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.

中文简介正在准备中。当前显示英语简介。

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

Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

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• Quarterly reviews of AI opportunities across portfolio companies
• Prioritizing companies for AI investment and operational support
• Finding ways to reuse successful AI projects across companies

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.

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

Drafts a one-page anonymous company profile for sell-side M&A outreach before a confidentiality agreement is signed. It organizes business highlights, financial metrics, and transaction details, then checks for information that could reveal the company’s identity.

中文简介正在准备中。当前显示英语简介。

• Preparing an anonymous company profile for M&A outreach
• Gauging buyer interest before a confidentiality agreement
• Summarizing business strengths, financials, and deal terms

Screen incoming investment opportunities against a fund’s criteria using company sale memoranda, short deal summaries, or broker materials. Extract financials and risks, assess fit, and produce a one-page memo with a recommendation and first-call questions.

中文简介正在准备中。当前显示英语简介。

• Prioritizing incoming investment opportunities
• Checking a company sale memorandum against investment criteria
• Deciding whether to take a first call

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.

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

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.

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

Draft a Confidential Information Memorandum, a detailed company document for prospective buyers in an M&A sale. Organize business, market, customer, and financial information into a Word document with charts and a separate Excel financial appendix.

中文简介正在准备中。当前显示英语简介。

• Drafting a company memorandum for prospective buyers
• Organizing company materials for an M&A sale
• Explaining investment strengths with supporting data

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.

中文简介正在准备中。当前显示英语简介。

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

Extract identity, ownership, control, and source-of-funds details from investor or client onboarding documents into a structured JSON record. Inventory the submitted documents and flag obvious missing or expired items before passing the information to KYC screening rules.

中文简介正在准备中。当前显示英语简介。

• Organize investor onboarding documents
• Extract beneficial owners and controlling persons
• Check for missing or expired documents

Turn current, prior-period, and budget figures into a financial variance commentary table. It identifies lines needing explanation, traces changes to underlying business activity, and adds a short narrative covering the period's largest movements.

中文简介正在准备中。当前显示英语简介。

• Preparing month-end close commentary
• Explaining actual results against budget
• Reviewing major balance-sheet movements

Apply a firm's customer verification and anti-money-laundering rules to structured onboarding records. Produce risk ratings, rule-by-rule findings, missing-document lists, and review routing with supporting evidence, while leaving approval to human reviewers.

中文简介正在准备中。当前显示英语简介。

• Rating onboarding risk under firm rules
• Checking for missing or expired documents
• Recording evidence for each rule outcome

Turn a supplied PowerPoint template into a reusable agent skill. Analyze layouts and content boundaries, bundle the template with self-contained instructions, validate it with a sample presentation, and package the skill for later presentation creation.

中文简介正在准备中。当前显示英语简介。

• Turning a company PowerPoint template into a reusable skill
• Documenting layouts and safe content areas
• Bundling a template with presentation creation instructions

Create stock research notes combining analyst forecasts, reported financials, price history, and economic conditions. Compare market expectations with business performance, present valuation measures, and summarize an investment case with positive scenarios, risks, and potential catalysts.

中文简介正在准备中。当前显示英语简介。

• Preparing an initial research note on a stock
• Comparing analyst forecasts with reported results
• Reviewing financial trends and stock valuation

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.

中文简介正在准备中。当前显示英语简介。

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

Complete Excel templates for leveraged buyouts, acquisitions financed partly with debt. Add linked formulas for funding, operations, debt repayment, and investment returns, then check calculations and formatting while reviewing each major section with the user.

中文简介正在准备中。当前显示英语简介。

• Completing an existing Excel buyout model template
• Checking funding totals and debt repayment priorities
• Calculating investment returns for committee materials

Update financial models after earnings, new company guidance, or changes in assumptions. Revise forecasts, recalculate valuation and price targets, and summarize significant changes with their reasons and implications for the investment view.

中文简介正在准备中。当前显示英语简介。

• Updating a financial model after quarterly earnings
• Revising forecasts after changes in company guidance
• Reflecting interest rate and currency changes in valuation

Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.

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• Complete a partially filled financial model
• Link forecasts across three financial statements
• Check balance sheet and cash flow consistency

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.

中文简介正在准备中。当前显示英语简介。

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

Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.

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• Comparing the relative value of candidate bonds
• Separating credit risk from other yield differences
• Estimating gains and losses under interest rate shifts

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.

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

Build an Excel comparison of public companies using financial performance, valuation ratios, and statistical benchmarks. The spreadsheet includes formulas, source notes, medians, and quartiles to show how each company compares with its peers.

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• Comparing public company valuations for M&A
• Benchmarking performance against industry peers
• Identifying unusually high or low valuation ratios

Generate an Excel workbook file in an agent session without an open Office app. Use Python and openpyxl to organize inputs, formulas, and checks, then save the .xlsx file and return its relative path.

中文简介正在准备中。当前显示英语简介。

• Creating an Excel file without opening Office
• Keeping model inputs and calculations on separate sheets
• Adding a sheet for financial consistency checks

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.

中文简介正在准备中。当前显示英语简介。

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