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Valuation

Claude skills & prompts for valuation & modeling

The verified AI skills store for professionals — every skill and prompt written, tested, and human-reviewed in-house. Finance-first.

18 expert AI skills and prompts for Valuation — 11 installable skills and 7 ready-to-paste prompts, each tested and human-reviewed before it ships. Browse them below.

Installable skills (11)

Ready-to-paste prompts (7)

About Valuation on SkillsBank

Valuation work is only as good as the model behind it — a broken formula link, an assumption no one can trace, a build the deal team can't audit. The AI skills and prompts on this page are built to the standards financial modellers already hold themselves to: Wall-Street-convention structure across three-statement models, DCFs and comps, clearly-sourced assumptions, and outputs you can walk a reviewer or an IC through line by line.

Every offering here is written, tested, and human-reviewed in-house before it ships — never scraped from a public repo or crowd-sourced. You bring your own AI assistant (Claude, ChatGPT, and others); we bring the expert instructions that make it produce work at a professional bar, without the prompt-engineering.

Questions

What are Claude skills for financial modeling?

A skill is an installable SKILL.md file that gives your AI assistant a repeatable, expert procedure for a modeling task — building a three-statement model, running a DCF, assembling a comps set, or drafting an IC memo — done the same way every time to Wall-Street convention. You supply your own numbers and judgment; the skill enforces the structure, labelling, and auditability. Prompts cover the shorter, one-off asks.

Do these work with ChatGPT, and can they produce a real Excel model?

Yes. Skills (SKILL.md files) install natively in Claude Code, Cursor, Copilot, Codex, Gemini CLI, and claude.ai; prompts paste into Claude, ChatGPT, Gemini, or any AI assistant. Spreadsheet skills output a real .xlsx file, not a text dump — so a model opens in Excel or Google Sheets ready to work in.

Are SkillsBank's valuation skills safe to use on live deal work?

Every skill and prompt is written in-house by our own pipeline and human-reviewed before it publishes — nothing is scraped from a public repo or crowd-sourced, so you always know where the instructions came from. They structure and speed the work; they don't replace your judgment. Always review the model and its assumptions before relying on them, and treat the output as a professional tool, not financial, tax, or legal advice.

What's the difference between a skill and a prompt?

A skill is an installable SKILL.md file for a repeatable task you do the same way every time — a DCF, a comps build, a model-format pass — that your assistant follows step by step. A prompt is ready-to-paste text for a one-off ask, like sanity-checking an assumption or drafting a memo section. Skills are the heavier, reusable machinery; prompts are quick and disposable.

How do I install a valuation skill?

Download the skill as a .md or .zip and drop it into Claude Code, Cursor, Copilot, Codex, Gemini CLI, or claude.ai, where it installs natively; you can also use it inside a ChatGPT Project. Prompts need no install — copy the text and paste it into Claude, ChatGPT, Gemini, or any AI assistant. Each offering's page lists the exact steps.