Excelor Skill System Guide

Overview

Skills are markdown-based templates that define how to build financial models in Excel. They provide structured guidance for AI-generated spreadsheets, including layouts, formulas, formatting rules, and validation checks.

Skill Location

All skill files are stored in:

excelor/spreadsheets/skills/

Skill File Structure

Every skill follows this standard structure:

1. YAML Frontmatter (Required)

---
name: skill-name-with-dashes
description: Brief description of what this skill generates and when to use it.
---

2. Markdown Body

The body contains detailed instructions organized into these sections:

Skill Types

Single-Sheet Skills

Individual financial models on one sheet:

• dcf_skill.md - DCF valuation
• lbo_skill.md - LBO analysis
• comps_model_skill.md - Comparable companies

Multi-Sheet Skills

Complex models with multiple interconnected sheets:

Overview Files (orchestrate the model):

• ma_overview.md - M&A model index (10 sheets)
• nav_overview.md - NAV model index (7 sheets)

Component Files (individual sheets):

• ma_01_transaction_assumptions.md
• ma_02_sources_uses.md
• nav_01_assumptions.md
• etc.

Industry-Specific Skills

Templates tailored for specific sectors:

• three_statement_saas_skill.md
• three_statement_bank_skill.md
• three_statement_retail_skill.md
• healthcare_pharma_skill.md

How Skills Are Used

1. Skill Selection: The AI matches user requests to skills via "Common Triggers"
2. Skill Loading: The get_skill tool fetches the skill content
3. Model Generation: AI follows the skill's architecture and formulas
4. Validation: AI runs through the validation checklist

Example Workflow

User: "Build an LBO model for Target Corp"

1. AI matches "LBO model" to lbo_skill.md
2. AI calls: get_skill("lbo-model-generation")
3. AI follows skill's Model Architecture section
4. AI creates sheets: Assumptions, Operating Model, Debt Schedule, Returns
5. AI applies formatting from Formatting Standards
6. AI verifies using Validation Checks

Current Skills Inventory

Total: 48 skill files

Related Documentation

• Skill Formatting Rules
• Skill Template Guide
• Creating New Skills