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84---
# Investment Banking Plugin Settings
# Copy this file to .claude/investment-banking.local.md and customize
# Your info
name: "Your Name"
title: "Vice President"
group: "Technology M&A"
firm: "Your Firm"
email_signature: |
Best regards,
[Your Name]
[Title] | [Group]
[Firm]
[Phone]
# Coverage focus
sectors:
- "Enterprise Software"
- "Fintech"
- "Cybersecurity"
verticals:
- "B2B SaaS"
- "Infrastructure"
- "AI/ML"
# Deal parameters
typical_deal_size_range: "$50M - $500M"
transaction_types:
- "M&A Sell-side"
- "M&A Buy-side"
- "Capital Raise"
- "Strategic Advisory"
# Active deals (for session reminders)
active_mandates:
- name: "Project Alpine"
type: "Sell-side M&A"
stage: "Marketing"
next_milestone: "Management presentations"
date: "2024-01-20"
- name: "Project Summit"
type: "Buy-side"
stage: "Due Diligence"
next_milestone: "Submit revised LOI"
date: "2024-01-18"
# Target tracking
priority_targets:
- company: "Target Corp"
rationale: "Strategic fit for Client X"
status: "Initial outreach"
- company: "Growth Co"
rationale: "Platform acquisition candidate"
status: "Relationship building"
# Valuation defaults
default_valuation_methodologies:
- "Comparable Companies"
- "Precedent Transactions"
- "DCF"
comps_multiples:
- "EV/Revenue"
- "EV/EBITDA"
- "EV/ARR"
---
# Notes
Add deal-specific notes, market intel, or relationship context here.
## Market Themes
- [Theme 1]: [Implications for deals]
- [Theme 2]: [Implications for deals]
## Key Relationships
- [Contact Name] @ [Company]: [Context]
- [Contact Name] @ [Company]: [Context]
## Recent Precedent Transactions
| Target | Acquirer | Value | Multiple | Date |
|--------|----------|-------|----------|------|
| [Company] | [Buyer] | [$XXM] | [X.Xx] | [Date] |