Investment Banking Pitch Book

Built-in Claude Code scene skill

Scene Skill M&A / IPO Built-in

Best for: Investment bankers and analysts creating M&A pitch books, IPO roadshows, and debt capital markets presentations — with dense data tables, valuation analyses, and IB formatting discipline

Not ideal for: Creative or marketing presentations — this skill is optimized for data-dense financial content with blue/white institutional formatting

Pitch Book Anatomy

Trading Comps

EV / Revenue

EV / EBITDA

P / E Multiple

EV / EBIT

Mean / Median

DCF Valuation

Revenue Projections

EBITDA Margin Walk

Unlevered FCF

WACC Analysis

Terminal Value

Deal Structure

Sources & Uses

Pro Forma Cap Table

Accretion / Dilution

Synergy Bridge

Timeline & Process

Valuation Football Field (Illustrative)

DCF — Base Case

$42–58

Trading Comps (EV/EBITDA)

$47–62

Transaction Comps

$55–72

52-Week Trading Range

$38–65

Claude generates the football field as a native PPTX shape — not a screenshot — so bankers can update numbers directly in PowerPoint.

What It Generates

📊

Public Trading Comparables

Structured comps table with EV/Revenue, EV/EBITDA, P/E across peer set — formatted to IB conventions with mean, median, and 25th/75th percentile rows

💹

Discounted Cash Flow Model

Revenue bridge, EBITDA margin walk, unlevered FCF schedule, WACC sensitivity table, and terminal value — all formatted as dense IB-style slides

🤝

Transaction Comparables

Precedent M&A transactions with deal value, EV/EBITDA paid, premium to undisturbed share price, and strategic rationale annotations

🏗️

Pro Forma Deal Mechanics

Sources & uses of funds, pro forma capitalization table, accretion/dilution analysis, and merger consequence analysis per share

📋

Executive Summary & Situation Overview

Situation overview, company overview, strategic rationale — the front matter that sets context before the financial exhibits

Signals

Type

Built-in Scene Skill

Primary Use Case

M&A / IPO / DCM

Output Format

Native PPTX

Palette

Navy / White / Gray

Quality Assessment

Financial Table Accuracy

4.6

IB Formatting Discipline

4.7

Output Density

4.8

Ease of Use

4.5

Output density is the standout metric — IB pitch books are deliberately data-dense and Claude honors that convention. Always verify financial figures against source data before client delivery.

Use

# No install needed — built-in Claude Code scene skill
# Describe your deal and Claude generates the pitch book structure:

# "Create an M&A pitch book for acquiring TechCorp at $2.4B EV
#  Include trading comps (SaaS peers), DCF with 12% WACC,
#  and accretion/dilution analysis assuming 60% stock / 40% cash"

# "Build an IPO roadshow deck for a fintech company
#  $150M revenue, 65% gross margin, targeting $800M market cap"

# "Generate a debt capital markets pitch for a leveraged buyout
#  5x EBITDA leverage, senior secured + second lien structure"

# "Create a comparable companies analysis for a healthcare services deal
#  Include CareMax, Amedisys, LHC Group, AMSURG as comps"
        

Alternatives & Tradeoffs

Financial Services Plugins

Official Anthropic plugin with live FactSet/PitchBook/S&P data integration — better for data-connected workflows; this skill is better for stand-alone structuring

McKinsey Consulting Deck

Better for strategic narrative and BCG-style frameworks; IB Pitch Book wins when the output must look like it came from Goldman or Morgan Stanley

Quarterly Business Review

Better for internal ops reporting and KPI dashboards; IB Pitch Book wins for external client-facing M&A and capital markets work

Community Outputs

Pitch books generated with this skill. Submit yours after use.

M&A Pitch Book

Claude 4 · SaaS Deal · 4.7/5

IPO Roadshow

Claude 4 · Fintech · 4.6/5

LBO Financing

Claude 4 · PE · 4.5/5

Trading Comps

Claude 4 · Healthcare · 4.5/5