Repeatable client analysis
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
— Finance & Investment
Builds base, upside and downside cases arithmetically from your driver table, then explains the swing factors, breach points and the triggers that should move you between scenarios.
1–2 weeks → ~40 minutes
For a full population, not a sample
No coding required
— USE CASES
Run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work.
Turn raw source material into a working draft in minutes and spend your time on judgement instead of assembly.
Produce the same shape of output each cycle so movement is measurable rather than re-argued.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Every row of your table is processed on the same basis, however long the table is.
The pattern is visualised from the computed data, so the trend is legible at a glance.
Findings are written up as a document that reads like professional output rather than raw model text.
Detail rows are summarised into the grouped view without losing the underlying lines.
In finance & investment work, scenario Modeller is one of those tasks that looks straightforward until you are three documents deep and the details stop agreeing with each other. In practice it shows up as repeatable client analysis: run the same structured analysis for every client or business unit so quality no longer depends on who picked up the work. The value sits in the rigour, not the typing — yet the rigour is exactly what gets traded away when there is only 1–2 weeks of capacity for it.
Here the same job runs as a Skill. Your material goes in; a structured, review-ready deliverable comes out, alongside a traceable record of what informed each conclusion. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. Net effect: 1–2 weeks down to ~40 minutes, no drift between runs, and every conclusion traceable back to the evidence behind it.
Scenario Modeller exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Investment Potential Analysis
Scores a public company's fundamentals alongside live market signals and research for near-term momentum, medium-term trajectory and long-term durability, reconciling all three into one investment-potential verdict.
Fee proposal from scoping brief
Extracts workstreams and effort from a scoping brief and builds lean, baseline and stretch fee scenarios with per-phase pricing and margin notes.
P&L variance commentary
Calculates actual-versus-budget variance per account in the database, ranks the top movers, then writes the commentary explaining what moved, why, and whether it is timing or permanent.