ib-pitch-book

Create 10-slide investment-banking pitch books with trading comps and valuation.

1|Updated May 8, 2026
One-click install
npx skills add https://github.com/MyHeavenDyf/UXAI --skill ib-pitch-book
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: ib-pitch-book
Source: https://github.com/MyHeavenDyf/UXAI/tree/main/packages/app/octoapp/templates/ib-pitch-book
Command: npx skills add https://github.com/MyHeavenDyf/UXAI --skill ib-pitch-book

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pypdf, pdfplumber, pdf2image, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides an end-to-end solution for creating investment-banking-style pitch books, which are essential for board discussions, M&A framing, and sell-side pitch materials.

Core Features & Use Cases

  • IB-Style Deck: Produces a 10-slide strategic alternatives review pitch book, complete with trading comps, precedent transactions, valuation, and strategic options.
  • Flexible Workflow: Adaptable for various scenarios such as board discussions, M&A, sell-side pitches, and valuation analysis.
  • Integration with Financial Data: Optionally pulls live financial data from management-provided sources for enhanced accuracy.

Quick Start

Use the ib-pitch-book skill to build a pitch book for the Board of NorthPeak Industries (NYSE: NPK) covering trading comps, precedent transactions, valuation, and a recommended process timeline.

Frequently Asked Questions about ib-pitch-book

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

FAQPage Schema
How do I generate an investment banking pitch book with trading comps and precedent transactions?

Yes, you can create strategic alternatives analysis for M&A by generating a 10-slide pitch book that covers precedent transactions, trading comparisons, and recommended process timelines. The Skill adapts formatting specifically for sell-side pitches and board discussions.

What is included in a DCF analysis pitch book for board discussions?

A DCF analysis pitch book for board discussions includes trading comparisons, precedent transactions, valuation models, and strategic options. This Skill structures these components into a 10-slide review with specific IB formatting and compliance requirements.

Can I integrate live financial data into the pitch book valuation models?

Yes, you can optionally pull live financial data from management-provided sources to enhance the accuracy of valuation models within the pitch book. This integration supports more precise DCF analysis and trading comps for your strategic alternatives review.

Does this pitch book generator work with PDF dependencies like pypdf and pdfplumber?

Yes, the pitch book generator works with PDF dependencies including pypdf, pdfplumber, and pdf2image. These libraries support the extraction and rendering of financial data needed to build the investment-banking-style valuation models and slides.

What's the best way to structure a sell-side pitch deck for strategic alternatives?

The best way to structure a sell-side pitch deck for strategic alternatives is to follow a 10-slide format covering trading comps, precedent transactions, DCF valuation, and strategic options. This Skill automates that structure while applying specific IB formatting and compliance standards.