IB Pitch Book Skill Guide

Skill Overview

IB Pitch Book is an end-to-end investment-banking-style pitch materials package designed for strategic alternatives conversations. It includes trading comparable company tables, precedent transaction tables, valuation football field charts, DCF sensitivity analysis, a four-quadrant strategic alternatives matrix, and a recommendation process timeline. The default structure is 10 pages, with a built-in confidentiality band, disclaimer, and data source annotations. Adapted from Anthropic's Apache-2.0 financial-services Pitch Agent workflow.

Trigger Keywords

ib pitch book, investment banking pitch, strategic alternatives, sell-side pitch, board materials, football field valuation, trading comps, precedent transactions, investment banking pitch, M&A materials, strategic alternatives

When to Use

Board / MD discussion materials
M&A framework development
Sell-side discussion materials
Valuation football field + sensitivity analysis
Strategic alternatives recommendation process

Not applicable scenarios: VC / Seed financing deck (use html-ppt-pitch-deck)

Usage

Natural language triggers

Build a 10-page strategic alternatives review pitch book for the Board of NorthPeak Industries
Generate an investment banking pitch book: transaction comparables + football field valuation
Create sell-side discussion materials

Workflow

Pre-flight: Review compliance reference documents to ensure disclaimers are complete.
Structure (default 10 pages):
- Cover: bank brand, project codename, confidentiality ribbon
- Table of contents
- Sector / market context (KPI strip + chart)
- Trading comparables (peer table + median/mean rows)
- Precedent transactions (deal table with multiples)
- Valuation football field (horizontal ranges + price tick)
- DCF (assumptions + WACC × terminal growth sensitivity)
- Strategic alternatives (4-quadrant matrix)
- Recommendation (pull-quote + process timeline)
- Disclaimers & sources
Data rules: Every number must have a source attribution (public filing / licensed vendor / management provided / assumption). Do not fabricate undisclosed market data.
Output HTML, built from template.html, inline CSS, with print rules included.

Output Format

HTML investment banking Pitch Book (default 10-page structure):

Cover + TOC + Context
Trading Comps + Precedents
Football Field + DCF
Strategic Alternatives + Recommendation
Disclaimers & Sources

All data includes source citations and confidence labels.

Practical Examples

Example 1: NorthPeak Industries Strategic Review

User: "Build a 10-page strategic alternatives review pitch book for the Board of NorthPeak Industries (NYSE: NPK). Include trading comps, precedent transactions, valuation football field, DCF sensitivity, and a recommended process timeline."

Generated:

Complete 10-page Pitch Book, including all valuation analyses
Confidentiality banner + disclaimers
Data source citations (public filing / assumption / model-derived)

Related Skills

Example Use Cases

Board Strategic Options Assessment: The board of a listed company is considering strategic options such as a sale / joint venture / spin-off listing, and requires a complete IB Pitch Book, including a trading comparables table (peer multiples), precedent transaction analysis (precedent deal multiples), a valuation football field chart showing valuation ranges from different methods, and a four-quadrant strategic options matrix. M&A Sell-Side Framework Preparation: Financial advisors engage potential buyers on behalf of the target company and generate a 10-page Pitch Book covering industry background, comparable analysis, DCF sensitivity analysis (WACC ±1% vs terminal growth of 2.0-3.0%), and a recommended process timeline, with source citations for all data.