Financial Investment Banking

Provides tools for investment banking including client and market insights, pitch deck creation, financial analysis, CIM drafting, deal tracking, and transac...

paudyyin@paudyyin

Install

openclaw skills install @paudyyin/financial-investment-banking

investment-banking

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

来源

来自 Anthropic 官方 financial-services 仓库的 investment-banking 插件。原始仓库: https://github.com/anthropics/financial-services

可用命令 (Commands)

buyer-list

description: Build a buyer universe for a sell-side process argument-hint: "[company or sector]"

Load the buyer-list skill and build a universe of potential strategic and financial acquirers.

If a company or sector is provided, use it. Otherwise ask the user for the target company details.

cim

description: Draft a Confidential Information Memorandum argument-hint: "[company name]"

Load the cim-builder skill and structure a CIM for the specified company.

If a company name is provided, use it. Otherwise ask the user for the target company and available source materials.

deal-tracker

description: Track and review live deal pipeline argument-hint: ""

Load the deal-tracker skill to review deal status, update milestones, and manage action items across live deals.

merger-model

description: Build an accretion/dilution merger model argument-hint: "[acquirer] acquiring [target]"

Load the merger-model skill and build a merger consequences analysis.

If acquirer and target are provided, use them. Otherwise ask the user for deal details.

One-Pager Strip Profile Command

description: Create a one-page company strip profile using branded PPT template argument-hint: "[company name or ticker]"

One-Pager Strip Profile Command

Create a professional one-page company strip profile for pitch books and deal materials.

Workflow

Step 1: Gather Company Information

If a company name or ticker is provided, use it. Otherwise ask:

"What company would you like to profile?"

Step 2: Check for Available PPT Template Skills

First, check for existing ppt-template skills in the skills directory:

bash

ls skills/ | grep -E "ppt-template|brand-guidelines"

If template skills exist (e.g., techcorp-ppt-template, gs-brand-guidelines):

List available templates to the user
Ask which template to use, or if they want a clean professional format
Load the selected template skill with skill: "[template-name]"

If no template skills exist, ask:

"Do you have a branded PowerPoint template file to use? If so, provide the path. Otherwise I'll use a clean professional format."

If a template file is provided:

Analyze the template structure to understand layouts
Use appropriate layout for one-pager content

Step 3: Load Strip Profile Skill

Use skill: "strip-profile" to execute the profile creation:

Clarify requirements:
- Confirm single-slide format (one-pager)
- Ask about any specific focus areas
Research company data:
- Company overview (HQ, founded, employees, leadership)
- Business

process-letter

description: Draft a process letter or bid instructions argument-hint: "[IOI or final bid]"

Load the process-letter skill and draft process correspondence.

If a letter type is specified (IOI, final bid, management meeting invite), use it. Otherwise ask the user what stage the process is in.

teaser

description: Draft an anonymous one-page teaser argument-hint: "[company name]"

Load the teaser skill and create a blind teaser for the specified company.

If a company name is provided, use it. Otherwise ask the user for the company details to anonymize.

底层技能 (Skills)

buyer-list

name: buyer-list description: Build 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-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".

Buyer List

Workflow

Step 1: Understand the Target

Company description, sector, and business model
Revenue, EBITDA, and growth profile
Key assets and capabilities (IP, customer relationships, geographic footprint, team)
Expected valuation range
Seller preferences (strategic vs. financial, management continuity, timeline)

Step 2: Strategic Buyers

Identify strategic acquirers across categories:

Direct Competitors

Companies in the same space that would gain market share
Rationale: Revenue synergies, eliminate competitor, scale

Adjacent Players

Companies in adjacent markets that could expand into the target's space
Rationale: Product extension, cross-sell, new market entry

Vertical Integrators

Customers or suppliers that could integrate vertically
Rationale: Supply chain control, margin capture, strategic lock-in

Platform Builders

Large companies building a platform in the space through M&A
Rationale: Tuck-in acquisition, fill capability gap

For each strategic buyer, assess:

Buyer	Sector	Revenue	Strategic Fit	Financial Capacity	M&A Track Record	Likelihood	Priority
			High/Med/Low		Active/Moderate/None		A/B/C

Step 3: Financial Sponsors

Identify PE/financial buyers:

Platform Investors

Sponsors looking for a new platform in this sector
Criteria: Fund size, sector focus, deal size range

Add-on Buyers

Sponsors with exis

cim-builder

name: cim-builder description: 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 narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".

CIM Builder

Workflow

Step 1: Gather Source Materials

Ask for available inputs:

Management presentations
Historical financials (3-5 years)
Budget/forecast
Company website and marketing materials
Customer data (anonymized if needed)
Org chart
Prior presentations or board decks
Quality of earnings report (if available)

Step 2: CIM Structure

Standard CIM table of contents:

I. Executive Summary (2-3 pages)

Company overview — what they do, why they win
Investment highlights (5-7 key selling points)
Financial summary — headline revenue, EBITDA, growth, margins
Transaction overview — what's being sold, indicative timeline

II. Company Overview (3-5 pages)

History and founding story
Mission and value proposition
Products and services description
Business model and revenue streams
Key differentiators and competitive advantages

III. Industry Overview (3-5 pages)

Market size and growth dynamics (TAM/SAM/SOM)
Key industry trends and tailwinds
Competitive landscape
Regulatory environment
Barriers to entry

IV. Growth Opportunities (2-3 pages)

Organic growth levers (new products, markets, pricing)
M&A / add-on opportunities
Operational improvements
Technology investments
White space analysis

V. Customers & Sales (3-5 pages)

Customer overview (number, segments, geography)
Top customer analysis (anonymized if pre-LOI)
Customer concentration and retention metrics
Sales process and go-to-market strategy
Pi

datapack-builder

name: datapack-builder description: Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

Financial Data Pack Builder

Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.

Important: Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.

CRITICAL SUCCESS FACTORS

Every data pack must achieve these standards. Failure on any point makes the deliverable unusable.

1. Data Accuracy (Zero Tolerance for Errors)

Trace every number to source document with page reference
Use formula-based calculations exclusively (no hardcoded values)
Cross-check subtotals and totals for internal consistency
Verify balance sheet balances: Assets = Liabilities + Equity
Confirm cash flow ties to balance sheet changes

2. ESSENTIAL RULES

RULE 1: Financial data (measuring money) → Currency format with $ Triggers: Revenue, Sales, Income, EBITDA, Profit, Loss, Cost, Expense, Cash, Debt, Assets, Liabilities, Equity, Capex Format: $#,##0.0 for millions, $#,##0 for thousands Negatives: $(123.0) NOT -$123

RULE 2: Operational data (counting things) → Number format, NO $ Triggers: Units, Stores, Locations, Employees, Customers, Square Feet, Properties, Headcount Format: #,##0 with commas Neg

deal-tracker

name: deal-tracker description: Track 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 business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".

Deal Tracker

Workflow

Step 1: Deal Setup

For each deal, capture:

Deal name / code name: Project [Name]
Client: Seller or buyer name
Deal type: Sell-side, buy-side, financing, restructuring
Role: Lead advisor, co-advisor, fairness opinion
Deal size: Expected enterprise value
Stage: Pre-mandate → Engaged → Marketing → IOI → Diligence → Final bids → Signing → Close
Team: MD, VP, Associate, Analyst assigned
Key dates: Engagement date, CIM distribution, IOI deadline, management meetings, final bid deadline, target close

Step 2: Milestone Tracking

Track key milestones per deal:

Milestone	Target Date	Actual Date	Status	Notes
Engagement letter signed
CIM / teaser drafted
Buyer list approved
Teaser distributed
NDA execution
CIM distributed
IOI deadline
IOIs received / reviewed
Shortlist selected
Management meetings
Data room opened
Final bid deadline
Bids received / reviewed
Exclusivity granted
Confirmatory diligence
Purchase agreement signed
Regulatory approval
Close

Status: On Track / At Risk / Delayed / Complete

Step 3: Action Items

Maintain a running action item list across all deals:

| Action | Deal | Owner | Due Date | Priority | Status | |--------|------|-------|----------|----------|

merger-model

name: merger-model description: Build 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 merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".

Merger Model

Workflow

Step 1: Gather Inputs

Acquirer:

Company name, current share price, shares outstanding
LTM and NTM EPS (GAAP and adjusted)
P/E multiple
Pre-tax cost of debt, tax rate
Cash on balance sheet, existing debt

Target:

Company name, current share price, shares outstanding (if public)
LTM and NTM EPS or net income
Enterprise value or equity value

Deal Terms:

Offer price per share (or premium to current)
Consideration mix: % cash vs. % stock
New debt raised to fund cash portion
Expected synergies (revenue and cost) and phase-in timeline
Transaction fees and financing costs
Expected close date

Step 2: Purchase Price Analysis

Item	Value
Offer price per share
Premium to current
Equity value
Plus: net debt assumed
Enterprise value
EV / EBITDA implied
P/E implied

Step 3: Sources & Uses

Sources	$	Uses	$
New debt		Equity purchase price
Cash on hand		Refinance target debt
New equity issued		Transaction fees
		Financing fees
Total		Total

Step 4: Pro Forma EPS (Accretion / Dilution)

Calculate year-by-year (Year 1-3):

	Standalone	Pro Forma	Accretion/(Dilution)
Acquirer net income
Target net income
Synergies (after tax)
Foregone interest on cash (after tax)
New debt interest (after tax)
Intangible amortizat

pitch-deck

name: pitch-deck description: "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, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch."

Populating Investment Banking Pitch Deck Templates

Reference Files

Read all reference files at task start before beginning any work. These contain critical patterns and anti-patterns that will affect your approach. Do not wait until you encounter issues.

File	Purpose
`formatting-standards.md`	Text, bullets, tables, charts, alignment
`slide-templates.md`	Content mapping guidance for common slide types
`xml-reference.md`	PowerPoint XML patterns for tables, shapes, arrows
`calculation-standards.md`	Financial formulas for verification (CAGR, consensus)

Workflow Decision Tree

What type of task is this?

text

┌─ Populating empty template with source data?
│  └─→ Follow "Template Population Workflow" below
│
├─ Editing existing populated slides?
│  └─→ Extract current content, modify, revalidate
│
└─ Fixing formatting issues on existing slides?
   └─→ See "Common Failures" table, apply targeted fixes

⚠️ Critical Rendering Limitation

LibreOffice is used for validation but DOES NOT render PowerPoint files accurately. It will mangle fonts, gradients, shape positions, text wrapping, and some table formatting.

What this means: A slide that passes visual validation in LibreOffice may still have issues in Microsoft PowerPoint. The validation loop catches structural issues (missing content, broken tables, placeholder formatting retained) but cannot catch

process-letter

name: process-letter description: 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. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".

Process Letter

Workflow

Step 1: Determine Letter Type

Initial process letter: Sent with teaser/CIM to outline the process and IOI requirements
IOI instructions: Specific requirements for first-round indications of interest
Second round / final bid letter: Instructions for submitting binding offers after diligence
Management meeting invitation: Logistics for in-person management presentations

Step 2: Initial Process Letter / IOI Instructions

Header:

Date, deal code name
"Confidential"
Addressed to prospective buyer

Sections:

Introduction: Brief overview of the opportunity and the seller's objectives
Process Overview: Timeline, key dates, expected number of rounds
IOI Requirements: What to include in the initial indication:
- Proposed valuation range (enterprise value)
- Consideration form (cash, stock, earnout, rollover)
- Financing sources and certainty
- Key due diligence requirements
- Indicative timeline to close
- Any conditions or contingencies
- Brief description of the buyer and strategic rationale
Submission Details: Where to send, deadline (date and time), format
Confidentiality Reminder: Reference to NDA, data room access
Contact Information: Banker contacts for questions

Step 3: Final Bid / Second Round Letter

Additional requirements beyond IOI:

Markup of purchase agreement: Provide the draft SPA/APA and request markup
Detailed financing commitments: Committed financing letters required
Remaining diligence items: Specify what confirmatory diligence is

strip-profile

name: fsi-strip-profile description: | Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

Workflow

1. Clarify Requirements

Ask the user: Single-slide or multi-slide (3-4 slides)?
Ask the user: Any specific focus areas or topics to emphasize?
Only after user confirms, proceed to research

2. Research & Planning

Data Sources:

Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website
Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership)
Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS
News: Press releases from last 90 days, M&A activity, guidance changes

Required Metrics:

Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years
Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples
Growth: YoY growth rates (%)
Ownership: Top 5 shareholders with % ownership
Segments: Product mix and/or geographic mix (% breakdown)

Normalization:

Convert all amounts to consistent currency
Scale consistently ($mm or $bn throughout, not mixed)

Before Building:

Print outline to chat with 4-5 bullet points per item (actual numbers, no placeholders)
Print style choices: fonts, colors (hex codes), chart types for each data set
Get user alignment: "Does this outline and visual strategy align with your vision?"

3. Slide-by-Slide Creation

CRITICAL: You MUST create ONE slide at a time and get user approval before proceeding to the next slide.

For EACH slide:

Create ONLY this one slide with PptxGenJS
MANDATORY: Convert to image for review - You MUST convert slides to images so you can visually verify them:
bash
```
soffice --headless --convert-to pdf presentation.
```

teaser

name: teaser description: 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. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

Teaser

Workflow

Step 1: Gather Inputs

Company description (what they do, how they make money)
Sector / industry
Key financial metrics: revenue, EBITDA, growth rate, margins
Geographic footprint
Key selling points (3-5 highlights)
What to anonymize vs. disclose
Target buyer audience (strategic, financial, or both)

Step 2: Teaser Structure

One page, professionally formatted:

Header

Deal code name (e.g., "Project [Name]")
Sector descriptor (e.g., "Leading Specialty Industrial Services Platform")
"Confidential — For Discussion Purposes Only"

Company Description (2-3 sentences)

What the company does, without naming it
Market position (e.g., "a leading provider of...", "a top-3 player in...")
Geography (region-level, not city-specific)

Investment Highlights (4-6 bullet points)

Market leadership / positioning
Revenue quality (recurring %, retention, diversification)
Growth profile and trajectory
Margin profile and expansion opportunity
Management team strength
Strategic value / synergy potential

Financial Summary (table or key metrics)

Metric	Value
Revenue	$XXM
Revenue Growth	XX% CAGR
EBITDA	$XXM
EBITDA Margin	XX%
Employees	XXX

Transaction Overview (2-3 sentences)

What's being offered (100% sale, majority stake, growth equity)
Indicative timeline
Contact information for expressions of interest

Step 3: Anonymization Check

Ensure the teaser doesn't inadvertently identify the company:

No company name, brand names, or product names
No specific city (use region: "Southeast US", "Midwest