Finance tasks
Buyer listExcel financial modeling
Indexedanthropics/financial-services
Buyer ListFinance Skill
Instructions for grouping strategic buyers and financial sponsors, assessing fit, and preparing a tiered workbook with contact mapping. Current deal activity, fund capacity, and decision makers require evidence the directory does not supply. Tiers express research judgments; the Skill does not contact buyers or execute a transaction.
- Assessment score
- 56/100
- Snapshot risk
- Medium
- Audit conclusion
- Needs review
How the assessment score works
Pineify weights evidence recorded from the captured files: Skill structure 15%, Instruction clarity 20%, Dependency transparency 20%, Permission transparency 20%, Safety guardrails 15%, Finance task fit 10%. Each signal receives full credit for Yes, one-quarter credit for unknown, and none for No.
The score is not an output accuracy test or user rating. Read the findings and financial assumptions even when the score is high. Risk labels summarize recorded permissions and findings; they do not measure investment risk or certify that installation is safe.
Discovery
What this Skill helps an agent do.
Use the tasks and topics below to judge whether the captured workflow fits your question. Read its findings, dependencies and data requirements before relying on an output.
Domains and assets
Fundamental analysisPublic equities
Topics
buyer-listsell-side-mastrategic-buyersfinancial-sponsorsacquirer-screeninginvestment-banking
Trust
Evidence from the captured directory.
This content snapshot assessment does not certify the repository, current files, or installation environment. "Not verified" means the captured files did not support 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
- Files reviewed
- 1
- Captured
- 2026-07-29 07:31 UTC
- Snapshot ID
- fsh-buyer-list-2026-07-29-001
Permissions
FilesystemRead
NoNo filesystem read access is required. The workflow operates on user-provided company information and market knowledge.
FilesystemWrite
YesThe workflow outputs an Excel workbook with strategic buyers, financial sponsors, contact mapping, and summary statistics.
NetworkAccess
Not verifiedRecent acquisitions, fund deployment, and current decision makers must be researched; the source does not identify a provider or define whether research is supplied offline or fetched online.
ShellExecution
NoNo shell commands or scripts are included or referenced in the captured directory.
CodeExecution
NoNo code files or code execution instructions are present in the captured directory.
ExternalCredentials
Not verifiedNo provider or authentication method is specified for the requested buyer research.
Dependencies
No dependencies were named in this captured record.
Data sources named by the Skill
User-provided company information
User provides target company information and sell-side process parameters.
Snapshot assessment
56/100
Pineify Finance Skill snapshot assessment, version 1.0.0. Generated 2026-10-20 00:00 UTC.
Medium risk · Needs review
Skill structure
80/100Instruction clarity
100/100Dependency transparency
15/100Permission transparency
31/100Safety guardrails
29/100Finance task fit
100/100Audit findings
Medium
Dependency manifest is absent from the snapshot
No requirements.txt or equivalent manifest is included in the captured directory.
Medium
Buyer rankings require current evidence
The source requests recent deals, fund capacity, and contact mapping but supplies no data connector or evidence standard. Tier labels are research judgments, not acquisition probabilities. The output is a proposed buyer list; no outreach or transaction execution capability is bundled.
Low
Financial advice boundary is absent
The workflow builds buyer universes for sell-side M&A processes but includes no explicit investment advice disclaimer.
Sources and relations
Context around this Skill.
Repository
anthropics/financial-services
topic
Buyer list
agent
Claude Code
collection
Investment banking
guide
Reviewing finance skills before install
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.