What problem does it solve? General AI assistants produce finance deliverables that miss professional standards: wrong data sources, fiscal-period confusion, mixed GAAP/non-GAAP figures, and inconsistent formatting. This Skill encodes the workflows, data-source hierarchies, and silent industry defaults that experienced IB/PE/VC analysts apply, so outputs like DCF models, LBO structures, earnings updates, teasers, and CIMs meet institutional quality bars. ## Core Features & Use Cases - Task Routing Map: Matches any finance request (earnings analysis, DCF/comps/precedent valuation, LBO and debt structuring, due diligence, deal teasers, IC memos) to a dedicated playbook in references/ with step-by-step workflows, defaults, and pre-delivery checklists. - Data-Sourcing Discipline: Enforces a source hierarchy (filings > professional databases > media), a reference-date protocol, fiscal-time rules, and defenses against data traps like survivorship bias and adjusted-price mismatches. - Deliverable Standards: Applies finance-specific Excel and document formatting rules that supersede generic spreadsheet skills. - Use Case: Ask for an LBO model with an earnout for a target company, and the Skill builds an Entity Card, routes to the LBO and earnout playbooks, fetches data through the source pipeline, and delivers a formatted model with a full basis/time/assumptions disclosure. ## Quick Start Analyze the latest earnings of a public company and build an earnings update following the finance playbooks.
