What is models-and-pitches?

A set of seven skills for building and reviewing financial models in Excel and creating pitch decks. It covers methods such as discounted cash flow (DCF), comparable-company analysis, three-statement models, and leveraged buyouts (LBOs).

Use it to create or audit Excel financial models, compare companies, estimate business value, model acquisitions financed with debt, and prepare pitch decks.

It helps structure financial modelling and presentation work while checking that important model outputs are calculated rather than manually typed.

models-and-pitches — Plugin for Claude Code by agentii-ai

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Clone the repo

git clone --depth 1 https://github.com/agentii-ai/agentii-investment-intelligence

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

README.md

[![agentmods](https://agentmods.dev/badge/plugins/agentii-ai/agentii-investment-intelligence/models-and-pitches/github.svg)](https://agentmods.dev/plugins/agentii-ai/agentii-investment-intelligence/models-and-pitches)

Your own site

<a href="https://agentmods.dev/plugins/agentii-ai/agentii-investment-intelligence/models-and-pitches"><img src="https://agentmods.dev/badge/plugins/agentii-ai/agentii-investment-intelligence/models-and-pitches/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

Your own site · 80×15

<a href="https://agentmods.dev/plugins/agentii-ai/agentii-investment-intelligence/models-and-pitches"><img src="https://agentmods.dev/badge/plugins/agentii-ai/agentii-investment-intelligence/models-and-pitches.svg" alt="Reviewed on agentmods" width="80" height="20"></a>

Per session not measured What this adds to a session before it is invoked.

When invoked not measured The manifest loads nothing itself; its 8 skills, 9 commands cost 509 tokens a session between them.

Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.

Origin original No closer match found in the catalogue.

Security

Grade A, and why

models-and-pitches scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

plugins/vertical-plugins/models-and-pitches/.claude-plugin/plugin.json · 21 lines

What it actually says

{
  "name": "models-and-pitches",
  "version": "2.2.1",
  "description": "7 financial-modeling and presentation skills: DCF, comps analysis, 3-statement model, LBO, audit-xls, xlsx-author, and pitch-deck. 6 skills ported from anthropics/financial-services (Apache 2.0) with data-source blocks rewritten to agentii.ai's data API; pitch-deck is net-new composite authoring. All Excel-producing skills follow the FR-044 4-step office protocol (spec \u2192 build \u2192 recalc \u2192 audit) with hard-gate refusal on any hardcoded projection/margin/discount/PV/sensitivity cell.",
  "author": {
    "name": "agentii-ai",
    "url": "https://agentii.ai"
  },
  "keywords": [
    "dcf",
    "lbo",
    "comps",
    "3-statement",
    "financial-modeling",
    "pitch-deck",
    "xlsx-author",
    "agentii"
  ],
  "agentii_api_version": "2.0.1"
}

Contents

What it installs

The manifest is a name and a version. 8 skills, 9 commands travel with it, and installing the plugin installs all of them — 509 tokens a session between them. Each is measured on its own page, and each can be installed alone.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

9d ago First seen · 21 lines scan A ceed40de4ebc

Subscribe to this mod's changes

models-and-pitches is a plugin published in the GitHub repository agentii-ai/agentii-investment-intelligence (203 stars, last pushed 4d ago), licensed Apache-2.0. Its token cost is not measured: this kind of file is read by the harness, not the model. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Claude Code Documents Finance and fintech Spreadsheets agent-skills ai-agents claude-skills codex cowork

models-and-pitches

Getting it into your agent

Wrote this? Show the measurements

Grade A, and why

Nothing flagged

What it actually says

What it installs

What this file has done since we first saw it

Other plugins, from other repositories

model-builder

document-skills

countbean

thai-invoice

excel-analyst-pro

ash-workflow