financial-modeling

Standardizes construction of DCF, LBO, and operating projection models.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill financial-modeling-smrik
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: financial-modeling
Source: https://github.com/smrik/ai-fund/tree/main/skills/financial-modeling
Command: npx skills add https://github.com/smrik/ai-fund --skill financial-modeling-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill eliminates the risk of error-prone, undocumented financial modeling by enforcing a structured, multi-phase workflow that ensures consistency, transparency, and logical integrity in valuation and projection tasks.

Core Features & Use Cases

  • Structured Workflow: Guides users through scoping, architecture, assumption documentation, building, validation, and final reporting.
  • Error Prevention: Mandates explicit error checks, input separation, and anti-rationalization protocols to ensure model reliability.
  • Use Case: Use this skill to construct a robust DCF or LBO model where every assumption is sourced, sensitivity analysis is performed, and the final output includes a comprehensive audit trail for stakeholders.

Quick Start

Initiate the financial modeling workflow by providing the model purpose and the type of valuation required to the financial-modeler agent.

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 with a documented audit trail?

To build a DCF model with an audit trail, use a structured six-phase workflow that enforces strict separation of inputs and calculations, documents all assumptions in a register, and runs automated validation checks.

What is the best way to perform sensitivity analysis in an LBO model?

The best way to perform sensitivity analysis in an LBO model is to mandate explicit error checks and input separation, ensuring high-fidelity projection reliability while preventing common analytical biases.

How does separating inputs and calculations improve financial modeling?

Separating inputs and calculations improves financial modeling by ensuring model auditability, enforcing logical integrity, and preventing undocumented assumptions from corrupting complex valuation and projection tasks.

Can I automate validation checks for complex operating projections?

Yes, you can automate validation checks for complex operating projections by following a rigorous architectural framework that mandates explicit error checks and anti-rationalization protocols.

When do I need a structured six-phase workflow for valuation tasks?

You need a structured six-phase workflow for valuation tasks when building rigorous, audit-ready financial models that require high-fidelity sensitivity analysis and documented assumption registers for stakeholders.

Why do financial models fail without documented assumption registers?

Financial models fail without documented assumption registers because undocumented inputs create error-prone analytical biases, undermining model reliability, transparency, and logical integrity during stakeholder audits.