andreworia
User12 Claude skills for building financial models in Excel: model architecture, driver builds, scenarios, sensitivity analysis and formula audit. Built by Oria.
Categories
Indexed Skills (112)
assumption-registry-builder
Creates a structured assumption register for any Excel model with columns for name, category, base value, source, Bull/Bear values, sensitivity rank, and owner, plus a formula for computing sensitivity rank from Data Table outputs.
formula-audit-checker
Provides a systematic audit checklist for Excel model formula logic, hardcoded values, circular references, and error handling, with step-by-step instructions for using Excel's native auditing tools.
inputs-calcs-outputs-design
Enforces the three-tab separation principle for any Excel model, producing a full design for a dedicated Inputs tab, one or more Calculations tabs, and a clean Outputs tab with a conventions checklist.
model-architecture-template
Defines the master tab structure, naming conventions, color codes, number formats, and print area setup for any new strategy or finance Excel model, serving as the structural template before any content is added.
output-summary-tab
Designs the executive summary tab of an Excel model with KPI tiles, a narrative block, a sensitivity summary, and an assumption log, formatted for print or screenshot use in a board pack.
revenue-build
Builds a driver-based revenue forecast .xlsx with live formulas across separate drivers, build, and output tabs plus checks, rolling a customer or units schedule (beginning, adds, churn, ending) into revenue with Base/Bull/Bear scenario toggles. Use when someone needs a bottom-up revenue model, an ARR build, or a driver-based forecast for planning or a board deck. Do not trigger for editing an existing workbook through the Claude for Excel add-in.
scenario-manager
Builds a Base/Bull/Bear scenario switching layer for a model in a .xlsx with a live selector, CHOOSE or INDEX assumption links, a side-by-side output comparison, and a recalc check, then delivers the workbook. Use when someone wants an auditable scenario toggle instead of Excel's hidden Scenario Manager. Do not trigger for editing an existing workbook through the Claude for Excel add-in.
sensitivity-tables
Builds one- and two-variable sensitivity (Data Table) analysis on a model output in a .xlsx with live formulas and a recalc check, then delivers the workbook. Use when someone wants to see how an output (NPV, IRR, EPS, margin) moves as one or two inputs change. Do not trigger for editing an existing workbook through the Claude for Excel add-in.
sensitivity-tornado
Ranks variable sensitivities to a key output and builds a tornado chart by swinging each input over a defined range, computing output impact, and producing a horizontal bar chart data structure.
unit-economics
Builds a unit-economics and cohort .xlsx with live formulas across separate assumptions, cohort, and output tabs plus checks, computing CAC, LTV, LTV/CAC, and CAC payback from a monthly cohort retention grid. Use when someone needs unit economics, an LTV/CAC analysis, a payback model, or a cohort retention build. Do not trigger for editing an existing workbook through the Claude for Excel add-in.
bridge-and-acquisition-financing
Structures the committed acquisition financing behind a bid, sizing the bridge and its takeout and pricing the fee drag, when you need certainty of funds to sign a deal.
buyer-targeting
Builds a tiered list of strategic and financial buyers with fit rationale to focus a sell-side outreach effort.
capital-structure
Reads and reshapes the mix of debt and equity with leverage and cost-of-capital metrics, use it when you need to analyze or optimize a capital structure.
carve-out-analysis
Builds standalone carve-out EBITDA and the separation economics for a business being sold out of a parent, for use when you must value a divestiture rather than a whole company.
cim-pitchbook
Builds the full sell-side marketing book with a CIM outline, investment highlights, and financials mapped to the process.
company-research
Builds a fast, deep company profile across financials, drivers, and positioning, for when you need a baseline on a target or client before deeper work.
comparable-analysis
Builds a trading comparables set with spread multiples and a benchmark when you need a market read from public peers.
compliance
Builds a compliance checklist covering information barriers and conflicts of interest so a deal process respects the firm's information and conflict rules.
covenant-package-analysis
Rebuilds covenant EBITDA, maps the debt and restricted-payment baskets, and tests headroom under a downside case, when you need to know what a credit agreement actually permits.
cross-border-deal-considerations
Produces a cross-border deal assessment covering price currency and hedging, withholding structure, repatriation, and the approval sequence when you need to run a transaction across jurisdictions.
data-room
Structures a virtual data room with a full folder taxonomy and staged access tiers, use it when you must organize diligence materials for buyers.
dcf-modeling
Builds a discounted cash flow model with WACC, dual terminal value, and sensitivities when you need an intrinsic value from cash flows.
deal-pipeline-tracker
Runs origination as a managed funnel with stage criteria, cohort conversion, and capacity limits when you need a pipeline that forecasts rather than a list that flatters.
deal-structuring
Designs a deal structure across consideration mix, earnouts, and protections, showing how each element shifts risk and value, for use when the economics and mechanics are still open.
debt-sourcing
Sizes a company's debt need, maps the lender universe, and returns a shortlist of lenders with indicative terms. Use when you need lenders and indicative debt terms for a financing.
due-diligence
Structures and runs a diligence process with a workstream request list, a findings tracker, and a red-flag log.
earnout-structuring
Designs an earnout that bridges a valuation gap, with its metric, measurement period, cap, and seller governance, for use when contingent consideration is what closes a price disagreement.
equity-sourcing
Defines an equity raise, maps investors by mandate and check size, scores fit, and returns a shortlist with rationale. Use when you need equity investors that fit the raise.
equity-story-development
Builds the equity story an investor will underwrite, with a bottom-up market, a right to win, a financial algorithm, and the three objections answered before they are asked, when you need a narrative that survives an investor meeting.
escrow-and-indemnity
Sizes escrow and indemnity against the diligence risk register, with caps, baskets, and survival periods, for use when post-close risk has to be allocated in the purchase agreement.
fairness-opinion
Builds the analysis supporting a fairness opinion, showing the range under each valuation method and where the offer sits against it, when a board needs a documented basis for a price.
financial-modeling
Builds an integrated three-statement financial model with drivers, linkages, and checks when you need a working model of a business.
financing-strategy
Builds a financing plan across sources, sizing, and sequence for a deal, use it when a transaction needs a plan for how it gets funded.
industry-analysis
Runs a Porter Five Forces read on an industry to judge how attractive and contested it is, for when you need to gauge structural profitability and risk.
investor-targeting
Prioritizes which investors to approach first by tiering candidates, assigning an angle to each, and sequencing outreach. Use when you need to prioritize who to approach first.
ipo-readiness-assessment
Produces an IPO readiness assessment covering audit history, controls, board composition, and KPI discipline, plus a gap list with an honest timeline, when you need to know whether a company can survive public-company scrutiny.
knowledge-base
Captures precedents, multiples, lessons, and reusable templates from a completed deal into a structured, searchable form so each deal makes the next one faster.
lbo-modeling
Builds an LBO model with sources and uses, a debt schedule, and returns when you need to test a sponsor buyout and its economics.
management-deck
Designs a management presentation outline and talk track for the equity story, use it when management must present to buyers.
management-incentive-plan
Designs the post-close management equity pool, its vesting, ratchet, and leaver terms when you need to align the team without repricing the sponsor's return.
market-intelligence
Produces a live market intelligence brief on sector deal drivers and capital flows, for when you need a fast read before a pitch, call, or screen.
merger-analysis
Tests whether a proposed combination creates value by running accretion and dilution analysis on pro-forma EPS.
nda-tracking
Tracks NDA status across every counterparty in a live deal, use it when multiple parties are signing and accessing confidential information.
negotiation-support
Builds a negotiation plan mapping each side's interests, BATNA, and the ZOPA, with a concession and sequencing strategy, for use before entering a negotiation.
offer-evaluation
Compares competing bids on more than price by scoring each on certainty of close, financing, conditionality, terms, and fit, for use when choosing among offers.
outreach-email
Builds a tiered buyer outreach sequence with message templates, cadence, and follow-up logic keyed to buyer tiers.
post-deal-monitoring
Builds a post-close tracker of synergy realization, integration milestones, and value creation against the deal thesis once a transaction has closed.
precedent-transactions
Builds a precedent deal set with paid multiples and control premia when you need what buyers have actually paid in past transactions.
purchase-price-allocation
Allocates consideration across identifiable assets, intangibles, and goodwill under the acquisition method and shows the amortization drag on reported post-deal earnings.
qa-preparation
Builds a management Q&A preparation pack of the hardest buyer and investor questions with crisp, evidence-backed answers, for use when management faces tough diligence or roadshow questioning.
rating-agency-presentation
Builds the rating agency case with agency-adjusted metrics, a peer set, a deleveraging path, and committee Q&A, when you need to defend or win a rating on a financing or acquisition.
reporting
Produces a recurring deal status report covering progress, workstream status, key risks, decisions needed, and next steps for stakeholders who need a clear regular view.
roadshow
Plans a structured investor roadshow with schedule, narrative, materials, logistics, and feedback capture. Use when you must run a structured investor roadshow.
scenario-analysis
Builds a coherent set of base, upside, and downside scenarios on the few key drivers, with value and decision implications, when an outcome depends on a small number of uncertainties.
sell-side-process-letter
Drafts the instructions governing a competitive auction round when you need bids on a comparable basis without losing the credible bidders to deadline pressure.
sensitivity-analysis
Builds two-variable data tables around a base case to show which drivers move value the most, expressed as swing in value, IRR, or EPS.
accretion-dilution-tester
Run a defensible accretion/dilution analysis with the financing, synergy, and tax mechanics that actually move EPS. Use when pricing an M&A transaction with a public-company acquirer, framing a stock-vs-cash consideration mix, or stress-testing IC and board materials. Built around purchase-price mechanics, financing mix, synergy timing, tax shield, intangible amortization, and disciplined sensitivity.
capital-allocation-advisor
Ranks competing uses of capital (reinvest in the core, M&A, debt paydown, buyback, dividend, cash buffer) by value creation, scoring each on its return spread over cost of capital subject to leverage, liquidity, and covenant constraints. Triggers on "capital allocation", "use of cash", "deploy capital", "buyback vs debt", "where to invest excess cash", "reinvest or return", "allocation framework", "capital plan".
cim-red-flag-reviewer
Read a sell-side CIM the way a sharp buyer's MD reads it — surfacing quality-of-earnings risks, narrative gaps, and unsupported claims. Use on the buy-side when evaluating a teaser or CIM, on the sell-side as a pre-launch stress test, or when preparing IOI / LOI logic. Built around quality-of-earnings, concentration, sustainability, working capital and capex realism, and narrative pressure-testing.
company-teardown
Reverse-engineer a target's business model, unit economics, growth drivers, and risk profile from disclosed and inferred data. Use at the start of any sell-side or buy-side mandate, before drafting a CIM section, pitching coverage, or building a financial model. Built around revenue decomposition, cost-structure analysis, capital intensity, and concentration risk.
earnings-and-filings-teardown
Extracts the financially material content from 10-K, 10-Q, and 8-K filings and earnings call transcripts into a structured one page brief with a source location on every number. Triggers when someone asks to tear down a filing or earnings release, summarize a 10-K or 10-Q, pull KPIs guidance and risks from a transcript, or brief the CFO on what a company reported.
ic-memo-drafting
Draft an investment committee memo covering deal thesis, business quality summary, diligence findings, risk matrix, returns analysis, and recommendation -- in the format senior investment professionals expect.
lbo-returns-analysis
Build a structured LBO returns analysis with bear/base/bull scenarios, MOIC and IRR sensitivity to entry multiple and leverage, and covenant headroom assessment.
precedent-transaction-screener
Build a screened, cycle-adjusted set of M&A precedents that actually inform pricing. Use when building the precedent page of a valuation deck, pressure-testing a control-premium thesis, or framing a buy-side bid against historical comparables. Built around screening discipline, cycle and structure adjustments, and synergy calibration.
trading-comps-builder
Construct a clean trading comps universe with disciplined peer selection, calendarization, EBITDA adjustments, and outlier treatment. Use when building the comps page of a valuation deck, framing a minority valuation reference, or pressure-testing a public-market reference range. Built around peer comparability, metric normalization, and the difference between a peer and a peer-shaped distractor.
valuation-triangulator
Build a defensible valuation range across DCF, trading comps, precedent transactions, LBO, and premiums paid. Use when pricing a sell-side mandate, framing a buy-side bid, preparing a fairness-style readout, or pressure-testing an IC valuation page. Built around methodology triangulation, the football field, and the bridge from enterprise value to equity value per share.
data-cleaning-for-excel
Turns pasted or exported data with mixed formats, blank rows, or duplicates into a clean, consistently formatted range ready for analysis. Use it right after pasting raw data into a worksheet.
pivot-table-builder
Specifies and builds a pivot table from a flat data range, choosing rows, columns, values, and filters. Use it when you have raw tabular data and need a summary view without building it cell by cell.
objection-handling
Builds an objection playbook that catalogs buyer pushback on price, risk, and terms and gives each a structured response with proof, for use when a counterparty is resisting the deal.
competitor-analysis
Reads industry structure with Porter's Five Forces and profiles rivals on capability and cost, giving a clear view of who you compete with and how attractive the industry really is.
cost-driver-analysis
Decomposes cost changes into volume, rate, and mix effects to identify the true root cause of cost escalation or decline.
hypothesis-design
Builds an answer-first plan by stating disprovable hypotheses and, for each, the "what would prove me wrong" test and the exact analysis that settles it, so the team tests instead of boiling the ocean.
insight-synthesis
Turns raw findings into ranked insights by laddering each finding up the so-what chain from observation to implication to the action it demands.
issue-tree-builder
Decomposes one big question into a MECE issue tree or hypothesis tree of testable sub-questions, with branches ranked by impact so the team analyzes what matters first.
objection-handling
Prepares for a hostile room by pre-morteming the pushback, surfacing the hardest questions your recommendation will face, and drafting a tight, evidence-backed answer to each.
problem-definition
Turns a vague symptom or an over-broad brief into a one-page SCQA problem statement and a single decision-shaped key question the work must answer.
process-redesign
Maps a core process end to end with Lean value-stream analysis and redesigns it to remove waste and fix broken handoffs.
pyramid-storyline
Structures an argument using the Pyramid Principle and SCQA so the recommendation lands in the first 60 seconds, with every supporting line grouped MECE beneath one governing thought.
where-to-play-how-to-win
Builds a linked strategy choice cascade (winning aspiration, where to play, how to win, capabilities, management systems) so a direction is coherent and internally reinforcing, not a list of ideas.
zero-based-budget-builder
Builds a zero-based budget for a cost center by requiring every line item to be justified from first principles rather than rolled forward from the prior year.
action-title-writer
Rewrite topic-label slide titles into headline action titles that state the so-what. Use when titles name the subject instead of delivering the message.
board-narrative-scqa
Structure the through-line of a board pack using SCQA and the Pyramid Principle so the deck argues one clear story instead of reporting disconnected pages.
chart-to-message-mapper
Turns a raw chart into a message-driven exhibit by adding the action title, the one highlight, the labels that matter, and removing everything that does not serve the point.
chart-type-selection
Picks the right chart type for your data and your message using a decision tree, so the chart proves the point instead of just showing numbers.
color-encoding-for-data
Applies color to a chart so it encodes meaning and directs attention, using preattentive contrast, sequential and categorical palettes, and accessibility checks.
data-ink-reducer
Strips non-data ink from charts and slides using the data-ink ratio principle, so the remaining marks all carry meaning and the slide reads cleaner.
decision-and-ask-page
Build the decision page that converts the recommendation into a specific, votable ask, with options considered, the recommended option, and what approval commits the board to.
executive-summary-page
Build the one-page executive summary that opens a board pack, stating the governing thought, the three to five proof points, and the ask so a director who reads only this page is fully informed.
framework-slide-designer
Designs a clean framework slide (2x2, value chain, process flow, pyramid, matrix) that communicates a structured idea without clutter or false precision.
ghost-deck-skeleton
Produces a ghost deck (skeleton) of empty slides with action titles and exhibit placeholders, so the storyline is agreed before any time is spent on design.
partner-review-checklist
Runs a deck through a partner-grade review checklist covering story, titles, exhibits, layout, and consistency, returning a prioritized fix list before review.
waterfall-and-bridge-charts
Builds waterfall (bridge) charts that explain how a starting value became an ending value through a sequence of additions and subtractions.
priced-round-dilution
A founder wants to compare simple priced-equity financing scenarios. Produces A pre/post-money and ownership bridge with explicit instrument exclusions.
startup-valuation-brief
An early-stage company needs a supportable valuation discussion. Produces A method-selection memo, assumptions ledger and defensible scenario range.
brand-compliance-auditor
Audits a finished deck against the brand and template and returns a flagged list of every off-brand and off-template element.
brand-palette-guard
Restricts a deck to the approved brand palette with one accent rule so slides stop drifting into off-brand or rainbow colors.
build-a-potx-from-scratch
Constructs a corporate .potx from nothing — slide master, layout set, theme colour and font schemes, placeholders — so decks built on it inherit the brand automatically. Not for fixing a deck against a template that already exists.
deck-file-size-optimizer
Cuts a bloated .pptx down by finding what is actually heavy — cropped pixels, uncompressed images, embedded media, orphan masters — and removing it without visible quality loss. Not for speeding up a slow-running animation.
excel-to-native-chart
Turns a block of Excel or pasted data into a clean, native, editable PowerPoint chart rather than a pasted image or screenshot.
font-embedding-and-fallbacks
Embeds the brand fonts in a .pptx and sets a fallback stack so the deck does not reflow on a machine that lacks them. Not for choosing the typefaces or the type scale.
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