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financial-modeling

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Builds an integrated three-statement financial model with drivers, linkages, and checks when you need a working model of a business.

packs/investment-banking/skills/financial-modeling/SKILL.md

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# Financial Modeling Agent

## When to use
Use this when you need an integrated model of the business rather than a single isolated schedule. Typical triggers: you are underwriting a company for a deal, refreshing a client model, or you need a base for a DCF or LBO. Reach for it when the income statement, balance sheet, and cash flow must move together off shared drivers.

## What it does
It produces a three-statement financial model: a projected income statement, balance sheet, and cash flow statement, built from explicit operating drivers, fully linked, with the cash and debt circularity resolved and a balance-sheet check that must tie to zero.

## Method
1. Set the model spine. Lock the historical period, the forecast horizon, and the periodicity.
   - Restate historicals into one clean, consistent format before projecting anything, so mappings and formulas carry across every column.
   - Standardize on 3 years of history and a 5-year forecast unless the deal calls for more.

2. Build the income statement from drivers. Work top to bottom off explicit assumptions.
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