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Advisory Desk

IB and M&A advisory: pitch books, valuations, sell-side process, capital markets, and restructuring.

A secure, tested environment for Claude. Structured workflows, automated quality checks, built-in security. Updates itself with the latest tested and verified tools. Your processes are learned over time.

Security tested
Continuously updated
Available on request
Get a quote

Tailored to your team and workflow.

Get in touch
1 workflow agent
83 professional capabilities
Essentials included
Continuous updates included

What you can do

Pitch books & credentials tracking
Trading comps & DCF building
Sell-side process management
IPO readiness & debt advisory
Cross-border & regulatory navigation

What's included

Orchestrator
Reads your context and delegates to the right workflow agent automatically.
Workflow agents
Advisory Desk
Capabilities
83 professional capabilitiesEssentials included
Hooks
Code-enforced quality gates
Correction detection
Auto-checkpoint
Update check

Security pipeline

Every capability passes Leopoldo's autonomous security pipeline before inclusion.

Static analysisSemgrep + CodeQL scan on every capability.
Vulnerability scanningDependency and supply-chain checks weekly.
Runtime quality gatesCode-enforced hooks block execution when standards are not met. Not suggestions. Actual enforcement.
Regression testingEvery update tested against the full suite.

MCP integrations

Works standalone. Enhanced with:

GranolaGoogle Drive

No MCP required. Everything works standalone. MCPs enhance, never block.

Essentials included

Reports, presentations, strategy, research, and quality gates. Every plugin ships with the full Essentials kit.

Interested in this plugin?

Tell us about your team and workflow. We'll prepare a quote tailored to your needs.