Overview

Accelerate financial services workflows with Claude, a powerful AI assistant designed for investment banking, equity research, private equity, and wealth management. This repository provides ready-to-use agents, skills, and data connectors that can be deployed as Claude Cowork plugins or via the Claude Managed Agents API, offering flexibility to integrate into your existing infrastructure.

Key Features

• End-to-End Workflow Agents: Deploy pre-built agents for common financial tasks such as pitch deck generation, market research, earnings review, valuation, GL reconciliation, and KYC screening. Each agent bundles its required skills for seamless integration.
• Modular Vertical Plugins: Access granular skills, slash commands, and data connectors organized by financial service vertical (e.g., investment banking, equity research, private equity). Install only what you need, or bundle them for comprehensive functionality.
• Dual Deployment Options: Choose between an intuitive Claude Cowork plugin experience or deploy through the Claude Managed Agents API for deeper integration within your proprietary workflow engines.
• Extensive Data Connectivity: Seamlessly connect Claude to your critical data sources via built-in connectors from leading providers like Daloopa, Morningstar, S&P Global, FactSet, and more (MCP integration).
• Customization and Extensibility: Easily adapt agents and skills to your firm's specific processes, terminology, and branding. Bring your own templates and workflows to build truly bespoke AI solutions.
• Microsoft 365 Integration Tooling: Provision Claude within your Microsoft 365 environment (Excel, PowerPoint, Word, Outlook) with administrative tools for secure and personalized deployment.

Typical Use Cases

• Investment Banking: Automate the creation of pitch decks, teasers, CIMs, buyer lists, and merger models.
• Equity Research: Streamline earnings analysis, initiate coverage reports, update financial models, and track market catalysts.
• Private Equity: Expedite deal sourcing, screening, due diligence, IC memo preparation, and portfolio monitoring.
• Fund Administration & Finance Operations: Enhance GL reconciliation, month-end closing processes, and statement auditing.
• Wealth Management: Assist with meeting preparation, compliance checks, client onboarding, and portfolio reviews.
• General Financial Analysis: Perform comparable company analysis, DCF modeling, LBO analysis, and audit Excel models.