Contact salesTry Claude

Investment Banking

Build deal materials, strip profiles, pitch decks, and merger models

Build deal materials, strip profiles, pitch decks, and merger models for investment banking workflows.

You can use Investment Banking to:

CIM Builder:
"Draft a Confidential Information Memorandum for a mid-market healthcare company"

Strip Profile:
"Generate a one-page strip profile for Target Corp for our pitch book"

Merger Model:
"Run an accretion/dilution analysis for a $5B all-stock acquisition"

Buyer List:
"Build a universe of strategic and financial buyers for a B2B SaaS company"

Other plugins

Slack

Official Slack MCP server for interactive and collaborative workflows. Surface insights, draft messages, and engage teams directly within Slack from Claude Cowork.

Data

Write SQL, explore datasets, and generate insights. Build visualizations and dashboards from raw data.

Adobe for creativity

Brings together Adobe Creative Cloud tools for images, vectors, design, and video.

ZoomInfo

ZoomInfo's verified B2B intelligence in Claude: find, research, and win the accounts that grow your business.

Apollo

3 pre-built skills that chain multiple Apollo APIs into complete sales workflows — no manual steps, no tab switching

Dropbox

The Dropbox plugin for Claude connects your Dropbox files directly to Claude, so you can search, organize, save generated content, and create sharing links without switching tools. It respects your existing Dropbox permissions, and Claude only works with files you already have access to.