Nicholas Lin
b891783b23
Financial services plugins for Claude Code covering: - Equity Research - Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model) - Investment Banking (strip profiles, CIM, pitch decks, merger models) - Private Equity (deal screening, IC memos, portfolio monitoring) - Wealth Management
2.0 KiB
2.0 KiB
IB Terminology Reference
Casual to Professional Replacements
| Casual/Informal | IB Standard |
|---|---|
| "a lot of growth" | "significant growth" or "X% growth" |
| "pretty good margins" | "attractive margins" or "margins of X%" |
| "they bought the company" | "the company was acquired" |
| "big deal" | "transformative transaction" |
| "cheap valuation" | "attractive valuation" or "valuation discount" |
| "expensive" | "premium valuation" |
| "make more money" | "enhance profitability" or "drive margin expansion" |
| "getting bigger" | "pursuing growth" or "expanding operations" |
| "cut costs" | "implement cost optimization" or "drive operational efficiencies" |
| "good fit" | "strategic fit" or "compelling strategic rationale" |
| "help with" | "support" or "facilitate" |
| "a bunch of" | "multiple" or "numerous" |
| "kind of" / "sort of" | [remove or be specific] |
| "really" / "very" | [remove or quantify] |
| "tons of" | "substantial" or quantify |
| "huge" | "significant" or quantify |
| "pretty much" | [remove or be precise] |
| "basically" | [remove or clarify] |
Language Patterns to Avoid
- Contractions: Don't → Do not, won't → will not
- Exclamation points: Generally inappropriate for IB materials
- First-person: "We think..." → "Management believes..." or passive voice
- Superlatives without evidence: "best-in-class" requires supporting data
- Vague quantifiers: "some", "many", "several" → specific numbers
Preferred Phrasing Patterns
Growth narratives:
- "Demonstrated track record of X% revenue CAGR"
- "Consistent margin expansion over [period]"
- "Proven ability to generate organic growth"
Market position:
- "#X player in [specific segment]"
- "Leading provider of [specific offering]"
- "Differentiated positioning through [specific attribute]"
Strategic rationale:
- "Compelling strategic fit driven by..."
- "Attractive value creation opportunity through..."
- "Synergy potential of $Xm from [specific sources]"