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 / 君澤智庫整理

   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技能概述
2. 02觸發關鍵字
3. 03什麼時候用
4. 04使用方法
5. 05輸出格式
6. 06實際例子
7. 07相關技能
8. 08使用場景示例

Adjacent scenarios

• Build a DCF Valuation Model with AI, Including Sensitivity Analysis
  A sensitivity-enabled model in 1 hour · 7 steps
• Turn Research Output Straight into a Deck
  Outline to finished deck in 20 minutes · 5 steps
• Filing and Research-Note Monitoring That Only Pings You on Change
  A long-running monitor built in half a day · 6 steps