Use Cases
Claude for Investment Banking
Build pitch decks, CIMs, merger models, buyer lists, and manage deal execution workflows.
65 playbooks across 3 categories
Investment Banking(9)
View all 9 →M&A Buyer List Builder
Build and prioritize a universe of strategic and financial buyers for sell-side M&A processes with tiered outreach planning.
Confidential Information Memorandum (CIM) Builder
Structure and draft professional CIMs for sell-side M&A with consistent formatting, data-driven narrative, and investor-ready presentation.
Financial Data Pack Builder
Transform financial data from CIMs, SEC filings, and other sources into standardized Excel workbooks ready for investment committee review.
Investment Banking Deal Tracker
Track multiple live M&A deals with milestones, deadlines, action items, and weekly review summaries for managing a deal pipeline.
Merger Model & Accretion/Dilution Analysis
Build M&A merger models with pro forma EPS analysis, synergy sensitivities, purchase price allocation, and breakeven calculations.
IB Pitch Deck Template Populator
Populate investment banking pitch deck templates with financial data, ensuring number consistency, proper formatting, and institutional presentation standards.
M&A Process Letter Drafter
Draft professional process letters for sell-side M&A transactions with timeline, bid requirements, and procedural guidelines for prospective buyers.
Company Strip Profile Generator
Create concise one-page company profiles for M&A buyer lists with financial summary, strategic rationale, and M&A activity tracking.
M&A Teaser (Blind Profile) Writer
Draft anonymous sell-side teasers that generate buyer interest while protecting company identity, with investment highlights and financial overview.
Finance & Accounting(35)
View all 35 →QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
Bookkeeping & Tax Prep Workspace
Point Claude at a folder of W-2s, 1099s, bank statements, and receipts — get back an organized archive, a master bookkeeping spreadsheet, a tax summary with refund estimate, and a one-page accountant briefing.
Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
Executive Strategy(21)
View all 21 →Board & Leadership Meeting Prep
Synthesize multiple source files into comprehensive board meeting briefings with decisions, risks, and talking points.
Business Case Builder
Build compelling business cases with financial projections, ROI analysis, risk assessment, and executive recommendations.
Delegation Brief Creator
Create clear delegation briefs with ownership, authority levels, success criteria, and check-in schedules for any task.
Investor & Board Materials Prep
Create polished investor updates, board decks, and fundraising materials from raw company data and metrics.
M&A Due Diligence Documentation
Structure M&A and partnership due diligence with evaluation frameworks, risk assessment, and integration planning documentation.
OKR & Goal Setting Assistant
Transform vague objectives into measurable OKRs with scoring guides, alignment documentation, and team communication plans.
1:1 Meeting Prep
Prepare structured agendas, follow-up tracking, and discussion topics for effective one-on-one meetings.
Org Design & Structure Analyzer
Analyze organizational structure with span of control metrics, structural alternatives, and phased transition plans.
Risk Assessment & Mitigation Planner
Identify, assess, and plan mitigation for business risks with probability/impact matrices and action plans.
Strategic Planning Document Synthesis
Synthesize multiple strategic inputs into coherent planning documents with themes, priorities, and implementation roadmaps.
SWOT & Strategic Framework Analysis
Apply strategic frameworks — SWOT, Porter's Five Forces, PESTEL, and more — to any business situation with actionable outputs.
Personal Strategic Advisor
An AI advisor that challenges your thinking instead of confirming it — surfaces blind spots, presents alternative perspectives, and forces the clarity that leads to better decisions.
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Automate changelogs, documentation, code review, CI/CD, and development workflows.
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Strategic analysis, competitive intelligence, board presentations, and decision support.
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Launch faster with marketing, market research, legal, hiring, and sales playbooks.
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Study smarter with research assistance, note organization, and learning workflows.
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Streamline SOPs, compliance audits, vendor evaluation, and process documentation.