Learn the methods, install the skills, and turn rigorous analysis into board-ready outputs with Oria. Built for strategy, finance, and private equity professionals.
19
Practical lessons
4h 04m
Guided learning
4
Applied artifacts
Each module ends with a usable professional artifact. One case develops from first brief to recurring operating rhythm.
Brief Claude like a senior analyst
Interactive lesson preview · captions and notes included
Replace vague requests with a compact brief that names the decision, audience, evidence, constraints, and definition of done.
What you will be able to do
Do it now
A six-part brief for a live strategy or finance question
Completion is based on the applied output, not watch time alone.
A curated operating library for framing, analysis, modeling, communication, and recurring work.
Download skill collections, open prompt packs, or follow the workflow guide.
Collections may contain several skills. Each library row explains whether to extract, upload, or copy.
Enable the method, run its starter instruction, and review the output before wider use.
Move from first screen to IC memo with one coherent deal workflow.
Eight installable skills spanning deal screening, CIM teardown, commercial diligence, investment committee preparation, and exit planning.
How to use: Download the ZIP, extract it, and add the individual skill folders to Claude.
Run six core diligence workstreams with a consistent evidence standard.
Focused skills for CIM screening, commercial diligence, financial quality of earnings, management assessment, and legal risk review.
How to use: Download the ZIP, extract it, and install the diligence skills you need.
Run a strategy engagement from diagnosis through executive communication.
A complete consulting-style collection across six domains: diagnose, map markets, choose strategy, execute, govern, and communicate.
How to use: Download the ZIP, extract it, then add the relevant skill folders to Claude.
Cover the recurring finance cycle from cash visibility to the board pack.
Finance skills across rolling forecasts, 13-week cash flow, variance analysis, covenant monitoring, planning, and board reporting.
How to use: Download the ZIP, extract it, and install the finance skill folders in Claude.
Create reviewable strategy and banking models instead of static analysis.
A model-building collection covering DCF, LBO, market sizing, scenario analysis, merger models, and private equity returns.
How to use: Download and extract the ZIP, then add the model skill you want to use to Claude.
Turn analysis into a board narrative with clear decisions and exhibits.
A deck system for SCQA narratives, KPI scorecards, risk heatmaps, capital allocation, executive summaries, and decision pages.
How to use: Download the ZIP, extract it, and install the deck skill folders in Claude.
Run a mandate from origination and valuation through execution.
An end-to-end banking collection for origination, valuation, modeling, diligence, deal execution, and client communication.
How to use: Download and extract the ZIP, then install the mandate-stage skills you need.
Convert your team’s best method into a reusable Claude skill.
A repeatable workflow for extracting expert judgment, defining inputs and outputs, adding quality gates, and packaging a custom skill.
How to use: Download and extract the ZIP, then use the factory skill to build a team-specific skill.
Turn a vague brief into a testable, MECE problem structure.
A prompt sequence for sharpening the question, defining decision criteria, forming hypotheses, and building a MECE issue tree.
How to use: Download and extract the ZIP, then copy the prompt that matches your framing stage.
Compress complex work into the message, evidence, and action leaders need.
An installable skill for structuring executive summaries around the decision, recommendation, proof, risk, and next action.
How to use: Download and extract the ZIP, then add the executive summary skill to Claude.
WalkthroughTurn rough ideas, sketches, and existing pages into polished slide instructions.
A plug-and-play slide design skill with a worked visual walkthrough showing text-to-slide, sketch-to-slide, and redesign workflows.
How to use: Download the .skill file, open Claude’s skill settings, and upload the file.
Put the method to work
