pm-to-ai
Community@bdschi1
Former equity long/short portfolio manager translating investment logic into reproducible AI code. Building agentic tools and quantitative diagnostic framework.
Agent Skills by pm-to-ai
Showing 9 vetted skills indexed across 1 GitHub repositories.
fsi-comps-analysis
Compare valuation multiples to operating metrics for undervalued public peers.
3-statements
Populate integrated three-statement financial models with accurate links between Income Statement, Balance Sheet, and Cash Flow.
ppt-template-creator
Convert a PowerPoint template into a self-contained SKILL package with assets.
check-model
Analyze Excel financial models for structural errors, broken formulas, and hard-coded overrides.
competitive-analysis
Map competitive landscapes using standardized categories, metrics, and moats.
skill-creator
Generate a ready-to-edit Claude skill scaffold with standardized frontmatter and resources.
lbo-model
Automate LBO model construction in Excel with template-driven sections and formula validation.
dcf-model
Automates end-to-end DCF valuation modeling with Excel outputs.
check-deck
Run a four-step QC workflow on investment banking pitch decks.