pitch-agent

Skills (11)

• Skill 3-statement-model

  Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) .

  Any agent

  npx skills add anthropics/financial-services --skill 3-statement-model

• Skill audit-xls

  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…

  Any agent

  npx skills add anthropics/financial-services --skill audit-xls

• Skill comps-analysis

  Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.

  Any agent

  npx skills add anthropics/financial-services --skill comps-analysis

• Skill dcf-model

  Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC…

  Any agent

  npx skills add anthropics/financial-services --skill dcf-model

• Skill deck-refresh

  Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the…

  Any agent

  npx skills add anthropics/financial-services --skill deck-refresh

• Skill ib-check-deck

  Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against…

  Any agent

  npx skills add anthropics/financial-services --skill ib-check-deck

• Skill lbo-model

  This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations.

  Any agent

  npx skills add anthropics/financial-services --skill lbo-model

• Skill pitch-deck

  Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides…

  Any agent

  npx skills add anthropics/financial-services --skill pitch-deck

• Skill pptx-author

  Produce a .pptx file on disk (headless) instead of driving a live PowerPoint document — for managed-agent sessions with no open Office app.

  Any agent

  npx skills add anthropics/financial-services --skill pptx-author

• Skill sector-overview

  Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends.

  Any agent

  npx skills add anthropics/financial-services --skill sector-overview

• Skill xlsx-author

  Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

  Any agent

  npx skills add anthropics/financial-services --skill xlsx-author

Agents (1)

• Agent pitch-agent

  End-to-end investment banking pitch agent. Given a target company and a strategic situation (e.g., "exploring strategic alternatives"), autonomously pulls comps and precedents from market data…

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.