21 Claude Skills for Investment Banking Deal Execution
A pack of 21 Claude skills that turn Claude into an investment banking deal engine, an operating system that runs a mandate end to end across one backbone: Originate, Value, Model, Diligence, Execute, Communicate.
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Claude skills for investment banking
This is a pack of 21 Claude skills for investment banking that turn Claude into a deal engine: an operating system that runs a mandate from first screen to committee vote. Instead of scattered prompts, the skills lock onto one backbone, so every stage hands clean inputs to the next.
The backbone is Originate, Value, Model, Diligence, Execute, Communicate. You shape a thesis before you pitch, triangulate value across four lenses, build the model that feeds every number, pressure-test the data room, run the marketing and process documents, and close with an answer-first memo a sceptical committee can sign. Each skill is grounded in a real method, not vague best practice.
Built for analysts and associates on live mandates, coverage and product teams shaping pitches, and the deal teams who prepare valuation, diligence, and committee materials. Each skill is one folder with a single SKILL.md file. Install the stage you need, or load the full engine. For adjacent workflows, see our Claude skills for investment banking and the guide to Claude skills for pitch books.
Download all 21 skills
One zip, one folder per skill. Free, no signup.
The 21 Investment Banking Skills You Get
The pack is grouped into six stages that map to how a mandate actually runs: find the thesis, value the asset, build the model, do the diligence, run the process, and make the case. Every skill is also useful on its own. For the wider toolkit, pair this engine with our Claude skills for strategy.
The deal-engine backbone
Stage 1 · 3 skills
Originate
Find the thesis before the pitch. Screen sectors, build buyer and acquirer universes, and shape a defensible angle so the team walks into a mandate with a point of view, not a blank page.
Sector Screen Mapping
Use when: You need to map a sector and surface the handful of companies worth a closer look before committing pitch hours.
Output: sector map, screening criteria, ranked target shortlist, thematic drivers, watchlist
Buyer Acquirer Lists
Use when: You need a curated universe of strategic and financial buyers (or acquisition targets) matched to a specific asset.
Output: buyer universe, strategic vs financial split, fit rationale, outreach tiers, contact angles
Thesis Angle Development
Use when: You need to convert raw screening output into a sharp, defensible investment or deal thesis before pitching.
Output: thesis statement, value-creation angles, evidence base, risks, why-now rationale
Stage 2 · 4 skills
Value
Triangulate a defensible range and show the drivers. Run the four core valuation lenses, reconcile them on a single picture, and make the swing factors visible so the number survives scrutiny.
DCF Valuation
Use when: You need an intrinsic-value range driven by projected cash flows and explicit assumptions.
Output: free-cash-flow build, discount rate, terminal value, enterprise and equity value, sensitivity grid
Comparable Companies
Use when: You need a market-based valuation benchmarked against how similar public companies trade today.
Output: peer set, trading multiples, normalized metrics, implied range, outlier notes
Precedent Transactions
Use when: You need a valuation benchmark from what acquirers actually paid in comparable deals, including control premia.
Output: deal set, transaction multiples, premium analysis, implied range, deal-context notes
LBO Analysis
Use when: You need to test what a financial sponsor could pay and still hit return targets under leverage.
Output: sources and uses, debt schedule, return waterfall, IRR and MOIC, ability-to-pay range
Stage 3 · 4 skills
Model
Check circularity and breaks before it goes upstairs. Build the integrated three-statement engine, wire live sensitivities and scenarios, and audit the model so it ties out under pressure.
Three Statement Build
Use when: You need an integrated income statement, balance sheet, and cash flow that flows and balances.
Output: linked statements, driver assumptions, balance check, cash-flow bridge, supporting schedules
Sensitivity Tables
Use when: You need to show how outputs move as one or two key assumptions change.
Output: sensitivity grids, swing-driver ranking, base-case anchor, breakpoint flags, commentary
Scenario Toggle Design
Use when: You need switchable base, upside, and downside cases the whole model responds to from one control.
Output: scenario manager, case definitions, toggle control, output comparison, narrative per case
Model Audit Review
Use when: You need to catch circular references, broken links, and formula errors before the model is shared.
Output: error log, circularity check, link map, hardcode flags, sign-off checklist
Stage 4 · 3 skills
Diligence
Turn thousands of pages into a ranked list of what matters. Synthesize the data room, test earnings quality, and surface the risks that could move price or kill the deal.
Data Room Synthesis
Use when: You need to turn a sprawling data room into an organized, navigable summary of what is and is not there.
Output: document index, theme summaries, key-finding callouts, gap list, follow-up requests
Earnings Quality Review
Use when: You need to test whether reported earnings are sustainable, recurring, and free of distortion.
Output: adjusted-EBITDA bridge, add-back assessment, run-rate normalization, quality flags, cash-conversion check
Risk Flag Register
Use when: You need a single ranked register of the risks that could move price, structure, or the decision to proceed.
Output: risk register, severity and likelihood scoring, deal impact, mitigants, escalation list
Stage 5 · 4 skills
Execute
Keep the workstream on timeline. Draft the marketing documents, run the process mechanics, and manage buyer questions so the deal moves forward without stalls or surprises.
CIM Drafting
Use when: You need to turn company and diligence inputs into a compelling confidential information memorandum.
Output: CIM outline, company and market sections, financial narrative, growth story, equity story
Management Presentation
Use when: You need a management-presentation deck that prepares the team to tell the story live to buyers.
Output: presentation flow, key-message slides, anticipated questions, proof points, speaker guidance
Process Letter Drafting
Use when: You need to issue clear instructions to buyers on bid mechanics, format, and timeline.
Output: process letter, bid instructions, timeline and deadlines, required terms, submission format
Buyer Q&A Management
Use when: You need to track, prioritize, and answer buyer questions consistently across a live process.
Output: Q&A log, question triage, drafted responses, consistency check, escalation flags
Stage 6 · 3 skills
Communicate
Build the case a sceptical committee will sign. Write answer-first deal memos, frame the recommendation, and prepare for the hard questions so the decision is made on the merits.
Deal Memo Drafting
Use when: You need an answer-first deal memo that states the recommendation up front and supports it cleanly.
Output: recommendation headline, situation and thesis, valuation summary, risks, supporting appendices
Committee Recommendation
Use when: You need to frame a clear go/no-go recommendation with conditions for the investment committee.
Output: recommendation framing, decision options, conditions and approvals sought, key trade-offs, vote ask
Committee Q&A Prep
Use when: You need to anticipate and prepare answers for the toughest questions a sceptical committee will ask.
Output: anticipated questions, model answers, evidence pointers, weak-spot map, rehearsal notes
Run the stages in order on a fresh mandate, or jump straight to the one you need. Originate sets the thesis, Value and Model produce the number, Diligence tests it, and Execute and Communicate carry the deal to the committee.
Setup Guide
Download the skills pack
The zip contains all 21 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 stage you need.
Create a Claude Project
Go to claude.ai, open the left sidebar, click Projects, then Create Project. Name it something like "Deal Engine" or "Live Mandate" so you can reuse it across deals.
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 stage, or all 21. Claude references them automatically in every conversation inside that project.
Run the mandate
Start in Originate to set the thesis, then move through Value, Model, Diligence, Execute, and Communicate. Open a conversation, paste your data, and name the skill for the stage you are in. Claude reads the method and drafts the work with the framework already loaded.
Tip
Refer to the skill by name in your prompt. Phrases like "Use the dcf-valuation skill" or "Run the deal-memo-drafting skill" point Claude at the right method instead of leaving it to guess.
Example prompts
- "Use the sector-screen-mapping skill to surface fragmented targets in this sector worth pitching."
- "Use the dcf-valuation skill to build a 5-year DCF with a sensitivity on WACC and growth."
- "Use the risk-flag-register skill to rank these diligence findings by deal impact."
- "Use the deal-memo-drafting skill to turn this analysis into an answer-first committee memo."
Frequently asked questions
How do these skills run an investment banking mandate end to end?
The pack follows one backbone: Originate, Value, Model, Diligence, Execute, Communicate. You start by screening a sector and shaping a thesis, triangulate value across four lenses, build the model that feeds every number, pressure-test diligence, run the marketing and process documents, and close with an answer-first memo and committee prep. Each stage hands clean inputs to the next.
Do I have to install all 21 skills at once?
No. Each skill is a single SKILL.md file in its own folder, so you can load just the stage you are working in. Pull in the four valuation skills for a pitch, add the modeling and diligence folders when a live process opens, and keep the communicate skills for the committee run. The full set is there when you want the whole engine.
Which skill do I reach for first on a new mandate?
Start in Originate. Run Sector Screen Mapping to surface the names worth pitching, build the buyer or acquirer universe, then sharpen the angle with Thesis Angle Development. That gives the team a defensible point of view before a single valuation page is built, which is what a pitch actually sells.
Can the skills produce a defensible valuation range?
Yes. The Value stage runs the four core lenses, DCF, comparable companies, precedent transactions, and an LBO, and reconciles them on a single picture. Each skill exposes its swing factors, so the range survives scrutiny rather than resting on one method and a single point estimate.
How do the skills help with the investment committee?
The Communicate stage turns finished analysis into a decision. Deal Memo Drafting leads with the recommendation, Committee Recommendation frames the go/no-go with conditions and the vote ask, and Committee Q&A Prep maps the weak spots and drafts evidence-backed answers so the team holds up under hard questions.