claude-finance-skills

In the author's own words, from each skill's SKILL.md — showing the first 30 of 102 files.

• accretion-dilution-tester

  Run a defensible accretion/dilution analysis with the financing, synergy, and tax mechanics that actually move EPS. Use when pricing an M&A transaction with a public-company acquirer, framing a stock-vs-cash consideration mix, or stress-testing IC and board materials. Built around purchase-price mechanics, financing mix, synergy timing, tax shield, intangible amortization, and disciplined sensiti…

  skills/accretion-dilution-tester/SKILL.md on GitHub (opens in a new tab)

• capital-allocation-advisor

  Ranks competing uses of capital (reinvest in the core, M&A, debt paydown, buyback, dividend, cash buffer) by value creation, scoring each on its return spread over cost of capital subject to leverage, liquidity, and covenant constraints. Triggers on "capital allocation", "use of cash", "deploy capital", "buyback vs debt", "where to invest excess cash", "reinvest or return", "allocation framework"…

  skills/capital-allocation-advisor/SKILL.md on GitHub (opens in a new tab)

• cim-red-flag-reviewer

  Read a sell-side CIM the way a sharp buyer's MD reads it — surfacing quality-of-earnings risks, narrative gaps, and unsupported claims. Use on the buy-side when evaluating a teaser or CIM, on the sell-side as a pre-launch stress test, or when preparing IOI / LOI logic. Built around quality-of-earnings, concentration, sustainability, working capital and capex realism, and narrative pressure-testin…

  skills/cim-red-flag-reviewer/SKILL.md on GitHub (opens in a new tab)

• company-teardown

  Reverse-engineer a target's business model, unit economics, growth drivers, and risk profile from disclosed and inferred data. Use at the start of any sell-side or buy-side mandate, before drafting a CIM section, pitching coverage, or building a financial model. Built around revenue decomposition, cost-structure analysis, capital intensity, and concentration risk.

  skills/company-teardown/SKILL.md on GitHub (opens in a new tab)

• earnings-and-filings-teardown

  Extracts the financially material content from 10-K, 10-Q, and 8-K filings and earnings call transcripts into a structured one page brief with a source location on every number. Triggers when someone asks to tear down a filing or earnings release, summarize a 10-K or 10-Q, pull KPIs guidance and risks from a transcript, or brief the CFO on what a company reported.

  skills/earnings-and-filings-teardown/SKILL.md on GitHub (opens in a new tab)

• ic-memo-drafting

  Draft an investment committee memo covering deal thesis, business quality summary, diligence findings, risk matrix, returns analysis, and recommendation -- in the format senior investment professionals expect.

  skills/ic-memo-drafting/SKILL.md on GitHub (opens in a new tab)

• lbo-returns-analysis

  Build a structured LBO returns analysis with bear/base/bull scenarios, MOIC and IRR sensitivity to entry multiple and leverage, and covenant headroom assessment.

  skills/lbo-returns-analysis/SKILL.md on GitHub (opens in a new tab)

• precedent-transaction-screener

  Build a screened, cycle-adjusted set of M&A precedents that actually inform pricing. Use when building the precedent page of a valuation deck, pressure-testing a control-premium thesis, or framing a buy-side bid against historical comparables. Built around screening discipline, cycle and structure adjustments, and synergy calibration.

  skills/precedent-transaction-screener/SKILL.md on GitHub (opens in a new tab)

• priced-round-dilution

  A founder wants to compare simple priced-equity financing scenarios. Produces A pre/post-money and ownership bridge with explicit instrument exclusions.

  skills/priced-round-dilution/SKILL.md on GitHub (opens in a new tab)

• startup-valuation-brief

  An early-stage company needs a supportable valuation discussion. Produces A method-selection memo, assumptions ledger and defensible scenario range.

  skills/startup-valuation-brief/SKILL.md on GitHub (opens in a new tab)

• trading-comps-builder

  Construct a clean trading comps universe with disciplined peer selection, calendarization, EBITDA adjustments, and outlier treatment. Use when building the comps page of a valuation deck, framing a minority valuation reference, or pressure-testing a public-market reference range. Built around peer comparability, metric normalization, and the difference between a peer and a peer-shaped distractor.

  skills/trading-comps-builder/SKILL.md on GitHub (opens in a new tab)

• valuation-triangulator

  Build a defensible valuation range across DCF, trading comps, precedent transactions, LBO, and premiums paid. Use when pricing a sell-side mandate, framing a buy-side bid, preparing a fairness-style readout, or pressure-testing an IC valuation page. Built around methodology triangulation, the football field, and the bridge from enterprise value to equity value per share.

  skills/valuation-triangulator/SKILL.md on GitHub (opens in a new tab)

• bridge-and-acquisition-financing

  Structures the committed acquisition financing behind a bid, sizing the bridge and its takeout and pricing the fee drag, when you need certainty of funds to sign a deal.

  packs/investment-banking/skills/bridge-and-acquisition-financing/SKILL.md on GitHub (opens in a new tab)

• buyer-targeting

  Builds a tiered list of strategic and financial buyers with fit rationale to focus a sell-side outreach effort.

  packs/investment-banking/skills/buyer-targeting/SKILL.md on GitHub (opens in a new tab)

• capital-structure

  Reads and reshapes the mix of debt and equity with leverage and cost-of-capital metrics, use it when you need to analyze or optimize a capital structure.

  packs/investment-banking/skills/capital-structure/SKILL.md on GitHub (opens in a new tab)

• carve-out-analysis

  Builds standalone carve-out EBITDA and the separation economics for a business being sold out of a parent, for use when you must value a divestiture rather than a whole company.

  packs/investment-banking/skills/carve-out-analysis/SKILL.md on GitHub (opens in a new tab)

• cim-pitchbook

  Builds the full sell-side marketing book with a CIM outline, investment highlights, and financials mapped to the process.

  packs/investment-banking/skills/cim-pitchbook/SKILL.md on GitHub (opens in a new tab)

• company-research

  Builds a fast, deep company profile across financials, drivers, and positioning, for when you need a baseline on a target or client before deeper work.

  packs/investment-banking/skills/company-research/SKILL.md on GitHub (opens in a new tab)

• comparable-analysis

  Builds a trading comparables set with spread multiples and a benchmark when you need a market read from public peers.

  packs/investment-banking/skills/comparable-analysis/SKILL.md on GitHub (opens in a new tab)

• compliance

  Builds a compliance checklist covering information barriers and conflicts of interest so a deal process respects the firm's information and conflict rules.

  packs/investment-banking/skills/compliance/SKILL.md on GitHub (opens in a new tab)

• covenant-package-analysis

  Rebuilds covenant EBITDA, maps the debt and restricted-payment baskets, and tests headroom under a downside case, when you need to know what a credit agreement actually permits.

  packs/investment-banking/skills/covenant-package-analysis/SKILL.md on GitHub (opens in a new tab)

• cross-border-deal-considerations

  Produces a cross-border deal assessment covering price currency and hedging, withholding structure, repatriation, and the approval sequence when you need to run a transaction across jurisdictions.

  packs/investment-banking/skills/cross-border-deal-considerations/SKILL.md on GitHub (opens in a new tab)

• data-room

  Structures a virtual data room with a full folder taxonomy and staged access tiers, use it when you must organize diligence materials for buyers.

  packs/investment-banking/skills/data-room/SKILL.md on GitHub (opens in a new tab)

• dcf-modeling

  Builds a discounted cash flow model with WACC, dual terminal value, and sensitivities when you need an intrinsic value from cash flows.

  packs/investment-banking/skills/dcf-modeling/SKILL.md on GitHub (opens in a new tab)

• deal-pipeline-tracker

  Runs origination as a managed funnel with stage criteria, cohort conversion, and capacity limits when you need a pipeline that forecasts rather than a list that flatters.

  packs/investment-banking/skills/deal-pipeline-tracker/SKILL.md on GitHub (opens in a new tab)

• deal-structuring

  Designs a deal structure across consideration mix, earnouts, and protections, showing how each element shifts risk and value, for use when the economics and mechanics are still open.

  packs/investment-banking/skills/deal-structuring/SKILL.md on GitHub (opens in a new tab)

• debt-sourcing

  Sizes a company's debt need, maps the lender universe, and returns a shortlist of lenders with indicative terms. Use when you need lenders and indicative debt terms for a financing.

  packs/investment-banking/skills/debt-sourcing/SKILL.md on GitHub (opens in a new tab)

• due-diligence

  Structures and runs a diligence process with a workstream request list, a findings tracker, and a red-flag log.

  packs/investment-banking/skills/due-diligence/SKILL.md on GitHub (opens in a new tab)

• earnout-structuring

  Designs an earnout that bridges a valuation gap, with its metric, measurement period, cap, and seller governance, for use when contingent consideration is what closes a price disagreement.

  packs/investment-banking/skills/earnout-structuring/SKILL.md on GitHub (opens in a new tab)

• equity-sourcing

  Defines an equity raise, maps investors by mandate and check size, scores fit, and returns a shortlist with rationale. Use when you need equity investors that fit the raise.

  packs/investment-banking/skills/equity-sourcing/SKILL.md on GitHub (opens in a new tab)

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