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
84 lines
1.8 KiB
Plaintext
84 lines
1.8 KiB
Plaintext
---
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# Investment Banking Plugin Settings
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# Copy this file to .claude/investment-banking.local.md and customize
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# Your info
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name: "Your Name"
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title: "Vice President"
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group: "Technology M&A"
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firm: "Your Firm"
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email_signature: |
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Best regards,
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[Your Name]
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[Title] | [Group]
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[Firm]
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[Phone]
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# Coverage focus
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sectors:
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- "Enterprise Software"
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- "Fintech"
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- "Cybersecurity"
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verticals:
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- "B2B SaaS"
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- "Infrastructure"
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- "AI/ML"
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# Deal parameters
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typical_deal_size_range: "$50M - $500M"
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transaction_types:
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- "M&A Sell-side"
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- "M&A Buy-side"
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- "Capital Raise"
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- "Strategic Advisory"
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# Active deals (for session reminders)
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active_mandates:
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- name: "Project Alpine"
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type: "Sell-side M&A"
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stage: "Marketing"
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next_milestone: "Management presentations"
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date: "2024-01-20"
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- name: "Project Summit"
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type: "Buy-side"
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stage: "Due Diligence"
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next_milestone: "Submit revised LOI"
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date: "2024-01-18"
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# Target tracking
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priority_targets:
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- company: "Target Corp"
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rationale: "Strategic fit for Client X"
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status: "Initial outreach"
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- company: "Growth Co"
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rationale: "Platform acquisition candidate"
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status: "Relationship building"
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# Valuation defaults
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default_valuation_methodologies:
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- "Comparable Companies"
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- "Precedent Transactions"
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- "DCF"
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comps_multiples:
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- "EV/Revenue"
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- "EV/EBITDA"
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- "EV/ARR"
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---
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# Notes
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Add deal-specific notes, market intel, or relationship context here.
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## Market Themes
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- [Theme 1]: [Implications for deals]
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- [Theme 2]: [Implications for deals]
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## Key Relationships
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- [Contact Name] @ [Company]: [Context]
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- [Contact Name] @ [Company]: [Context]
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## Recent Precedent Transactions
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| Target | Acquirer | Value | Multiple | Date |
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|--------|----------|-------|----------|------|
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| [Company] | [Buyer] | [$XXM] | [X.Xx] | [Date] |
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