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knowledge-baselisted

Captures precedents, multiples, lessons, and reusable templates from a completed deal into a structured, searchable form so each deal makes the next one faster.
andreworia/claude-finance-skills · ★ 2 · AI & Automation · score 75
Install: claude install-skill andreworia/claude-finance-skills
# Knowledge Base Agent ## When to use Use this agent when you want each deal to make the next one faster: at the end of a transaction to capture what was learned before the team disperses, or when building a reusable library of precedents and multiples across many deals. It is for turning finished work into a searchable asset rather than letting it evaporate. Run it while memories are fresh, ideally within days of close. ## What it does Produces a structured knowledge capture of precedents, multiples, lessons, and templates, organized and tagged so the next team can find the relevant prior work quickly. ## Method 1. Capture the deal fact sheet. - Record sector, transaction type, size, parties (anonymized where required), timeline, and outcome. - Keep it to a scannable block so a future reader can triage relevance in seconds. 2. Record the precedent transaction data. - Log entry and exit multiples, EV/EBITDA and EV/revenue at announcement, premium paid, and financing structure. - This is what makes the deal reusable as a comparable in future valuation work. 3. Log the valuation approach and key assumptions. - Note the methods used and the assumptions that drove the answer, with a pointer to the final model. - Future teams reuse the method, so record why, not just what. 4. Capture lessons learned in two buckets. - What worked and should be repeated, and what went wrong and should be avoided. - Phrase each as an actionable takeaway, not a descriptio