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Ib Pitch Book

Category: General  ·  Sub-category: finance-personal  ·  Last updated:
ai:claude
Investment-banking pitch book for strategic alternatives — trading comps, precedent transactions, valuation football field, DCF sensitivity, strategic-options matrix, process recommendation. Built by adapting `assets/template.html` so IB-specific chrome, disclosure bands, and source labels are preserved. Use for Board / sell-side discussion materials. Not a VC fundraising deck (see html-ppt-pitch-deck). Workflow adapted from Anthropic financial-services Pitch Agent (Apache-2.0).

From the source SKILL.md

End-to-end investment-banking-style pitch materials for a strategic alternatives conversation (coverage & advisory). This is the workflow shape of Anthropic's Pitch Agent from [financial-services](https://github.com/anthropics/financial-services), repackaged as an Open Design deck skill.

What this skill does

Ib Pitch Book is a community-contributed Claude Code skill in the finance-personal sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/ib-pitch-book/ and loads when your prompt matches the skill's trigger.

Who uses this skill

The Ib Pitch Book Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 69,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/ib-pitch-book
curl -L https://claudskills.com/skills/ib-pitch-book/SKILL.md \
  -o ~/.claude/skills/ib-pitch-book/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/ib-pitch-book/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/ib-pitch-book/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\ib-pitch-book\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Attribution & license

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