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Handles scale variants, precision variants, unit style variants, embedded numbers in charts and footnotes, and flags derived numbers that may become stale.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/financial-analysis/skills/deck-refresh", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/deck-refresh", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/deck-refresh", "tags": [ "deck-refresh", "presentation-update", "quarterly-refresh", "earnings-update", "comp-roll", "financial-analysis" ], "aliases": [ "update the deck", "refresh the comps", "roll this forward", "swap in the new earnings", "deck update", "presentation refresh" ], "tasks": [ "deck-refresh", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [ { "name": "PowerPoint or .pptx editor", "kind": "tool", "requirement": "PowerPoint add-in or .pptx file editing capability", "required": { "state": "yes", "value": true, "note": "The workflow edits slides directly in PowerPoint or regenerates and writes back .pptx files.", "sources": [ "snapshot:SKILL.md" ] }, "note": "Works in PowerPoint add-in (Office JS) or chat (regenerate and write back .pptx file)." } ], "permissions": { "filesystemRead": { "state": "yes", "value": true, "note": "The workflow reads the existing deck file and any uploaded Excel files with new data.", "sources": [ "snapshot:SKILL.md" ] }, "filesystemWrite": { "state": "yes", "value": true, "note": "The workflow edits the deck in-place (add-in) or regenerates affected slides and writes the result back (chat).", "sources": [ "snapshot:SKILL.md" ] }, "networkAccess": { "state": "no", "value": false, "note": "No network access is required or referenced. 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The workflow operates on the uploaded or open deck file only.", "sources": [ "snapshot:SKILL.md" ] }, "shellExecution": { "state": "yes", "value": true, "note": "The workflow runs a Python script (scripts/extract_numbers.py) via shell to extract and check numbers from the deck content.", "sources": [ "snapshot:SKILL.md" ] }, "codeExecution": { "state": "yes", "value": true, "note": "A Python script (scripts/extract_numbers.py, 306 lines) is included in the captured directory and executed as part of the workflow.", "sources": [ "snapshot:SKILL.md", "snapshot:scripts/extract_numbers.py" ] }, "externalCredentials": { "state": "no", "value": false, "note": "No external credentials or paid data sources are referenced.", "sources": [ "snapshot:SKILL.md" ] } }, "dataSources": [ { "name": "User-provided presentation", "kind": "user-input", "required": { "state": "yes", "value": true, "note": "The workflow requires a presentation file (.pptx) to review.", "sources": [ "snapshot:SKILL.md" ] }, "note": "User provides the pitch deck or client-ready presentation for QC review." } ], "installTested": { "state": "no", "value": false, "note": "P0 records automated snapshot review only. Installation was not tested.", "sources": [ "registry:p0-review-policy" ] }, "humanReviewed": { "state": "unknown", "note": "No human review evidence is recorded for this snapshot.", "sources": [ "registry:p0-review-policy" ] }, "relations": [ { "id": "topic:ib-check-deck", "type": "topic", "label": "IB deck check", "pageStatus": "label-only" }, { "id": "agent:claude-code", "type": "agent", "label": "Claude Code", "pageStatus": "label-only" }, { "id": "collection:financial-analysis", "type": "collection", "label": "Financial analysis", "pageStatus": "label-only" }, { "id": "guide:reviewing-finance-skills", "type": "guide", "label": "Reviewing finance skills before install", "pageStatus": "label-only" } ], "snapshot": { "id": "fsh-ib-check-deck-2026-07-29-001", "capturedAt": "2026-07-29T07:31:00Z", "fileCount": 4, "totalBytes": 17806, "files": [ { "path": "SKILL.md", "size": 4030 }, { "path": "references/ib-terminology.md", "size": 2040 }, { "path": "references/report-format.md", "size": 1431 }, { "path": "scripts/extract_numbers.py", "size": 10305 } ] }, "assessment": { "methodology": { "id": "pineify-finance-skill-snapshot-assessment", "version": "1.0.0", "label": "Pineify Finance Skill snapshot assessment" }, "snapshotId": "fsh-ib-check-deck-2026-07-29-001", "generatedAt": "2026-07-29T07:31:00Z", "qualityScore": 79, "dimensionScores": { "skillStructure": 100, "instructionClarity": 100, "dependencyTransparency": 65, "permissionTransparency": 75, "safetyGuardrails": 40, "financeTaskFit": 100 }, "riskLevel": "medium", "auditConclusion": "needs-review", "findings": [ { "id": "included-script-execution", "severity": "medium", "title": "Included Python script requires execution", "detail": "The skill includes a 306-line Python script (scripts/extract_numbers.py) that is executed as part of the workflow. 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It covers template analysis, section-by-section formula filling (Sources & Uses, Operating Model, Debt Schedule, Returns Analysis, Sensitivity Tables), formula color conventions (blue/black/purple/green), fill color palette, circular reference handling with beginning balances, debt paydown waterfalls, IRR/MOIC returns with correct signs, odd-dimension sensitivity tables, section-by-section user checkpoints, and a comprehensive verification checklist.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/financial-analysis/skills/lbo-model", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/financial-analysis/skills/lbo-model", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/lbo-model", "tags": [ "lbo-model", "leveraged-buyout", "private-equity", "sources-and-uses", "debt-schedule", "irr-moic", "financial-analysis" ], "aliases": [ "lbo", "leveraged buyout model", "pe model", "buyout model", "sources and uses", "deal model" ], "tasks": [ "lbo-model", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [ { "name": "openpyxl", "kind": "library", "requirement": "Python library for standalone .xlsx file generation", "required": { "state": "unknown", "note": "openpyxl is referenced for standalone .xlsx files but may not be installed in the user environment.", "sources": [ "snapshot:SKILL.md" ] }, "note": "Python openpyxl library for generating Excel files with formulas and formatting." }, { "name": "recalc.py", "kind": "tool", "requirement": "Formula validation script for recalculation", "required": { "state": "unknown", "note": "A recalc.py script is referenced at /mnt/skills/public/xlsx/recalc.py for formula validation but is not included in the captured directory.", "sources": [ "snapshot:SKILL.md" ] }, "note": "External formula validation script that must return success with zero errors." } ], "permissions": { "filesystemRead": { "state": "yes", "value": true, "note": "The workflow reads template files (e.g. examples/LBO_Model.xlsx) and user-provided templates.", "sources": [ "snapshot:SKILL.md" ] }, "filesystemWrite": { "state": "yes", "value": true, "note": "The workflow generates Excel model files with formulas, formatting, and cell color conventions.", "sources": [ "snapshot:SKILL.md" ] }, "networkAccess": { "state": "no", "value": false, "note": "No network access is required or referenced. 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It covers six steps: understanding the target, identifying strategic buyers (direct competitors, adjacent players, vertical integrators, platform builders), identifying financial sponsors (platform investors, add-on buyers, growth equity), tiered prioritization, contact mapping for Tier 1, and producing an Excel workbook with buyer tabs, contact mapping, and summary statistics.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/buyer-list", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/buyer-list", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/buyer-list", "tags": [ "buyer-list", "sell-side-ma", "strategic-buyers", "financial-sponsors", "acquirer-screening", "investment-banking" ], "aliases": [ "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", "financial sponsors", "buyer screening" ], "tasks": [ "buyer-list", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. 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Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process.", "summary": "An investment banking workflow for building Confidential Information Memoranda in sell-side M&A. It covers four steps: gathering source materials, structuring the CIM across 8 sections (Executive Summary, Company Overview, Industry Overview, Growth Opportunities, Customers & Sales, Operations, Financial Overview, Appendix), applying drafting guidelines (professional tone, data-driven claims, 40-60 pages), and producing a Word document with Excel appendix and embedded charts.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/cim-builder", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/cim-builder", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/cim-builder", "tags": [ "cim-builder", "confidential-information-memorandum", "sell-side-ma", "offering-memorandum", "investment-banking" ], "aliases": [ "cim", "confidential information memorandum", "offering memorandum", "info memo", "draft cim", "sell-side materials" ], "tasks": [ "cim-builder", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. 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It covers five steps: deal setup (name, client, type, role, size, stage, team, key dates), milestone tracking (18 milestones from engagement to close with status), action items (running list with owner, due date, priority), weekly deal review (per-deal status and pipeline summary), and producing an Excel workbook with pipeline overview, milestone tracker tabs, action item list, and weekly review summary.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/deal-tracker", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/deal-tracker", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/deal-tracker", "tags": [ "deal-tracker", "deal-pipeline", "ma-process-tracking", "milestone-tracking", "investment-banking" ], "aliases": [ "deal status", "where are we on", "process update", "deal pipeline", "weekly deal review" ], "tasks": [ "deal-tracker", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. 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Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms.", "summary": "An investment banking workflow for building M&A accretion/dilution models. It covers seven steps: gathering acquirer/target/deal term inputs, purchase price analysis (premium, EV/EBITDA, P/E implied), sources & uses, pro forma EPS calculation (year 1-3 with synergies, foregone interest, new debt interest, intangible amortization), sensitivity analysis (synergies vs premium, cash/stock mix), breakeven synergies, and producing an Excel workbook with one-page merger consequences summary.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/merger-model", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/merger-model", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/merger-model", "tags": [ "merger-model", "accretion-dilution", "pro-forma-eps", "ma-modeling", "synergy-analysis", "investment-banking" ], "aliases": [ "accretion dilution", "ma model", "pro forma eps", "merger consequences", "deal impact analysis" ], "tasks": [ "merger-model", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. The workflow operates on user-provided deal inputs.", "sources": [ "snapshot:SKILL.md" ] }, "filesystemWrite": { "state": "yes", "value": true, "note": "The workflow outputs an Excel workbook with assumptions, sources & uses, pro forma income statement, accretion/dilution summary, sensitivity tables, and breakeven analysis, plus a one-page merger consequences summary.", "sources": [ "snapshot:SKILL.md" ] }, "networkAccess": { "state": "no", "value": false, "note": "No network access is required or referenced. 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Use when user provides a PowerPoint template to fill in, has source data (Excel/CSV) to populate into slides, mentions populating or filling a pitch deck template, or needs to transfer data into existing slide layouts. Not for creating presentations from scratch.", "summary": "An investment banking workflow for populating pitch deck PowerPoint templates with financial data. It covers five phases: data extraction (backup, identify sources, validate numbers, standardize units), content mapping (analyze template, map data to sections), template population (remove placeholder boxes, populate content, apply formatting, create table objects), validate-fix-repeat (visual validation via LibreOffice, 9-point checklist, 3-cycle fix protocol), and final verification. 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Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics.", "summary": "An investment banking workflow for drafting sell-side M&A process letters. It covers five steps: determining letter type (initial, IOI, final bid, management meeting), initial process letter/IOI instructions (6 sections including IOI requirements with valuation, consideration, financing, diligence, timeline, and strategic rationale), final bid/second round letter (8 additional requirements including SPA markup, committed financing, exclusivity, regulatory, and evaluation criteria), management meeting invitation (logistics, attendees, agenda, ground rules, materials, follow-up), and producing a Word document with track changes for client review.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/process-letter", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/process-letter", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/process-letter", "tags": [ "process-letter", "bid-instructions", "ioi-letter", "sell-side-ma", "investment-banking" ], "aliases": [ "bid instructions", "ioi letter", "bid procedures", "final round letter", "management meeting invite" ], "tasks": [ "process-letter", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. The workflow operates on user-provided deal information.", "sources": [ "snapshot:SKILL.md" ] }, "filesystemWrite": { "state": "yes", "value": true, "note": "The workflow outputs a Word document (.docx) with professional letter formatting, firm letterhead placeholder, and a track changes version for client review.", "sources": [ "snapshot:SKILL.md" ] }, "networkAccess": { "state": "no", "value": false, "note": "No network access is required or referenced.", "sources": [ "snapshot:SKILL.md" ] }, "shellExecution": { "state": "no", "value": false, "note": "No shell commands or scripts are included or referenced in the captured directory.", "sources": [ "snapshot:SKILL.md" ] }, "codeExecution": { "state": "no", "value": false, "note": "No code files or code execution instructions are present in the captured directory.", "sources": [ "snapshot:SKILL.md" ] }, "externalCredentials": { "state": "no", "value": false, "note": "No external credentials or paid data sources are referenced.", "sources": [ "snapshot:SKILL.md" ] } }, "dataSources": [ { "name": "User-provided deal information", "kind": "user-input", "required": { "state": "yes", "value": true, "note": "The workflow requires deal code name, seller objectives, process timeline, key dates, IOI/final bid requirements, and management meeting logistics.", "sources": [ "snapshot:SKILL.md" ] }, "note": "User provides deal parameters and process requirements for the letter drafting." } ], "installTested": { "state": "no", "value": false, "note": "P0 records automated snapshot review only. Installation was not tested.", "sources": [ "registry:p0-review-policy" ] }, "humanReviewed": { "state": "unknown", "note": "No human review evidence is recorded for this snapshot.", "sources": [ "registry:p0-review-policy" ] }, "relations": [ { "id": "topic:process-letter", "type": "topic", "label": "Process letter", "pageStatus": "label-only" }, { "id": "agent:claude-code", "type": "agent", "label": "Claude Code", "pageStatus": "label-only" }, { "id": "collection:investment-banking", "type": "collection", "label": "Investment banking", "pageStatus": "label-only" }, { "id": "guide:reviewing-finance-skills", "type": "guide", "label": "Reviewing finance skills before install", "pageStatus": "label-only" } ], "snapshot": { "id": "fsh-process-letter-2026-07-29-001", "capturedAt": "2026-07-29T07:31:00Z", "fileCount": 1, "totalBytes": 3631, "files": [ { "path": "SKILL.md", "size": 3631 } ] }, "assessment": { "methodology": { "id": "pineify-finance-skill-snapshot-assessment", "version": "1.0.0", "label": "Pineify Finance Skill snapshot assessment" }, "snapshotId": "fsh-process-letter-2026-07-29-001", "generatedAt": "2026-07-29T07:31:00Z", "qualityScore": 61, "dimensionScores": { "skillStructure": 80, "instructionClarity": 100, "dependencyTransparency": 15, "permissionTransparency": 50, "safetyGuardrails": 40, "financeTaskFit": 100 }, "riskLevel": "medium", "auditConclusion": "needs-review", "findings": [ { "id": "missing-dependency-manifest", "severity": "medium", "title": "Dependency manifest is absent from the snapshot", "detail": "No requirements.txt or equivalent manifest is included in the captured directory.", "evidence": [ "snapshot:SKILL.md", "snapshot:file-manifest" ] }, { "id": "no-financial-advice-boundary", "severity": "low", "title": "Financial advice boundary is absent", "detail": "The workflow drafts M&A process letters but includes no explicit investment advice disclaimer.", "evidence": [ "snapshot:SKILL.md" ] } ] } }, { "id": "github:anthropics/financial-services:plugins/vertical-plugins/investment-banking/skills/strip-profile", "slug": "strip-profile", "name": "Strip Profile", "description": "Create professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.", "summary": "An investment banking workflow for creating professional company strip profiles. It covers three steps: clarifying requirements (single vs multi-slide, focus areas), research and planning (SEC filings, Bloomberg, FactSet, CapIQ for financials, valuation, growth, ownership, segments), and slide-by-slide creation with PptxGenJS (4:3 format, quadrant layouts, charts, tables, mandatory visual review via soffice/pdftoppm, per-slide user approval gates). Includes detailed formatting standards, font sizes, chart code examples, and a quality checklist at IB standard.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/strip-profile", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/strip-profile", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/strip-profile", "tags": [ "strip-profile", "company-profile", "pitch-book", "powerpoint-generation", "investment-banking" ], "aliases": [ "company profile", "strip profile slides", "ib company profile", "pitch book profile" ], "tasks": [ "strip-profile", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "sec-edgar", "bloomberg", "factset", "web-market-data", "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [ { "name": "PptxGenJS", "kind": "library", "requirement": "JavaScript library for programmatic PowerPoint file generation", "required": { "state": "yes", "value": true, "note": "The workflow uses PptxGenJS for all PowerPoint generation including slides, charts, tables, shapes, and text formatting.", "sources": [ "snapshot:SKILL.md" ] }, "note": "PptxGenJS is a JavaScript library for creating PowerPoint files programmatically." }, { "name": "LibreOffice (soffice)", "kind": "runtime", "requirement": "LibreOffice is used for visual validation by converting PPTX to PDF", "required": { "state": "yes", "value": true, "note": "The workflow uses soffice --headless --convert-to pdf for visual validation of each slide.", "sources": [ "snapshot:SKILL.md" ] }, "note": "LibreOffice is used for validation only, not for editing." }, { "name": "pdftoppm", "kind": "tool", "requirement": "pdftoppm converts PDF slides to JPEG images for visual validation", "required": { "state": "yes", "value": true, "note": "The workflow uses pdftoppm -jpeg -r 150 to convert PDF to slide images for visual review.", "sources": [ "snapshot:SKILL.md" ] }, "note": "pdftoppm is part of poppler-utils and is used for visual validation only." } ], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. The workflow operates on researched data from web sources and market data providers.", "sources": [ "snapshot:SKILL.md" ] }, "filesystemWrite": { "state": "yes", "value": true, "note": "The workflow generates PowerPoint files using PptxGenJS and converts them to PDF/images for visual validation.", "sources": [ "snapshot:SKILL.md" ] }, "networkAccess": { "state": "yes", "value": true, "note": "The workflow requires web search for company brand colors and references data sources including BamSEC, SEC EDGAR, Bloomberg, FactSet, and CapIQ for market data and consensus estimates.", "sources": [ "snapshot:SKILL.md" ] }, "shellExecution": { "state": "yes", "value": true, "note": "The workflow uses shell commands for visual validation: soffice --headless --convert-to pdf and pdftoppm for converting slides to images for visual review.", "sources": [ "snapshot:SKILL.md" ] }, "codeExecution": { "state": "yes", "value": true, "note": "The workflow uses PptxGenJS (JavaScript library) for programmatic PowerPoint generation, including charts, tables, shapes, and text formatting.", "sources": [ "snapshot:SKILL.md" ] }, "externalCredentials": { "state": "yes", "value": true, "note": "The workflow references Bloomberg, FactSet, and CapIQ as market data sources, which require paid subscriptions.", "sources": [ "snapshot:SKILL.md" ] } }, "dataSources": [ { "name": "SEC EDGAR / BamSEC", "kind": "filing", "required": { "state": "yes", "value": true, "note": "Company filings (Item 1. Business, MD&A) are the primary data source for company information.", "sources": [ "snapshot:SKILL.md" ] }, "note": "SEC EDGAR and BamSEC for company filings and business descriptions." }, { "name": "Bloomberg / FactSet / CapIQ", "kind": "market-data", "required": { "state": "yes", "value": true, "note": "Market data (price, shares, market cap, net debt, EV, ownership) and consensus estimates (NTM revenue, EBITDA, EPS) from these providers.", "sources": [ "snapshot:SKILL.md" ] }, "note": "Paid market data terminals for financial metrics and consensus estimates." }, { "name": "Web search", "kind": "web", "required": { "state": "yes", "value": true, "note": "Web search is required for company brand colors and recent press releases from last 90 days.", "sources": [ "snapshot:SKILL.md" ] }, "note": "Web search for brand colors, press releases, M&A activity, and guidance changes." } ], "installTested": { "state": "no", "value": false, "note": "P0 records automated snapshot review only. Installation was not tested.", "sources": [ "registry:p0-review-policy" ] }, "humanReviewed": { "state": "unknown", "note": "No human review evidence is recorded for this snapshot.", "sources": [ "registry:p0-review-policy" ] }, "relations": [ { "id": "topic:strip-profile", "type": "topic", "label": "Strip profile", "pageStatus": "label-only" }, { "id": "agent:claude-code", "type": "agent", "label": "Claude Code", "pageStatus": "label-only" }, { "id": "collection:investment-banking", "type": "collection", "label": "Investment banking", "pageStatus": "label-only" }, { "id": "guide:reviewing-finance-skills", "type": "guide", "label": "Reviewing finance skills before install", "pageStatus": "label-only" } ], "snapshot": { "id": "fsh-strip-profile-2026-07-29-001", "capturedAt": "2026-07-29T07:31:00Z", "fileCount": 1, "totalBytes": 16948, "files": [ { "path": "SKILL.md", "size": 16948 } ] }, "assessment": { "methodology": { "id": "pineify-finance-skill-snapshot-assessment", "version": "1.0.0", "label": "Pineify Finance Skill snapshot assessment" }, "snapshotId": "fsh-strip-profile-2026-07-29-001", "generatedAt": "2026-07-29T07:31:00Z", "qualityScore": 74, "dimensionScores": { "skillStructure": 80, "instructionClarity": 100, "dependencyTransparency": 30, "permissionTransparency": 75, "safetyGuardrails": 70, "financeTaskFit": 100 }, "riskLevel": "medium", "auditConclusion": "needs-review", "findings": [ { "id": "missing-dependency-manifest", "severity": "medium", "title": "Dependency manifest is absent from the snapshot", "detail": "No requirements.txt or equivalent manifest is included in the captured directory, though PptxGenJS, soffice, and pdftoppm are referenced.", "evidence": [ "snapshot:SKILL.md", "snapshot:file-manifest" ] }, { "id": "missing-example-file", "severity": "low", "title": "Referenced example file is not included", "detail": "The SKILL.md references examples/Nike_Strip_Profile_Example.pptx for layout inspiration, but this file is not included in the captured directory.", "evidence": [ "snapshot:SKILL.md" ] }, { "id": "no-financial-advice-boundary", "severity": "low", "title": "Financial advice boundary is absent", "detail": "The workflow produces IB pitch book materials but includes no explicit investment advice disclaimer.", "evidence": [ "snapshot:SKILL.md" ] } ] } }, { "id": "github:anthropics/financial-services:plugins/vertical-plugins/investment-banking/skills/teaser", "slug": "teaser", "name": "Teaser", "description": "Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company identity, designed to gauge buyer interest before NDA execution.", "summary": "An investment banking workflow for drafting anonymous one-page company teasers for sell-side M&A processes. It covers four steps: gathering inputs (company description, sector, financial metrics, geography, selling points, anonymization guidance, target buyer audience), teaser structure (header with deal code name, company description, investment highlights, financial summary table, transaction overview), anonymization check (no company name, brand names, specific cities, named customers, identifiable imagery), and output (Word, PDF, optional PowerPoint). Designed to generate buyer interest before NDA execution.", "status": "indexed", "reviewStatus": "automated-review", "repositoryId": "github:anthropics/financial-services", "sourcePath": "plugins/vertical-plugins/investment-banking/skills/teaser", "currentSourceUrl": "https://github.com/anthropics/financial-services/tree/main/plugins/vertical-plugins/investment-banking/skills/teaser", "pagePath": "/finance-skills-hub/skills/anthropics/financial-services/teaser", "tags": [ "teaser", "blind-teaser", "anonymous-profile", "sell-side-ma", "investment-banking" ], "aliases": [ "blind teaser", "anonymous profile", "one-pager for process", "draft teaser for sell-side" ], "tasks": [ "teaser", "excel-financial-modeling" ], "domains": [ "fundamental-analysis" ], "assetClasses": [ "public-equities" ], "markets": [ "global-public-markets" ], "dataProviders": [ "user-provided-data" ], "supportedAgents": [ "Claude Code", "Claude Cowork" ], "dependencies": [], "permissions": { "filesystemRead": { "state": "no", "value": false, "note": "No filesystem read access is required. The workflow operates on user-provided company information.", "sources": [ "snapshot:SKILL.md" ] }, "filesystemWrite": { "state": "yes", "value": true, "note": "The workflow outputs a Word document (.docx), a PDF version for distribution, and an optional PowerPoint version (single slide).", "sources": [ "snapshot:SKILL.md" ] }, "networkAccess": { "state": "no", "value": false, "note": "No network access is required or referenced.", "sources": [ "snapshot:SKILL.md" ] }, "shellExecution": { "state": "no", "value": false, "note": "No shell commands or scripts are included or referenced in the captured directory.", "sources": [ "snapshot:SKILL.md" ] }, "codeExecution": { "state": "no", "value": false, "note": "No code files or code execution instructions are present in the captured directory.", "sources": [ "snapshot:SKILL.md" ] }, "externalCredentials": { "state": "no", "value": false, "note": "No external credentials or paid data sources are referenced.", "sources": [ "snapshot:SKILL.md" ] } }, "dataSources": [ { "name": "User-provided company information", "kind": "user-input", "required": { "state": "yes", "value": true, "note": "The workflow requires company description, sector, key financial metrics, geographic footprint, key selling points, anonymization guidance, and target buyer audience.", "sources": [ "snapshot:SKILL.md" ] }, "note": "User provides all company information for the teaser drafting." } ], "installTested": { "state": "no", "value": false, "note": "P0 records automated snapshot review only. Installation was not tested.", "sources": [ "registry:p0-review-policy" ] }, "humanReviewed": { "state": "unknown", "note": "No human review evidence is recorded for this snapshot.", "sources": [ "registry:p0-review-policy" ] }, "relations": [ { "id": "topic:teaser", "type": "topic", "label": "Teaser", "pageStatus": "label-only" }, { "id": "agent:claude-code", "type": "agent", "label": "Claude Code", "pageStatus": "label-only" }, { "id": "collection:investment-banking", "type": "collection", "label": "Investment banking", "pageStatus": "label-only" }, { "id": "guide:reviewing-finance-skills", "type": "guide", "label": "Reviewing finance skills before install", "pageStatus": "label-only" } ], "snapshot": { "id": "fsh-teaser-2026-07-29-001", "capturedAt": "2026-07-29T07:31:00Z", "fileCount": 1, "totalBytes": 2901, "files": [ { "path": "SKILL.md", "size": 2901 } ] }, "assessment": { "methodology": { "id": "pineify-finance-skill-snapshot-assessment", "version": "1.0.0", "label": "Pineify Finance Skill snapshot assessment" }, "snapshotId": "fsh-teaser-2026-07-29-001", "generatedAt": "2026-07-29T07:31:00Z", "qualityScore": 65, "dimensionScores": { "skillStructure": 80, "instructionClarity": 100, "dependencyTransparency": 15, "permissionTransparency": 50, "safetyGuardrails": 65, "financeTaskFit": 100 }, "riskLevel": "medium", "auditConclusion": "needs-review", "findings": [ { "id": "missing-dependency-manifest", "severity": "medium", "title": "Dependency manifest is absent from the snapshot", "detail": "No requirements.txt or equivalent manifest is included in the captured directory.", "evidence": [ "snapshot:SKILL.md", "snapshot:file-manifest" ] }, { "id": "no-financial-advice-boundary", "severity": "low", "title": "Financial advice boundary is absent", "detail": "The workflow drafts M&A teaser materials but includes no explicit investment advice disclaimer.", "evidence": [ "snapshot:SKILL.md" ] } ] } } ] }