13 financial AI skills
DCF Model Builder
Finance
Build a complete DCF valuation from scratch: project revenue and FCF, calculate WACC, determine terminal value, and produce an enterprise value with sensitivity table.
Three-Statement Model Checker
Finance
Audit a three-statement financial model for linkage errors, circular references, balance sheet integrity, and common modeling mistakes before it goes to clients.
LBO Quick Model
Finance
Build a back-of-envelope LBO model in minutes: sources and uses, debt schedule, returns analysis, IRR and MOIC — for deal screening and IC prep.
Comparable Company Analysis
Finance
Build a comparable company (comps) analysis: select the right peer group, pull key trading multiples, benchmark your company, and derive a valuation range.
WACC Calculator
Finance
Calculate WACC step-by-step: CAPM cost of equity, cost of debt, beta estimation, capital structure weighting — with sanity checks against industry benchmarks.
Credit Memo Builder
Finance
Draft a complete bank credit memorandum: business overview, financial analysis, credit structure, risk assessment, and lending recommendation — ready for credit committee.
Investment Committee Memo Writer
Finance
Convert a CIM or deal summary into a structured Investment Committee memo: thesis, market, management, financial analysis, risks, and recommended terms — in hours, not days.
M&A Pitchbook Drafter
Finance
Generate a structured M&A pitchbook or sell-side process letter first draft: company overview, market positioning, transaction rationale, valuation summary, and process timeline.
Merger Model & Accretion/Dilution Analyzer
Finance
Build an accretion/dilution model: input acquirer and target financials, deal structure (cash/stock/mix), synergies, purchase price adjustments, and output pro forma EPS impact.
Debt Capacity & Covenant Analyzer
Finance
Analyze how much debt a company can support, model credit metrics at different leverage levels, and track covenant headroom across leverage, coverage, and liquidity tests.
Cap Table & Waterfall Analyzer
Finance
Model a company cap table through a liquidation or exit waterfall — preferred terms, liquidation preferences, anti-dilution, option pool — and compute proceeds to each share class.
Financial Due Diligence Tracker
Finance
Parse a data room index, map items to a standard financial due diligence checklist, flag open items, and summarize key findings by workstream for M&A, PE, or lending transactions.
Synergy Model Builder
Finance
Quantify and model post-merger synergies: cost saves (headcount, G&A overlap, procurement), revenue synergies (cross-sell, pricing), integration costs, and phased NPV of the synergy case.