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Found 49 Skills
PPC financial calculator and modeling tool. CPA, ROAS, CPL calculations, break-even analysis, impression share opportunity sizing, budget forecasting, LTV:CAC ratio analysis, and MER (Marketing Efficiency Ratio) assessment. Requires zero API access. Works with pasted data from exports. Use when user says PPC math, ad calculator, break-even, budget forecast, ROAS calculator, CPA calculator, impression share, LTV CAC, or MER.
Excel spreadsheet toolkit for creating, reading, and manipulating .xlsx files. Supports formulas, formatting, charts, and financial modeling with industry-standard conventions. Use for data analysis, financial models, reports, and spreadsheet automation.
Senior SaaS CFO / Financial Analyst (15+ years) specialized in financial modeling, projections, and exit strategy for bootstrapped and VC-backed SaaS companies. Activate when user needs: (1) Revenue projections (1-5 years), (2) Exit valuation and multiples, (3) Unit economics analysis (CAC, LTV, payback), (4) Scenario modeling (conservative/base/optimistic), (5) Fundraising narratives with financial backing, (6) M&A due diligence financials, (7) SaaS metrics benchmarking, (8) Cohort analysis and churn modeling. Triggers: "proyecciones", "projections", "exit", "valuation", "ARR", "MRR", "multiples", "revenue forecast", "financial model", "exit strategy", "CAC", "LTV", "unit economics", "churn", "fundraising", "M&A", "acquisition", "5 year plan".
Discounted cash flow valuation and intrinsic value analysis for public companies. Use when the brief asks for DCF, fair value, intrinsic value, price target, undervalued or overvalued analysis, or "what is this company worth?"
Expert startup business analyst specializing in market sizing, financial modeling, competitive analysis, and strategic planning for early-stage companies. Use PROACTIVELY when the user asks about market opportunity, TAM/SAM/SOM, financial projections, unit economics, competitive landscape, team planning, startup metrics, or business strategy for pre-seed through Series A startups.
Comprehensive spreadsheet creation, editing, and analysis with support for formulas, formatting, data analysis, and visualization. When Claude needs to work with spreadsheets (.xlsx, .xlsm, .csv, ....
Comprehensive Excel spreadsheet creation, editing, and analysis using openpyxl and xlwings supporting formulas, formatting, data analysis, charts, and financial model color coding. Use when asked to "create a spreadsheet", "edit this Excel file", "analyze spreadsheet data", "preserve Excel formulas", "create financial model", or "recalculate formulas". Implements industry-standard color conventions (blue=inputs, black=formulas, green=internal links, red=external links, yellow=key assumptions) and zero formula error requirements. Works with .xlsx, .xlsm, .csv, .tsv files for professional spreadsheet workflows.
Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.
Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
Use this skill when building, auditing, or optimizing spreadsheet models in Excel or Google Sheets. Triggers on formula writing, pivot table creation, dashboard design, data validation, conditional formatting, macro/VBA scripting, Apps Script automation, financial modeling, what-if analysis, XLOOKUP/INDEX-MATCH lookups, array formulas, and workbook architecture. Covers advanced Excel and Google Sheets for analysts, finance professionals, and operations teams.
Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios
Calculate Altman Z-Score to predict corporate bankruptcy probability from financial ratios. Use this skill when the user needs to assess a company's financial distress risk, screen for bankruptcy-prone firms, or evaluate credit worthiness — even if they say 'bankruptcy prediction', 'financial distress score', or 'Z-score analysis'.