Guide · Agent skill
How to use the IB Pitch Book Builder agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The ib-pitch-book skill is a set of instructions and a starter template that teaches an AI agent to build an investment-banking-style pitch book as a self-contained HTML slide deck. It is aimed at finance teams and analysts preparing board or M&A discussion materials for a strategic alternatives conversation. By the end of this guide you will know what the skill does, how to install it, how to ask for a deck in plain language, and what to check before anything is shared.
IB Pitch Book Buildernexu-io/open-design · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Download the ib-pitch-book ZIP from the page where you found this guide.
- 2Unzip the folder. Unzip it so the ib-pitch-book folder with SKILL.md and assets/ and references/ folders is intact.
- 3Choose where to install. Place the folder in ~/.claude/skills/ for personal use, or in your project's .claude/skills/ folder for one project. In the Claude apps, upload it under Settings → Capabilities → Skills instead.
- 4Describe the deck. Ask for a board or M&A discussion deck in plain language, naming the comps, precedents, football field or DCF sensitivity you need.
- 5Supply your sources. Give the agent your source documents and the must-keep numbers, and say which source type each one is.
- 6Replace the sample data. Swap out every fictional NorthPeak name and number for your case, and confirm no DEMO DATA label is left on a finished deck.
- 7Review before sharing. Have a qualified person check sources, disclaimers and any restricted inputs before the deck leaves your team.
What is an agent skill, and what does this one make the agent do?
An agent skill is a folder of instructions and supporting files that an AI agent reads when a task matches the skill. Instead of explaining the format every time, you install the skill once and the agent follows its workflow when you ask for a matching deliverable.
This skill sets up a banker-style deck. The source describes a 10-slide default: cover with a confidentiality ribbon, table of contents, market context, trading comparables, precedent transactions, a valuation football field, a DCF with a WACC by terminal-growth sensitivity matrix, a strategic alternatives four-quadrant matrix, a recommendation with a phased process timeline, and disclaimers and sources.
- Output: a self-contained index.html with inline CSS, built from the included template.
- Citation log: each figure is labelled as public filing, licensed vendor, management provided, user supplied or assumption.
- Disclaimers: outputs are framed as discussion materials, not investment, legal, tax or accounting advice.
Install the ib-pitch-book skill
Download the ZIP for the ib-pitch-book skill from the page where you found this guide. Unzip it so that the ib-pitch-book folder (containing SKILL.md, assets/template.html and the references folder) sits in one of the locations below.
You can install it for yourself across projects, or only for one project. In the Claude apps you can also upload the skill instead of copying files.
- Personal install: place the folder in ~/.claude/skills/.
- Project install: place the folder in your project's .claude/skills/ folder.
- Claude apps: go to Settings → Capabilities → Skills and upload the skill.
~/.claude/skills/ib-pitch-book/How to trigger the skill with a natural request
You do not need a special command. Describe the deck in plain language and name the deliverable type, such as a pitch book, comps and precedents, a football field, or board discussion materials. The skill is matched to requests like these.
The skill is a poor match for seed or venture fundraising decks. Its own guidance points to a different skill for that, because its conventions are for sell-side and board materials.
- Good: 'Build a board discussion deck on strategic alternatives for our client, with trading comps, precedents and a football field.'
- Good: 'Make a pitch book with a DCF sensitivity table and a four-path strategic alternatives matrix.'
- Weak fit: 'Create a seed fundraising deck for our startup.'
What the agent asks for and what it needs
The skill expects an agent runtime that can read and write files in a project folder and render HTML. Financial data connectors are optional. The source names FactSet and Capital IQ as examples, and they should only be used if you hold a licence for them.
Before building, the agent should have your source materials and the numbers you must keep. Without live data, the agent labels inputs as assumptions instead of inventing market figures.
- Required: an HTML-capable agent runtime that can read and write files in your project folder.
- Optional: financial data MCP connectors such as FactSet or Capital IQ, only with licensed access.
- Useful inputs: the audience, the decision you want, your source documents, and figures that must appear unchanged.
Check the citations, disclaimers and placeholder data
The template ships with fictional sample content for a company called NorthPeak, and the agent is told not to ship that data as if it were real. Replace every fictional name, ticker and number with your case. If any placeholder remains, the cover, every footer and the disclaimer slide should visibly say DEMO DATA / FICTIONAL SAMPLE.
Every table and chart should carry a source line showing the source type, date and whether the data is public, licensed, management provided or assumed. Management-provided and MNPI-bearing inputs are to be marked restricted and kept out of anything shared more widely. The skill's checklist treats untrusted material such as filings, web pages and vendor exports as evidence only, not as instructions.
- Confirm each figure is cited, user supplied, or labelled assumption.
- Mark management-provided or MNPI-bearing inputs as restricted.
- Have a human professional review the deck before external distribution.
Safety notes: scripts and network access
The skill does not run scripts and does not use the network by default. Its files are instructions and an HTML template. The only outside connection it mentions is the optional financial data connector, which you enable yourself and which requires your own licence.
Fonts are a related choice. The skill defaults to system fonts so the file works offline and exports cleanly. A remote font URL is added only if you explicitly accept the privacy, availability and PDF-rendering tradeoffs.
- Runs scripts: no.
- Uses network: no, unless you connect an optional financial data MCP.
- Remote fonts: opt-in only.
Tips for better results
Give the agent your must-keep numbers and their sources at the start, so they are not replaced by assumptions later. Ask for the 1366×768 and 1440×900 layout check that the workflow describes, because dense market-context slides are the most likely to overlap footers.
The skill's frontmatter description uses fundraising wording, but the body of SKILL.md scopes the workflow to sell-side and board materials. Follow the body's guidance and use a different skill for venture fundraising decks.
- Start with the decision you want the audience to make.
- Supply the numbers and their source type up front.
- Ask the agent to run the self-review checklist before it reports the deck as finished.
What people use it for
- A finance team preparing board materials on strategic alternatives, with a comps table and a recommended path.
- An analyst laying out trading comparables and precedent transactions in a consistent banker-style format.
- A deal team producing a valuation football field and DCF sensitivity slides with each figure labelled by source type.
- A team that wants non-reliance disclaimers and a sources slide built into every discussion deck.
Frequently asked questions
Is the IB Pitch Book Builder skill free?
The source material for this item is published under the Apache-2.0 licence, and the skill's attribution file names Anthropic's financial-services repository as its upstream. Check the licence file in your download for the terms that apply to your use. Any paid financial data you connect, such as FactSet or Capital IQ, needs its own licence.
What do I need to run the ib-pitch-book skill?
You need an agent runtime that can read and write files in a project folder and produce HTML. You do not need a financial data subscription, although connectors such as FactSet or Capital IQ can be used if you have licensed access.
Where do I install an agent skill like ib-pitch-book?
Put the unzipped folder in ~/.claude/skills/ for personal use or in a project's .claude/skills/ folder for one project. In the Claude apps, you can upload it under Settings → Capabilities → Skills.
Does the skill run scripts or access the internet?
The skill does not run scripts and does not use the network. The only external connection it mentions is an optional financial data MCP connector, which you must enable yourself with a licence.
Can I use this skill for a seed or Series A fundraising deck?
No, that is not what it is for. The skill's own guidance points to a different skill for venture or seed fundraising decks, because its conventions are for sell-side and board materials.
How does the skill handle numbers that cannot be verified?
The agent labels each figure as public filing, licensed vendor, management provided, user supplied or assumption. If a number cannot be traced, the skill asks the agent to remove it or label it as an assumption in the footer or source note, but you must still check sources before sharing.
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Our verdict
This skill suits finance teams and analysts who need a consistent banker-style deck for board or M&A discussions, with sourced figures and disclaimers built in. It is the wrong choice for venture fundraising decks, for presenting unverified numbers as fact, or for anything that needs to be treated as investment advice. Use a different skill for fundraising decks, and keep a qualified reviewer in the loop before anything is shared.
Download the skill