Infor Workflows

INFOR Workflows

INFOR Financial Group plugin for analysts — automated deal workflows, branded presentations, and deck QC.

Current version: 2.7.0 — see CHANGELOG.md for per-version changes. Contributors: see CLAUDE.md.

Skills

Skill	Command	Description
comps-infor	/comps-infor	Builds a public comparable companies table with 18 CapIQ tickers split into three labelled groups, written into the INFOR Comps Template
precedents-infor	/precedents-infor	Researches up to 15 relevant M&A precedent transactions and populates the INFOR Precedents Template with verified Revenue, EBITDA, and deal metrics
buyerslist-infor	/buyerslist-infor	Builds a strategic and financial buyer universe for a sell-side M&A process, tiered A/B/C, and populates the INFOR Buyers List Template
captable-infor	/captable-infor	Populates the INFOR Capitalization Table from a CapIQ ticker and attached financial statements (10-K, annual report, MD&A)
earningsupdate-infor	/earningsupdate-infor	Builds a branded 5-slide quarterly earnings update deck from a recent 10-Q/10-K and Bloomberg EEO snip — company overview, KPI tiles, Broker Estimates vs Actuals table, business updates, and management quotes
lbo-model	/lbo-model	Builds an LBO (Leveraged Buyout) model in Excel from scratch — Sources & Uses, Operating Model, Debt Schedule, Returns Analysis — with every calculation as an Excel formula
brand-guidelines-infor	/brand-guidelines-infor	Applies or reviews INFOR brand standards on PowerPoint decks — colors, fonts, layouts, charts, tables. Cross-links to infor-deck-writing for all on-slide text
infor-deck-writing	/infor-deck-writing	Writes slide-ready text in INFOR voice: executive summaries, investment highlights, market overviews, valuation commentary, buyer commentary, fairness-opinion language. Calibrated from a corpus of INFOR CIMs, pitches, teasers, fairness opinions, and formal valuations
infor-wireframe	/infor-wireframe	Produces a slide-by-slide wireframe (page order, purpose, content blocks, recommended layout) for a new CIM, pitch, fairness opinion, or teaser. Hands off to infor-deck-writing for copy and brand-guidelines-infor for construction
deckcheck-infor	/deckcheck-infor	Reviews an attached deck for grammar/spelling, INFOR brand formatting, and factual accuracy; delivers a tiered review (Tier I/II/III) with Confidence and Impact scores as a Word (.docx) document

Usage

Invoke any skill by name, command, or by describing what you want:

/comps-infor Rogers Communications
/precedents-infor CI Financial Corp
/buyerslist-infor Dye & Durham
/deckcheck-infor (attach a .pptx)
/earningsupdate-infor (attach 10-Q + Bloomberg EEO snip)
/lbo-model (then describe deal structure + operating projections)
"Fill in the cap table for NasdaqGS:MSFT"
"Format this deck to INFOR brand guidelines"
"Draft an executive summary for [Company]"
"Write 5 investment highlights for the teaser"
"Rewrite these notes in INFOR voice"
"Wireframe a CIM for [Company]"
"Plan the slide order for a fairness opinion"
"Outline a pitch for [Company]"

Installation

In Co-work, open the Customize panel → Add plugin → type the repo name. Co-work will install all skills and templates automatically. No manual setup required.

Templates

All Excel templates and the INFOR logo are included in the plugin source tree (infor-workflows/templates/) and are installed automatically when you add the plugin. Skills locate them at runtime — no manual path configuration needed.

Output Files

Every skill saves its output (.xlsx, .pptx, or .docx) to the current working directory. When invoked from the repo root, outputs land at the project root and are excluded from git via .gitignore patterns on /*.xlsx, /*.pptx, and /*.docx. When invoked elsewhere, outputs land in whatever directory you ran from.

Folder Structure

infor-workflows/
├── infor-workflows/            # Plugin source tree (installed via "Add plugin")
│   ├── skills/
│   │   ├── brand-guidelines-infor/
│   │   ├── buyerslist-infor/
│   │   ├── captable-infor/
│   │   ├── comps-infor/
│   │   ├── deckcheck-infor/
│   │   ├── earningsupdate-infor/
│   │   ├── infor-deck-writing/
│   │   ├── infor-wireframe/
│   │   ├── lbo-model/
│   │   └── precedents-infor/
│   ├── scripts/                # Shared helpers (find_template.sh, pptx_helpers.py) + tests
│   └── templates/              # Excel templates and INFOR logo
└── README.md