M&A & Investment Banking AI Tools for Claude
Claude SKILL.md templates for investment bankers and corporate development teams: LBO models, M&A synergies, data room analysis, SPA review, fairness opinions, and pitchbook content.
7 SKILL.md templates · Free
Load any SKILL.md template into a Claude Project and it follows the workflow. Free, no code.
How to install →
SKILL.md Templates
7
Buyer Universe Screener & Deal Sourcing Tool
Comparable Companies & Precedent Transactions Analyzer
Data Room Red Flag & Due Diligence Extractor
Fairness Opinion Financial Analysis Assistant
Investment Committee Memo Writer (M&A / PE)
M&A Synergy Calculator & Integration Tracker
SPA / Purchase Agreement Clause Analyzer
Other Categories
Finance
Accounting
Quant Finance
Compliance & Risk
Advanced Quant
Crypto & DeFi
AML & RegTech
Commercial Banking
Corporate Treasury
ESG & Sustainable Finance
Family Office & UHNW
FP&A & Planning
Insurance & Actuarial
Private Equity & VC
Real Estate Finance
SMB & Startup Finance
Tax & Transfer Pricing
Wealth Management