Matt Piccolella
ef165e4160
The marketplace loader rejected 9 of 20 plugins on sync:
- 29 vertical-plugin SKILL.md sources had no YAML frontmatter — the
skill name/description sat in the body as a bare `description:` line
after the `# Title` H1. Synthesized proper `--- name/description ---`
frontmatter (name = skill dir, description = the existing body text),
matching the loading skills (e.g. fund-admin/accrual-schedule). Agent
bundles re-synced via scripts/sync-agent-skills.py (12 copies).
- 4 hooks/hooks.json were `[]`; the loader requires a JSON object.
Changed to `{ "hooks": {} }` — the form investment-banking already
uses and that synced clean.
- partner-built/spglobal defined the `spglobal` MCP server both inline
in plugin.json and in .mcp.json (identical). Dropped the inline copy;
.mcp.json is the canonical location.
scripts/check.py: OK — 80 files, 0 issues.
Co-authored-by: Jake Marsh <jakemarsh@anthropic.com>
Investment Banking Plugin
Investment banking productivity tools for equity research, valuation, presentations, and deal materials.
Features
- Deal Materials - CIMs, teasers, process letters, and buyer lists
- Presentations - Strip profiles, pitch decks with branded templates
- Transaction Support - Merger models, deal tracking, and data packs
Installation
claude --plugin-dir /path/to/investment-banking
Or copy to your project's .claude-plugin/ directory.
Commands
| Command | Description |
|---|---|
/one-pager [company] |
One-page strip profile for pitch books |
/cim [company] |
Draft Confidential Information Memorandum |
/teaser [company] |
Anonymous one-page company teaser |
/buyer-list [company] |
Strategic and financial buyer universe |
/merger-model [deal] |
Accretion/dilution M&A analysis |
/process-letter [deal] |
Bid instructions and process correspondence |
/deal-tracker |
Track live deals, milestones, and action items |
Skills
Deal Materials
| Skill | Description |
|---|---|
| cim-builder | Draft Confidential Information Memorandums |
| teaser | Anonymous one-page company teasers |
| process-letter | Bid instructions and process correspondence |
| buyer-list | Strategic and financial buyer universe |
| datapack-builder | Build data packs from CIMs and filings |
Presentations
| Skill | Description |
|---|---|
| strip-profile | Information-dense company profiles for pitch books |
| pitch-deck | Populate pitch deck templates with data |
Transaction Support
| Skill | Description |
|---|---|
| merger-model | Accretion/dilution M&A analysis |
| deal-tracker | Track live deals, milestones, and action items |
Example Workflows
One-Page Strip Profile
/one-pager Target
# Generates:
# - Single-slide company profile using PPT template
# - 4 quadrants: Overview, Business, Financials, Ownership
# - Respects template margins and branding
CIM Drafting
/cim Target
# Generates:
# - Full CIM document with executive summary, business overview,
# financial analysis, and market positioning
Merger Model
/merger-model Acquirer acquiring Target
# Generates:
# - Accretion/dilution analysis
# - Sources and uses, pro forma financials
# - Sensitivity on purchase price and synergies