pitch-book-creation
CommunityPitch books and CIMs, fast.
Finance & Accounting#templates#valuation#due-diligence#cim#pitch-book#mergers-acquisitions#data-room
Authorbrainbytes-dev
Version1.0.0
Installs0
System Documentation
What problem does it solve?
In M&A and capital markets, creating professional pitch books and CIMs is time-consuming and error-prone. This Skill provides a structured framework to accelerate production, improve consistency, and enhance client communications.
Core Features & Use Cases
- Pitch Book Types: Sell-side M&A, Buy-side engagements, and capital markets pitches with audience-focused content and workflow guidance.
- CIM & Data Room Guidance: Clear CIM structure, investment highlights, and a scalable data room organization plan.
- Process Templates & Roadmap: End-to-end process timeline, checklists, and templates for rapid delivery.
Quick Start
Draft a sell-side CIM outline for a technology company with a $50M revenue, including executive summary, market overview, financials, and a proposed data room structure.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: pitch-book-creation Download link: https://github.com/brainbytes-dev/everything-claude-finance/archive/main.zip#pitch-book-creation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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