LF

Luke Finance

@luke-finance

Luke Finance - curated by the AgentVolt team from a public source. Skill content is a summary; every skill links back to the original creator.

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30 skills0 packs

Skills

Investment Memo Writer

Drafts a structured investment or deal memo from your inputs.

Finance / Strategy

Scenario & Sensitivity Skill

Wraps any model in structured best/base/worst scenarios and sensitivity tables.

Finance / Modeling

Financial Ratio Analyzer

Computes liquidity, profitability, leverage, and efficiency ratios from financials.

Finance / Analytics

Finance Build Dashboard Skill

Turns a clean dataset into a single self-contained interactive HTML executive dashboard.

Finance / Reporting

Debt Schedule Skill

Builds loan amortization schedules and tracks covenants.

Finance / Treasury

Explore Data Skill

Profiles an unfamiliar dataset against finance-grade quality checks before any model is built.

Finance / Data Quality

Validate Data Skill

Audits a finished workbook like a senior reviewer before it goes to leadership.

Finance / Data Quality

Financial Statements to Model

Turns raw PDF financial statements into a full Excel model with historicals and forecasts.

Finance / Modeling

Three-Statement Model Builder

Builds a fully linked income statement, balance sheet, and cash flow model from your assumptions.

Finance / Modeling

Financial Research Analyst Skill

A research desk that builds company, sector, and macro analysis in one workflow.

Finance / Research

Financial Forecasting Skill

Builds driver-based revenue and expense forecasts with base, bull, and bear scenarios.

Finance / Modeling

DCF Valuation Skill

Runs a discounted cash flow valuation with WACC, terminal value, and sensitivity tables.

Finance / Valuation

Audit Support Skill

Runs control testing on a financial dataset and produces an audit findings memo by severity.

Finance / Controls

Financial Analysis to Slides

Builds a board-ready presentation deck from financial data with tied-out numbers.

Finance / Reporting

Equity Research Analysis Skill

Combines consensus estimates, fundamentals, valuation, and macro into one equity workflow.

Finance / Research

Board Financials Skill

Assembles a monthly or quarterly board financial package.

Finance / Reporting

Annual Budget Builder

Builds department-level annual budgets and tracks variance against actuals.

Finance / Planning

13-Week Cash Flow Skill

Builds a 13-week rolling cash flow forecast and runway analysis.

Finance / Treasury

Invoicing & AR Skill

Generates professional invoices and drafts escalating accounts-receivable follow-ups.

Finance / Operations

Cohort Revenue Skill

Builds cohort retention and revenue-retention curves from customer data.

Finance / Analytics

Pricing Strategy Skill

Designs pricing tiers and tests packaging and price-sensitivity assumptions.

Finance / Strategy

Break-Even Analysis Skill

Calculates break-even units and revenue from fixed and variable costs.

Finance / Analytics

Reconciliation Skill

Reconciles general ledger, sub-ledger, and bank statements end to end with adjusting entries.

Finance / Controls

Unit Economics Analyzer

Calculates CAC, LTV, payback period, and contribution margin per customer.

Finance / Analytics

Bookkeeping Categorizer

Categorizes transactions into a chart of accounts and flags anomalies.

Finance / Operations

SaaS Metrics Skill

Computes MRR, ARR, churn, net revenue retention, and the SaaS magic number.

Finance / Analytics

Cap Table Modeler

Models ownership, dilution, option pools, and financing rounds on a cap table.

Finance / Strategy

Finance Scraper Builder Skill

Turns websites into continuously updating data sources for competitive and market intelligence.

Finance / Market Intel

Variance Analysis Skill

Automates budget-vs-actual variance analysis with driver decomposition and an FP&A narrative.

Finance / FP&A

Fundraising Model Skill

Builds a fundraising financial model with use-of-funds and milestone plan.

Finance / Strategy