Investment Banking Pitch Book

Last reviewed: 2026-04-28

Writing guide — prompt structure to paste into any installed PPT skill

M&A / IPO

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

How to use this guide

This page is a prompt template, not an installable skill. The structure below is the part that takes longest to write — copy it into your prompt to any of these real, installed PPTX skills:

Anthropic Financial Services Plugins

official IB/finance toolkit from Anthropic

Anthropic PPTX

renders structured tables/comps as native shapes

Excel MCP Server

for the underlying comps + DCF spreadsheet

# 1) Install one of the skills above (e.g. Anthropic PPTX):
git clone https://github.com/anthropics/skills
cp -r skills/skills/pptx ~/.claude/skills/anthropic-pptx

# 2) Paste a prompt that follows the structure on this page:
"Create a investment banking pitch book on [topic].
 Follow the structure described in https://powerpoint.md/skills/investment-banking-pitch-book.html
 — i.e. use the headlines, sections, and visual conventions documented there."
        

Your skill does the rendering. This guide ensures the prompt produces output that matches the genre conventions audiences expect.

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