# ib-deck

> Claude/Codex skill by [@daloopa](https://omgskills.com/library/daloopa/index.md) · 8 stars · Updated 2026-07-22

Generate an institutional-grade investment banking pitch deck (HTML → PDF)

## Install

```sh
git clone https://github.com/daloopa/daloopa-plugin-claude /tmp/daloopa-plugin-claude && ln -s /tmp/daloopa-plugin-claude/skills/ib-deck ~/.claude/skills/ib-deck
```

## From README

Phase 1 — Requirements Determine the deck category and scope: Category (infer from context, or default to IB Advisory): IB Advisory — M&A advisory, fairness opinions, board presentations. Navy/steel/gold palette. "CONFIDENTIAL" marking. Activist / L-S Equity — Shareholder campaigns, investment memos as decks. Navy/blue/orange or navy/sky/green palette. Firm Attribution: Firm name defaults to "Daloopa". If the user specifies a firm name in their prompt, use that instead. NEVER hallucinate a firm name (Goldman Sachs, Morgan Stanley, JPMorgan, etc.). See data-access.md Section 4.5. Include firm name on the cover slide and in all slide footers. Gather from the user or infer: Target company (ticker) Purpose (M&A pitch, fairness opinion, investment memo, activist campaign) Key thesis or strategic rationale Specific slides needed (or use the default 14-slide deck) Phase 2 — Data Gathering Look up the company by ticker using discovercompanies.

## Links

- HTML page: https://omgskills.com/library/daloopa/daloopa-plugin-claude/skills/ib-deck/
- GitHub: https://github.com/daloopa/daloopa-plugin-claude
- Author: [@daloopa](https://omgskills.com/library/daloopa/index.md)

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