What your team will actually use it for
From data room to CIM in hours.
Pitch decks, CIMs, buyer lists, merger models — the full sell-side package. What used to take a junior analyst a week now ships before the weekend.
Earnings note drafted before market open.
Feed it a transcript and a prior model. Get a 400-word morning note with beat/miss, key takeaways, and revised thesis. Every quarter, every name in coverage.
IC memo in a day, not a week.
Screen inbound CIMs against your fund criteria, run returns sensitivity, and draft the IC memo — all from the same data room you already have.
Built for firms that care about security and control.
No new vendor
Runs entirely inside Claude for Work. No external API, no data leaving your Claude environment, no additional vendor contracts to negotiate.
Modify for your firm
Apache-2.0 licensed. Fork the repo, edit the SKILL.md files to match your templates, terminology, and output format. Your workflows, your standards.
Plugs into your data feeds
Optional MCP connectors for FactSet, Bloomberg/LSEG, PitchBook, Morningstar, S&P Global, Chronograph, and Daloopa. Use what you already subscribe to.
Three steps. No setup required.
Browse and download
Pick the skills your team needs from the directory. Download the ZIP — one skill or the entire vertical.
Upload to Claude
Open claude.ai/customize/skills, upload the ZIP. Appears as a slash command for your entire Claude workspace immediately.
Team starts using it
Type /skill-name in Claude, attach a file, describe the task. No configuration. No training. It just works.
7 verticals, 38 skills total.
Ready to deploy?
Browse the skills directory or read the install guide. No account required to browse — Claude for Work needed to deploy.