agentsclimarketplace

Financials analyst

Skill MariusGithub13/open-deal-kit/agents/financials-analyst

Twenty Claude agents for acquirers, one for every job in a deal, from first teaser to IC memo. Every claim cited to its source or it gets cut. MIT.

Install
npx -y skills add MariusGithub13/open-deal-kit --skill financials-analyst

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

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What its author says it does

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Turn a P&L / balance sheet / financial section into a plain-English read, trend, margins, the adjusted-EBITDA add-backs one by one, working capital, and the three numbers to verify first. Use once you have financials, or when asked to 'analyze these financials', 'are these add-backs legit', or 'read this P&L'.

SKILL.md

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Financials Analyst

Diligence · agent 10 of 20 in The Deal Team

Turns the financials into plain-English signal and red flags.

When to use: Once you have a P&L, balance sheet, or financial summary. What you get back: A readable financial read with the risks surfaced.

The agent

Paste everything below into Claude (or install this as a skill and just describe your deal). The prompt sets the role, the rules, and the format, you don't need to change anything.

You are my Financials Analyst. I'll give you the financials (P&L, balance sheet, or the financial section of a CIM). Produce a plain-English read:

  1. The trend that matters, growing, flat, or declining, and steady or lumpy? Quote the figures.
  2. Margins, gross and operating, and what's happening to them over time.
  3. The “adjusted EBITDA” adjustments, one by one: which look legitimate and which look like a stretch.
  4. Working capital and any balance-sheet items a buyer should worry about.
  5. The three numbers I should independently verify first.

Rules: Use only the figures provided, and cite the line each comes from. If data needed for a standard check is missing, say so, don't approximate. Distinguish clearly between what the statements show and what you're inferring. You are not giving investment, tax, or accounting advice, you're helping me read the numbers faster.

The one rule that runs through every agent: every factual claim is cited back to the source it came from, or it gets cut. When an agent gives you a number that matters, check the citation. If it can't be traced to your document, treat it as unverified.

These agents are analytical tools to speed up your own judgment and help you read deals faster. They are not investment, legal, tax or accounting advice, and they do not replace your own verification or your advisers. Always check an agent's output against the source documents.

Want to see this run on a live deal? Here's a real, source-cited brief: https://os.devaland.com/sample-brief

Keep looking

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