financial-modeling

Construct DCF, LBO, comparable companies, and three-statement financial models.

3|Updated Mar 1, 2026
One-click install
npx skills add https://github.com/Kaakati/managing-director --skill financial-modeling-kaakati
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-modeling
Source: https://github.com/Kaakati/managing-director/tree/main/.claude/skills/financial-modeling
Command: npx skills add https://github.com/Kaakati/managing-director --skill financial-modeling-kaakati

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill automates the complex and time-consuming process of building financial models, providing clear projections and valuations for businesses.

Core Features & Use Cases

  • Model Construction: Creates DCF, LBO, comparable companies, and three-statement models.
  • Projection Building: Develops revenue forecasts, cost structures, and working capital assumptions.
  • Valuation & Analysis: Generates sensitivity analyses and key risk assessments.
  • Use Case: A startup founder needs to project their company's financials for the next five years to present to investors. This Skill can build a comprehensive three-statement model with a DCF valuation.

Quick Start

Build a 5-year DCF model for a SaaS company with projected revenue growth of 30% year-over-year and a 10% discount rate.

Frequently Asked Questions about financial-modeling

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a DCF model for business valuation?

To build a DCF model, you provide company details, revenue forecasts, and a discount rate to generate discounted cash flow projections. This process automates financial forecasting by creating detailed valuations and sensitivity analyses.

What is a three-statement model and when do I need it for fundraising?

A three-statement model integrates income statement, balance sheet, and cash flow projections. You need it for fundraising to present comprehensive financial forecasts to investors, supporting internal strategic planning and transaction analysis.

Can I use this to create an LBO model for transaction analysis?

Yes, you can create an LBO model for transaction analysis by defining the model type and time horizon. It supports leveraged buyout projections, requiring user-defined inputs for company details to generate accurate financial forecasts.

Do I need to provide revenue forecasts to generate financial projections?

Yes, you need to provide revenue forecasts and cost structures as user-defined inputs. The model requires company details, model type, and time horizon to develop working capital assumptions and generate accurate financial projections.

What's the best way to run sensitivity analysis on a financial model?

The best way to run sensitivity analysis is to define your model type and time horizon with varying input assumptions. The model generates sensitivity analyses and key risk assessments automatically from your company details and projections.

Does comparable companies analysis work for startup valuation?

Yes, comparable companies analysis works for startup valuation by comparing your business against similar companies. You input your company details and purpose to generate accurate financial forecasts and valuation metrics for investor presentations.