3 Statement Model
anthropics/financial-services/plugins/agent-plugins/model-builder/skills/3-statement-modelby anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago
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. Triggers include requests to fill in, complete, or populate a 3-statement model template
- 574ed3624aebCurrentcommit 574ed36Published Oct 8, 2026
Source and attribution
Source:anthropics/financial-servicesinplugins/agent-plugins/model-builder/skills/3-statement-modelat commit574ed36
License: No license
Content belongs to its original authors. SourceWeft indexes it from a public repository.
More from anthropics/financial-services
Value Creation Plan
anthropics
Structures post-acquisition value creation plans with revenue, cost and operational levers mapped to an EBITDA bridge.
Swap Curve Strategy
anthropics
Analyzes interest rate swap curves, swap spreads, real rates and curve trade ideas using MCP pricing tools.
Deal Sourcing
anthropics
Guides a private equity deal sourcing pipeline: find target companies, check CRM history, and draft founder outreach emails.
Unit Economics
anthropics
Analyzes unit economics for private equity targets: ARR cohorts, LTV/CAC, net retention, payback and margin waterfall.
Option Vol Analysis
anthropics
Analyzes option volatility by combining vol surfaces, option pricing with Greeks, and historical prices to compare implied and realized vol.
Dd Meeting Prep
anthropics
Prepares question lists, benchmarks and red flags for due diligence meetings such as management presentations and expert calls.
More in Business & Finance
Dd Checklist
anthropics
Builds and tracks sector-tailored due diligence checklists with workstreams, status tracking and red flag escalation.
Deal Screening
anthropics
Screens inbound deal materials against a fund's investment criteria and produces a one-page screening memo.
Macro Rates Monitor
anthropics
Builds macro and rates dashboards from MCP data on GDP, inflation, yield curves, breakevens and swaps.
Ai Readiness
anthropics
Scans a portfolio of companies for AI opportunities and ranks them into one prioritized action list.
Process Letter
anthropics
Drafts sell-side M&A process letters, IOI instructions, final bid procedures and management meeting invitations.
Teaser
anthropics
Drafts anonymous one-page company teasers for sell-side M&A processes, keeping the target's identity hidden until NDA.