From Data to Finished Investment-Banking Pitch Book

What this scenario solves

A pitch book means template-wrangling, number-filling, and alignment — two or three all-nighters spent mostly on layout.

Tool stack

Not the only solution, but a stack we have verified end to end. Each tool links to its full review, including who it is not for.

1. 01
   Open Design開源社群

   Skill-catalogue-driven AI design output: decks, sites, dashboards, and finance documents

2. 02
   ClaudeAnthropic

   Strong long-document comprehension and writing quality; Projects can hold a knowledge base

3. 03
   GammaGamma Tech

   One click from outline or document to web-based presentation-ready slides

What you end up with

Full steps

1. 01觸發關鍵字
2. 02什麼時候用
3. 03使用方法
4. 04輸出格式
5. 05實際例子
6. 06相關技能
7. 07使用場景示例

Adjacent scenarios

• Turn Research Output Straight into a Deck
  Outline to finished deck in 20 minutes · 5 steps
• Build a DCF Valuation Model with AI, Including Sensitivity Analysis
  A sensitivity-enabled model in 1 hour · 7 steps
• Contract Clause Extraction and Risk Flagging
  A summary per contract in 10 minutes · 6 steps