Claude Skills by andreworia

Values a multi-segment business segment by segment and bridges to equity through corporate cost, net debt, and a stated holding-company discount, when a single group multiple hides where the value sits.

Builds a plan to spread a financing across multiple providers, defining roles, allocations, underwriting basis, and flex. Use when a financing is too large or risky for one provider.

Sizes cost and revenue synergies separately, phases them net of cost to achieve, discounts them to a present value, and states the synergy a buyer must believe to justify the premium paid.

Turns a scattered set of open items into a prioritized task tracker with owners and due dates, for use when action items are slipping across the deal team.

Writes a blind, identity-safe teaser that conveys the equity story and sparks buyer interest without naming the company.

Drafts or reads the key economic terms of a financing and explains what each term means for the parties. Use when you must draft or read the key economic terms.

Builds a credible deal timeline with milestones and a computed critical path, for use when a transaction needs a defensible schedule to the close.

Runs multiple valuation methods and reconciles them into a single defensible football-field range when you need one conclusion across approaches.

Sets a normalised working-capital peg and the completion-accounts mechanism that settles it, for use when you need to know how much real money the closing adjustment moves.

Maps every deal workstream to clear owners and dependencies using a RACI backbone, for use when many workstreams and advisors must stay aligned on a live transaction.

Builds and governs a buy-and-build programme -- consolidation thesis, target criteria, arbitrage arithmetic, integration capacity and a stop rule -- when you need to decide whether the next add-on creates value or destroys it.

Builds the equity story the next owner will actually underwrite -- a de-risking ledger, the runway deliberately left unexploited, and every claim graded by proof type -- when you need a growth case that is evidenced rather than asserted.

Systematic extraction and critical analysis of a Confidential Information Memorandum, identifying deal thesis, EBITDA bridge, management assertions, and the questions every diligence workstream must answer.

Structured commercial due diligence covering TAM/SAM/SOM sizing, competitive positioning using Porter's Five Forces, customer concentration analysis, and growth thesis validation.

Produces a moat review testing a business against the named power structures -- scale economies, network effects, switching costs, counter-positioning, cornered resource, process power -- when you need to identify which one it actually has before an exit multiple is underwritten on the answer.

Produces a cohort retention memo -- vintage-level NRR, gross revenue retention, and curve shape rebuilt from raw billings -- when you need to test whether blended churn is masking a deteriorating recent cohort before it carries the seller's forecast.

Rapid triage of inbound or proactively sourced deal opportunities using a structured scoring rubric, TAM logic, and sponsor-fit criteria to prioritise pipeline.

Sizes the debt a lender will actually fund -- leverage in turns of the EBITDA credit will accept, with fixed-charge and interest coverage at close and through a downturn -- when you need to separate what can be raised from what can be serviced.

Build a structured due diligence workplan with workstream owners, DDQ templates, key risk checklist, and a risk-ranked issues log ready for the IC memo.

Produces a dependency-mapped sequence for the commercial, financial, operational, legal, tax and IT workstreams against the exclusivity clock, for when you need the findings that invalidate other work to surface before that work is done.

Compares the routes out of a portfolio company -- trade sale, sponsor-to-sponsor, IPO, continuation vehicle or continued hold -- on achievable value, certainty, timing and readiness cost, when you need to choose a route rather than justify one.

Structure an exit readiness plan covering vendor due diligence preparation, buyer universe mapping, equity story refinement, management presentation design, and process timeline.

Build a structured LBO returns analysis with bear/base/bull scenarios, MOIC and IRR sensitivity to entry multiple and leverage, and covenant headroom assessment.

Produces the first hundred days as a bandwidth-budgeted, sequenced plan with the reporting cadence installed in week one and an explicit cut list, when you need a plan management can execute rather than a wish list.

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.

Produces a live register of every assumption the price rests on but no evidence has confirmed, each with an owner, a need-by date, and the decision it blocks, for when you need every unanswered question at IC to be a deliberate risk rather than a surprise.

Produces a ranked IC question bank with a written answer to each and a conditions slate for the objections better met with a condition than a defence, when you need the session to test the deal rather than the presenter.

Builds the sponsor base case -- sources and uses that tie, leverage in turns, the cash sweep, a flat-multiple exit, and returns as both IRR and MOIC with a value-creation bridge -- when you need to know what a structure pays and where the return comes from.

Reviews a management presentation for what it omits -- moved metric definitions, cohorts that stopped being shown, bridges that do not tie -- when you need the questions to ask in the session itself.

Builds the map of a sub-sector -- target universe, ownership status, EBITDA size bands and a shortlist ranked by thesis fit rather than availability -- when you need a pipeline you chose rather than one you were sent.

Installs the monthly operating review -- a short measure set defined precisely enough to be uncontestable, each with an escalation rule that fires automatically, when you need reporting that changes decisions.

Build a 100-day plan, EBITDA bridge decomposition, value creation workstream design, and KPI dashboard for monitoring portfolio company performance post-acquisition.

Produces a pricing power assessment -- price/volume/mix bridge, pocket-price waterfall, contract escalators and the last increase attempted -- when you need to know whether a price-led value creation plan is underwritable.

Tests a claimed proprietary angle against evidence, grades it real, partial or none and prices what it actually buys -- when you need to know whether there is a reason to win a deal outside a broad auction.

Produces the single register in which every diligence finding is graded by severity and classified as priceable, fixable or walk-away, with a named owner and a resolution status, for when you need each flag to land in the price, the SPA or the value creation plan before IC.

Isolates the two or three variables a return genuinely depends on, presents the return surface across them, and states the entry price at which the base case stops clearing the hurdle -- when you need a walk-away price rather than a range of hopes.

Builds a live risk register pairing every material risk with a named mitigant, an owner and a residual assessment, when you need to show which risks are priced into the bid and which are simply accepted.

Turns a vague sector interest into a written investment thesis with a falsifiable core claim, must-be-true conditions and kill criteria set in advance -- when you need a thesis diligence can disprove.

Produces the scope document for an external diligence provider -- the questions to answer, the deliverable format, the materiality threshold and the explicit exclusions -- for when you need the output to change a decision rather than describe a market.

Commissions and controls sell-side due diligence -- scope, provider selection, reliance architecture, and the handling of adverse findings -- when you need a VDD pack that survives a buyer's confirmatory diligence rather than one that collapses in exclusivity.

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.

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".

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.

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.

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.

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.

Build a structured LBO returns analysis with bear/base/bull scenarios, MOIC and IRR sensitivity to entry multiple and leverage, and covenant headroom assessment.

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.

A founder wants to compare simple priced-equity financing scenarios. Produces A pre/post-money and ownership bridge with explicit instrument exclusions.

An early-stage company needs a supportable valuation discussion. Produces A method-selection memo, assumptions ledger and defensible scenario range.