knowledge-baselisted
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