Deal Tracker
AnthropicOfficial
A structured workflow for managing deal pipelines, tracking milestones, and coordinating team action items.
Trusted skills for AI agents from official vendors and established maintainers. Every skill is attributed to its author, scanned, and comes with install steps for your AI tool.
484 skills
AnthropicOfficial
A structured workflow for managing deal pipelines, tracking milestones, and coordinating team action items.
AnthropicOfficial
Automated reconciliation process for matching general ledger and subledger data to identify and classify breaks.
AnthropicOfficial
Automate financial variance analysis and commentary generation for month-end reporting.
AnthropicOfficial
Draft professional, anonymous one-page teasers for sell-side M&A processes to gauge buyer interest.
AnthropicOfficial
Automated reconciliation of LP statements against fund NAV packs to ensure capital account accuracy.
AnthropicOfficial
A structured workflow for identifying, assessing, and prioritizing potential acquirers for sell-side M&A processes.
AnthropicOfficial
A structured workflow for generating private equity deal return sensitivity tables and investment performance scenarios.
AnthropicOfficial
A structured assistant for drafting professional Confidential Information Memorandums for sell-side M&A processes.
AnthropicOfficial
Builds professional Leveraged Buyout (LBO) models in Excel using standardized templates and rigorous financial validation.
AnthropicOfficial
Expert FX strategist skill for evaluating carry trade opportunities using risk-adjusted metrics and market data.
AnthropicOfficial
A structured workflow for macro strategists to synthesize economic data, yield curves, and swap rates into comprehensive financial dashboards.
AnthropicOfficial
A structured workflow for creating comprehensive competitive landscape and market analysis presentations.
AnthropicOfficial
Automate the analysis of portfolio company financial performance against budgets and covenants.
AnthropicOfficial
A structured workflow for preparing comprehensive financial client review meetings.
AnthropicOfficial
Automated generation of professional, data-backed equity research earnings previews for single companies.
AnthropicOfficial
A comprehensive framework for analyzing unit economics and revenue quality for private equity targets and subscription-based businesses.
AnthropicOfficial
A structured workflow for preparing for due diligence meetings, including management presentations, expert calls, and customer references.
AnthropicOfficial
Extracts and structures data from client onboarding documents for KYC processing.
AnthropicOfficial
Automate the preparation of period-end accrual schedules and draft journal entries for controller review.
AnthropicOfficial
A structured 5-task workflow for creating equity research initiation reports.
AnthropicOfficial
Generate structured equity research snapshots by synthesizing consensus estimates, company fundamentals, and macroeconomic data.
AnthropicOfficial
Generate professional, branded client performance reports including portfolio returns, asset allocation, and market commentary.
AnthropicOfficial
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
AnthropicOfficial
Streamline investment deal screening by extracting key metrics and evaluating them against fund criteria to generate a concise one-page memo.