Add the skills
Unzip the pack and upload the SKILL.md files you want into a Claude Project, or drop the folders into ~/.claude/skills/ for Claude Code.
Free skill pack
Claude for Finance · Volume III
25 Excel Modeling Skills
Strategy and Banking Models, Built by Claude
Twenty-five standalone Claude skills that build real .xlsx models from scratch — DCF, LBO, three-statement, returns waterfalls and more, each with its tab structure, live formulas, formatting conventions and checks written down.
ZIP · 77 KB25 skills · one SKILL.md each2026 edition
Written for
- Bankers and PE associates who rebuild the same models from scratch
- Strategy and corporate development teams sizing markets and deals
- Finance leads who want a house standard for how a model is laid out
How it works
Claude builds the workbook, not a template. Each skill is a recipe: the tab structure, the line items, the live formulas, the formatting conventions and the checks Claude runs before handing the file back.
Ask for the model
Name the skill and hand over your assumptions — “use the lbo-model skill for a five-year hold with these tranches”. No add-in, no plugin, no Microsoft 365 connection.
Open the .xlsx
Claude builds the workbook with live formulas in its code tool, recalculates it, and verifies there are no formula errors before you download it.
Inside the pack
Twenty-five models, in five groups. Every skill stands on its own — take the six you use weekly and leave the rest.
Valuation models
06 skills
DCF Model
dcf-model
Unlevered free cash flow, WACC, dual terminal value, and a WACC-by-growth sensitivity.
Trading Comps
trading-comps
Comparable companies with an EV build, multiples, percentiles and an implied range.
Precedent Transactions
precedent-transactions
Past-deal multiples and premiums applied to the subject company.
Dividend Discount Model
dividend-discount-model
Multi-stage and Gordon-growth DDM with a cost-of-equity build.
Sum of the Parts
sum-of-the-parts
Segment-by-segment valuation bridged to equity and per share.
Football Field
football-field
A floating-bar valuation range chart across every method.
Deal & banking models
06 skills
Three-Statement Model
three-statement-model
Integrated income statement, balance sheet and cash flow that balances.
LBO Model
lbo-model
Sources and uses, debt waterfall, exit, and IRR and MOIC returns.
Debt Schedule
debt-schedule
Tranches, mandatory amortization, a cash sweep, and interest with a circularity break.
Accretion / Dilution
accretion-dilution
Pro forma EPS, the consideration mix, synergies and breakeven.
Sources & Uses
sources-and-uses
Transaction funding and a pro forma capitalization table.
Credit Stats & Covenants
credit-stats-covenant
Leverage, coverage and covenant headroom with pass/fail flags.
Private equity & returns
06 skills
PE Returns Waterfall
pe-returns-waterfall
Return of capital, preferred, GP catch-up and carried interest tiers.
Value Creation Bridge
value-creation-bridge
Equity value split into EBITDA growth, multiple and deleveraging.
Management Incentive Plan
management-incentive-plan
Sweet equity, the preferred stack and a returns ratchet.
Fund Model
fund-model
Capital calls, fees, NAV, the J-curve, and DPI, RVPI, TVPI and net IRR.
IRR & MOIC Calculator
irr-moic-calculator
A returns engine over any dated cash-flow stream, with XIRR.
Dividend Recap Model
dividend-recap-model
Incremental debt capacity, the dividend and the returns impact.
Strategy & market models
04 skills
Market Sizing
market-sizing
TAM, SAM and SOM built top-down and bottom-up, then triangulated.
Revenue Build
revenue-build
A driver-based forecast with a customer roll-forward and a scenario toggle.
Unit Economics
unit-economics
CAC, LTV, payback and a cohort retention grid.
Pricing Model
pricing-model
Price-volume and elasticity to the contribution-maximizing price.
Analysis & decision tools
03 skills
Sensitivity Tables
sensitivity-tables
One- and two-variable data tables on any model output.
Scenario Manager
scenario-manager
A Base, Bull and Bear toggle driving the whole model.
Monte Carlo
monte-carlo
A simulation with no add-in — native or code-computed, with a percentile summary.
Installing
Two ways in, both about a minute. Each skill is one folder holding a single SKILL.md file. Add as many or as few as you need.
As Claude Project knowledge
Unzip the pack, create a Project on claude.ai, and upload the SKILL.md files for the models you want. Claude references them automatically in every conversation inside that project.
As local Claude skills
Drop the skill folders into ~/.claude/skills/ and Claude Code picks them up by name. Add as many or as few as you need — each skill is one folder with a single file.
Scope and disclaimer
These skills are for Claude building a new spreadsheet from scratch — they are not for the Claude for Excel add-in that runs inside Excel itself, and need no plugin or Microsoft 365 connection. Nothing they produce constitutes investment, legal, tax, or accounting advice: they draft analyst work product, every number in the examples is illustrative, and a qualified person still reviews the model before anyone relies on it.