ib-pitch-book

ib-pitch-book is a skill for Claude Code, Codex from WyvernCW/Monich. It costs 92 tokens per session (1,673 once invoked), scanned A, a copy of ib-pitch-book, MIT.

A template and workflow for investment-banking pitch books about strategic alternatives such as mergers, sales, or other major company choices. It includes financial analyses such as comparable companies, past transactions, valuation ranges, and DCF sensitivity tables.

In plain words
What is it for?
It is for M&A discussions, board materials, sell-side advisory work, valuation analysis, and comparing strategic options.
Why use it?
It provides the structure and conventions needed for board or advisory discussions without treating the material like a startup fundraising deck.

Skill for Claude CodeCodex

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

Good fit It is for M&A discussions, board materials, sell-side advisory work, valuation analysis, and comparing strategic options.

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Install with agentmods
npx agentmods add skills/wyverncw/monich/ib-pitch-book
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.

Any agent
npx skills add WyvernCW/Monich --skill ib-pitch-book
Clone the repo
git clone --depth 1 https://github.com/WyvernCW/Monich

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/wyverncw/monich/ib-pitch-book/github.svg)](https://agentmods.dev/skills/wyverncw/monich/ib-pitch-book)
Your own site
<a href="https://agentmods.dev/skills/wyverncw/monich/ib-pitch-book"><img src="https://agentmods.dev/badge/skills/wyverncw/monich/ib-pitch-book/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for ib-pitch-book

Your own site · 80×15
<a href="https://agentmods.dev/skills/wyverncw/monich/ib-pitch-book"><img src="https://agentmods.dev/badge/skills/wyverncw/monich/ib-pitch-book.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 92 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,673 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin 94% 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 $0.00092 $0.01673
Opus 5 $0.00046 $0.00837
Sonnet 5 $0.00018 $0.00335
Haiku 4.5 $0.00009 $0.00167

Measured 7d ago against content hash 452c4d3a4dd5, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, 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 7d 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

94% identical to ib-pitch-book — 27 lines 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.

installable/monich/assets/templates/web-template/design-templates/ppt/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)
├── pattern.html          ← fully-rendered fictional pattern reference (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. 7d ago First seen · 161 lines · 92 tokens per session scan A 452c4d3a4dd5

Subscribe to this mod's changes

ib-pitch-book is a skill published in the GitHub repository WyvernCW/Monich (3 stars, last pushed 2mo ago), licensed MIT. It adds 92 tokens to every session and 1,673 once invoked, about $0.0005 per session on Opus 5. A static security scan graded it A with 0 findings. It is 94% identical to ib-pitch-book, differing in 27 lines, and is treated as a copy.