Financial Services (IB/Research/PE) Suite

v1.0.0

Feature DerivationmixedFinance

Professional financial services reference implementation provided by Anthropics. Includes standard prompts and workflows for IB (Pitch Deck, LBO, DCF), Equity Research (Earnings Notes, Initiations), and PE (DD, IC Memo). Compatible with top-tier financial data MCPs like FactSet, PitchBook, and S&P Global.

🔗 Source

When to call

Use when the agent needs to perform institutional-grade financial modeling (DCF/LBO), draft investment memos (IC Memo), or generate earnings notes.

Role in flow

Drive agents to autonomously perform multi-dimensional data mining, executing statistical indicator calculations and deep feature extraction.

Inputs

Target company financials, prospectuses, or market research and financial data via Enterprise MCP

Outputs

DCF/LBO Models (Excel), Pitch Decks (PPT), Investment Memos (Word/Markdown)

Boundaries and limitations

This suite consists of prompt and workflow templates; high-quality data relies on connecting enterprise paid MCPs (e.g., FactSet, S&P Global).
Outputs must be reviewed by professionals and should not be directly used as the final basis for investment decisions or compliance approvals.