investment-banking

investment-banking is a skill for Claude Code from Zhao73/alphacouncil-agent. It costs 88 tokens per session (1,014 once invoked), scanned A, original, MIT.

A local research playbook for analysing corporate transactions and banking events, such as acquisitions, share sales, debt deals, buybacks, and spin-offs.

In plain words
What is it for?
Use it to extract deal terms including price, financing, dilution, synergies, conditions, regulatory review, and expected closing, using web searches and fetched sources.
Why use it?
It provides a consistent way to collect evidence and report missing information when assessing a deal.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions Claude Code; mentions Codex.

Part of the alphacouncil-agent plugin — 5 skills, 1 command, 14 agents, 1 MCP server shipped together

Good fit Use it to extract deal terms including price, financing, dilution, synergies, conditions, regulatory review, and expected closing, using web searches and fetched sources.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zhao73/alphacouncil-agent/investment-banking
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 Zhao73/alphacouncil-agent --skill investment-banking
Clone the repo
git clone --depth 1 https://github.com/Zhao73/alphacouncil-agent

Made for: Claude Code.

Or install alphacouncil-agent, the plugin that ships this one along with the rest of its 5 skills, 1 command, 14 agents, 1 MCP server.

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 investment-banking

README.md
[![agentmods](https://agentmods.dev/badge/skills/zhao73/alphacouncil-agent/investment-banking/github.svg)](https://agentmods.dev/skills/zhao73/alphacouncil-agent/investment-banking)
Your own site
<a href="https://agentmods.dev/skills/zhao73/alphacouncil-agent/investment-banking"><img src="https://agentmods.dev/badge/skills/zhao73/alphacouncil-agent/investment-banking/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 investment-banking

Your own site · 80×15
<a href="https://agentmods.dev/skills/zhao73/alphacouncil-agent/investment-banking"><img src="https://agentmods.dev/badge/skills/zhao73/alphacouncil-agent/investment-banking.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 88 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,014 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 original No closer match found 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 $0.00088 $0.01014
Opus 5 $0.00044 $0.00507
Sonnet 5 $0.00018 $0.00203
Haiku 4.5 $0.00009 $0.00101

Measured 11d ago against content hash 452233d82085, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

investment-banking 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 11d 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.

skills/investment-banking/SKILL.md · 71 lines

How it starts

The opening of the file, as written. The whole thing — 71 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Investment Banking — Event Analysis (bundled playbook)

This skill lets AlphaCouncil analyze corporate transactions and banking events without depending on Codex's curated remote @investment-banking plugin. Runnable method with gates, evidence via WebSearch + WebFetch.

Educational/research only. Not investment advice, not a solicitation. Report missing data honestly.

When to use

For the ib_event_analysis role, or whenever the request involves a deal/transaction: M&A, equity issuance (ECM/secondary/ATM), debt issuance/refinancing, buyback/dividend, spin-off/divestiture, or a strategic transaction (e.g. major supply/partnership terms). Return the standard evidence packet; keep JSON field names in English, prose in the user's language.

Deal taxonomy → what to extract

  • M&A — acquirer/target, consideration (cash/stock/mix), price + premium to unaffected, structure, financing, expected synergies, accretion/dilution, conditions, regulatory/antitrust path, break fee, expected close.
  • ECM — offering size, type (primary/secondary/ATM/convertible), price/discount, dilution %, use of proceeds, lockups, underwriters.
  • Debt — size, tenor, coupon/spread, secured/unsecured, use of proceeds (refi vs growth), covenant and maturity-wall impact, rating action.
  • Buyback / dividend — authorization size vs market cap, pace, funding source, signal vs dilution offset, capital-allocation tradeoff.
  • Spin-off / divestiture — perimeter, rationale, stranded costs, pro-forma leverage, tax treatment.
  • Strategic transaction — counterparty, scope, exclusivity, financial terms where disclosed, the earnings/strategic impact.

Sourcing ladder (per claim, in order)

  1. Primary filing/release first: the 8-K and its exhibits, 424B / S-4 / proxy (DEFM14A), the deal press release on the issuer IR domain, and the rating-agency release. Non-US → the local exchange/regulator filing.
  2. Dated, scoped search (issuer IR + sec.gov + the named counterparty), then one disconfirming query (<deal> regulatory block / antitrust / financing risk / terminated).
  3. WebFetch the actual document; quote exact terms (price, premium, size, coupon, close date) with dates.
  4. Corroborate headline terms across the filing AND a second independent source; single-source → medium.
  5. Paywalled/unconfirmed/rumored → open_questions; clearly label rumor vs confirmed.

Read the full file on GitHub · 71 lines

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. 11d ago First seen · 71 lines · 88 tokens per session scan A 452233d82085

Subscribe to this mod's changes

investment-banking is a skill published in the GitHub repository Zhao73/alphacouncil-agent (3 stars, last pushed 5d ago), licensed MIT. It adds 88 tokens to every session and 1,014 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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