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
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M&A & Investment Banking

7 skills All M&A & Investment Banking tools →
Buyer Universe Screener & Deal Sourcing Tool
Identify and prioritize potential strategic and financial buyers for a sell-side M&A process. Scores buyers o…
For: M&A bankers, corporate development, sell-side adv…
Comparable Companies & Precedent Transactions Analyzer
Build a public company comparable analysis (comps) and precedent M&A transactions analysis. Calculates EV/EBI…
For: Investment bankers, equity research analysts, cor…
Data Room Red Flag & Due Diligence Extractor
Analyze M&A data room contents and extract due diligence red flags. Covers financial, legal, commercial, oper…
For: M&A analysts, PE due diligence teams, corporate d…
Fairness Opinion Financial Analysis Assistant
Prepare the financial analysis underlying a fairness opinion. Structures DCF, LBO, comps, and precedent trans…
For: Investment bankers providing fairness opinions, b…
Investment Committee Memo Writer (M&A / PE)
Write a comprehensive investment committee (IC) memo for a proposed M&A or private equity investment. Structu…
For: PE associates, corporate development analysts, in…
M&A Synergy Calculator & Integration Tracker
Quantify cost and revenue synergies from an M&A transaction. Build a synergy waterfall, timeline to realizati…
For: Investment bankers, corporate development teams, …
SPA / Purchase Agreement Clause Analyzer
Review key provisions of a Stock Purchase Agreement (SPA) or Asset Purchase Agreement (APA). Summarize reps a…
For: M&A lawyers, corporate development teams, PE deal…
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