60 Investment Banking Agents for Claude, Deal to Close

Use when: You need a live read on deal drivers and capital flows in a sector

Output: A market intelligence brief with catalysts and implications

Use when: You need to judge how attractive and contested an industry is

Output: An industry structure read with attractiveness and risks

Use when: You need a fast, deep baseline on a target or client

Output: A company profile of financials, drivers, and positioning

Use when: You need an integrated model of the business

Output: A three-statement model with drivers and checks

Use when: You need one defensible valuation range across methods

Output: A football-field valuation range with method drivers

Use when: You need an intrinsic value based on cash flows

Output: A DCF with WACC, terminal value, and sensitivities

Use when: You need a market read from trading peers

Output: A trading comps set with multiples and a benchmark

Use when: You need what buyers actually paid in past deals

Output: A precedent deal set with paid multiples and premia

Use when: You need to test a sponsor buyout and its returns

Output: An LBO model with returns, leverage, and a value bridge

Use when: A board needs a documented basis for the price

Output: A fairness analysis with the range under each method

Use when: One group multiple hides where the value sits

Output: A segment-by-segment valuation bridged to equity

Use when: You need to test whether a combination creates value

Output: An accretion and dilution read with pro-forma effects

Use when: You must structure and run a diligence process

Output: A diligence request list and findings tracker

Use when: You need the full marketing book for a sell-side process

Output: A CIM outline with investment highlights and financials

Use when: You need to spark buyer interest without revealing identity

Output: A blind teaser with the equity story and no company name

Use when: You need the right strategic and financial buyers

Output: A tiered buyer list with fit rationale

Use when: You need to reach buyers or investors cleanly

Output: An outreach sequence keyed to buyer tiers

Use when: You must size the synergies behind a premium

Output: Phased cost and revenue synergies at present value

Use when: You need the reported earnings effect of the price paid

Output: An allocation across intangibles and goodwill with amortization drag

Use when: A price disagreement needs contingent consideration to close

Output: An earnout with metric, period, cap, and governance

Use when: The closing adjustment moves real money

Output: A normalised working capital peg and completion mechanism

Use when: Post-close risk must be allocated in the agreement

Output: Escrow and indemnity sizing with caps, baskets, and survival

Use when: A business is being sold out of a parent

Output: Standalone carve-out EBITDA with separation economics

Use when: Multiple parties are signing and accessing information

Output: An NDA status log with access and expiry tracking

Use when: You must organize diligence materials for buyers

Output: A data room index and access-tiering plan

Use when: Management must present the equity story to buyers

Output: A management presentation outline and talk track

Use when: You need to read or reshape the mix of debt and equity

Output: A capital structure view with leverage and cost of capital

Use when: A deal needs a plan for how it gets funded

Output: A financing plan across sources, sizing, and sequence

Use when: A transaction has to run across jurisdictions

Output: A cross-border read on currency, withholding, and approvals

Use when: You need to know whether a deal clears and by when

Output: An antitrust assessment with filings, remedies, and timing

Use when: An auction round needs bids on a comparable basis

Output: A process letter with bid instructions and deadlines

Use when: Origination must forecast, not just list names

Output: A pipeline funnel with stage criteria and conversion

Use when: You need lenders and indicative debt terms

Output: A lender shortlist with indicative terms

Use when: You need equity investors that fit the raise

Output: An equity investor shortlist with fit rationale

Use when: You must draft or read the key economic terms

Output: A term sheet with key terms and their implications

Use when: A financing is too large or risky for one provider

Output: A syndication plan with roles and allocations

Use when: You need to prioritize who to approach first

Output: A tiered investor target list with angles

Use when: You must run a structured investor roadshow

Output: A roadshow plan with schedule, message, and materials

Use when: A company may have to face public-company scrutiny

Output: An IPO readiness gap list with an honest timeline

Use when: You need a narrative that survives an investor meeting

Output: An equity story with a right to win and answered objections

Use when: A bid needs certainty of funds to sign

Output: A bridge sizing with its takeout path and fee drag

Use when: You must defend or win a rating on a financing

Output: A rating agency case with adjusted metrics and Q&A

Use when: Management faces tough buyer or investor questions

Output: A Q&A prep pack with hard questions and answers

Use when: Buyers push back on price, risk, or terms

Output: An objection playbook with responses and proof

Use when: You must compare competing bids on more than price

Output: A bid comparison scoring price, certainty, and terms

Use when: You need a strategy going into the negotiation

Output: A negotiation plan with levers, BATNA, and ZOPA

Use when: The economics and mechanics of the deal are open

Output: A deal structure across consideration, earnouts, and protections

Use when: The post-close team needs equity without repricing returns

Output: A management equity pool with vesting, ratchet, and leaver terms

Use when: Many workstreams and advisors must stay aligned

Output: A workstream map with owners and dependencies

Use when: A deal needs a credible schedule to the close

Output: A deal timeline with milestones and the critical path

Use when: Open items are slipping across the team

Output: A prioritized task tracker with owners and due dates

Use when: Client-facing materials must be error-free

Output: A QC checklist and review log for deliverables

Use when: A process must respect information and conflict rules

Output: A compliance checklist covering information walls and conflicts

Use when: A deal carries risks that need owners and responses

Output: A deal risk register with likelihood, impact, and mitigations

Use when: The outcome depends on a few uncertain drivers

Output: A set of scenarios with value and decision implications

Use when: You need to see what moves value the most

Output: Sensitivity ranges across the key value drivers

Use when: Stakeholders need a clear, regular status view

Output: A deal status report with progress, risks, and next steps

Use when: The deal is closed and value must be tracked

Output: A post-close tracker of synergies, integration, and value

Use when: You want each deal to make the next one faster

Output: A structured knowledge capture of precedents and lessons

Use when: You need to know what a credit agreement permits

Output: Covenant headroom with baskets tested under a downside case