
Claude Skills by thiagofernandes1987-create
github.com/thiagofernandes1987-createAnalyze — Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data.
Analyze — Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number
Analyze — This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity
Analyze — Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY
Analyze — Guide for creating effective skills. This skill should be used when users want to create a new skill (or update
Use this skill when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners
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.
Analyze — Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use
Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning
Generate financial statements (income statement, balance sheet, cash flow) with period-over-period comparison
Analyze — Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when
Analyze — Prepare journal entries with proper debits, credits, and supporting detail. Use when booking month-end accruals
Analyze — Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing
Analyze — Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing
Generate SOX sample selections, testing workpapers, and control assessments. Use when planning quarterly or annual
Analyze — Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing