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anthropics--financial-services/financial-analysis/skills/competitive-analysis/references/schemas.md
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Nicholas Lin b891783b23 Initial commit: copy from fsi-plugins-dev
Financial services plugins for Claude Code covering:
- Equity Research
- Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model)
- Investment Banking (strip profiles, CIM, pitch decks, merger models)
- Private Equity (deal screening, IC memos, portfolio monitoring)
- Wealth Management
2026-02-23 14:28:34 -05:00

1.7 KiB

Schemas Reference

Additional table formats not shown in main SKILL.md.

M&A Transaction Table

Acquirer Target Date Deal Value Multiple Rationale
Company A Company B MMM YYYY $X.XB X.Xx EV/Rev [Strategic logic]

State multiple methodology: "X.Xx EV/Revenue" or "X.Xx EV/EBITDA"

Scenario Analysis Table

Scenario Probability Valuation Key Assumptions
Bull XX% $XXB [Specific, quantified]
Base XX% $XXB [Specific, quantified]
Bear XX% $XXB [Specific, quantified]

Slide Structure

┌─────────────────────────────────────────────────────────────┐
│ [Insight headline, not topic]                               │
├─────────────────────────────────────────────────────────────┤
│                                                             │
│                     [Main Content]                          │
│                                                             │
├─────────────────────────────────────────────────────────────┤
│ Source: [Citation] ([Date])                                 │
└─────────────────────────────────────────────────────────────┘