16 Claude Skills for Investment-Banking Pitch Books
16 Claude skills for pitch books, one per page type. From comps and precedents to the football field, accretion-dilution, league tables, and the deal rationale page, each one builds a real pitch book page the way a strong analyst would.
Free skills and prompts for Claude and strategy work
Templates for Claude, ChatGPT and Perplexity — from diagnostics to board-ready decks.
What this is
16 Claude skills for pitch books, one per page type a banker builds. Each skill teaches Claude to produce a single pitch book page with real method: the comps, the precedent transactions, the DCF, the football field, the accretion-dilution test, the league tables, the buyer landscape, and the executive summary that leads the book.
Built for investment bankers, M&A and ECM teams, corporate development, and private equity professionals who build books under deadline. The skills run inside Claude, are written in the register of a senior banker briefing an MD, and refuse to invent figures, firm names, or sources. You provide the financials and the facts; the skill builds the page from them.
Mechanically, each skill is one folder with a SKILL.md file, grouped by section inside the zip. Install just the ones you need, or load the full set. For a broader deal-craft toolkit, see our Claude skills for investment banking.
Download all 16 skills
One zip, one folder per skill. Free, no signup.
The 16 Claude skills for pitch books
The collection is grouped into four sections that map to how a book is built: value the asset, structure the deal, profile the company and market, then pitch it. Every skill is also useful on its own.
How a pitch book comes together
Section 1 · 4 skills
Valuation Engine
Use these when the book needs a defensible view of value. Each method runs the way an analyst would build it, with disciplined inputs and a stated range, so the valuation section holds up under counterparty review.
Comparable Company Analysis
Use when: You need a public-market read on value
Output: Peer set, multiples, implied range
Precedent Transactions
Use when: You need an M&A, control-inclusive read on value
Output: Screened deals and a control range
DCF Summary
Use when: You need an intrinsic, standalone value
Output: Forecast, terminal, EV, sensitivity grid
WACC Build
Use when: The DCF needs a discount rate you can defend
Output: CAPM equity, after-tax debt, weighted WACC
Section 2 · 4 skills
Financial Structuring
Use these when the book moves from what the asset is worth to how the deal is funded and what it does to earnings. Football field, sources and uses, EPS impact, and the benchmarking that explains the multiple.
Football-Field Valuation
Use when: You need to consolidate every method on one page
Output: Range bars and a recommended value zone
Capital Structure / Sources and Uses
Use when: You need to show how a transaction is funded
Output: Balanced S&U, pro forma leverage, credit metrics
Accretion / Dilution Summary
Use when: A corporate buyer cares about EPS impact
Output: Pro forma EPS, breakeven synergies, sensitivity
Trading Multiples
Use when: You need to explain where the subject trades and why
Output: Benchmarking read and re-rating drivers
Section 3 · 4 skills
Company & Market
Use these for the context pages the rest of the book rests on: the company one-pagers, the leadership view, and the sector and market backdrop that frame timing and feasibility.
Company Profile
Use when: You need a clean one-pager on a target or comparable
Output: Business, financials, ownership, developments
Management Profiles
Use when: You need to present the leadership team
Output: Profiles mapped to the transaction thesis
Sector Overview
Use when: The book needs deal-relevant industry context
Output: Structure, growth, cyclicality, M&A backdrop
Market Update
Use when: You need to justify timing with market conditions
Output: Equity, credit, and M&A read with a window call
Section 4 · 4 skills
Process & Narrative
Use these to position the bank, target the right counterparties, sequence the deal, and lead the book with a recommendation. The pages that turn analysis into a mandate.
League Tables
Use when: The why-us section needs credentials
Output: Ranking in the relevant cut, honestly framed
Buyer / Target Landscape
Use when: You need to show who could buy or be acquired
Output: Segmented universe with a thesis per name
Transaction Process Timeline
Use when: You need to show how the deal will run
Output: Phases, workstreams, milestones, critical path
Executive Summary / Deal Rationale
Use when: The book needs a lead page that carries the argument
Output: Recommendation first, then the support
Sections 1 and 2 build the numbers, the value, and the structure. Sections 3 and 4 build the context, target the counterparties, and lead the book with a recommendation.
Setup Guide
Download the skills pack
The zip contains all 16 skills, one folder per skill. Each skill is a single SKILL.md file. Unzip it anywhere. Keep the whole set, or pull out just the folders you need.
Create a Claude Project
Go to claude.ai, open the left sidebar, click Projects, then Create Project. Name it something like "Pitch Book Builder" or "Deal Materials" so you can reuse it across mandates.
Add the skills as Project Knowledge
Inside your project, open Project Knowledge, click Add Content, and upload the .md files. Add as many as you want, one skill, one section, or all 16. Claude will reference them automatically in every conversation inside that project.
Start building pages
Open a new conversation inside the project, paste in your data, financials, a peer list, a precedent set, and name the skill you want Claude to run. Claude reads it from project knowledge and builds the page with the method already loaded.
Tip
Chain the skills the way a book is built. Phrases like "Run wacc-build, then dcf-summary" or "Use comps and precedents, then the football-field skill" point Claude at the right sequence instead of leaving it to guess.
Example prompts
- "Use the comparable-company-analysis skill to build a trading comps page from this peer set."
- "Run wacc-build then dcf-summary on these financials."
- "Use the football-field-valuation skill to consolidate the comps, precedents, and DCF ranges."
- "Use the executive-summary-deal-rationale skill to write the lead page for this sell-side book."
How to choose a skill
Skip the directory hunt. Pick the row that matches the page you need and use that skill. For the slides that often need their own page, see our guides to the football-field valuation slide and the competitive landscape slide.
The quality bar
Every skill is designed to push Claude toward pages that meet the same bar a senior associate would hold each page to before it goes in front of an MD or a board.