Complete Guide to 14 Financial Services AI Skills: From Deal Sourcing and M&A Models to Catalyst Calendars
Background
From GitHub Trending #5's Anthropic Claude for Financial Services (~7K⭐), we selected and split 14 independent financial skills. The original version relies on US data sources (SEC EDGAR / S&P Global) and is in English. We localized it into Traditional Chinese, adapted it for the Hong Kong market, and integrated it into OpenClaw's DeepSeek / OMLX local LLM system.
All skills are located under the skills/financial-services/ directory and can be invoked individually via slash commands. This does not affect existing skills such as AK-SDD / AK-DD / DCF-Valuation.
Architecture Overview
skills/financial-services/
├── Investment Banking (Investment Banking) × 7
│ ├── merger-model /merger-model Acquisition Dilution/Accretion Model
│ ├── cim-builder /cim Confidential Information Memorandum
│ ├── buyer-list /buyer-list Buyer List Construction
│ ├── deal-tracker /deal-tracker Deal Progress Tracking
│ ├── teaser /teaser Anonymous Company Teaser
│ ├── process-letter /process-letter Bidding Process Letter
│ └── strip-profile /one-pager Company One-Pager
│
├── Private Equity (Private Equity) × 6
│ ├── dd-checklist /dd-checklist Due Diligence Checklist
│ ├── dd-meeting-prep /dd-prep DD Meeting Prep
│ ├── ic-memo /ic-memo Investment Committee Memo
│ ├── deal-sourcing /source Deal Sourcing
│ ├── deal-screening /screen-deal Deal Screening
│ └── returns-analysis /returns IRR/MOIC Return Analysis
│
└── Equity Research (Equity Research) × 1
└── catalyst-calendar /catalysts Hong Kong Stock Catalyst Calendar
Investment Banking Skills (7)
1. /merger-model, Acquisition Dilution/Accretion Model
Meaning: Build an accretion/dilution analysis model for M&A transactions, and calculate the pro forma earnings per share (EPS) impact after the acquisition is completed.
Use cases:
- Assess the impact of a potential acquisition on EPS
- Prepare post-merger consequence analysis (Fairness Opinion support)
- Advise on transaction term negotiations
- Calculate break-even synergies
Usage Guide:
/merger-model
The system will prompt you to enter:
- Target company + acquirer historical financials (3-5 years)
- Transaction structure (cash/stock/mixed ratio)
- Financing plan (cost of debt/cost of equity)
- Synergy estimates
Output: pro forma financial projections, dilution/accretion percentages, sensitivity matrix, risk factors.
2. /cim, Confidential Information Memorandum
Meaning: Draft a professional Confidential Information Memorandum for a sell-side M&A process, organizing company information into an investor-ready document.
Use cases:
- Prepare sell-side process materials
- Organize company information for review by potential buyers
- Provide a structured company introduction for the first round of bidding
- First systematic introduction for a family-owned/private company
Standard CIM Structure:
1. Executive Summary (2-3 pages)
2. Company Overview (3-5 pages)
3. Industry Overview (3-5 pages)
4. Growth Opportunities (2-3 pages)
5. Customers and Sales (3-5 pages)
6. Operations (2-3 pages)
7. Financial Overview (5-8 pages)
8. Appendix
Usage Tutorial:
/cim
The system will guide the collection of: management presentations, historical financials, budget forecasts, customer data, organizational charts, etc. The output is a structured Markdown document that can be exported to PDF/Word.
3. /buyer-list, Buyer List Construction
Meaning: Identify and organize potential acquirers for the sell-side process, including strategic buyers and financial buyers, and rank them by fit and feasibility.
Use cases:
- Establish the buyer universe when launching a sell-side mandate
- Assess "who would buy this company"
- Develop a contact prioritization strategy
- Prepare buyer analysis for the pitch book
Buyer source categories:
| Type | Subtype | Example |
|---|---|---|
| Strategic buyer | Direct competitor | Listed company in the same industry |
| Adjacent industry | Upstream supplier/downstream customer | |
| Geographic expander | Mainland enterprise seeking to enter Hong Kong | |
| Financial buyer | PE fund | Industry-focused fund |
| Family conglomerate | Family Office | |
| Special purpose | SPAC (if applicable) |
Usage guide:
/buyer-list
Enter the target company's industry, size, and geographic focus, and the system will generate a structured buyer list, including strategic rationale, financial capacity, priority (Tier 1/2/3), and outreach strategy.
4. /deal-tracker, Deal Progress Tracking
Meaning: Manages milestones, deadlines, action items, and status for multiple live deals, maintaining an overview of the deal pipeline.
Use Cases:
- Managing multiple deals simultaneously (pipeline management)
- Preparing for weekly deal progress meetings
- Tracking overdue items and upcoming deadlines
- Client progress reports
Standard Stages of Hong Kong M&A:
| Stage | Key Milestones | Typical Duration |
|---|---|---|
| 1. Preliminary Preparation | NDA, Teaser | 1-2 weeks |
| 2. Initial Outreach | Buyer list, initial contact | 2-4 weeks |
| 3. First Round | CIM, indicative offer | 3-4 weeks |
| 4. Second Round | DD, management meetings | 4-6 weeks |
| 5. Final Negotiation | SPA, final offer | 2-3 weeks |
| 6. Signing and Closing | Signing, announcement, closing | 4-8 weeks |
| 7. Post-Closing | Integration, regulatory filings | Ongoing |
Usage Guide:
/deal-tracker
Each deal records name, objective, type, stage, contact, and timeline. The system automatically generates overdue alerts and weekly status updates.
5. /teaser, Anonymous Company Teaser
Meaning: Create an anonymous one-page investment teaser for the sell-side process to spark buyer interest without revealing the company's identity.
Applicable scenarios:
- First stage of the sell-side process, broad market testing
- Introduce the company anonymously before signing an NDA
- Preliminary materials for industry conferences/investment forums
- Test the market's initial reaction to valuation
Teaser structure:
┌──────────────────────────────────┐
│ "Hong Kong's leading XX service provider" │
│ Industry · Region │
├──────────────────────────────────┤
│ Investment highlights (5-7 points) │
│ ─ Quantitative advantages and differentiation │
├──────────────────────────────────┤
│ Anonymized financial summary │
│ ─ Revenue range, growth rate, profit margin │
├──────────────────────────────────┤
│ Market Opportunity │
├──────────────────────────────────┤
│ Transaction overview and contact details │
└──────────────────────────────────┘
Usage Guide:
/teaser
After company information is provided, the system automatically anonymizes it (company name → industry description, specific location → regional scope) and outputs a 1-2 page professional teaser.
6. /process-letter, Bidding Process Letter
Meaning: Draft formal bidding instructions and process letters for a sell-side auction process, setting bidding rules, timelines, and submission requirements.
Use Cases:
- Launching a formal auction process
- Setting first-round and second-round bidding rules
- Managing information flows for multiple bidders
- Ensuring process fairness and compliance
Two-Round Process Letters:
First Round:
- Transaction overview (generic description)
- NDA signing requirements
- Indication of Interest (IOI) requirements (valuation range, financing strategy, experience)
- Submission deadline
Second Round:
- Shortlist notification
- Data room access instructions
- Management meeting arrangements
- Final Offer (FO) requirements (final price, SPA markups, financing commitments)
How to Use:
/process-letter
Select the auction type (broad/limited/one-on-one), set the timeline and selection criteria, and the system generates a formal process letter.
7. /one-pager, Company One-Pager
Meaning: Create a one-page company profile for a pitch book, presenting key information and investment highlights in a visual format.
Use Cases:
- Pitch book company introduction page
- Internal deal discussion materials
- Quick team briefing
- Initial client introduction
How to Use:
/one-pager
Enter basic company information and key financials, and the system generates a strictly one-page visual profile.
Private Equity Skills (6)
8. /dd-checklist, Due Diligence Checklist
Meaning: Generates a comprehensive due diligence checklist tailored to the target company's industry, transaction type, and complexity, covering all major workstreams.
Use Cases:
- Launch the due diligence process
- Organize data room review
- Track DD progress and outstanding items
- Red flag identification and escalation
Five Major Workstreams:
| # | Workstream | Number of Key Items |
|---|---|---|
| 1 | Financial DD | 10 items |
| 2 | Legal DD | 8 items |
| 3 | Tax DD | 5 items |
| 4 | Commercial DD | 5 items |
| 5 | Operational/Technical DD | 5 items |
Red Flag Escalation Matrix:
| 🔴 Critical | 🟡 Major | 🟢 Attention |
|---|---|---|
| May terminate the deal | Impacts valuation/terms | Requires clarification/monitoring |
| Escalate to decision makers immediately | Include in negotiation agenda | Document and track |
Usage Guide:
/dd-checklist
Set the transaction type and industry; the system generates a complete DD checklist (with owner, status, and due date fields).
9. /dd-prep, DD Meeting Preparation
Meaning: Prepare for management presentations and expert interviews during due diligence, generating a structured question list and interview agenda.
Applicable Scenarios:
- Preparing for CEO/CFO management interviews
- In-depth discussions with business leads
- Technical due diligence meetings
- Expert interviews (industry consultants/auditors)
Meeting Types and Question Areas:
| Target | Core Question Areas |
|---|---|
| CEO/Founder | Strategic vision, durability of competitive advantage, exit motivation |
| CFO | Revenue drivers, margin trends, working capital management |
| Business Lead | Sales pipeline, customer churn, pricing power |
| CTO | Tech stack, technical debt, data security |
Usage Guide:
/dd-prep
Specify the interviewees and duration, and the system generates a targeted question list and a post-interview summary template.
10. /ic-memo, Investment Committee Memo
Meaning: Draft a structured investment committee memo for deal approval, synthesizing DD findings, financial analysis, and deal terms.
Use Cases:
- Prepare for investment committee meetings
- Draft deal recommendation documents
- Formalize the deal approval process
- Provide deal summaries for LPs
IC Memo Standard Structure (Nine Major Sections):
1. Executive Summary (1 Page): Convey the Core Thesis in 2 Minutes
2. Company Overview
3. Investment Thesis: Why Invest?
4. Financial Analysis: DCF/Comps/Precedent Transactions
5. Due Diligence Summary: Red Flags and Mitigation
6. Transaction Terms: Key SPA Terms
7. Return Analysis: IRR/MOIC/Exit Strategy
8. Risks and Mitigation
9. Recommendation: Clear Recommendation + Next Steps
Usage Guide:
/ic-memo
The system guides the collection of DD findings, financial models, and deal terms to generate a complete IC Memo.
11. /source, Deal Opportunity Sourcing
Meaning: Systematically discover potential M&A targets and search for companies that meet investment criteria.
Use Cases:
- Proactively seek acquisition targets
- Build a database of industry targets
- Monitor market transaction activity
- Conduct regular market scans
Sourcing Channels in the Hong Kong Market:
- HKEX listed company list (Main Board/GEM)
- HKEX announcements (acquisitions/disposals/restructurings)
- Companies Registry searches
- Industry association directories
- Deal media (DealStreetAsia, etc.)
Usage Guide:
/source
Define investment criteria (industry/size/geography), and the system generates a long list of targets and prioritizes them.
12. /screen-deal, Rapid Deal Screening
Meaning: Perform a rapid pass/fail analysis on received CIMs/Teasers.
Use cases:
- Initial assessment after receiving an inbound CIM
- Rapid ranking of a large number of deal opportunities
- Deciding whether to allocate DD resources
- Weekly deal review meetings
8-dimension scoring matrix:
| Dimension | Weight |
|---|---|
| Industry attractiveness | Market size, growth rate |
| Company quality | Market share, moat |
| Financial performance | Revenue growth, profit margin |
| Growth potential | Organic/acquisition opportunities |
| Valuation reasonableness | vs comparable companies |
| Execution feasibility | Ownership, regulation |
| Strategic fit | Match with portfolio |
| Risk level | Concentration, compliance |
Decision: ≥35 points → Go | 25-34 → More Info | <25 → Pass
Usage tutorial:
/screen-deal
Provide a CIM summary, and the system automatically scores it and outputs Go/Pass/More Info recommendations.
13. /returns, IRR/MOIC Return Analysis
Meaning: Calculate expected returns for private equity investments and build multi-scenario IRR and MOIC sensitivity tables.
Use Cases:
- Return analysis section of the IC Memo
- Deal term negotiation support
- LP return expectation management
- Exit strategy planning
Analysis Dimensions:
- Base/optimistic/pessimistic scenarios
- Exit multiple × EBITDA growth sensitivity matrix
- Cash flow waterfall model
- Investment payback period
Usage Guide:
/returns
Input the investment amount, holding period, projected financials, and exit assumptions to output an IRR/MOIC summary and sensitivity matrix.
Equity Research Skills (1)
14. /catalysts, Hong Kong Stock Catalyst Calendar
Meaning: Tracks key catalyst events for Hong Kong stock portfolios, including earnings reports, shareholder meetings, regulatory decisions, etc.
Use Cases:
- Event monitoring for Hong Kong stock portfolios
- Preparation before earnings season
- Trading opportunities (event-driven strategies)
- Risk management (avoiding positions before major events)
Event Categories:
| Category | Examples |
|---|---|
| Earnings | Annual/interim results, profit warnings |
| Corporate actions | AGM/EGM, dividends, rights issues |
| Regulatory | SFC/HKEX decisions, license expirations |
| Business | Contract expirations, new product launches |
Usage Guide:
/catalysts
Set the list of covered stocks, and the system generates a monthly catalyst calendar + per-event forward-looking analysis.
Core Differences from the Original Version
| Dimension | Anthropic Original | This Version |
|---|---|---|
| Data Sources | SEC EDGAR / S&P Global / PitchBook | HKEXnews / annual reports / HKEX announcements |
| Language | English | Traditional Chinese |
| LLM | Claude API (requires Anthropic key + payment) | DeepSeek / OMLX (local, zero API cost) |
| Regulations | US GAAP / SEC regulations | HKFRS / SFC Takeovers Code / HKEX Listing Rules |
| Platform | Claude Cowork plugin system | OpenClaw standalone skill |
| Data Connectors | 11 (all paid, annual fees tens of thousands of USD) | Zero (directly calls HKEX DI) |
Important Notes
⚠️ These skills provide methodologies and output templates and do not constitute investment advice. All outputs require review by professionals. This system does not make investment recommendations, execute transactions, assume risk, or post entries. Every output requires manual sign-off.
Skill source: Anthropic Claude for Financial Services (Apache 2.0) Created date: 2026-05-19 | Author: Junze Think Tank
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