financial-modeling

Standardizes construction of DCF, LBO, and operating projection models.

1|Updated Mar 5, 2026
One-click install
npx skills add https://github.com/smrik/ai-fund --skill financial-modeling-smrik
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: financial-modeling
Source: https://github.com/smrik/ai-fund/tree/main/skills/financial-modeling
Command: npx skills add https://github.com/smrik/ai-fund --skill financial-modeling-smrik

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill eliminates the risk of error-prone, undocumented financial modeling by enforcing a structured, multi-phase workflow that ensures consistency, transparency, and logical integrity in valuation and projection tasks.

Core Features & Use Cases

  • Structured Workflow: Guides users through scoping, architecture, assumption documentation, building, validation, and final reporting.
  • Error Prevention: Mandates explicit error checks, input separation, and anti-rationalization protocols to ensure model reliability.
  • Use Case: Use this skill to construct a robust DCF or LBO model where every assumption is sourced, sensitivity analysis is performed, and the final output includes a comprehensive audit trail for stakeholders.

Quick Start

Initiate the financial modeling workflow by providing the model purpose and the type of valuation required to the financial-modeler agent.

Frequently Asked Questions about financial-modeling

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I build a DCF model with a documented audit trail?▼

To build a DCF model with an audit trail, use a structured six-phase workflow that enforces strict separation of inputs and calculations, documents all assumptions in a register, and runs automated validation checks.

What is the best way to perform sensitivity analysis in an LBO model?▼

The best way to perform sensitivity analysis in an LBO model is to mandate explicit error checks and input separation, ensuring high-fidelity projection reliability while preventing common analytical biases.

How does separating inputs and calculations improve financial modeling?▼

Separating inputs and calculations improves financial modeling by ensuring model auditability, enforcing logical integrity, and preventing undocumented assumptions from corrupting complex valuation and projection tasks.

Can I automate validation checks for complex operating projections?▼

Yes, you can automate validation checks for complex operating projections by following a rigorous architectural framework that mandates explicit error checks and anti-rationalization protocols.

When do I need a structured six-phase workflow for valuation tasks?▼

You need a structured six-phase workflow for valuation tasks when building rigorous, audit-ready financial models that require high-fidelity sensitivity analysis and documented assumption registers for stakeholders.

Why do financial models fail without documented assumption registers?▼

Financial models fail without documented assumption registers because undocumented inputs create error-prone analytical biases, undermining model reliability, transparency, and logical integrity during stakeholder audits.