# GPTsApp Plugins decision brief ## Investment Banking (claude-code) Format: gptsapp-plugin-decision-brief/1.0.0 Plugin ID: gpa:plugin:98a03c58da9d3fae7fa88c4508353a8e475ac73b458d3e572ef1cf01b3e220df Canonical: https://plugins.gptsapp.io/plugins/claude-code/anthropics/investment-banking Source owner: anthropics Declared author: Anthropic (manifest declaration) Repository: https://github.com/anthropics/financial-services Package root: plugins/vertical-plugins/investment-banking Package format: claude-plugin Documented targets: Claude Code (claude-code) Documented targets are source declarations, not tested compatibility. Other interfaces remain unknown. Task scope: All recorded tasks Recorded tasks: Prepare financial models (financial-modeling); Work with documents (document-processing) Prepare draft deal materials and merger-model workpapers for professional review, with source-specific access still to check. ### Version and observation scope Workflow-note version: 0.2.1 Workflow-note revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Workflow-note observation: 2026-09-08T12:45:35.656Z Manifest version: 0.2.1 Manifest revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Manifest observation: 2026-09-08T12:45:35.656Z Component observation scope: 69cbc81467a5dced793eee03dec4658aa24ef856 A manifest observation does not revalidate older component or prerequisite notes. ### Installation and delivery Package role: vertical-bundle Delivery boundary: Plugin-format workflow package. Cowork and Claude Code installation instructions are separate from Managed Agent deployment and provider access. Access: Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries. License declaration: Package license not established by this observation; reference-only directory metadata. A license declaration is not a directory redistribution or safety certification. Official installation: https://github.com/anthropics/financial-services Installation note: Publisher marketplace: claude-for-financial-services. Entry: investment-banking. Exact package root: plugins/vertical-plugins/investment-banking. Review publisher instructions and Claude host requirements; no installation is performed here. Distribution: claude-for-financial-services / investment-banking; path plugins/vertical-plugins/investment-banking; index revision 69cbc81467a5dced793eee03dec4658aa24ef856; package revision 69cbc81467a5dced793eee03dec4658aa24ef856 Distribution evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json ### Prerequisites by recorded task - required: Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here. [Tasks: Prepare financial models; Work with documents] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md - unknown: Provider access and any subscription or API-key requirements must be checked for the intended data workflow. [Tasks: Prepare financial models; Work with documents] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md The complete prerequisite inventory has not been established; unknown does not mean optional, free or unnecessary. ### Included components and observation limits - Observed packaged skill files (Skills): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: buyer-list, cim-builder, datapack-builder, deal-tracker, merger-model, pitch-deck, process-letter, strip-profile, teaser buyer-list: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/buyer-list/SKILL.md cim-builder: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/cim-builder/SKILL.md datapack-builder: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/datapack-builder/SKILL.md deal-tracker: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/deal-tracker/SKILL.md merger-model: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/merger-model/SKILL.md pitch-deck: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/pitch-deck/SKILL.md process-letter: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/process-letter/SKILL.md strip-profile: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/strip-profile/SKILL.md teaser: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/skills/teaser/SKILL.md - Observed packaged command files (Commands): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: buyer-list, cim, deal-tracker, merger-model, one-pager, process-letter, teaser buyer-list: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/buyer-list.md cim: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/cim.md deal-tracker: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/deal-tracker.md merger-model: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/merger-model.md one-pager: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/one-pager.md process-letter: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/process-letter.md teaser: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/commands/teaser.md - MCP configuration file present (MCP configuration): .mcp.json observed at 69cbc81467a5dced793eee03dec4658aa24ef856; endpoints, requiredness and permissions not inspected. Exact member count: Unknown. - Hook configuration file present (Hooks): File presence is not execution or safety verification. Exact member count: Unknown. Included Skill, Agent and Command files are not a request to install duplicate copies. File/configuration presence is not host activation. ### Source issues No separately recorded issue. This is not a safety review. ### Independent runtime states Package installed: Not observed External connection: Not observed Access authorized: Not observed Task completed: Not observed This brief includes no personal prerequisite answers, credentials or runtime checks. No winner, compatibility, safety or authorization verdict. ### Sources - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking/.claude-plugin/plugin.json - https://github.com/anthropics/financial-services/tree/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/investment-banking - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md