The Investment Banking Stack

Claude skills for investment banking analysts and associates cover the core deal deliverables across M&A and capital markets mandates — from early marketing materials through to the financial models that underpin a transaction. This stack was built for analysts who need consistent, structured output for every stage without reinventing the format each deal.

What these skills do

Investment Banking Teaser

Write deal teasers that generate buyer interest without disclosing the seller’s identity — company overview, financial summary, investment highlights, and the brief format that gets qualified buyers to sign an NDA.

Investment Banking CIM Builder

Build comprehensive information memoranda — company overview, industry context, financial performance, management team, and the detailed narrative that gives buyers what they need to make a preliminary bid.

Investment Banking Pitch Deck

Create pitchbooks for new business development — credentials, deal experience, market overview, process recommendation, and the fee structure presentation that wins mandates.

Investment Banking Buyer List

Develop qualified buyer lists for sell-side processes — strategic buyers, financial sponsors, and the rationale for each that helps clients understand the universe of potential acquirers and their likely interest levels.

Investment Banking Process Letter

Draft process letters, IOI guidelines, and bid instructions — the procedural documents that manage buyer access and set expectations for the sale process timeline and deliverable requirements.

Investment Banking Financial Data Pack Builder

Compile and present financial data packages — historical financials, adjusted EBITDA bridge, working capital analysis, and the data room financial content that buyers need for diligence.

Investment Banking Merger Model

Build merger and accretion/dilution models — transaction assumptions, synergy analysis, combined P&L, and the sensitivity tables that show how the deal economics change under different scenarios.

Financial Analysis LBO Model

Structure leveraged buyout models for financial sponsor transactions — debt capacity, returns analysis, management incentive modeling, and the scenario analysis that underpins sponsor valuations.

Financial Analysis Comps Analysis

Run comparable company and precedent transaction analyses — peer selection rationale, multiple calculation, and the valuation summary that anchors a fairness opinion or pitch deck valuation section.

Financial Analysis DCF Model Builder

Build discounted cash flow models — projection assumptions, WACC derivation, terminal value methodology, and the sensitivity analysis that shows how valuation changes with key assumptions.

Who this is for

• Investment banking analysts and associates on M&A or capital markets transactions
• Advisory teams running sell-side or buy-side processes
• Corporate finance professionals preparing transaction materials and financial analysis

For related workflows, see the Private Equity Deal Stack for buy-side investment processes, or the Equity Research Stack for public markets analysis.