What problem does it solve?
Manually building public company three-statement operating models is time-consuming, error-prone, and often fails to meet the rigorous tie-out, source provenance, and senior review standards required for investment decisions, leading to unreliable forecasts and wasted diligence time.
Core Features & Use Cases
- Formula-First Workflow: Generates live-formula banker-style workbooks with full integrated income statement, balance sheet, and cash flow linkage, plus working capital, PP&E, debt, cash sweep, and scenario modeling.
- Built-In QA & Provenance: Includes mechanical tie-out checks, source-to-cell citation ledgers, and senior review standards to ensure model reliability for public equity investment use cases.
- Use Case: For a public industrials company, use this skill to build a decision-ready operating model from a normalized plan.json, complete with base/downside/upside scenarios and audit artifacts for portfolio manager review.
Quick Start
Use the three-statement-model-builder skill to generate a decision-ready public-equity operating model workbook from your provided plan.json file, including full financial statement integration, scenario analysis, and QA checks.