Claude Skill

Financial Data Pack Builder

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.

Editor's Note

Page Outline

CRITICAL SUCCESS FACTORS

Source Content

Normalized top-level metadata comes from the directory layer. The body below is the upstream source content for this item.

Financial Data Pack Builder

Build professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.

**Important:** Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.

CRITICAL SUCCESS FACTORS

Every data pack must achieve these standards. Failure on any point makes the deliverable unusable.

1. Data Accuracy (Zero Tolerance for Errors)

Trace every number to source document with page reference
Use formula-based calculations exclusively (no hardcoded values)
Cross-check subtotals and totals for internal consistency
Verify balance sheet balances: Assets = Liabilities + Equity
Confirm cash flow ties to balance sheet changes

2. ESSENTIAL RULES

**RULE 1: Financial data (measuring money) → Currency format with $** Triggers: Revenue, Sales, Income, EBITDA, Profit, Loss, Cost, Expense, Cash, Debt, Assets, Liabilities, Equity, Capex Format: $#,##0.0 for millions, $#,##0 for thousands Negatives: $(123.0) NOT -$123

**RULE 2: Operational data (counting things) → Number format, NO $** Triggers: Units, Stores, Locations, Employees, Customers, Square Feet, Properties, Headcount Format: #,##0 with commas Negatives: (123) consistent with rest of table

**RULE 3: Percentages (rates and ratios) → Percentage format** Triggers: Margin, Growth, Rate, Percentage, Yield, Return, Utilization, Occupancy Format: 0.0% for one decimal place Display: 15.0% NOT 0.15

**RULE 4: Years → Text format to prevent comma insertion** Format: Text or custom to prevent 2,024 Display: 2020, 2021, 2022, 2023A, 2024E

**RULE 5: When context is mixed, each metric gets its own appropriate format** Example:

Segment Analysis, 2022, 2023, 2024
Retail Revenue, $50.0, $55.0, $60.0
  Stores, 100, 110, 120
  Revenue per Store, $0.5, $0.5, $0.5

Revenue and per-store metrics use $, Store count uses number format.

**RULE 6: Use formulas for all calculations → Never hardcode calculated values** All subtotals, totals, ratios, and derived metrics must be formula-based, not hardcoded values. This ensures accuracy and allows for dynamic updates.

3. Professional Presentation Standards

**Formatting Standards:**

**Color Scheme - Two Layers:**

**Layer 1: Font Colors (MANDATORY from xlsx skill)**

**Blue text (RGB: 0,0,255)**: ALL hardcoded inputs (historical data, assumptions), NOT normal text
**Black text (RGB: 0,0,0)**: ALL formulas and calculations
**Green text (RGB: 0,128,0)**: Links to other sheets

**Layer 2: Fill Colors (Optional for enhanced presentation)**

Fill colors are optional and should only be applied if requested by the user or if enhancing presentation
If the user requests colors or professional formatting, use this standard scheme:
**Section headers**: Dark blue (RGB: 68,114,196) background with white text
**Sub-headers/column headers**: Light blue (RGB: 217,225,242) background with black text
**Input cells**: Light green/cream (RGB: 226,239,218) background with blue text
**Calculated cells**: White background with black text
Users can override with custom brand colors if specified

**How the layers work together (if fill colors are used):**

Input cell: B

Related Items

Claude Skill

Financial Tear Sheet Generator

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

Claude Skill

Investment Committee Memo

description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

Claude Skill

Weekly Deal Flow Digest

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or any request to compile recent funding activity into a briefing slide. Produces a professional single-slide PPTX with key takeaways, valuation data, and Capital IQ deal links.