Investment Banking Workflows

What problem does it solve?

This Skill automates and standardizes the complex, error-prone process of preparing sell-side and buy-side investment banking documents so outputs are data-driven, internally consistent, and presentation-ready for sophisticated counterparties.

Core Features & Use Cases

• CIM Builder: Assemble a 40–60 page Confidential Information Memorandum with historical financials, KPI analysis, and appendix sections using FMP data and corp-finance-mcp calls.
• Transaction Materials: Draft teasers, process letters, pitch decks, and one-page strip profiles with clear sourcing and sensitivity analyses.
• Deal Modeling & Screening: Produce merger models, accretion/dilution analyses, sources & uses, sensitivity matrices, buyer lists, and ranked buyer matrices integrating comps, credit, and valuation tools.
• Operational Controls: Enforce consistency checks (revenue, EBITDA margins, Sources = Uses), label management estimates, and require tool-sourced figures for all financial claims.
• Use Case: Prepare a sell-side package including anonymous teaser, CIM, buyer list with 15+ prospects, merger model scenarios, and a deal tracker for an active mandate.

Quick Start

Request a CIM Builder workflow for the target company using FMP historical financials and produce a 40-60 page CIM with supporting models and appendix.