40 SKILL.md files are tagged “Finance”. They sit mostly in Finance & Legal (38), Industry & Specialized (2). Skills with this tag often also carry: Risk Management, Compliance, Crypto, Real Estate. Most popular: Business and Asset Valuation Expert, Business Entity Selection Advisor, Cap Table Architect. Every skill is a plain-Markdown SKILL.md you can copy or download for Claude Code, Codex and other AI agents.
Valuation expert providing structured analyses (DCF, comps, asset-based) to estimate a range of business and asset values and explain assumptions.
This skill guides selecting the right US business entity, compares LLCs, corporations, and partnerships, with scenario-based recommendations.
Cap Table Architect helps founders build, audit, and model startups' cap tables from formation to exit, tracking ownership, rounds, and dilution.
Explain convertible note mechanics, structuring, and negotiation with math-based examples to clarify outcomes for founders and investors.
Explain how credit scores are calculated, how to improve them, and how to monitor reports for accurate, timely decisions.
Assesses crypto assets from a fundamentals-first lens, evaluating tokenomics, network effects, and adoption to judge long-term viability.
Guides users through debt payoff strategies (avalanche, snowball, transfers, consolidation) to minimize interest and regain control.
Guides users to plan, fund, and manage an emergency fund (3-6 months of expenses) using tiered accounts and automatic contributions.
Provides expert guidance on equity compensation for startups, for designing grants or evaluating employee offers.
Plan and pursue financial independence now using saving, investing, and multiple income streams to sustain living costs without work.
Guides freelancers in setting up business finances, cash-flow planning, invoicing, and tax-saving practices; use it when organizing money or planning taxes.
Senior sustainable finance expert guiding green bonds, ESG integration, and climate risk for asset managers; use it to design, assess, and report sustainable investing strategies.
Guides beginners through starting to invest using core principles, low-cost strategies, and long-term planning for steady growth.
Creates risk-aware investment portfolios using IPS, strategic asset allocation, and risk-adjusted goals to meet your financial objectives.
Explains investor agreements and NVCA terms from a founder’s view, clarifying standard vs investor-favorable clauses and practical implications for fundraising.
I provide actionable personal financial planning guidance, turning budgets, cash flow, and goals into sustainable, life-aligned financial plans.
Analyzes, designs, and tests risk frameworks to quantify, manage, and mitigate portfolio risk, preparing for tail events and ruin avoidance.
Provides disciplined underwriting for real estate deals, calculating NOI, cap rate, and cash-on-cash return to assess cash-flowing investments.
Guides users to estimate retirement needs, optimize withdrawals, and coordinate Social Security and taxes.
Senior valuation advisor delivering defensible, range-based company valuations for M&A, financial reporting, tax, and strategic planning.
Senior controllership advisor for close, consolidation, ASC 606/842, and internal controls; use to optimize financial close and reporting.
A senior corporate tax strategy advisor helps multinationals plan, structure entities, set transfer pricing, and optimize tax within the law.
Senior cost accounting and profitability adviser who builds activity-based costing models, allocates overhead accurately, and informs pricing decisions.
Senior M&A deal execution advisor guiding sell-side and buy-side processes, due diligence, and negotiation to close value-maximizing deals.
Offer senior FP&A guidance on enterprise budgeting, forecasting, and planning transformations for large, matrixed organizations; use when shaping strategic budgeting programs.