fsi-strip-profile Skill
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. Published by anthropics in financial-services.
What is fsi-strip-profile Skill?
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. Published by anthropics in financial-services. This profile combines repository metadata with install, compatibility, and usage signals so developers can quickly decide whether it fits their agent workflow before opening the source repository.
Automated repository signals based on public metadata such as recency, license, installation evidence, and adoption. These are not a security audit or endorsement.
Key capabilities
- Includes SKILL.md support
- Reusable instructions support
- Data analysis
- Research
- Data analysis use cases
- Research use cases
Technical details
- Install or run with Copy skill directory
When to use fsi-strip-profile Skill
- Use it for data analysis.
- Use it for research.
Built with
Editorial notes
Source
- Creator: anthropics
- Repository: anthropics/financial-services
- Skill file: plugins/vertical-plugins/investment-banking/skills/strip-profile/SKILL.md
What it does
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.
Skill instructions
Workflow 1. Clarify Requirements - Ask the user: Single-slide or multi-slide (3-4 slides)? - Ask the user: Any specific focus areas or topics to emphasize? - Only after user confirms, proceed to research 2. Research & Planning Data Sources: - Primary: Company filings (BamSEC, SEC EDGAR - "Item 1. Business", MD&A), investor presentations, corporate website - Market data: Bloomberg, FactSet, CapIQ (price, shares, market cap, net debt, EV, ownership) - Estimates: FactSet/CapIQ consensus for NTM revenue, EBITDA, EPS - News: Press releases from last 90 days, M&A activity, guidance changes Required Metrics: - Financials: Revenue, EBITDA, margins (%), EPS, FCF for ±3 years - Valuation: Market Cap, EV, EV/Revenue, EV/EBITDA, P/E multiples - Growth: YoY growth rates (%) - Ownership: Top 5 shareholders with % ownership - Segments: Product mix and/or geographic mix (% breakdown) Normalization: - Convert all amounts to consistent currency - Scale consistently ($mm or $bn throughout, not mixed) Bef
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Frequently asked questions
What is fsi-strip-profile?
fsi-strip-profile is a open-source AI agent skill with Copy skill directory. Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations.
Who is fsi-strip-profile best for?
fsi-strip-profile is best for reusing agent instructions, scripts, and references, data analysis workflows, research workflows.
How do I install fsi-strip-profile?
Install or run fsi-strip-profile using Copy skill directory. Check fsi-strip-profile for the latest setup command.
Is fsi-strip-profile actively maintained?
fsi-strip-profile may need a closer maintenance check before production use.
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