Investment Banking

Equips Claude with investment banking knowledge and tools to build pitch decks, tear sheets, valuation workbooks and merger models like a junior deal team would. It reads company financials, maps line items to standard models, calculates multiples, DCF components and pro-forma consolidations, and formats results into export-ready tables and charts. It generates memorandums, executive summaries and transaction rationale text that follow common IB conventions and checklist items.

The plugin also generates front-end code for client-facing deliverables so you can produce unique, production-ready presentations instead of one-size-fits-all templates. It emits responsive HTML/CSS and chart bindings, wires up data hooks to CSV or API sources, and includes clean JS for interactive charts and model toggles. It validates data types and flags mismatches so the code and numbers align before you hand off to design or engineering.

It connects to common data sources, pulls company fundamentals and market data, runs sensitivity tables and scenario outputs, and records assumptions alongside source links. It can export model sheets to Excel, create printable PDFs of tear sheets, and generate a checklist of documents to request in diligence.

In a live deal you can run a valuation, generate a one-pager and a client-ready slide, and produce the front-end preview without switching between Excel, PowerPoint and a separate dev tool. That single flow saves hours during prep and prevents manual copy-paste between tools when you need to send a deck or a model on short notice.