---
# Investment Banking Plugin Settings
# Copy this file to .claude/investment-banking.local.md and customize

# Your info
name: "Your Name"
title: "Vice President"
group: "Technology M&A"
firm: "Your Firm"
email_signature: |
  Best regards,
  [Your Name]
  [Title] | [Group]
  [Firm]
  [Phone]

# Coverage focus
sectors:
  - "Enterprise Software"
  - "Fintech"
  - "Cybersecurity"
verticals:
  - "B2B SaaS"
  - "Infrastructure"
  - "AI/ML"

# Deal parameters
typical_deal_size_range: "$50M - $500M"
transaction_types:
  - "M&A Sell-side"
  - "M&A Buy-side"
  - "Capital Raise"
  - "Strategic Advisory"

# Active deals (for session reminders)
active_mandates:
  - name: "Project Alpine"
    type: "Sell-side M&A"
    stage: "Marketing"
    next_milestone: "Management presentations"
    date: "2024-01-20"
  - name: "Project Summit"
    type: "Buy-side"
    stage: "Due Diligence"
    next_milestone: "Submit revised LOI"
    date: "2024-01-18"

# Target tracking
priority_targets:
  - company: "Target Corp"
    rationale: "Strategic fit for Client X"
    status: "Initial outreach"
  - company: "Growth Co"
    rationale: "Platform acquisition candidate"
    status: "Relationship building"

# Valuation defaults
default_valuation_methodologies:
  - "Comparable Companies"
  - "Precedent Transactions"
  - "DCF"
comps_multiples:
  - "EV/Revenue"
  - "EV/EBITDA"
  - "EV/ARR"
---

# Notes

Add deal-specific notes, market intel, or relationship context here.

## Market Themes
- [Theme 1]: [Implications for deals]
- [Theme 2]: [Implications for deals]

## Key Relationships
- [Contact Name] @ [Company]: [Context]
- [Contact Name] @ [Company]: [Context]

## Recent Precedent Transactions
| Target | Acquirer | Value | Multiple | Date |
|--------|----------|-------|----------|------|
| [Company] | [Buyer] | [$XXM] | [X.Xx] | [Date] |