Claude skills for consulting, banking, and finance work

Browse 48 free, installable Claude skill packs for consulting, strategy, banking, finance, and presentation work. Upload the reusable SKILL.md files to Claude, adapt them to your workflow, and use Oria to turn the resulting analysis into polished, editable slides.

Strategy and consulting skills

Framing the question, sizing the market, building the option set, and carrying an engagement from diagnosis to a recommendation

Agents for Strategy

42 Strategy Consulting Agents for Claude

42 autonomous Claude agents that run a full strategy consulting engagement end to end: size markets, diagnose strategy, run transformations, realize value.

9 min read

Agents for Strategy

67 Autonomous Strategy Agents for Claude, End to End

67 autonomous Claude agents that run a strategy department end to end: sense markets, size opportunities, design the operating model, and brief the board.

9 min read

Skills for Strategy

50 Tier-1 Strategy Skills for Claude: Full Engagement

50 Tier-1 strategy skills for Claude across six engagement domains: diagnose, map markets, choose a path, execute, govern value, and communicate.

11 min read

Skills for Strategy

Claude Skill Factory for Strategy: Build Your Own

Stop reprompting Claude from scratch. The Claude Skill Factory for Strategy is a repeatable method for building your own custom, reusable strategy skills.

9 min read

Skills for Strategy

Run a Full Strategy Engagement on Fable 5

50 agents, 150 prompts, 30 plug-and-play Claude skills across 5 phases: diagnose, map, choose, execute, communicate. Run the engagement yourself.

12 min read

Skills for Strategy Engagements

5 Strategy Claude Skills for Consultants

Download the strategy Claude skills pack: 5 skills for a full engagement, from problem framing and market intelligence to execution and value realization.

9 min read

Skills for Strategy Decks

Claude Deck Skills: 25 for Boardroom Strategy Decks

Build a board-ready deck with Claude: 25 skills covering framing, diagnostics, choices and narrative, wired into the Oria AI PowerPoint add-in

12 min read

Skills for Strategy

21 Excel-Inspired Claude Skills for Strategy

21 Excel-inspired Claude skills for strategy professionals: problem framing, financial modelling, scenario analysis, and board-ready reporting.

11 min read

Skills for Strategy

25 Claude Skills for Excel: Strategy and Banking

A pack of 25 Claude skills for Excel that build strategy and banking models from scratch, from DCF and LBO to market sizing and the PE returns waterfall.

12 min read

Skills for Consulting

18 Claude Skills for Digital Transformation

A downloadable pack of 18 Claude skills for strategy consultants covering digital transformation assessments, roadmaps, and board communication.

11 min read

Skills for Cost Cutting

12 Claude Skills for Cost Cutting

12 ready-to-use Claude skills for cost-cutting work: spend diagnosis, procurement, workforce, process, overhead, and savings tracking.

8 min read

Skills for Strategy

MECE Issue Tree Skill for Claude: Problem Analysis

Learn how to use Claude for MECE issue tree analysis, with a two-level decomposition method, branch tests, diagnostic questions, and assumption checks.

5 min read

Skills for Strategy

Claude Skills for Consulting: 21 Strategy Skills

21 Claude skills for consulting and strategy work, grouped across six domains from diagnosis to communication. Free pack from Oria, ready to install

10 min read

Skills for Strategy

20 Strategy Agents for Claude Fable 5.1

Download Oria’s playbook and 20 strategy agents for Claude Fable 5.1 to frame decisions, test evidence, build execution plans, and package board decks.

5 min read

Skills for Problem Solving

A Claude Skill for Consulting-Grade Problem Solving

Use this Claude skill for problem solving to turn ambiguous business questions into structured recommendations through eight hypothesis-led stages.

7 min read

Finance and investment banking skills

Models, forecasts, valuation reviews, pitch material, and the reporting a finance function owes its board every quarter

Agents for Finance

Claude Finance Agents: 50 Tested, Free Download

50 Claude finance agents for modelling, planning, valuation, stress tests and treasury. Free Markdown pack from Oria, with the prompt each agent runs

12 min read

Claude Skills

Claude for Finance: 12 Skills, 12 Guides, 7 Workflows

Claude for finance in one pack: 12 skills, 12 guides, a main prompt and 7 workflows for valuation, FP&A, diligence and board reporting. Free from Oria

16 min read

Agents for Finance

60 Investment Banking Agents for Claude

60 autonomous Claude agents that run an entire investment banking deal flow end to end: source deals, build models, market the deal, negotiate terms, and manage execution.

12 min read

Skills for Finance

Finance Busywork Replaced by a Claude Fable 5 Team

How we replaced finance busywork with a Claude Fable 5 department: download 5 Claude skills covering FP&A, valuation, risk, treasury, and reporting.

10 min read

Skills for Finance

The CFO Guide to Claude: 24 Skills for Finance

The CFO guide to Claude: 24 finance skills across eight domains, from rolling forecasts and cash flow to covenant monitoring and board reporting.

12 min read

Skills for Pitch Books

16 Claude Skills for Investment-Banking Pitch Books

Sixteen Claude skills for pitch books: comps, precedent transactions, DCF, football field, accretion-dilution, league tables, and the deal rationale page.

9 min read

Skills for Investment Banking

10 Claude Skills for Investment Banking Professionals

Download 10 Claude skills for investment banking, covering valuation, comps, CIM diligence, pitchbooks, buyer screening, and deal execution.

12 min read

Private equity and due diligence skills

Reading a CIM, running a commercial diligence, pressure-testing a thesis, and getting a deal team to an investment committee view

Slides and visual communication skills

Turning finished analysis into a storyline, a chart that carries its own message, and slides that respect a corporate template

Skills for Executive Comms

15 Claude Skills for Executive Summary Writing

Get 15 Claude skills for executive summary writing: the governing thought, SCR structure, action titles, the one-page summary, and a board-ready close.

9 min read

Skills for Slide Design

12 Claude Skills for Brand and Template Compliance

Keep every slide on-brand and on-template with Claude. 12 Claude skills for brand and template compliance: masters, palettes, logos, and audits.

8 min read

Skills for Data Visualization

Claude Dataviz Skill: 14 Charts for PowerPoint

The Claude dataviz skill set: 14 chart skills that produce native, editable PowerPoint charts, with the prompts, built for the Oria AI PowerPoint add-in

9 min read

Skills for Board Decks

12 Claude Skills for Board-Ready Decks in PowerPoint

Get 12 Claude skills for board-ready decks: SCQA narrative, KPI scorecards, risk heatmaps, capital allocation, and the decision page, in one pack.

9 min read

Skills for Slide Design

18 Claude Skills for Consulting-Grade Slide Design

Build consulting-grade slides with Claude. 18 distinct Claude skills for consulting slide design: action titles, MECE layout, exhibits, and review.

9 min read

Skills for Slide Design

OpenAI Slides Skill: Build a Full Deck From One Prompt

The OpenAI slides skill in practice: one prompt renders a full designed deck slide by slide, then the Oria AI PowerPoint add-in makes every slide editable

4 min read

Skills for Slide Design

Claude PowerPoint Skill: Slide Design With Oria

The Claude PowerPoint skill for slide design: what it produces, the prompts that drive it, and how to install the Oria AI PowerPoint add-in in Claude

7 min read

Operations, product, and business review skills

Process and cost work, product specs, and the weekly and monthly reviews that keep a team honest about its numbers

Claude setup and workflow skills

Building your own skills, wiring Claude into your notes and your codebase, and getting more out of the model itself

Startup Skills

Claude Skills for Startup Financial Modelling and Runway

Three Claude skills for a driver-based startup model, a monthly cash plan and downside scenarios, with CSV templates and a runway calculator.

9 min read

Skills for Due Diligence

Commercial Due Diligence Report Template and Structure

A free commercial due diligence report template: the exact section structure, what belongs in each part, and the financial versus commercial cut split.

9 min read

Skills & Agents

Claude Skills vs Agents vs MCP: Which One You Actually Need

See Claude skills vs agents vs MCP vs plugins in one decision table, a worked example built both ways, and 6 free downloadable skills to start with.

10 min read

Startup Skills

Claude Skills for Solopreneurs

42 practical Claude skills for a one-person business: strategy, customers, product, cash planning and a weekly review. Download the free pack from Oria.

8 min read

Startup Skills

YC Startup Playbook

An original Claude skill pack and working templates for putting Sam Altman’s public Startup Playbook into practice: idea evidence, product learning and weekly execution.

8 min read

Startup Skills

Claude Skills for Startup Valuation

Three Claude skills for valuation assumptions, comparable-company research and dilution scenarios, with editable templates and a priced-round calculator.

8 min read

Startup Skills

Claude Skills for Fundraising

21 Claude skills for investor research, qualification, pitch preparation, outreach drafts and diligence. Download the free fundraising pack from Oria.

8 min read

Skills for Strategy and Finance

50 GPT-6 Astra Skills for Strategy and Finance Teams

50 free GPT-6 Astra skills that run strategy and finance as one system: diagnose, map, choose, execute, govern and communicate with the numbers attached.

11 min read

Claude for Excel

Claude for Excel Add-In: Setup Guide and Real Limits

Install the Claude for Excel add-in from AppSource, sign in, and see exactly what it edits and what it will not touch: macros, links, external data.

9 min read

Claude Skills

Build a Company Brain With Obsidian: A Setup Guide

Build a company brain with Obsidian: turn thousands of scattered company files into one linked, searchable knowledge graph your team can actually query.

14 min read

Skills for Claude Code

Claude Code Agent Pack for AI Insiders

The Claude Code agent pack for AI insiders: 6 Claude skills that split builds into planning, coding, review, and test subagents you rerun on any project.

9 min read

Investment Banking Guide

Claude for Investment Banking: 21 Agents, Free Pack

Claude for investment banking end to end: 21 agents covering research, valuation, modelling, diligence and deck build. Free pack from Oria

6 min read

Tips & Tricks

Oria Workflow Skill: A Reusable Deck Template

We prepared a Markdown file that helps you turn any content into an Oria-ready instruction deck in minutes.

3 min read

Frequently asked questions

How do I install a Claude skill?

Download the pack as a zip and unzip it so each skill keeps its own folder with its SKILL.md file. In Claude, open your profile menu, go to Settings, then Skills under Customize. Choose Add, then Upload a skill, and drag one SKILL.md file into the upload window. Repeat for each skill you want, then open it in the Skills list and make sure the switch beside it is on.

What is the difference between a Claude skill and a prompt?

A prompt is the instruction you give Claude inside one conversation, and it applies only to that task. A skill is a reusable instruction package that Claude applies whenever you call it, so the method and the output standard stay consistent without you re-specifying them each time.

Where can I use these skills?

The packs are plain SKILL.md files, so they work anywhere Claude reads uploaded instructions. The main route is Settings, then Skills, in Claude itself. The earlier packs also document adding the same .md files to a Claude project as Project Knowledge, where Claude reads them in every conversation inside that project. The Claude Code agent pack is built for the Claude Code skills directory, because that is where a subagent can read a repository and hand files between steps.

Do the skill packs cost anything?

No. Every pack on this page downloads as a single zip, free and with no signup. You still need your own Claude account to run them.

Do I need to install every skill in a pack?

No. Each skill works on its own, so you can upload one folder, one stage of a workflow, or the whole set. Most people start with the two or three skills that map to the work in front of them and add the rest as they need them.

Can I edit a skill after I download it?

Yes. A skill is a plain Markdown file, so you can open SKILL.md in any text editor, change the steps, the questions it asks, or the output format, and upload your edited version instead. Reviewing the instructions before you turn a skill on is worth the two minutes anyway.