Skills

China Ib Check Deck

Quality check investment banking pitch decks for A-share M&A and capital raising...

Install

npx skills add jwangkun/claude-for-financial-services-cn --skill china-ib-check-deck -g -a claude-code -y
Category
Engineering
Updated
2mo ago
License
Apache-2.0
Context cost
Lightabout 1,493 tokens
Runs scripts
No, instructions only

What it does

Quality check investment banking pitch decks for A-share M&A and capital raising transactions. Adapts the original ib-check-deck skill for Chinese market standards, CAS financials, and domestic IB conventions. Triggers on "投行deck检查", "IB deck QC", "check pitch deck China", "deck quality check", "材料质量检查", or "review deck [company/transaction]".

china-ib-check-deck

Purpose

Quality-check A股投行材料, comprehensive quality assurance for Chinese investment banking pitch decks and transaction materials.

Data Sources

Primary: iFind MCP (Tier-1 付费) / AkShare MCP (Tier-2 免费备选)

get_financials(ticker, "income")     → Financial data verification
get_financials(ticker, "balance")    → Balance sheet verification
get_quote(ticker)                    → Market data verification

Secondary Sources

  • 巨潮, source documents
  • 审计报告, reference financials
  • 行业报告, market data

Workflow

Step 1: Deck Structure Review

Structure checklist:

SectionRequiredPresentQuality
封面 (Cover)✓
目录 (TOC)✓
交易概述 (Transaction Overview)✓
公司概览 (Company Overview)✓
行业分析 (Industry Analysis)✓
财务表现 (Financial Performance)✓
交易逻辑 (Investment Rationale)✓
估值 (Valuation)✓
风险提示 (Risk Factors)✓
附录 (Appendix)✓

Step 2: Data Accuracy Check

Data verification:

Data PointSourceModel/FileMatch?Notes
Revenue (latest)巨潮
Net income (latest)巨潮
EBITDACalculated
Market capiFind / AkShare
P/ECalculated
P/BCalculated
EVCalculated
Net debtBalance sheet
Share countAnnual report

Tolerance levels:

  • Revenue, profit: ±2%
  • Balance sheet: ±1%
  • Multiples: ±5%
  • Market data: ±1%

Step 3: Financial Statement Review

Financial consistency checks:

Read the whole SKILL.md on GitHub

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