Finance Skills for Claude

A skill is a set of instructions you paste into Claude — nothing to install, nothing to configure. Claude follows the method the way an experienced analyst would: the right formula, the right order, the right checks. Each one below is free to copy.

143 skills · Works in Claude Desktop, Claude.ai, Cursor and any chat window
Working with live market data instead of static prompts? See MCP servers →

13 results Clear filters →

Finance

13 skills All Finance tools →
Cap Table & Waterfall Analyzer
Model a company cap table through a liquidation or exit waterfall — preferred terms, liquidation preferences,…
For: Startup CFOs, PE/VC investors, corporate attorney…
Comparable Company Analysis
Build a comparable company (comps) analysis: select the right peer group, pull key trading multiples, benchma…
For: Investment Bankers, Equity Analysts, Corporate De…
Credit Memo Builder
Draft a complete bank credit memorandum: business overview, financial analysis, credit structure, risk assess…
For: Commercial Bankers, Credit Analysts, Relationship…
DCF Model Builder
Build a complete DCF valuation from scratch: project revenue and FCF, calculate WACC, determine terminal valu…
For: Investment Bankers, Equity Analysts, Corporate Fi…
Debt Capacity & Covenant Analyzer
Analyze how much debt a company can support, model credit metrics at different leverage levels, and track cov…
For: Leveraged finance bankers, PE associates, CFOs of…
Financial Due Diligence Tracker
Parse a data room index, map items to a standard financial due diligence checklist, flag open items, and summ…
For: PE associates, M&A bankers, corporate development…
Investment Committee Memo Writer
Convert a CIM or deal summary into a structured Investment Committee memo: thesis, market, management, financ…
For: PE associates, VC analysts, real estate investors…
LBO Quick Model
Build a back-of-envelope LBO model in minutes: sources and uses, debt schedule, returns analysis, IRR and MOI…
For: Private Equity Analysts, Investment Bankers
M&A Pitchbook Drafter
Generate a structured M&A pitchbook or sell-side process letter first draft: company overview, market positio…
For: Investment bankers, M&A advisors, corporate devel…
Merger Model & Accretion/Dilution Analyzer
Build an accretion/dilution model: input acquirer and target financials, deal structure (cash/stock/mix), syn…
For: Corporate development teams, M&A bankers, strateg…
Synergy Model Builder
Quantify and model post-merger synergies: cost saves (headcount, G&A overlap, procurement), revenue synergies…
For: Corporate development teams, M&A strategy consult…
Three-Statement Model Checker
Audit a three-statement financial model for linkage errors, circular references, balance sheet integrity, and…
For: Financial Modelers, Investment Bankers, FP&A Anal…
WACC Calculator
Calculate WACC step-by-step: CAPM cost of equity, cost of debt, beta estimation, capital structure weighting …
For: Financial Analysts, Investment Bankers, Corporate…
Need a skill that isn’t here?

Tell us the workflow and we’ll build it — most requests ship within a week, free and public.

Request a skill →
FEEDBACK