Indexedanthropics/financial-services

Buyer List Finance Skill

An investment banking workflow for building buyer universes in sell-side M&A. 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.

Snapshot quality

61/100

Risk

Medium

Audit

Needs review

Assessment time

2026-07-29 07:31 UTC

Install with a fresh review

The copied prompt tells your agent to scan the complete current directory before installing it.

View current source

Current upstream content may differ from the assessed snapshot. The source link opens the current Skill path, not a pinned revision.

Discovery

What this Skill helps an agent do

Search metadata is limited to this summary, the controlled finance taxonomy, and relation labels. Detailed upstream instructions are not part of the Search Index.

Finance tasks

Buyer listExcel financial modeling

Domains and assets

Fundamental analysisPublic equities

Search aliases and tags

buyer universepotential acquirerswho would buy thisstrategic buyersfinancial sponsorsbuyer screeningbuyer-listsell-side-mastrategic-buyersfinancial-sponsorsacquirer-screeninginvestment-banking

Trust

Evidence from the captured directory

This is a content snapshot assessment. It does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not provide enough evidence for a Yes or No conclusion.

License

Apache-2.0Yes

GitHub reports the repository license as Apache License 2.0.

Review state

Automated review
Automated review
Install tested
No
Human reviewed
Not verified

Snapshot

Snapshot ID
fsh-buyer-list-2026-07-29-001
Files reviewed
1
Captured
2026-07-29 07:31 UTC

Permissions

FilesystemRead

No

No filesystem read access is required. The workflow operates on user-provided company information and market knowledge.

FilesystemWrite

Yes

The workflow outputs an Excel workbook with strategic buyers, financial sponsors, contact mapping, and summary statistics.

NetworkAccess

No

No network access is required or referenced. The workflow relies on user-provided information and the agent knowledge base.

ShellExecution

No

No shell commands or scripts are included or referenced in the captured directory.

CodeExecution

No

No code files or code execution instructions are present in the captured directory.

ExternalCredentials

No

No external credentials or paid data sources are referenced.

Dependencies

Data sources named by the Skill

User-provided company information

User provides target company information and sell-side process parameters.

Snapshot assessment

61/100

Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-07-29 07:31 UTC.

Medium risk. Needs review.

Skill structure

80/100

Instruction clarity

100/100

Dependency transparency

15/100

Permission transparency

50/100

Safety guardrails

40/100

Finance task fit

100/100

Audit findings

Medium

Dependency manifest is absent from the snapshot

No requirements.txt or equivalent manifest is included in the captured directory.

Low

Financial advice boundary is absent

The workflow builds buyer universes for sell-side M&A processes but includes no explicit investment advice disclaimer.

Content

The pages and relations around this Skill

Skill

Buyer List

Repository

anthropics/financial-services

topic

Buyer list

P0 relation label. No public page yet.

agent

Claude Code

P0 relation label. No public page yet.

collection

Investment banking

P0 relation label. No public page yet.

guide

Reviewing finance skills before install

P0 relation label. No public page yet.

Registry

Read this record as data

The public record includes the page-safe snapshot, evidence, assessment, taxonomy, and relations. Internal revision fields stay outside the public projection.

Record ID
github:anthropics/financial-services:plugins/vertical-plugins/investment-banking/skills/buyer-list
Snapshot ID
fsh-buyer-list-2026-07-29-001
This page is an informational registry entry, not investment advice or a security guarantee. A high content quality score does not make the Skill safe for every environment. Review current files, permissions, data sources, and financial assumptions before use.