[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill-anthropic-datapack-builder":3,"mdc--vhelgr-key":39,"related-repo-anthropic-datapack-builder":3094,"related-org-anthropic-datapack-builder":3208},{"slug":4,"name":4,"fn":5,"description":6,"org":7,"tags":12,"stars":29,"repoUrl":30,"updatedAt":31,"license":32,"forks":33,"topics":34,"repo":35,"sourceUrl":37,"mdContent":38},"datapack-builder","build financial services data packs","Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},"anthropic","Anthropic","https:\u002F\u002Fpexgzepcugksgbtrxkhf.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Forg-logos\u002Fanthropic.png","anthropics",[13,17,20,23,26],{"name":14,"slug":15,"type":16},"Data Engineering","data-engineering","tag",{"name":18,"slug":19,"type":16},"Finance","finance",{"name":21,"slug":22,"type":16},"SEC Filings","sec-filings",{"name":24,"slug":25,"type":16},"Data Analysis","data-analysis",{"name":27,"slug":28,"type":16},"Investment Banking","investment-banking",33636,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","2026-05-15T06:09:04.366011",null,4964,[],{"repoUrl":30,"stars":29,"forks":33,"topics":36,"description":32},[],"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Ftree\u002FHEAD\u002Fplugins\u002Fvertical-plugins\u002Finvestment-banking\u002Fskills\u002Fdatapack-builder","---\nname: datapack-builder\ndescription: Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.\n---\n\n# Financial Data Pack Builder\n\nBuild professional, standardized financial data packs for private equity, investment banking, and asset management. Transform financial data from CIMs, offering memorandums, SEC filings, web search, or MCP server access into polished Excel workbooks ready for investment committee review.\n\n**Important:** Use the xlsx skill for all Excel file creation and manipulation throughout this workflow.\n\n## CRITICAL SUCCESS FACTORS\n\nEvery data pack must achieve these standards. Failure on any point makes the deliverable unusable.\n\n### 1. Data Accuracy (Zero Tolerance for Errors)\n- Trace every number to source document with page reference\n- Use formula-based calculations exclusively (no hardcoded values)\n- Cross-check subtotals and totals for internal consistency\n- Verify balance sheet balances: Assets = Liabilities + Equity\n- Confirm cash flow ties to balance sheet changes\n\n### 2. ESSENTIAL RULES\n\n**RULE 1: Financial data (measuring money) → Currency format with $**\nTriggers: Revenue, Sales, Income, EBITDA, Profit, Loss, Cost, Expense, Cash, Debt, Assets, Liabilities, Equity, Capex\nFormat: $#,##0.0 for millions, $#,##0 for thousands\nNegatives: $(123.0) NOT -$123\n\n**RULE 2: Operational data (counting things) → Number format, NO $**\nTriggers: Units, Stores, Locations, Employees, Customers, Square Feet, Properties, Headcount\nFormat: #,##0 with commas\nNegatives: (123) consistent with rest of table\n\n**RULE 3: Percentages (rates and ratios) → Percentage format**\nTriggers: Margin, Growth, Rate, Percentage, Yield, Return, Utilization, Occupancy\nFormat: 0.0% for one decimal place\nDisplay: 15.0% NOT 0.15\n\n**RULE 4: Years → Text format to prevent comma insertion**\nFormat: Text or custom to prevent 2,024\nDisplay: 2020, 2021, 2022, 2023A, 2024E\n\n**RULE 5: When context is mixed, each metric gets its own appropriate format**\nExample:\n```\nSegment Analysis, 2022, 2023, 2024\nRetail Revenue, $50.0, $55.0, $60.0\n  Stores, 100, 110, 120\n  Revenue per Store, $0.5, $0.5, $0.5\n```\nRevenue and per-store metrics use $, Store count uses number format.\n\n**RULE 6: Use formulas for all calculations → Never hardcode calculated values**\nAll subtotals, totals, ratios, and derived metrics must be formula-based, not hardcoded values. This ensures accuracy and allows for dynamic updates.\n\n### 3. Professional Presentation Standards\n\n**Formatting Standards:**\n\n**Color Scheme - Two Layers:**\n\n**Layer 1: Font Colors (MANDATORY from xlsx skill)**\n- **Blue text (RGB: 0,0,255)**: ALL hardcoded inputs (historical data, assumptions), NOT normal text\n- **Black text (RGB: 0,0,0)**: ALL formulas and calculations\n- **Green text (RGB: 0,128,0)**: Links to other sheets\n\n**Layer 2: Fill Colors (Optional for enhanced presentation)**\n- Fill colors are optional and should only be applied if requested by the user or if enhancing presentation\n- If the user requests colors or professional formatting, use this standard scheme:\n  - **Section headers**: Dark blue (RGB: 68,114,196) background with white text\n  - **Sub-headers\u002Fcolumn headers**: Light blue (RGB: 217,225,242) background with black text\n  - **Input cells**: Light green\u002Fcream (RGB: 226,239,218) background with blue text\n  - **Calculated cells**: White background with black text\n- Users can override with custom brand colors if specified\n\n**How the layers work together (if fill colors are used):**\n- Input cell: Blue text + light green fill = \"User-entered data\"\n- Formula cell: Black text + white background = \"Calculated value\"\n- Sheet link: Green text + white background = \"Reference from another tab\"\n\n**Font color tells you WHAT it is. Fill color tells you WHERE it is (if used).**\n\n**IMPORTANT:** Font colors from xlsx skill are mandatory. Fill colors are optional - default is white\u002Fno fill unless the user requests enhanced formatting or colors.\n\n**Always apply:**\n- Bold headers, left-aligned\n- Numbers right-aligned\n- 2-space indentation for sub-items\n- Single underline above subtotals\n- Double underline below final totals\n- Freeze panes on row\u002Fcolumn headers\n- Minimal borders (only where structurally needed)\n- Consistent font (typically Calibri or Arial 11pt)\n\n**Never include:**\n- Borders around every cell\n- Multiple fonts or font sizes\n- Charts unless specifically requested\n- Excessive formatting or decoration\n\n## Structural Consistency\nUse the standard 8-tab structure unless explicitly instructed otherwise:\n1. Executive Summary\n2. Historical Financials (Income Statement)\n3. Balance Sheet\n4. Cash Flow Statement\n5. Operating Metrics\n6. Property\u002FSegment Performance (if applicable)\n7. Market Analysis\n8. Investment Highlights\n\n### Tab 1: Executive Summary\nPurpose: One-page overview for busy executives\n\nContents:\n- Company overview (2-3 sentences on business model)\n- Key investment highlights (3-5 bullet points)\n- Financial snapshot table (Revenue, EBITDA, Growth for last 3 years + projections)\n- Transaction overview if applicable\n- Key metrics prominently displayed\n\nFormat: Clean, bold headers, minimal decoration, critical numbers emphasized\n\n### Tab 2: Historical Financials (Income Statement)\nPurpose: Complete profit and loss history\n\nContents:\n- Revenue breakdown by segment\u002Fproduct line\n- Cost of goods sold \u002F Cost of revenue\n- Gross profit and gross margin %\n- Operating expenses detailed (S&M, R&D, G&A)\n- EBITDA and Adjusted EBITDA\n- Below-the-line items (D&A, interest, taxes)\n- Net income\n\nFormat:\n- Years as columns (text format: 2020, 2021, 2022)\n- $ millions or $ thousands (specify units clearly at top)\n- Accounting format for all financial data\n- Single underline above subtotals, double underline below net income\n- Right-align all numbers\n\n### Tab 3: Balance Sheet\nPurpose: Financial position at period end\n\nContents:\n- Current assets (cash, AR, inventory, prepaid, other)\n- Long-term assets (PP&E, intangibles, goodwill, other)\n- Current liabilities (AP, accrued expenses, current portion of debt, other)\n- Long-term liabilities (long-term debt, deferred taxes, other)\n- Shareholders' equity (common stock, retained earnings, other)\n\nFormat:\n- Verify formula: Assets = Liabilities + Equity\n- Consistent date labeling\n- Include working capital calculation\n- Single underline above major subtotals, double underline for final totals\n\n### Tab 4: Cash Flow Statement\nPurpose: Cash generation and use analysis\n\nContents:\n- Operating cash flow (indirect method preferred)\n- Investing cash flow (capex, acquisitions, asset sales)\n- Financing cash flow (debt issuance\u002Frepayment, equity, dividends)\n- Net change in cash\n- Beginning and ending cash balances\n\nFormat:\n- Link to income statement and balance sheet where possible\n- Show reconciliation of net income to operating cash flow\n- Clear labeling of cash uses (outflows) vs sources (inflows)\n\n### Tab 5: Operating Metrics\nPurpose: Non-financial KPIs and operational data\n\nContents (industry-dependent):\n- Unit volumes, customer counts, locations\n- Productivity metrics (revenue per employee, per store, per unit)\n- Capacity utilization\n- Market share\n- Customer retention\u002Fchurn rates\n- Industry-specific KPIs\n\n**CRITICAL FORMAT NOTE:**\nNO dollar signs on operational metrics. These are quantities, not currency.\n\nFormat:\n- Clear units specified (customers, employees, stores, square feet, etc.)\n- Whole numbers with commas: 1,250 NOT $1,250\n- Percentages for rates: 95.0%\n- Right-align numbers\n\n### Tab 6: Property\u002FSegment Performance (if applicable)\nPurpose: Detailed breakdown by business unit, property, or segment\n\nContents:\n- Revenue and profitability by segment\n- Key metrics by location\u002Fproduct\n- Segment-specific KPIs\n- Comparative performance analysis\n\nFormat: Consistent with financial tabs for revenue\u002FEBITDA, number format for operational metrics\n\n### Tab 7: Market Analysis\nPurpose: Industry context and competitive positioning\n\nContents:\n- Market size and growth trends\n- Competitive landscape overview\n- Market share analysis\n- Industry benchmarks and peer comparisons\n- Regulatory environment if relevant\n\nFormat: Mix of narrative text and tables, cite sources for market data\n\n### Tab 8: Investment Highlights\nPurpose: Narrative summary of key investment thesis points\n\nContents:\n- Detailed writeup of competitive strengths\n- Growth opportunities and strategic initiatives\n- Risk factors and mitigation strategies\n- Management assessment and track record\n- Investment thesis summary\n\nFormat: Clear headers, bullet points, concise paragraphs\n\n## STEP-BY-STEP WORKFLOW\n\n### Phase 1: Document Processing and Data Extraction\n\n**Step 1.1: Analyze source data**\n- Access source materials: uploaded documents, web search for public filings, or MCP server data\n- Review data structure and identify key sections\n- Locate financial statements (typically 3-5 years historical)\n- Identify management projections if included\n- Note fiscal year end date\n- Flag any data quality issues immediately\n\n**Step 1.2: Extract financial statements**\n- Locate historical income statement data\n- Extract balance sheet snapshots (year-end or quarter-end)\n- Find cash flow statement\n- Extract management projections if available\n- Note all page references for traceability\n\n**Step 1.3: Extract operating metrics**\n- Identify non-financial KPIs relevant to industry\n- Capture unit economics data\n- Extract customer\u002Flocation\u002Fcapacity data\n- Document growth metrics and trends\n\n**Step 1.4: Extract market and industry data**\n- Competitive positioning information\n- Market size and growth rates\n- Industry benchmark data\n- Peer comparison information\n\n**Step 1.5: Note key context**\n- Transaction structure and rationale\n- Management team background\n- Investment highlights from source materials\n- Risk factors and considerations\n- Any data gaps or inconsistencies\n\n### Phase 2: Data Normalization and Standardization\n\n**Step 2.1: Normalize accounting presentation**\n- Ensure consistent line item names across all years\n- Standardize revenue recognition treatment\n- Identify and document one-time charges\n- Create \"Adjusted EBITDA\" reconciliation if needed\n- Note any accounting policy changes\n\n**Step 2.2: Apply format detection logic**\nFor each data point, determine format based on full context:\n- Read tab name, table title, column header, and row label\n- Apply essential rules (see above)\n- When uncertain, examine original source document\n- Default to cleaner formatting (less is more)\n\n**Step 2.3: Identify normalization adjustments**\nCommon adjustments to document:\n- Restructuring charges (add back if truly non-recurring)\n- Stock-based compensation (add back per industry standard)\n- Acquisition-related costs (add back, specify amounts)\n- Legal settlements or litigation costs (evaluate recurrence risk)\n- Asset sales or impairments (exclude from operating results)\n- Related party adjustments (normalize to market rates)\nNote: Source citation format varies by data source (page numbers for documents, URLs for web sources, server references for MCP data)\n\n**Step 2.4: Create adjustment schedule**\nFor every normalization:\n- Document what was adjusted and why\n- Cite source (document page number, URL, or data source reference)\n- Quantify dollar impact by year\n- Assess recurrence risk\n- Show calculation from reported to adjusted figures\n\n**Step 2.5: Verify data integrity**\n- Confirm subtotals sum correctly using formulas\n- Verify balance sheet balances\n- Check cash flow ties to balance sheet changes\n- Cross-check numbers across tabs for consistency\n- Flag any discrepancies for investigation\n\n### Phase 3: Build Excel Workbook\n\n**CRITICAL: Use xlsx skill for all Excel file manipulation. Read xlsx skill documentation before proceeding.**\n\n**Step 3.1: Create standardized tab structure**\nCreate workbook with tabs:\n- Executive Summary\n- Historical Financials\n- Balance Sheet\n- Cash Flow\n- Operating Metrics\n- Property Performance (if applicable)\n- Market Analysis\n- Investment Highlights\n\n**Step 3.2: Build each tab with proper formatting**\nApply formatting rules systematically:\n- Headers: Bold, left-aligned, 11pt font\n- Financial data: Currency format $#,##0.0 for millions\n- Operational data: Number format #,##0 (no $)\n- Percentages: 0.0% format\n- Years: Text format to prevent comma insertion\n- Negatives: Use accounting format with parentheses\n- Underlines: Single above subtotals, double below totals\n\n**Step 3.3: Insert formulas for calculations**\n- All subtotals and totals must be formula-based\n- Link balance sheet to income statement where appropriate\n- Link cash flow to both income statement and balance sheet\n- Create cross-tab references for validation\n- Avoid hardcoding any calculated values\n\n\u003Ccorrect_patterns>\n\n### Row Reference Tracking - Copy This Pattern\n\n**Store row numbers when writing data, then reference them in formulas:**\n\n```python\n# ✅ CORRECT - Track row numbers as you write\nrevenue_row = row\nwrite_data_row(ws, row, \"Revenue\", revenue_values)\nrow += 1\n\nebitda_row = row\nwrite_data_row(ws, row, \"EBITDA\", ebitda_values)\nrow += 1\n\n# Use stored row numbers in formulas\nmargin_row = row\nfor col in year_columns:\n    cell = ws.cell(row=margin_row, column=col)\n    cell.value = f\"={get_column_letter(col)}{ebitda_row}\u002F{get_column_letter(col)}{revenue_row}\"\n```\n\n**For complex models, use a dictionary:**\n\n```python\nrow_refs = {\n    'revenue': 5,\n    'cogs': 6,\n    'gross_profit': 7,\n    'ebitda': 12\n}\n\n# Later in formulas\nmargin_formula = f\"=B{row_refs['ebitda']}\u002FB{row_refs['revenue']}\"\n```\n\n\u003C\u002Fcorrect_patterns>\n\n\u003Ccommon_mistakes>\n\n### WRONG: Hardcoded Row Offsets\n\n**Don't use relative offsets - they break when table structure changes:**\n\n```python\n# ❌ WRONG - Fragile offset-based references\nformula = f\"=B{row-15}\u002FB{row-19}\"  # What is row-15? What is row-19?\n\n# ❌ WRONG - Magic numbers\nformula = f\"=B{current_row-10}*C{current_row-20}\"\n```\n\n**Why this fails:**\n- Breaks silently when you add\u002Fremove rows\n- Impossible to verify correctness by reading code\n- Creates debugging nightmares in the delivered Excel file\n\n\u003C\u002Fcommon_mistakes>\n\n**Step 3.4: Apply professional presentation**\n- Freeze top row and first column on each data tab\n- Set appropriate column widths (typically 12-15 characters)\n- Right-align all numeric data\n- Left-align all text and headers\n- Add single\u002Fdouble underlines per accounting standards\n- Ensure clean, minimal appearance\n\n### Phase 4: Scenario Building (if projections included)\n\n**Management Case:**\nPresent company's projections as provided in source materials:\n- Extract all management assumptions\n- Document growth rates, margin expansion, capital requirements\n- Note key drivers and sensitivities\n- Flag any \"hockey stick\" inflections that require skepticism\n- Present as \"Management Case\" with clear labeling\n\n**Base Case (Risk-Adjusted):**\nApply conservative adjustments to management projections based on company-specific risk factors:\n- Apply revenue growth haircut reflecting execution risk and historical forecast accuracy\n- Moderate margin expansion assumptions based on industry benchmarks and operating leverage\n- Increase capex assumptions if growth-dependent\n- Add working capital requirements if understated\n- Delay synergy realization if applicable, based on integration complexity\n- Document all adjustments with rationale and supporting analysis\n\n**Downside Case (optional but recommended for LBO analysis):**\nStress test scenario based on industry cyclicality and company vulnerabilities:\n- Model revenue decline reflecting recession risk or competitive pressure\n- Assume margin compression under stress (volume deleverage, pricing pressure)\n- Test covenant compliance and liquidity\n- Assess downside protection\n- Document key risks being stress-tested\n\n**Documentation requirements for scenarios:**\nCreate assumptions schedule showing:\n- Key assumptions by scenario (revenue growth, margins, capex %)\n- Rationale for each adjustment\n- Sensitivity analysis on key variables\n- Historical forecast accuracy if available\n- Comparison to industry benchmarks\n\n### Phase 5: Quality Control and Validation\n\n**Step 5.1: Data accuracy checks**\nValidate:\n- Every number traces to source (check spot samples, cite documents\u002FURLs\u002Fservers)\n- All calculations are formula-based (no hardcoded values)\n- Subtotals and totals are mathematically correct\n- Years display without commas (2024 NOT 2,024)\n- No formula errors: #REF!, #VALUE!, #DIV\u002F0!, #N\u002FA\n\n**Step 5.2: Format consistency checks**\nVerify:\n- Financial data has $ signs in format\n- Operational data has NO $ signs\n- Percentages display as % (15.0% not 0.15)\n- Negative numbers use parentheses for financial data\n- Headers are bold and left-aligned\n- Numbers are right-aligned\n- Years are text format\n\n**Step 5.3: Structure and completeness checks**\nConfirm:\n- All required tabs present and properly sequenced\n- Executive summary is concise (fits on one page)\n- All key metrics captured comprehensively\n- Logical flow from summary to detail\n- Appropriate level of granularity in each tab\n- No missing data or incomplete sections\n\n**Step 5.4: Professional presentation checks**\nReview:\n- Minimal borders (only for structure)\n- Consistent indentation (2 spaces for sub-items)\n- Proper accounting underlines (single and double)\n- Clean, professional appearance throughout\n- Appropriate column widths (not too narrow or wide)\n\n**Step 5.5: Documentation and assumptions checks**\nEnsure:\n- All normalization adjustments documented with rationale\n- Source citations included (document page numbers, URLs, or data source references)\n- Assumptions clearly stated and reasonable\n- Executive summary accurate and impactful\n- Filename includes company name and date\n\n### Phase 6: Final Delivery\n\n**Step 6.1: Create executive summary**\nWrite concise, impactful summary including:\n- Company overview: business model, products\u002Fservices, geography (2-3 sentences)\n- Key financial metrics: Revenue, EBITDA, Growth rates (table format)\n- Investment highlights: 3-5 key strengths or opportunities\n- Notable risks or considerations (briefly)\n- Transaction context if applicable\n\n**Step 6.2: Final file preparation**\n- Save workbook with proper naming: CompanyName_DataPack_YYYY-MM-DD.xlsx\n\n## NORMALIZATION PATTERNS\n\n### Common Adjustments to EBITDA\n\n**1. Restructuring charges**\n- Add back if truly non-recurring (facility closure, one-time severance)\n- Do NOT add back if company restructures every year\n- Document specific nature and rationale for non-recurrence\n- Example: \"2023 restructuring: $3.0M facility closure, documented in source materials, one-time event\"\n\n**2. Stock-based compensation**\n- Industry standard: add back for private equity analysis\n- Treat as non-cash operating expense\n- Be consistent across all periods\n- Note if unusually high or includes one-time grants\n\n**3. Acquisition-related costs**\n- Add back transaction fees, integration costs\n- Document specific amounts by type\n- Do not add back ongoing integration investments\n- Cite source for each adjustment\n\n**4. Legal settlements and litigation**\n- Add back if truly isolated incident\n- Assess recurrence risk (one settlement vs pattern of litigation)\n- Document nature of settlement\n- Consider if this is normal course of business\n\n**5. Asset sales or impairments**\n- Exclude gains\u002Flosses on asset sales from operating EBITDA\n- Remove impairment charges if truly non-recurring\n- Document what assets were sold\u002Fimpaired and why\n- Adjust revenue if assets generated operating income\n\n**6. Related party adjustments**\n- Normalize above-market related party expenses (rent, management fees)\n- Adjust to market rates with supporting documentation\n- Remove personal expenses run through business\n- Document market rate comparison\n\n### Conservative vs Aggressive Normalization\n\n**Management Case:**\n- Include all adjustments management proposes\n- Accept company's definition of \"non-recurring\"\n- More aggressive EBITDA adjustments\n- Use for understanding management's view\n\n**Base Case (Recommended for investment decisions):**\n- Only clearly non-recurring items\n- Apply higher scrutiny to recurring \"one-time\" charges\n- Exclude speculative adjustments\n- More conservative, defensible to investment committee\n\n## INDUSTRY-SPECIFIC ADAPTATIONS\n\n### Technology\u002FSaaS\nKey metrics to capture:\n- ARR (Annual Recurring Revenue) and MRR\n- Customer count by cohort\n- CAC (Customer Acquisition Cost) and LTV (Lifetime Value)\n- Churn rate (gross and net)\n- Net revenue retention\n- Rule of 40 (Growth % + EBITDA Margin %)\n- Magic number (sales efficiency)\n\nFormat notes: ARR is currency ($), customer count is number (no $), rates are %\n\n### Manufacturing\u002FIndustrial\nKey metrics to capture:\n- Production capacity and capacity utilization %\n- Units produced by product line\n- Inventory turns\n- Gross margin by product line\n- Order backlog\n\nFormat notes: Units, capacity are numbers (no $), utilization is %, revenue\u002Fcosts are currency\n\n### Real Estate\u002FHospitality\nKey metrics to capture:\n- Properties\u002Frooms\u002Fsquare footage\n- Occupancy rates %\n- ADR (Average Daily Rate) - currency format\n- RevPAR (Revenue per Available Room) - currency format\n- NOI (Net Operating Income) - currency format\n- Cap rates %\n- FF&E reserve\n\nFormat notes: Rooms\u002Fsqft are numbers, occupancy is %, ADR\u002FRevPAR are currency\n\n### Healthcare\u002FServices\nKey metrics to capture:\n- Locations\u002Ffacilities\n- Providers\u002Femployees\n- Patients\u002Fvisits (volume metrics)\n- Revenue per visit - currency\n- Payor mix %\n- Same-store growth %\n\nFormat notes: Locations\u002Fvisits are numbers, revenue per visit is currency, rates are %\n\n## FINAL DELIVERY CHECKLIST\n\nComplete this checklist before delivering the data pack:\n\n**Structure:**\n- All required tabs present and in logical sequence\n- Each tab has clear header and title\n- Executive summary is concise (fits on one page)\n\n**Data Accuracy:**\n- All numbers trace to source (documents, URLs, or data servers)\n- Source references documented for key figures (page numbers, URLs, etc.)\n- All calculations are formula-based (no hardcoded calculated values)\n- Subtotals and totals verified\n- Balance sheet balances (Assets = Liabilities + Equity)\n- No #REF!, #VALUE!, or #DIV\u002F0! errors\n\n**Formatting - Years and Numbers:**\n- Years display correctly: 2020, 2021, 2022 (no commas)\n- Financial data has $ signs: $50.0, $125.5\n- Operational metrics have NO $ signs: 100 stores, 250 employees\n- Percentages formatted correctly: 15.0%, 25.5%\n- Negatives in parentheses: $(15.0) not -$15.0\n\n**Formatting - Professional Standards:**\n- Headers bold and left-aligned\n- Numbers right-aligned\n- Consistent indentation (2 spaces for sub-items)\n- Single underline above subtotals\n- Double underline below final totals\n- Frozen panes on headers\n- Consistent font throughout\n- Minimal borders (only for structure)\n- Clean, professional appearance throughout\n\n**Content Completeness:**\n- Financial statements complete (IS, BS, CF)\n- Operating metrics comprehensively captured\n- Normalization adjustments documented\n- Assumptions clearly stated\n- Executive summary clear, concise, and impactful\n- Investment highlights compelling\n- Market analysis provides context\n\n**Documentation:**\n- All normalization adjustments explained\n- Every data cell cited from source with comments and links (document page numbers, URLs, or data source references)\n- Assumptions documented with rationale\n- Any data limitations noted\n- Filename follows convention: CompanyName_DataPack_YYYY-MM-DD.xlsx\n\n**Final Output:**\n- File saved to outputs with proper naming convention\n- All quality control checks passed\n",{"data":40,"body":41},{"name":4,"description":6},{"type":42,"children":43},"root",[44,53,59,70,77,82,89,119,125,135,145,155,165,175,188,193,203,209,217,225,233,266,274,335,343,361,369,379,387,430,438,461,467,472,516,522,527,532,560,565,571,576,580,618,623,651,657,662,666,694,698,721,727,732,736,764,768,786,792,797,802,835,845,849,872,878,883,887,910,915,921,926,930,958,963,969,974,978,1006,1011,1017,1023,1031,1064,1072,1100,1108,1131,1139,1162,1170,1198,1204,1212,1240,1250,1273,1283,1316,1326,1354,1362,1390,1396,1404,1414,1452,1462,1500,1508,1536,1541,1547,1555,1691,1699,1777,1782,1787,1793,1801,1847,1855,1873,1878,1886,1919,1925,1935,1963,1973,2006,2016,2044,2054,2082,2088,2098,2126,2136,2174,2184,2217,2227,2255,2265,2293,2299,2309,2337,2345,2353,2359,2365,2373,2396,2404,2427,2435,2458,2466,2489,2497,2520,2528,2551,2557,2564,2587,2595,2618,2624,2630,2635,2673,2678,2684,2688,2716,2721,2727,2731,2769,2774,2780,2784,2817,2822,2828,2833,2841,2858,2866,2899,2907,2935,2943,2985,2993,3031,3039,3067,3075,3088],{"type":45,"tag":46,"props":47,"children":49},"element","h1",{"id":48},"financial-data-pack-builder",[50],{"type":51,"value":52},"text","Financial Data Pack Builder",{"type":45,"tag":54,"props":55,"children":56},"p",{},[57],{"type":51,"value":58},"Build professional, standardized financial data packs for private equity, investment banking, and asset management. 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var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}html.dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}",{"items":3095,"total":3207},[3096,3113,3130,3149,3164,3181,3191],{"slug":3097,"name":3097,"fn":3098,"description":3099,"org":3100,"tags":3101,"stars":29,"repoUrl":30,"updatedAt":3112},"3-statement-model","fill out 3-statement financial models","Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS\u002FBS\u002FCF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3102,3105,3106,3109],{"name":3103,"slug":3104,"type":16},"Excel","excel",{"name":18,"slug":19,"type":16},{"name":3107,"slug":3108,"type":16},"Financial Modeling","financial-modeling",{"name":3110,"slug":3111,"type":16},"Financial Statements","financial-statements","2026-05-15T06:08:35.416766",{"slug":3114,"name":3114,"fn":3115,"description":3116,"org":3117,"tags":3118,"stars":29,"repoUrl":30,"updatedAt":3129},"accrual-schedule","build period-end accrual schedules","Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3119,3122,3123,3126],{"name":3120,"slug":3121,"type":16},"Accounting","accounting",{"name":18,"slug":19,"type":16},{"name":3124,"slug":3125,"type":16},"Journal Entry","journal-entry",{"name":3127,"slug":3128,"type":16},"Month-End Close","month-end-close","2026-05-06T05:38:41.445686",{"slug":3131,"name":3131,"fn":3132,"description":3133,"org":3134,"tags":3135,"stars":29,"repoUrl":30,"updatedAt":3148},"ai-readiness","identify AI opportunities in portfolio companies","Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on \"AI readiness\", \"AI opportunity scan\", \"where should we deploy AI\", \"AI across the portfolio\", \"AI quick wins\", or \"which portcos are ready for AI\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3136,3139,3142,3145],{"name":3137,"slug":3138,"type":16},"AI Infrastructure","ai-infrastructure",{"name":3140,"slug":3141,"type":16},"Operations","operations",{"name":3143,"slug":3144,"type":16},"Private Equity","private-equity",{"name":3146,"slug":3147,"type":16},"Strategy","strategy","2026-05-21T06:50:36.056814",{"slug":3150,"name":3150,"fn":3151,"description":3152,"org":3153,"tags":3154,"stars":29,"repoUrl":30,"updatedAt":3163},"audit-xls","audit spreadsheets for formula accuracy","Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on \"audit this sheet\", \"check my formulas\", \"find formula errors\", \"QA this spreadsheet\", \"sanity check this\", \"debug model\", \"model check\", \"model won't balance\", \"something's off in my model\", \"model review\".",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3155,3158,3159,3160],{"name":3156,"slug":3157,"type":16},"Audit","audit",{"name":3103,"slug":3104,"type":16},{"name":18,"slug":19,"type":16},{"name":3161,"slug":3162,"type":16},"Spreadsheets","spreadsheets","2026-05-15T06:07:23.536125",{"slug":3165,"name":3165,"fn":3166,"description":3167,"org":3168,"tags":3169,"stars":29,"repoUrl":30,"updatedAt":3180},"bond-futures-basis","analyze bond futures basis","Analyze the bond futures basis by pricing futures, identifying the cheapest-to-deliver, and comparing with yield curves to assess delivery option value and basis trading opportunities. Use when analyzing bond futures, computing the basis, identifying CTD bonds, calculating implied repo rates, or evaluating basis trades.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3170,3173,3174,3177],{"name":3171,"slug":3172,"type":16},"Derivatives","derivatives",{"name":18,"slug":19,"type":16},{"name":3175,"slug":3176,"type":16},"Fixed Income","fixed-income",{"name":3178,"slug":3179,"type":16},"Trading","trading","2026-05-15T06:08:13.647174",{"slug":3182,"name":3182,"fn":3183,"description":3184,"org":3185,"tags":3186,"stars":29,"repoUrl":30,"updatedAt":3190},"bond-relative-value","perform bond relative value analysis","Perform relative value analysis on bonds by combining pricing, yield curve context, credit spreads, and scenario stress testing. Use when analyzing bond richness\u002Fcheapness, computing spread decomposition, comparing bonds, assessing bond value vs curves, or running rate shock scenarios.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3187,3188,3189],{"name":18,"slug":19,"type":16},{"name":3175,"slug":3176,"type":16},{"name":3178,"slug":3179,"type":16},"2026-05-15T06:08:11.151011",{"slug":3192,"name":3192,"fn":3193,"description":3194,"org":3195,"tags":3196,"stars":29,"repoUrl":30,"updatedAt":3206},"break-trace","trace reconciliation breaks to source transactions","Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3197,3198,3199,3202,3203],{"name":3120,"slug":3121,"type":16},{"name":3156,"slug":3157,"type":16},{"name":3200,"slug":3201,"type":16},"Debugging","debugging",{"name":18,"slug":19,"type":16},{"name":3204,"slug":3205,"type":16},"Reconciliation","reconciliation","2026-05-06T05:37:42.364074",62,{"items":3209,"total":3396},[3210,3231,3245,3257,3276,3289,3310,3330,3344,3359,3367,3380],{"slug":3211,"name":3211,"fn":3212,"description":3213,"org":3214,"tags":3215,"stars":3228,"repoUrl":3229,"updatedAt":3230},"algorithmic-art","create algorithmic art with p5.js","Creating algorithmic art using p5.js with seeded randomness and interactive parameter exploration. Use this when users request creating art using code, generative art, algorithmic art, flow fields, or particle systems. Create original algorithmic art rather than copying existing artists' work to avoid copyright violations.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3216,3219,3222,3225],{"name":3217,"slug":3218,"type":16},"Creative","creative",{"name":3220,"slug":3221,"type":16},"Design","design",{"name":3223,"slug":3224,"type":16},"Generative Art","generative-art",{"name":3226,"slug":3227,"type":16},"JavaScript","javascript",161831,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Fskills","2026-04-06T17:56:15.455818",{"slug":3232,"name":3232,"fn":3233,"description":3234,"org":3235,"tags":3236,"stars":3228,"repoUrl":3229,"updatedAt":3244},"brand-guidelines","apply Anthropic brand colors and typography","Applies Anthropic's official brand colors and typography to any sort of artifact that may benefit from having Anthropic's look-and-feel. Use it when brand colors or style guidelines, visual formatting, or company design standards apply.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3237,3240,3241],{"name":3238,"slug":3239,"type":16},"Branding","branding",{"name":3220,"slug":3221,"type":16},{"name":3242,"slug":3243,"type":16},"Typography","typography","2026-04-06T17:56:05.042852",{"slug":3246,"name":3246,"fn":3247,"description":3248,"org":3249,"tags":3250,"stars":3228,"repoUrl":3229,"updatedAt":3256},"canvas-design","create posters and visual art as PNG or PDF","Create beautiful visual art in .png and .pdf documents using design philosophy. You should use this skill when the user asks to create a poster, piece of art, design, or other static piece. Create original visual designs, never copying existing artists' work to avoid copyright violations.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3251,3252,3253],{"name":3217,"slug":3218,"type":16},{"name":3220,"slug":3221,"type":16},{"name":3254,"slug":3255,"type":16},"PDF","pdf","2026-04-06T17:56:03.794732",{"slug":3258,"name":3258,"fn":3259,"description":3260,"org":3261,"tags":3262,"stars":3228,"repoUrl":3229,"updatedAt":3275},"claude-api","build apps with the Claude API","Reference for the Claude API \u002F Anthropic SDK — model ids, pricing, params, streaming, tool use, MCP, agents, caching, token counting, model migration.\nTRIGGER — read BEFORE opening the target file; don't skip because it \"looks like a one-liner\" — whenever: the prompt names Claude\u002FAnthropic in any form (Claude, Anthropic, Fable, Opus, Sonnet, Haiku, `anthropic`, `@anthropic-ai`, `claude-*`, `us.anthropic.*`, `[1m]`); the user asks about an LLM (pricing\u002Fmodel choice\u002Flimits\u002Fcaching) — never answer from memory; OR the task is LLM-shaped with provider unstated (agent\u002FMCP\u002Ftool-definition\u002Fmulti-agent\u002FRAG\u002FLLM-judge\u002Fcomputer-use; generate\u002Fsummarize\u002Fextract\u002Fclassify\u002Frewrite\u002Fconverse over NL; debugging refusals\u002Fcutoffs\u002Fstreaming\u002Ftool-calls\u002Ftokens).\nSKIP only when another provider is being worked on (overrides all triggers): OpenAI\u002FGPT\u002FGemini\u002FLlama\u002FMistral\u002FCohere\u002FOllama named in the query; OR `grep -rE 'openai|langchain_openai|google.generativeai|genai|mistralai|cohere|ollama'` over the project hits (run this grep FIRST if no provider named — don't Read the file).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3263,3266,3267,3270,3272],{"name":3264,"slug":3265,"type":16},"Agents","agents",{"name":9,"slug":8,"type":16},{"name":3268,"slug":3269,"type":16},"Anthropic SDK","anthropic-sdk",{"name":3271,"slug":3258,"type":16},"Claude API",{"name":3273,"slug":3274,"type":16},"LLM","llm","2026-07-28T05:36:08.213335",{"slug":3277,"name":3277,"fn":3278,"description":3279,"org":3280,"tags":3281,"stars":3228,"repoUrl":3229,"updatedAt":3288},"doc-coauthoring","co-author documentation and technical specs","Guide users through a structured workflow for co-authoring documentation. Use when user wants to write documentation, proposals, technical specs, decision docs, or similar structured content. This workflow helps users efficiently transfer context, refine content through iteration, and verify the doc works for readers. Trigger when user mentions writing docs, creating proposals, drafting specs, or similar documentation tasks.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3282,3285],{"name":3283,"slug":3284,"type":16},"Documentation","documentation",{"name":3286,"slug":3287,"type":16},"Technical Writing","technical-writing","2026-04-06T17:56:14.18897",{"slug":3290,"name":3290,"fn":3291,"description":3292,"org":3293,"tags":3294,"stars":3228,"repoUrl":3229,"updatedAt":3309},"docx","create and edit Word documents","Use this skill whenever the user wants to create, read, edit, or manipulate Word documents (.docx files) or Word templates (.dotx files). Triggers include: any mention of 'Word doc', 'word document', '.docx', '.dotx', or requests to produce professional documents with formatting like tables of contents, headings, page numbers, or letterheads. Also use when extracting or reorganizing content from .docx or .dotx files, inserting or replacing images in documents, performing find-and-replace in Word files, working with tracked changes or comments, or converting content into a polished Word document. If the user asks for a 'report', 'memo', 'letter', 'template', or similar deliverable as a Word or .docx file, use this skill. Do NOT use for PDFs, spreadsheets, Google Docs, or general coding tasks unrelated to document generation.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3295,3298,3300,3303,3306],{"name":3296,"slug":3297,"type":16},"Documents","documents",{"name":3299,"slug":3290,"type":16},"DOCX",{"name":3301,"slug":3302,"type":16},"Office","office",{"name":3304,"slug":3305,"type":16},"Templates","templates",{"name":3307,"slug":3308,"type":16},"Word","word","2026-07-18T05:16:23.136271",{"slug":3311,"name":3311,"fn":3312,"description":3313,"org":3314,"tags":3315,"stars":3228,"repoUrl":3229,"updatedAt":3329},"frontend-design","design production-grade frontend interfaces","Guidance for distinctive, intentional visual design when building new UI or reshaping an existing one. Helps with aesthetic direction, typography, and making choices that don't read as templated defaults.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3316,3317,3320,3323,3326],{"name":3220,"slug":3221,"type":16},{"name":3318,"slug":3319,"type":16},"Frontend","frontend",{"name":3321,"slug":3322,"type":16},"React","react",{"name":3324,"slug":3325,"type":16},"Tailwind CSS","tailwind-css",{"name":3327,"slug":3328,"type":16},"UI Components","ui-components","2026-04-06T17:56:16.723469",{"slug":3331,"name":3331,"fn":3332,"description":3333,"org":3334,"tags":3335,"stars":3228,"repoUrl":3229,"updatedAt":3343},"internal-comms","write internal company communications","A set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (status reports, leadership updates, 3P updates, company newsletters, FAQs, incident reports, project updates, etc.).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3336,3339,3340],{"name":3337,"slug":3338,"type":16},"Communications","communications",{"name":3304,"slug":3305,"type":16},{"name":3341,"slug":3342,"type":16},"Writing","writing","2026-04-06T17:56:20.695522",{"slug":3345,"name":3345,"fn":3346,"description":3347,"org":3348,"tags":3349,"stars":3228,"repoUrl":3229,"updatedAt":3358},"mcp-builder","build MCP servers","Guide for creating high-quality MCP (Model Context Protocol) servers that enable LLMs to interact with external services through well-designed tools. Use when building MCP servers to integrate external APIs or services, whether in Python (FastMCP) or Node\u002FTypeScript (MCP SDK).",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3350,3351,3354,3355],{"name":3264,"slug":3265,"type":16},{"name":3352,"slug":3353,"type":16},"API Development","api-development",{"name":3273,"slug":3274,"type":16},{"name":3356,"slug":3357,"type":16},"MCP","mcp","2026-04-06T17:56:10.357665",{"slug":3255,"name":3255,"fn":3360,"description":3361,"org":3362,"tags":3363,"stars":3228,"repoUrl":3229,"updatedAt":3366},"read edit and manipulate PDF files","Use this skill whenever the user wants to do anything with PDF files. This includes reading or extracting text\u002Ftables from PDFs, combining or merging multiple PDFs into one, splitting PDFs apart, rotating pages, adding watermarks, creating new PDFs, filling PDF forms, encrypting\u002Fdecrypting PDFs, extracting images, and OCR on scanned PDFs to make them searchable. If the user mentions a .pdf file or asks to produce one, use this skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3364,3365],{"name":3296,"slug":3297,"type":16},{"name":3254,"slug":3255,"type":16},"2026-04-06T17:56:02.483316",{"slug":3368,"name":3368,"fn":3369,"description":3370,"org":3371,"tags":3372,"stars":3228,"repoUrl":3229,"updatedAt":3379},"pptx","create and edit PowerPoint presentations","Use this skill any time a .pptx or .potx file is involved in any way — as input, output, or both. This includes: creating slide decks, pitch decks, or presentations; reading, parsing, or extracting text from any .pptx or .potx file (even if the extracted content will be used elsewhere, like in an email or summary); editing, modifying, or updating existing presentations; combining or splitting slide files; working with templates (.potx), layouts, speaker notes, or comments. Trigger whenever the user mentions \"deck,\" \"slides,\" \"presentation,\" or references a .pptx or .potx filename, regardless of what they plan to do with the content afterward. If a .pptx or .potx file needs to be opened, created, or touched, use this skill.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3373,3376],{"name":3374,"slug":3375,"type":16},"PowerPoint","powerpoint",{"name":3377,"slug":3378,"type":16},"Presentations","presentations","2026-07-18T05:16:24.1471",{"slug":3381,"name":3381,"fn":3382,"description":3383,"org":3384,"tags":3385,"stars":3228,"repoUrl":3229,"updatedAt":3395},"skill-creator","create and optimize agent skills","Create new skills, modify and improve existing skills, and measure skill performance. Use when users want to create a skill from scratch, edit, or optimize an existing skill, run evals to test a skill, benchmark skill performance with variance analysis, or optimize a skill's description for better triggering accuracy.",{"slug":8,"name":9,"logoUrl":10,"githubOrg":11},[3386,3387,3388,3391,3394],{"name":3264,"slug":3265,"type":16},{"name":3283,"slug":3284,"type":16},{"name":3389,"slug":3390,"type":16},"Evals","evals",{"name":3392,"slug":3393,"type":16},"Performance","performance",{"name":3286,"slug":3287,"type":16},"2026-04-19T06:45:40.804",490]