Contact salesTry Claude

investment-banking

Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management

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

Slack AI tools for users and developers: interact with your workspace via the Slack MCP server and use skills to develop Slack apps.

Data

Write SQL, explore datasets, and generate insights faster. Build visualizations and dashboards, and turn raw data into clear stories for stakeholders.

Adobe

Brings together Adobe Creative Cloud tools for images, vectors, design, and video. Edit multiple assets at once, adapt for different platforms, and complete multi-step creative workflows for polished results.

ZoomInfo

Search companies and contacts, enrich leads, find lookalikes, and get AI-ranked contact recommendations. Pre-built skills chain multiple ZoomInfo tools into complete B2B sales workflows.

apollo

Prospect, enrich leads, load outreach sequences, and query sales analytics with Apollo.io — one-click MCP server integration for Claude Code and Cowork.

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.