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IB Pitch Book

Generate investment-banking-style strategic alternatives pitch books with trading comps, precedent transactions, football field valuation, DCF sensitivity, and board-ready disclosure treatment.

by nexu-iov1.0.0
Connecting to VM...
Connecting to VM...
npx clawhub@latest install ib-pitch-book
4.6kStars
1.8kDownloads
2Current Installs
📦
v1.0.0Version
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IB Pitch Book Skill Overview

IB Pitch Book generates investment-banking-style strategic alternatives pitch materials — trading comps, precedent transactions, valuation football fields, DCF sensitivity, and a four-path strategic options matrix — in a single self-contained HTML deck. It enforces IB layout conventions (masthead, confidentiality ribbon, compliant disclaimers) and is designed for Board and sell-side advisory discussions. Every figure is source-tracked and management-provided data is kept separate from public or vendor data. The workflow is adapted from Anthropic's Apache-2.0 financial-services Pitch Agent.

How to Use It

Step 1: Run in your terminal or install this skill on MyClaw

npx clawhub@latest install ib-pitch-book
or

Click the Install button at the top of this page for one-click setup

When to Use IB Pitch Book

Best Fit

  • You are preparing Board or MD-level discussion materials for a strategic alternatives review or M&A framing conversation.
  • You need sell-side tone with confidentiality ribbons, financial tables, and a compliant disclaimers slide.
  • Your deliverable requires a valuation football field, DCF sensitivity matrix, or precedent transactions table.
  • You want source integrity enforced — every figure labeled by type, freshness, and confidence level.

When Not to Use

  • You are building a VC or seed fundraising deck — use html-ppt-pitch-deck instead.
  • You need a magazine-editorial or brand-forward presentation — use guizang-ppt.
  • You want simple swipe slides without IB conventions or financial tables — use simple-deck.

Key Features

IB-Convention Layout

Masthead, confidentiality ribbon, tabular numerals, and summary-row styling are enforced from references/conventions.md. The football-field axis rules and compact fitting primitives keep dense slides clean at 1366×768 and 1440×900.

10-Slide Default Spine

Cover, table of contents, sector context, trading comps, precedent transactions, football field, DCF sensitivity, strategic alternatives matrix, recommendation timeline, and disclaimers — all generated from a single brief.

Source Integrity Tracking

Every figure that appears in the deck carries a citation log entry covering source type, name, freshness, licensing, and confidence level. Management-provided data is visually separated from public and vendor data in tables and footnotes.

Compliance-First Output

references/compliance.md is read before any slide is written. All outputs are framed as discussion materials, not investment advice, and carry the required non-reliance disclaimers on the final slide.

Optional MCP Data Integration

When financial data MCPs such as FactSet or Capital IQ are connected, live comps and transaction multiples are pulled automatically. Without an MCP, all figures are clearly labeled as assumptions in slide footers.

Offline-Safe Export

System fonts are used by default so decks render correctly in confidential or offline PDF export. Remote fonts are opt-in only after the user explicitly accepts the privacy and rendering tradeoff.

Use Cases

Board Strategic Alternatives Review

Produce a 10-page deck presenting M&A, recapitalization, and standalone paths for a public-company board meeting, complete with a recommended process timeline.

Sell-Side Advisory Pitch

Build coverage initiation or mandate-pitch materials with trading comps, precedent transactions, and a phased process recommendation in IB house style.

Valuation Football Field

Generate an aligned horizontal range chart anchoring DCF, trading comps, and precedent transaction multiples against the current share price for inclusion in board or committee materials.

DCF Sensitivity Analysis

Produce a WACC × terminal-growth sensitivity matrix with clearly labeled assumption sources, ready to embed in a strategic alternatives or fairness discussion deck.

Requirements

  • Open Design deck runtime with an active DESIGN.md for token mapping.
  • assets/template.html present in the skill directory as the deck seed.
  • Financial data MCPs (FactSet, Capital IQ, or equivalent) are optional but recommended for live figures; the skill falls back to labeled assumptions without them.
  • User must supply company name, ticker, and a brief description of the engagement.
Connecting to VM...
npx clawhub@latest install ib-pitch-book
4.6kStars
1.8kDownloads
2Current Installs
📦
v1.0.0Version
View Source

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