Generate investment-banking-style strategic alternatives pitch books with trading comps, precedent transactions, football field valuation, DCF sensitivity, and board-ready disclosure treatment.
npx clawhub@latest install ib-pitch-bookIB 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.
npx clawhub@latest install ib-pitch-bookClick the Install button at the top of this page for one-click setup
html-ppt-pitch-deck instead.guizang-ppt.simple-deck.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.
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.
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.
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.
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.
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.
Produce a 10-page deck presenting M&A, recapitalization, and standalone paths for a public-company board meeting, complete with a recommended process timeline.
Build coverage initiation or mandate-pitch materials with trading comps, precedent transactions, and a phased process recommendation in IB house style.
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.
Produce a WACC × terminal-growth sensitivity matrix with clearly labeled assumption sources, ready to embed in a strategic alternatives or fairness discussion deck.
deck runtime with an active DESIGN.md for token mapping.assets/template.html present in the skill directory as the deck seed.npx clawhub@latest install ib-pitch-bookLog in to write a review
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