The plugin produces substantive output. However, the tasks are relatively simple, or work is a midpoint rather than a near-final draft. The level of specificity and expert-level input is lacking. The plugin needs customization and iteration before it is consistently useful.
Accelerate sell-side and buy-side deal execution with automated CIMs, merger models, buyer lists, and pitch materials.
The Investment Banking plugin handles the core document and analytical workstreams of M&A advisory. It drafts confidential information memorandums, builds accretion/dilution merger models, generates tiered buyer universes with contact mapping, and creates anonymous teasers and process letters. It also tracks deal pipelines across stages from mandate through close, and populates pitch deck templates with financial data. The plugin works standalone from uploaded financials, company descriptions, and deal parameters. It produces Word documents, Excel workbooks, and PowerPoint files that follow investment banking formatting conventions.
“Draft a CIM for our $200M specialty chemicals client being marketed to strategic and financial buyers.”
A 40-60 page Word document with executive summary, business overview, industry analysis, growth opportunities, customer profile, operations summary, and detailed financial overview with charts.
“Build a merger model for Acquirer Corp buying Target Inc at a 25% premium, 60/40 cash-stock split, with $50M of expected synergies.”
An Excel workbook with assumptions, sources & uses, pro forma income statement, accretion/dilution summary, sensitivity tables on premium vs. synergies and cash/stock mix, and breakeven synergy analysis.
“Create a buyer list for a $150M revenue industrial services platform. Focus on strategics with bolt-on appetite and PE firms with sector platforms.”
An Excel workbook with tiered strategic buyers (competitors, adjacents, vertical integrators, platform builders), financial sponsors with portfolio overlap, Tier 1 contact mapping, and a one-page buyer universe summary.
The plugin works entirely standalone with no external API connections or MCP servers required. All inputs come from uploaded files or text descriptions provided in conversation. It uses the docx npm package for Word documents, openpyxl/pandas for Excel workbooks, and PptxGenJS for PowerPoint presentations. Web search is available for researching public company data, market sizing, and brand colors when creating strip profiles.
Mechanism —
Structured financial extraction — Reads uploaded financials and normalizes line items into consistent formats across all periods, catching accounting changes and ensuring data integrity before any analysis begins.
Investment banking document frameworks — Each skill follows the standard IB document structure (CIM chapters, merger model tabs, process letter sections) so outputs match what analysts would produce manually.
Tiered buyer classification — Categorizes potential acquirers into strategic types (competitors, adjacents, vertical integrators, platform builders) and financial types (platform, bolt-on, growth equity), then ranks them into contact priority tiers.
Formula-driven sensitivity analysis — Merger models use live Excel formulas rather than hardcoded values, allowing buyers and bankers to adjust assumptions and see accretion/dilution impact in real time.
Anonymization safeguards — Teasers are checked against a disclosure filter that removes company names, specific cities, named customers, and distinctive employee counts to prevent inadvertent identification.
Template-aware slide population — Pitch deck generation reads the existing PowerPoint template structure, identifies placeholder areas, and populates them with formatted tables, charts, and sourced data while preserving brand styling.