Skills

Deliverables AI's default CIM (Confidential Information Memorandum) house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm CIM skill. Produces the full sell-side structure (defaults to ~22-28 slides; scales shorter or much longer to the brief and source depth) (cover, notices, TOC, transaction overview, executive summary, investment highlights, company/products/market/customers, financials, growth plan, management, process, appendices) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Generate a clean executive 1-slide 16:9 company overview — name, tagline, description, key metrics, recent milestones, and a founded/location/stage footer — rendered through the deck engine's `tpl.companyOverview` layout (workspace brand-kit theming when a firm theme is set). Use for board prep, investor updates, competitive reviews, or one-pager intros to portfolio companies. Call the `lookup_brand` tool first to get a `logo_url` and embed the company's logo.

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".

Deliverables AI's default management-presentation house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm management-presentation skill. Produces the deck management uses to present the company to buyers (cover, company overview, products/services, market, customers, financial performance, growth strategy, management team, transaction rationale, appendix) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Deliverables AI's default pitch house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm pitch skill. Produces a sell-side / advisory new-business pitch (cover, situation & objectives, market context, strategic options, valuation perspective, process & timeline, credentials, team, next steps) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Deliverables AI's default pitch-book house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm pitch-book skill. Produces a fuller advisory pitch book (cover, agenda, situation, market landscape, comparable companies, precedent transactions, valuation summary, strategic alternatives, process & timeline, credentials, team, appendix) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

Deliverables AI's default teaser house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm teaser skill. Produces a one-to-two-page anonymized sell-side teaser (project codename, situation summary, financial snapshot, transaction highlights, process contact) in a clean, professional style. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure.

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity).

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis.

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies.

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms.

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits.

Generate a company valuation XLSX from public-market comps — a Comps sheet (operating stats, EV/Revenue, EV/EBITDA, P/E multiples, quartile statistics), a Valuation sheet applying the quartiles to the target's LTM metrics for an implied equity-value range, and an optional DCF cross-check sheet with WACC build and sensitivity grid. All formulas live; edit any input to see the valuation update. The agent sources the peer data; this skill never invents market figures.

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first.

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items.

Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call.

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call.

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation.

Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics.

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap.

Build a screened, ranked target list from Deliverables AI Data B2B data — companies that match an acquisition or sales thesis, each scored for fit with rationale and key contacts. Produces an XLSX screening sheet and a markdown screening brief. The agent runs the company search, people search, enrichment, and fit scoring; this skill formats the result consistently and writes it back to memory.

Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners.

Audit corp dev and M&A contacts at a list of companies. Checks whether existing CRM contacts are still in role via Apollo, ZoomInfo, or LinkedIn web search. Flags stale contacts, confirms active ones, and surfaces net-new contacts the CRM is missing.

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders.

Generate a ranked prospect list and per-lead email drafts in response to a sales trigger — either a relevant news event (acquisition, funding, product launch) or one of our own closed wins (to find lookalikes). Produces an XLSX scoring sheet and a markdown bundle of email drafts ready for human review before sending. The agent supplies the matched leads, scoring, and drafted prose; this skill formats them consistently.

Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews.

Monitor a sector-specific list of public companies through earnings season. For each company: classifies beat/miss/in-line vs consensus, extracts management highlights from the transcript, and surfaces analyst sentiment from email or web search. Outputs an HTML dashboard artifact.

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance.

Research a topic in depth — decompose it into fields, run grounded web research, synthesize a cited brief, and stage it as a durable project Source for later tasks (e.g. a CIM) to consume.

Build a target list, then research each target in parallel, then synthesize a one-page brief.