Models & Analysis
Datapack Builder
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.
What you get
A live Excel workbook with every formula intact, so you can edit any assumption and watch the model update.
How it works
- Add your sources — data room, financials, filings, or notes.
- Ask for a datapack builder in plain English.
- Get a client-ready model, cited back to your data.
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Related skills
Model
3 Statement Model
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.
Model
Audit XLS
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).
Model
Clean Data XLS
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.
Put this skill to work
Start a free pilot and turn your data into client-ready deliverables in minutes.