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Dharin-shah
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ib-analyst

Generate investment banking research with comps, valuation, and M&A screening.

Updated Mar 22, 2026
Search Tags:#research#valuation#comps#ib#sector-analysis#investment-banking#ma-screen
One-click install
npx skills add https://github.com/Dharin-shah/finstack --skill ib-analyst
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: ib-analyst
Source: https://github.com/Dharin-shah/finstack/tree/main/ib
Command: npx skills add https://github.com/Dharin-shah/finstack --skill ib-analyst

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the creation of defensible, client-ready Investment Banking research by organizing thinking frameworks, phase progressions, and output standards into a repeatable skill.

Core Features & Use Cases

  • Two modes: Specific Companies — when you name companies, it delivers full IB-grade research with trading comps, valuation, M&A screening, credit analysis, and a multi-sheet workbook.
  • Exploratory / Sector Research — for thematic or generic requests, it identifies relevant players and produces a sector landscape with company profiles and comparative data.
  • Output structure and discipline — outputs are structured for professional consumption, with clear sourcing, precise numbers, and auditable assumptions.

Quick Start

Ask the skill to research a company or sector to generate a full IB-grade report.

Frequently Asked Questions about ib-analyst

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate investment banking research with trading comps and valuation?▼

Generate investment banking research by naming specific companies to receive full IB-grade analysis with trading comps, valuation, M&A screening, credit analysis, and a multi-sheet workbook with transparent sourcing.

What is the best way to perform sector analysis and identify relevant market players?▼

Perform sector analysis using an exploratory research mode that identifies relevant players and produces a sector landscape with company profiles and comparative data for thematic or generic requests.

How does an M&A screen work when researching target companies?▼

An M&A screen evaluates named companies within investment banking research to identify acquisition targets, applying defensible analyses with precise numbers and auditable assumptions for professional consumption.

Can I use this IB research approach for both single companies and broad sector landscapes?▼

Use this IB research approach for both specific companies to output full defensible analyses with credit and valuation data, and for broad sector landscapes to compare relevant market players.

Does investment banking research generated this way include transparent sourcing for assumptions?▼

Investment banking research generated this way includes clear sourcing, precise numbers, and auditable assumptions, ensuring outputs are defensible and structured for professional client-ready consumption.

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