB professionals covering CIMs, pitch decks, merger models, process letters, and deal execution.
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Investment banking skills are built around the document-heavy deal workflow: teasers, CIMs, pitch decks, buyer lists, process letters, and merger models. Each skill maps to a specific IB deliverable and structures the production process so analysts can turn around high-quality work under deal pressure.
The skills here cover the full deal lifecycle — from initial pitch to signing — and are especially useful for analysts managing multiple simultaneous processes where consistency and speed both matter.
Buyer List
by @anthropics
Build a structured buyer list for M&A processes, categorizing strategic and financial buyers by fit, capacity, and likelihood.
CIM Builder
by @anthropics
Build a Confidential Information Memorandum with structured sections covering business overview, financials, and investment highlights.
Deal Tracker
by @anthropics
Track live M&A and financing deal processes, manage timelines, counterparty lists, and milestone documentation.
Financial Data Pack Builder
by @anthropics
Compile and format comprehensive financial data packs with historical financials, KPIs, and management-ready exhibits.
Merger Model
by @anthropics
Build an M&A merger model with accretion/dilution analysis, synergy modeling, and pro forma financial projections.
Pitch Deck
by @anthropics
Create investment banking pitch decks with credentials, situation analysis, strategic alternatives, and process recommendations.
Process Letter
by @anthropics
Draft M&A process letters with bid instructions, data room access details, NDA requirements, and timeline guidance.
Strip Profile
by @anthropics
Generate concise one-page company strip profiles with financial summary, valuation, and key investment metrics.
Teaser
by @anthropics
Write an anonymous M&A teaser document highlighting investment highlights and financial profile without disclosing company identity.