Investment Banking Toolkit
Builds pitch decks, deal trackers, buyer lists, and deal materials.
by anthropics · ★ 40,739 on GitHub
What it does
Supports investment banking work such as building pitch decks, teasers, confidential information memos, and merger models. Also helps track deals and manage buyer lists.
Who it’s for
A good fit for bookkeepers, finance teams and business owners, investors and people researching markets and anyone working with Word, PDF, Excel or PowerPoint files.
Finance & Accounting Investing & Trading Documents & Office Files
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Install it as a plugin. Plugins are installed from a plugin marketplace inside Claude, so there is no file to download. See the step-by-step guide.
Safety note
Gives financial analysis - not professional investment advice.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0