Anthropic Data & Analysis Skills Reviews
Three-Statement Model Builder
Populate and validate linked income statement, balance sheet, and cash flow models with formulas.
Earnings Update Researcher
Turn quarterly results into an institutional-style update focused on beats, estimate changes, valuation, and thesis impact.
Excel Data Cleaning Assistant
Clean inconsistent spreadsheets before analysis.
Financial Model Auditor
Find spreadsheet formula errors and test financial-model integrity before review.
General Ledger Roll-Forward
Connects a balance-sheet account’s opening balance to its period-end GL balance for close packages and audit support.
Investment Banking Pitch Deck Filler
Populate existing investment banking PowerPoint templates with validated data from Excel, CSV, and other source files.
Comparable Company Analysis Modeling Skill
Build institutional-grade comparable company analyses in Excel with operating metrics, valuation multiples, and statistical benchmarking.
M&A Buyer Universe Builder
Build and prioritize strategic and financial buyers for a sell-side M&A process.
Private Equity Unit Economics
Assess revenue quality and customer economics in software and subscription businesses.
Headless Excel Workbook Builder
Generate deliverable .xlsx files in managed environments without an open Excel application.
Competitive Landscape Analyst
Turn competitive research into structured, review-ready market positioning decks.
M&A Accretion & Dilution Model
Quantify how a proposed acquisition changes pro forma EPS.
Private Equity Deal Screen
Quickly decide whether inbound deal flow merits a first look under your fund’s criteria.
Investment Idea Screener
Find long and short stock ideas through quantitative screens, thematic research, and pattern recognition.
LBO Model Builder
Build, validate, and professionally format leveraged buyout models in Excel templates.
Portfolio Performance Monitor
Extracts portfolio-company KPIs and surfaces plan variances and covenant risks.
Post-Acquisition Value Creation Planner
Turn post-close growth, cost, and operating initiatives into an actionable EBITDA bridge and 100-day plan.
Tax-Loss Harvesting Advisor
Finds taxable-account losses and manages wash-sale windows.
Earnings Preview Analyst
Frame pre-earnings expectations, scenarios, and likely stock reactions.
Financial Model Refresh
Refresh estimates and reassess valuation after earnings, guidance, or macro changes.
Industry Landscape Researcher
Turns sector questions into structured market, competition, valuation, and investment reports.
Investment Banking Deck Checker
Find cross-slide number errors, unsupported claims, language issues, and presentation defects before client delivery.
LP NAV Tie-Out Auditor
Recompute an LP capital account from the NAV pack and flag statement mismatches before distribution.
Portfolio Rebalancing Advisor
Detect allocation drift and propose tax-aware rebalancing trades with transaction costs in view.