Core quantitative toolkit — DCF, LBO, comps, 3-statement models, Excel and PowerPoint authoring. Install this vertical first; every other vertical depends on it.
claude plugin install anthropic/financial-analysisQuestions about Financial Analysis?
6 skills in this vertical
DCF Model
/dcf-modelReal DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries.
LBO Model
/lbo-modelComplete and populate LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. Fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
Comps Analysis
/comps-analysisBuild institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel format. Covers public company valuation, M&A analysis, IPO pricing, and peer benchmarking.
3-Statement Model
/3-statement-modelComplete and populate 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement). Links integrated financial statements within existing template structures and populates models with data from provided financial documents.
Audit XLS
/audit-xlsAudit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model — including financial-model integrity checks like balance sheet balance, cash tie-out, and logic sanity checks.
Competitive Analysis
/competitive-analysisFramework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Builds market maps and systematically evaluates competitive dynamics across an industry.