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Found 26 Skills
This skill should be used when the user asks to "create financial projections", "build a financial model", "forecast revenue", "calculate burn rate", "estimate runway", "model cash flow", or requests 3-5 year financial planning for a startup.
Generates and analyzes financial models, P&L forecasts, and cash flow projections. Transforms business assumptions into multi-year financial statements.
Build integrated financial models with 3-statement projections. Create income statement, balance sheet, and cash flow models with proper linkages.
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, ....
Create detailed 3-5 year financial model with revenue, costs, cash flow, and scenarios
Financial analysis expertise for financial modeling (DCF, LBO, M&A), valuation, financial statement analysis, capital allocation, treasury management, and corporate finance decisions. Use when building financial models, analyzing statements, or making investment decisions.
Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making
Headless spreadsheet engine for financial modeling, data analysis, and scenario comparison. Use when: building financial models with ratios and what-if scenarios, computing derived values from tabular data with formulas, producing .xlsx files with live formulas (not static values) for human review, any task where the agent would otherwise write imperative code to manipulate numbers that a spreadsheet does naturally. Triggers: financial model, scenario analysis, ratio computation, balance sheet, P&L, what-if, sensitivity analysis, banking ratios, spreadsheet model, build a model, projection, forecast. Do NOT use for: simple CSV/Excel read/write (use the xlsx skill), chart-only tasks, or data volumes exceeding ~5000 rows.
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 institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without comparable public peers - Highly diversified conglomerates - Distressed/bankrupt companies - Pre-revenue startups - Companies with unique business models