Financial Skills

Payments, loans, commerce finance, promotions, B2B accounts and M&A advisory workflows

17 skills

• B2B Account Desk

  Wholesale operations: tiered pricing, credit-exposure monitoring, reorder proposals from cadence, dormant-account detection, pro-forma lines. Adverse credit actions are human-release proposals, never applied.

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• Buyer Matching Engine

  Scored buyer long-lists: strategic acquirers and financial buyers tiered A/B/C with the rubric shown, portfolio-conflict flags, and advisor include/exclude decisions recorded

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• Commerce Finance Engine

  The shop's finance brain over the storefront connector: unit economics after fees/shipping/returns/COGS (loss-makers surfaced), channel/category P&L, honest promo P&L with cannibalization, cash-flow projection, inventory health. NOT MEASURED where inputs are missing; findings never price actions.

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• Data Room Manager

  Data-room index, watermarked numbered copies per party (NDA-gated issuance), full access log, and the due-diligence Q&A register with answer-once consistency

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• Deal Marketing Pack

  Anonymization linting for teasers and deal materials — client names, key people, domains, exact figures, registry numbers ("could a competitor name this company?") — plus the versioned material registry

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• Equity Story Builder

  Versioned strategy packs per M&A mandate: positioning, evidenced equity-story pillars, quantified value-creation levers, exit-readiness — with a consistency check against the valuation model

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• IM Compiler

  Chapterized Information Memorandum assembly with per-chapter status/sources and reconciliation against the current valuation version — stale chapters flagged with the exact gap

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• Key People Prospector

  Compliant decision-maker mapping (CEOs, CFOs, CIOs, corp-dev heads, fund partners) from public and licensed sources only — provenance required per contact, GDPR legitimate-interest basis, deletion on request

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• Loan Calculator

  Calculate loan EMI, total interest, amortization schedules, and compare loan options

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• Market Intel Monitor

  Standing sector watches with provenance-required findings (source URL + date; estimates labeled with assumptions) and the intel digest that flags new precedent transactions for a comps refresh

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• NDA Tracker

  Mandates, the counterparty status ladder, and the NDA lifecycle — the single source of truth on who may receive what; NDA-gated stages are enforced, not advisory

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• Payment Processing

  Process payments, subscriptions, refunds, and payment links via Stripe

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• PE Fund Screener

  Private-equity fund screening by EV range (affordability checked against the current valuation), control preference and platform-vs-add-on strategy, with add-on fits against portfolio companies

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• Process Letter Sequencer

  Stage-aware outreach sequences per counterparty (teaser → NDA follow-up → IM → Phase I/II letters → meetings → declines) with NDA-gated drafting; sending goes through the approval queue

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• Promo Planner

  Plan promotions/markdowns with the Omnibus 30-day prior-price rule and a margin floor enforced. Every plan is a human-release proposal — a price change is never auto-applied.

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• Valuation Engine

  DCF + trading multiples + precedent transactions triangulated into a versioned EV range with assumptions registry and WACC×growth sensitivity — the single source of numbers on a mandate

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• VC Radar

  VC/growth fund screening by stage, ticket, sector thesis, geography and fund-cycle position, with portfolio-conflict flags and per-mandate tiering

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