10 Claude Skills for Investment Banking Professionals
Bulge-bracket-grade prompts that codify deal craft. They run inside Claude, are written in the language of investment banking, and are grounded in the workflow a senior associate would walk through on valuation, diligence, pitchbook, and process.
Free skills and prompts for Claude and strategy work
Templates for Claude, ChatGPT and Perplexity — from diagnostics to board-ready decks.
What these are
10 prompts. Each one takes a real deal question (triangulate a valuation range, build a clean comp set, screen the precedents, read a CIM the way a sharp buyer reads it, architect a pitchbook, segment the buyer universe, run the accretion/dilution, sequence the process) and runs it through the workflow a strong analyst or associate would actually use: DCF / comps / precedents triangulation, peer normalization, control-premium logic, sponsor return math, buyer-universe segmentation, quality-of-earnings reading, accretion/dilution discipline, deal-process management.
They are markdown files. You add them to Claude as project knowledge or paste them as prompts. No platform, no dashboard, no login. The output is structured, framework-grounded, and intolerant of vagueness, written in the register of a senior banker briefing an MD.
GitHub repo: github.com/aapersh/claude-skills-for-ib
The 10 Skills You Get
Analysis
Valuation Triangulator
Triangulate DCF, comps, precedents, LBO, and premiums
Precedent Transaction Screener
Find the precedents that actually inform price
Trading Comps Builder
Build a peer set that survives counterparty review
Company Teardown
Reverse-engineer the business before the model
Market and Sector Brief
The sector page a board actually reads
Execution
Pitchbook Architect
Build a pitch that earns the mandate
Buyer Universe Builder
A thesis for every name on the list
CIM Red-Flag Reviewer
Read the CIM like a sharp buyer's MD
Accretion / Dilution Tester
EPS math that survives board scrutiny
Deal Process Manager
Hold the deal together from kickoff to close
Skills 1 to 5 build the fact base, the valuation, and the deal thesis before you go to market. Skills 6 to 10 carry the deal from pitch through process to close.
Setup Guide
Clone or download the repo
Or just download the individual .md files you want from GitHub. The repo has two folders: IB-skills-analysis and IB-skills-execution.
Create a Claude Project
Go to claude.ai, open the left sidebar, click Projects, then Create Project. Name it something like "AI for Financial Analysis" or "Deal Analysis & Execution."
Add the skills as Project Knowledge
Inside your project, open Project Knowledge, click Add Content, and upload the .md files from IB-skills-analysis and IB-skills-execution. Add as many as you want. Claude will reference them automatically in every conversation inside that project.
Start using the tool
Open a new conversation inside the project, paste in your data — financials, a CIM, a comp set, a precedent list — and ask the question. Claude reads the relevant skill from project knowledge and runs the analysis with the workflow already loaded.
Tip
Refer to the exact skill in your prompt. Phrases like "Run a Company Teardown" or "Use the skills attached to the project for this" point Claude at the right workflow instead of leaving it to guess.
Example prompt
"Build the fact base, the valuation, and the deal thesis for company Anthropic. Use the skills attached to the project for this — run a Company Teardown first, then a Valuation Triangulator across DCF, trading comps, precedents, and a sponsor LBO view. Triangulate to a defensible range with a football field. End with the buyer-universe angle and the one-page deal thesis I can take to an IC."
The 4 most used
1. Valuation Triangulator
Take a target's financials, the public comparable set, the precedent set, and the LBO assumptions. The skill triangulates a defensible range across DCF, trading comps, precedent transactions, LBO, and premiums paid, builds the football field, and writes the view on which methodology should carry the most weight in this specific situation.
Replaces the "build five tabs and hope the numbers agree" loop before a fairness-style readout or an IC valuation page.
2. Company Teardown
Decomposes revenue by segment, customer, and pricing. Reads the cost structure, the capital intensity, the working-capital cycle, and the concentration risks. Outputs a working view of how the business actually makes money — the foundation any model, CIM, or pitch section must rest on.
Run on any target before drafting a CIM section, building a model, or framing a coverage pitch.
3. Pitchbook Architect
Takes the client situation, the valuation view, and the buyer or investor angle and lays out the mandate-logic storyline page by page. Subordinates credentials to the client situation, names the pages that earn the mandate, and writes the kill list for the pages that do not.
Use the night before a beauty parade, a coverage pitch, or a process kickoff document.
4. CIM Red-Flag Reviewer
Reads a sell-side CIM the way a sharp buyer's MD reads it — surfacing quality-of-earnings risks, customer concentration realities, margin sustainability questions, and narrative-vs-evidence gaps. Outputs a risk register, not a critique, ready to inform IOI / LOI structure on the buy-side or a pre-launch tightening on the sell-side.
Run on any teaser or CIM before a bid is framed or before a CIM is launched into market.
The frameworks under the hood
Every skill is grounded in a specific banking workflow. No generic "analyze this deal" prompts. Each skill names the methodology it uses, the steps it follows, the assumptions it pressure-tests before sharing, and the failure modes it watches for.