Investment Banking

investment-banking

Route Investment Banking workflows for banker-owned transaction, capital markets, valuation, diligence, buyer/investor targeting, pitch, process, and restructuring work. Use when the user is preparing, reviewing, or executing M&A, financing, sponsor, issuer, lender, restructuring, coverage, or deal-advisory work, including CIMs, teasers, pitch materials, buyer lists, process trackers, merger models, capital markets analysis, and banker-facing valuation or diligence outputs. Do not use for public-equity investment decisions, personal financial advice, legal advice, FP&A, or generic writing tasks with no transaction or banker-workflow context.

lbo-model-build

Build sponsor LBO models for sources and uses, debt, sweep, liquidity, returns, and downside underwriting. Use for take-privates, acquisition financing, or leverage screens; not DCF-only work.

meeting-prep

prepare ib meeting briefs, question lists, and debrief follow-ups. use when the user asks for call prep, buyer or lender meeting materials, diligence questions, or action tracking. do not use for full memo drafting.

memo-builder

draft or review investment-banking memos from existing analysis. use when the user wants a client, committee, board, financing, process, or diligence note. do not use to build source models, decks, trackers, or tearsheets.

merger-model-builder

Build merger and accretion/dilution models for consideration, pro forma ownership, synergies, purchase accounting, financing mix, or EPS impact. Use for strategic M&A modeling; not standalone DCF or LBO work.

model-audit-tieout

audit existing financial models and workbook outputs. use when the user asks to check formulas, sources, assumptions, sensitivities, links, or model readiness. do not use to build a new model from scratch.

pitch-deck-builder

build investment-banking pitch deck outlines, page plans, and draft slide content. use when the user asks to create or refresh a banking pitch or client discussion deck. do not mark final client-ready; route final circulation qc to ib-deck-qc.

private-credit-underwriting

Build borrower-level private credit underwriting views for lender cases, credit memos, debt sizing, downside, liquidity, collateral, recovery, and proceed/decline decisions. Use for lender-side credit decisions, not issuer financing strategy.

scenario-sensitivity-generator

create scenario, sensitivity, stress-test, and breakeven frameworks for ib analyses. use when the user asks to pressure-test model drivers, cases, downside paths, or decision thresholds. do not build base models.

three-statement-model-builder

Use when building integrated three-statement operating model exports with linked IS, BS, CF, drivers, checks, scenarios, or formula templates.

user-context

Initialize, inspect, save, update, forget, export, or explicitly reset the Investment Banking plugin's local user context, source setup, or optional automation setup. Use only when the user explicitly asks to manage Investment Banking saved preferences, source pointers, context storage, or recurring automation.