Build a first-pass financial model from raw data
The board asks for a forecast, and you rebuild the same spreadsheet structure you build every time. This hands you the structure — working.
Builds assumption-driven financial models — from raw actuals to projections with working formulas, in standard modeling conventions.
The problem
- You have the raw actuals — 24 months of revenue and costs in an export, no totals, no structure.
- And an ask: “can we see three years out?” So you start rebuilding the same model skeleton you've built before.
How it works
You give Cowork the broken file and one sentence:
Build a first-pass model from these actuals — 2024–2025 aggregated, 2026–2028 projected, assumptions in their own tab so I can change them.
And this is what comes back:
| Assumptions | 5, editable |
| Actuals | 2024–25, aggregated |
| Projections | 2026–28, formulas |
| EBITDA path | 29.4% modeled fwd |
Why use it
- The rebuild evening back — actuals aggregated, projections wired, structure standard.
- Assumptions you can argue with — five blue cells drive the whole model. Change one in the meeting, everything recalculates.
- A real Excel file with working formulas — your finance person takes it from here, nothing to re-type.
- An honest first pass — the 80% scaffold to refine, not a board-final valuation pretending otherwise.
Do it yourself, step by step
Download the skill
Click here to download it — or use the Download button on its Claudinho page. A .skill file lands in your Downloads folder.
Drag that file into Cowork
Open your Downloads folder and drag the file into the Claude desktop app window. Steps 1 and 2 are once — from now on you start at step 3.
Start a task and drop the actuals in
The raw export, as it came out. Monthly is fine.
Type the sentence
You don't need to mention the skill: Claude recognizes a modeling job and uses it on its own.
Build a first-pass model from these actuals — 2024–2025 aggregated, 2026–2028 projected, assumptions in their own tab so I can change them.Open the model and argue with it
That's what the assumptions tab is for — change the growth rate live in the meeting.
Prefer a command? npx skills add https://github.com/claude-office-skills/skills/tree/main/financial-modeling does the same.