Finance AI Tools for Claude
Valuation, M&A, real estate, and strategic finance
13 SKILL.md templates · 30 MCP tools · Free
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SKILL.md Templates
13
Cap Table & Waterfall Analyzer
Comparable Company Analysis
Credit Memo Builder
DCF Model Builder
Debt Capacity & Covenant Analyzer
Financial Due Diligence Tracker
Investment Committee Memo Writer
LBO Quick Model
M&A Pitchbook Drafter
Merger Model & Accretion/Dilution Analyzer
Synergy Model Builder
Three-Statement Model Checker
WACC Calculator
MCP Tools
30
Automated DCF Valuation Model dcf_valuation
Startup Unit Economics Model Validator unit_economics
LBO Model Structurer lbo_model
M&A Accretion/Dilution Engine ma_accretion_dilution
Cap Table & Waterfall Simulator cap_table_waterfall
Real Estate Joint Venture Waterfall Simulator jv_waterfall
Strategic Capital Allocation Optimizer capital_allocation_optimizer
Geopolitical Trade & Tariff Financial Scenario Simulator tariff_scenario_simulator
Sovereign Debt Risk Monitor sovereign_debt_risk
Structured Product Cash Flow Carver structured_product_cashflows
Retail Store Network Rationalization Underwriter rent_roll_analysis
Peer Group Multiples Comps Generator trading_comps
Syndicated Loan Allocation Engine project_finance_model
Supply Chain Capital Cost Optimizer supply_chain_cost_optimizer
Dividend & Share Buyback Capacity Policy Engine dividend_buyback_capacity
Insurance Captive Premium Model Optimizer project_finance_model
Debt Covenant Compliance Surveillance Agent debt_covenant_monitor
Macroeconomic Scenario FP&A Stress Tester simulate_stress_scenario
Corporate Venture Capital (CVC) Deal Flow Screener unit_economics
Corporate Cash Yield Optimizer corporate_cash_yield
Equipment Lease vs. Buy Arbitrage Evaluator lease_vs_buy
Strategic Vendor Contract Pricing Evaluator vendor_pricing_evaluator
Activista Shareholder Defense Scanner activist_defense_scanner
Credit Risk & Debt Service Coverage Reviewer debt_covenant_monitor
Enterprise Unit Economics Dynamic Forecaster unit_economics
Project Finance Clean Energy Model Builder project_finance_model
Defined Benefit Pension Liability Matching Simulator pension_liability_matching
Working Capital Line of Credit Forecaster working_capital_credit_line
Venture Debt Run-Rate Runway Advisor venture_debt_model
Commercial Real Estate (CRE) Underwriting Agent cre_underwriting
Other Categories
Accounting
Quant Finance
Compliance & Risk
Advanced Quant
Crypto & DeFi
AML & RegTech
Commercial Banking
Corporate Treasury
ESG & Sustainable Finance
Family Office & UHNW
FP&A & Planning
Insurance & Actuarial
M&A & Investment Banking
Private Equity & VC
Real Estate Finance
SMB & Startup Finance
Tax & Transfer Pricing
Wealth Management