ib-pitch-book

ib-pitch-book is a skill for Claude Code, Codex from wolfenazz/YzPzCode. It costs 103 tokens per session (1,641 once invoked), scanned A, a copy of ib-pitch-book, Apache-2.0.

A recipe for making investment-banking presentation materials about strategic alternatives, such as mergers, acquisitions, or other major business choices. It includes standard valuation and comparison layouts for board-level discussion.

In plain words
What is it for?
Use it for trading comparisons, precedent-transaction analysis, DCF sensitivity tables, valuation summaries, and strategic-options recommendations.
Why use it?
It organizes complex financial comparisons and recommendations into familiar banking-style pages with disclosures and source labels.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/wolfenazz/yzpzcode/ib-pitch-book
Any agent
npx skills add wolfenazz/YzPzCode --skill ib-pitch-book
Clone the repo
git clone --depth 1 https://github.com/wolfenazz/YzPzCode

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for ib-pitch-book

README.md
[![agentmods](https://agentmods.dev/badge/skills/wolfenazz/yzpzcode/ib-pitch-book.svg)](https://agentmods.dev/skills/wolfenazz/yzpzcode/ib-pitch-book)
Your own site
<a href="https://agentmods.dev/skills/wolfenazz/yzpzcode/ib-pitch-book"><img src="https://agentmods.dev/badge/skills/wolfenazz/yzpzcode/ib-pitch-book.svg" alt="Measured on agentmods" height="20"></a>
Per session 103 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,641 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin 97% copy Near-identical to another mod in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00103 $0.01641
Opus 5 $0.00051 $0.00821
Sonnet 5 $0.00021 $0.00328
Haiku 4.5 $0.00010 $0.00164

Measured 2d ago against content hash b9e0a933add8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-06, from the pricing page.

Security

Grade A, and why

ib-pitch-book scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

Origin

This is a copy

97% identical to ib-pitch-book — 1 line differ, which has more behind it and is treated as the original. This page carries a canonical link to it rather than competing with it.

app/desgin/design-templates/ib-pitch-book/SKILL.md · 161 lines

How it starts

The opening of the file, as written. The whole thing — 161 lines — stays where its author put it; the contents beside it link to each section on GitHub.

IB Pitch Book

End-to-end investment-banking-style pitch materials for a strategic alternatives conversation (coverage & advisory). This is the workflow shape of Anthropic's Pitch Agent from financial-services, repackaged as an Open Design deck skill.

When to use

Use this skill Use something else
Board / MD discussion materials, M&A framing, comps & precedents html-ppt-pitch-deck — VC / seed fundraising decks
Sell-side tone, confidentiality ribbons, financial tables guizang-ppt — magazine editorial decks
Football field, sensitivity tables, four-path matrix simple-deck — generic swipe slides without IB conventions

Resource map

ib-pitch-book/
├── SKILL.md              ← manifest + workflow (this file)
├── example.html          ← fully-rendered fictional example (NorthPeak / Hartfield)
├── assets/
│   └── template.html     ← seed: IB deck shell + chrome + disclosure treatment
└── references/
    ├── compliance.md     ← non-reliance / not investment advice
    ├── attribution.md    ← upstream license pointer
    ├── conventions.md    ← IB layout rules (masthead, tables, football field)
    └── checklist.md      ← P0/P1/P2 gate before <artifact>

Workflow

Step 0 — Pre-flight

  1. Read references/compliance.md — every output must carry appropriate disclaimers; outputs are discussion materials, not advice.
  2. Read references/conventions.md — masthead, confidentiality ribbon, tabular numerals, summary-row styling, football-field axis rules.
  3. Read assets/template.html and use it as the deck seed; keep its horizontal navigation, demo-data / source-status treatment, print rules, and system-font defaults unless the user explicitly authorizes a different framework.
  4. Read the active DESIGN.md — map tokens into the deck's :root CSS.
  5. Optional: if the user has financial data MCPs (FactSet, Capital IQ, etc.), pull live figures; otherwise label assumptions clearly and never invent undisclosed market data.

Read the full file on GitHub · 161 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 161 lines · 103 tokens per session scan A b9e0a933add8

Subscribe to this mod's changes

ib-pitch-book is a skill published in the GitHub repository wolfenazz/YzPzCode (13 stars, last pushed yesterday), licensed Apache-2.0. It adds 103 tokens to every session and 1,641 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It is 97% identical to ib-pitch-book, differing in 1 line, and is treated as a copy.

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