What does this skill do, and when should you use it?
This skill is designed for investment banking, private equity, and asset management workflows involving CIMs, offering memoranda, SEC filings, web research, or MCP data. It extracts, normalizes, standardizes, and validates financial and operating information for structured Excel workbooks. The prescribed workbook typically includes an executive summary, financial statements, operating metrics, market analysis, and investment highlights. It is not intended for simple financial calculations or already-completed data packs.
Reads deal documents, public filings, web sources, or MCP data; extracts historical statements, projections, operating metrics, market information, and transaction context; records page, URL, or source references; normalizes accounting presentation and prepares EBITDA adjustment schedules; uses formulas for subtotals, totals, ratios, and cross-sheet links; applies distinct currency, quantity, percentage, and year formats; and produces and validates a standardized Excel data pack.
- An investment banking team needs to turn a CIM or offering memorandum into a transaction data pack.
- A private equity team needs to consolidate historical financials, projections, operating KPIs, and market information during diligence.
- An asset manager needs consistent financial reporting across portfolio companies.
- An investment committee materials team needs a workbook with source citations, assumptions, and quality checks.
How do you install this skill?
- Do not treat “investment-committee ready” as a verified result; independently check source documents, formulas, units, adjustments, and citations.
- Before using Web/MCP or uploading CIMs and filings, confirm data permissions, vendor compliance, API-key isolation, and cross-border data handling.
- Verify that the required xlsx skill and data connectors are available; prepare reachable source alternatives for mainland-China environments.
- The skill requests Excel creation and delivery but does not define user confirmation, backup, or rollback procedures.
- Network access
- Local filesystem
- MCP Server
xlsx skill
In Claude Code, add the marketplace with claude plugin marketplace add anthropics/financial-services, then install the investment-banking vertical plugin with claude plugin install investment-banking@claude-for-financial-services. In Cowork, go to Settings → Plugins → Add plugin, paste https://github.com/anthropics/financial-services, and select the relevant vertical plugin. The repository also supports installation as a Claude Cowork plugin or deployment through the Claude Managed Agents API.
tmp="$(mktemp -d)"
git clone --depth 1 https://github.com/anthropics/financial-services.git "$tmp"
mkdir -p ~/.claude/skills
cp -R "$tmp/plugins/vertical-plugins/investment-banking/skills/datapack-builder" ~/.claude/skills/
rm -rf "$tmp"Generated from the source repository and skill path; it copies only this skill's folder. If the author's install steps above differ, follow those first. To scope it to one project, replace ~/.claude/skills with that project's .claude/skills.
How do you use this skill?
Once installed, send your agent any of these to trigger it:
- Extract three years of historical financials, management projections, operating metrics, and market information from this CIM, then create an investment-committee-ready Excel data pack with source references for key figures.
Provide a CIM, offering memorandum, SEC filing, or another available source and request a data pack, for example: “Extract three years of historical financials, management projections, operating metrics, and market information from this CIM, then create an investment-committee-ready Excel data pack with source references for key figures.” The xlsx skill is required for Excel creation and manipulation.
What are this skill's strengths and limitations?
- Covers source extraction, normalization, formula modeling, presentation, and quality control in one workflow.
- Provides explicit Excel conventions for currency, operational quantities, percentages, and years.
- Requires traceable sources, formula-based calculations, balance-sheet checks, and cash-flow validation.
- Fits M&A diligence, private equity analysis, and investment committee preparation.
- It depends on the xlsx skill, but the supplied source does not document that skill’s installation or version requirements.
- It requires accessible source documents, web data, or MCP data; missing sources limit traceability.
- The source provides no test suite, sample output, or platform-specific validation evidence.
- Outputs still require professional review; the repository states that its materials are not investment, legal, tax, or accounting advice.
How does this skill compare with similar options?
Side by side with related skills; every score comes from the same FSRS standard.
| Skill | FS score | Stars | Last updated | License |
|---|---|---|---|---|
| Financial Data Pack Builder this page ✓ Anthropic · Official | 45 · Not recommended | ★ 40k | 1mo ago | Apache-2.0 |
| M&A Buyer Universe Builder ✓ Anthropic · Official | 52 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
| Model Checker for Financial Audits | 53 · Use with care | ★ 1.8k | 11d ago | Apache-2.0 |
| Investment Banking Pitch Deck Filler ✓ Anthropic · Official | 53 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
| Comparable Company Analysis Modeling Skill ✓ Anthropic · Official | 52 · Use with care | ★ 40k | 1mo ago | Apache-2.0 |
How did FollowSkills review this skill?
The skill requires source citations, documented assumptions, and human review; the README also states that outputs require qualified-professional sign-off and do not execute transactions or bind risk. Points are deducted because sensitive financial-data handling, least privilege, user confirmation, external data flows, credential/API-key protection, rollback, and recovery are unspecified.
The workflow, formatting rules, formula requirements, and validation checklist are detailed, and the repository provides plugin-validation and secret-scan CI. Points are deducted because it depends on an unspecified xlsx skill and potentially unavailable Web/MCP services, and provides no diagnosable abnormal-input handling or key-path test suite; static calibration caps this at 10.
The audience and scenarios are clear: private equity, investment banking, asset management, and M&A diligence; simple calculations and completed data packs are excluded. Points are deducted because input/output contracts, trigger precision, and non-fit boundaries remain broad, Chinese-language support is not stated, and core Web/MCP sources may depend on services unreachable from mainland China.
The document is organized by phases, workbook tabs, formatting rules, and industry scenarios, with examples, common mistakes, limitations disclaimers, Apache-2.0 licensing, and repository contribution/synchronization guidance. Points are deducted because the skill lacks its own version, changelog, named maintenance responsibility, and standalone dependency/install notes; the referenced xlsx skill is not included in the supplied evidence.
The intended artifact, eight-tab structure, formulas, formatting, and filename convention are concrete and could support a reviewable data pack. Points are deducted because no actual output, implementation script, or third-party execution evidence is supplied; extraction and financial judgment still require substantial human verification, so direct usability cannot be established statically; static calibration caps this at 7.
The skill requires page, URL, or server references and specifies multiple internal-consistency checks; the repository also shows revision-pinned plugin-validation CI. Points are deducted because there are no committed tests, representative outputs, or independent reproductions covering this skill's key paths, so financial correctness is not demonstrated; static calibration caps this at 5.
Open a dimension to read why it scored that way
Evidence confidence：Low — Mostly static review, author material or a limited demo; useful for discovery, not high-risk decisions.
See the full review method →