Anthropic

Analyze customer profitability and revenue durability for SaaS, subscription, and other recurring businesses. Examine acquisition costs, retention, and revenue trends by customer group, then produce an Excel workbook, summary slide, and issues for further investigation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing recurring revenue quality in an investment target
• Tracking revenue by customer acquisition year
• Comparing acquisition costs with customer lifetime value

Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing progress across multiple active deals
• Tracking bid deadlines and expected closing dates
• Managing assigned tasks and overdue items across deals

Structure a post-acquisition improvement plan linking revenue, cost, and operational initiatives to EBITDA, a profit measure. Produce a roadmap with 100-day priorities, performance targets, responsible owners, and an Excel model showing each initiative’s profit contribution.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Planning the first 100 days after an acquisition
• Mapping growth and cost initiatives to profit targets
• Preparing a value creation roadmap for the board

Create and maintain due diligence checklists for acquisitions or investments. Tailor requests to the company and deal, track owners and review status, and summarize missing documents and issues that could affect valuation or deal terms.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a due diligence request list
• Checking a data room for missing documents
• Tracking review progress across workstreams

Create one to four company profile slides for investment banking pitches, deal materials, and client presentations. Organize researched business details, financial metrics, ownership, and recent developments into compact layouts with tables and charts.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company profile for a client pitch
• Summarizing financials and valuation for a deal
• Presenting business segments and major shareholders

Model how an acquisition changes the buyer’s earnings per share. Compare purchase prices, cash and stock payment mixes, and synergy assumptions, then produce an Excel workbook and a one-page summary of the deal’s financial effects.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Estimating how an acquisition changes earnings per share
• Comparing cash and stock payment mixes
• Testing purchase premiums and synergy assumptions

Prepare for investment diligence meetings with management, experts, customers, or advisors. Create a one-page brief with prioritized questions, comparison metrics, concerns to investigate, and follow-up requests based on the meeting's purpose and existing findings.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare questions for a management presentation
• Plan an industry expert call
• Check customer satisfaction and renewal intentions

Turn company documents, public filings, and other sources into structured Excel workbooks for investment review. Organize financial statements and operating metrics, document sources and adjustments, and check that calculations and statements reconcile.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing financial data for M&A due diligence
• Building materials for investment committee review
• Standardizing reporting across portfolio companies

Find potential companies for private equity investment, check past correspondence and internal discussions for existing relationships, and draft personalized introductory emails to founders. Produce a researched shortlist and concise outreach drafts for review.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding investment targets by industry, size, and location
• Checking prior contact before approaching a company
• Drafting personalized introductory emails to founders

Reconcile general ledger and subledger extracts for the same entity, asset class, and date. Match transactions or positions, report differences in amounts, quantities, or posting dates, and summarize likely causes alongside the matching rate.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Running daily ledger reconciliations
• Checking ledger differences at month-end
• Finding entries recorded in only one ledger

Create or update Claude skills that capture specialized knowledge and repeatable workflows. Guides the organization of instructions, scripts, references, and templates, then covers initialization, validation, and packaging into a distributable skill file.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turning recurring work into a reusable Claude skill
• Organizing internal knowledge and API instructions
• Revising an existing skill after practical use

Review portfolio company financial reports in Excel, PDF, or CSV, compare key measures with budgets and prior periods, and summarize performance trends, warning signs, and compliance with financial conditions in loan agreements.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing monthly performance against budget
• Preparing financial summaries for board meetings
• Checking financial conditions in loan agreements

Build a PowerPoint file with Python when no Office app is open. It uses python-pptx, applies a supplied firm template when available, and saves the deck locally with a path for collection by the surrounding workflow.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Creating slides in an environment without an open Office app
• Building a deck from a supplied firm template
• Delivering model-based slides as a local file

Assess stock, index, or currency options by comparing expected price variability implied by option prices with actual historical variability. Summarize pricing, risk sensitivities, and patterns across expiry dates and exercise prices to inform strategy choices.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing implied and historical volatility
• Examining volatility across expiries and exercise prices
• Reviewing option prices and risk sensitivities

Check investor statements against a fund's NAV pack, the records of its net asset value. Recalculate each investor's capital balance, compare statement lines, and report discrepancies with their causes before statements are distributed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking investor statements before distribution
• Tracing differences in allocated profit or loss
• Checking capital balances across reporting periods

Prepare concise Word profiles of public or private companies using S&P Capital IQ data. It adapts business and financial information for equity research, M&A, acquisition planning, or sales meetings, with checked calculations and clearly marked missing data.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company summary for equity research
• Profiling an M&A or acquisition target
• Preparing company background for a sales meeting

Build dashboards that combine economic indicators, bond yields, market inflation expectations, and swap rates. Summarize the economic cycle, policy outlook, and financial conditions, including real interest rates, which account for expected inflation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Monitoring a country's economic conditions
• Analyzing the shape of a government yield curve
• Separating nominal rates into inflation expectations and real rates

Create a personalized investment proposal for a prospective client, covering goals, asset allocation, projected outcomes, fees, and transition steps. Outputs include a branded PowerPoint presentation, a PDF version, and a one-page summary for follow-up.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an investment proposal for a prospective client
• Presenting a new investment strategy
• Explaining fees and projected outcomes

Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an accrual schedule for month-end close
• Calculating audit fee, bonus, or utilities accruals
• Drafting journal entries with supporting references

Create client investment reports covering portfolio returns, asset allocation, holdings, market commentary, and account activity. Prepare quarterly or annual reports with firm branding in PDF or Word, with an optional Excel data appendix.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing quarterly investment reports for clients
• Summarizing annual returns across household accounts
• Explaining asset allocation and market developments

Maintain the reasoning behind portfolio holdings and watchlist companies. Record new developments, assess whether they support or weaken each argument, and produce an updated scorecard with confidence levels, upcoming events, and possible position changes.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Recording the rationale for a new investment
• Updating an investment thesis after earnings or news
• Reviewing arguments that support or challenge a holding

Prepare for investment client meetings by organizing account performance, comparing current and target asset allocations, and identifying discussion points. Create a one-page review summary, performance tables, allocation charts, an agenda, and recommended actions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing materials for quarterly or annual client reviews
• Explaining portfolio returns and their main drivers
• Checking asset allocation against agreed targets

Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Writing a report after a quarterly earnings release
• Explaining results above or below market expectations
• Revising forecasts after new company guidance

Find stock investment candidates by combining financial filters with research into investment themes. Produce five to ten long or short ideas, each with a rationale and risks, plus a comparison table and priorities for further research.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding stocks that meet value, growth, or quality criteria
• Identifying companies that benefit from an investment theme
• Screening short candidates for business or accounting concerns