cxyback
bb4a2b3e53
- Move verticals from repo root into plugins/vertical-plugins/ and partner plugins into plugins/partner-built/ - Add 10 named, self-contained agent plugins under plugins/agent-plugins/ (Pitch Agent, Market Researcher, Earnings Reviewer, Model Builder, Meeting Prep, GL Reconciler, Month-End Closer, Statement Auditor, Valuation Reviewer, KYC Screener) — each bundles its own skills so it installs standalone - Add managed-agent-cookbooks/ (one per agent) with subagent isolation and steering examples for /v1/agents deployment - Add fund-admin and operations verticals so the finance-ops/onboarding agents ship real domain skills - Add scripts/ (check.py manifest lint, sync-agent-skills.py, deploy-managed-agent.sh, orchestrate.py reference loop, test-cookbooks.sh) - Add .github/workflows/secret-scan.yml (gitleaks + internal-ref grep) - Tighten agent tool grants to declared MCPs only — no Bash, WebFetch, or undeclared mcp__* references in any agent - Add not-investment-advice disclaimer to README - Rename claude-in-office to claude-for-msft-365-install (content unchanged)
2.4 KiB
2.4 KiB
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