Claude Skills by thiagofernandes1987-create

Use this skill when the task requires cim builder capabilities.

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC

Use this skill when managing a book of business, tracking process milestones, or preparing for weekly deal reviews

Use this skill when valuating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms

Analyze — Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint

Use this skill when the task requires process letter capabilities.

Analyze — Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and

Use this skill when the task requires teaser capabilities.

Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield

Analyze — Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario

Generate comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals,

Review fixed income portfolios by pricing multiple bonds, retrieving reference data, analyzing cashflows, and

Evaluate FX carry trade opportunities by combining spot rates, forward points, interest rate differentials, volatility

Build macroeconomic and rates dashboards combining macro indicators, yield curves, inflation breakevens, and

Analyze option volatility by combining vol surface data, option pricing with Greeks, and historical price data

Analyze the interest rate swap curve by pricing swaps at multiple tenors, overlaying government and inflation

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings

'Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable

'Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server.

Use this skill when the task requires ai readiness capabilities.

Use this skill when kicking off diligence, organizing a data room review, or tracking outstanding items

Use this skill when the task requires dd meeting prep capabilities.

Use this skill when the task requires deal screening capabilities.

Use this skill when sourcing new deals, prospectin

Use this skill when the task requires ic memo capabilities.

Use this skill when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance

Use this skill when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits

Use this skill when valuating revenue quality, building a cohort analysis, or assessing customer economics

Use this skill when the task requires value creation plan capabilities.

Use this skill when the task requires client report capabilities.

Use this skill when the task requires client review capabilities.

Use this skill when the task requires financial plan capabilities.

Use this skill when pitching new clients or presenting a new investment strategy

Use this skill when the task requires portfolio rebalance capabilities.

Use this skill when the task requires tax loss harvesting capabilities.

Use this skill when the task requires catalyst calendar capabilities.

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly

Use this skill when the task requires earnings preview capabilities.

Use this skill when the task requires idea generation capabilities.

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed

Use this skill when the task requires model update capabilities.

Use this skill when the task requires morning note capabilities.

Use this skill when the task requires sector overview capabilities.

Use this skill when updating a thesis wit

Analyze — Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet,

Analyze — Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize

Analyze — Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis,

'Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical

Analyze — Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings