Claude Skills for a Finance & Investment Analyst
Clinical Note Extractor
Turn clinical notes into structured, reviewable records with evidence spans.
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.
PE Investment Committee Memo Writer
Turns diligence, financial analysis, and deal terms into a structured memo for private equity investment committee approval.
Excel Data Cleaning Assistant
Clean inconsistent spreadsheets before analysis.
Financial Model Auditor
Find spreadsheet formula errors and test financial-model integrity before review.
Reconciliation Break Tracer
Trace ledger breaks to source entries and state the operational root cause.
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.
Morning Meeting Brief
Turn overnight market developments into a concise, opinionated, actionable morning note.
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.
Deck Refresh
Refresh financial figures across an existing presentation without disturbing its established layout or styling.
Sell-Side CIM Builder
Structures and drafts investor-ready Confidential Information Memorandums for sell-side M&A processes.
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.
Private Equity Due Diligence Tracker
Build and manage sector-specific diligence checklists with status tracking and red-flag escalation.
Anonymous M&A Teaser
Create a one-page anonymous profile that tests buyer interest before NDA execution in a sell-side M&A process.