ganoro/df1ef9f0-3138-4b76-8be9-a0e40bc4ccef/claude-plugin/skills/data-aggregation/financial-data

Financial Data Extraction

Supplement workspace documents with publicly available financial data. Runs during the AGGREGATE phase of the ACSR lifecycle.

Data Categories

1. Public Company Comparables

When valuing portfolio companies, gather comparable public company data:

• Metrics: Revenue, EBITDA, net income, market cap, EV
• Multiples: EV/Revenue, EV/EBITDA, P/E, P/B
• Growth Rates: Revenue CAGR, EBITDA CAGR
• Margins: Gross, EBITDA, net income

Structure as:

## Comparable: [Company Name] ([Ticker])
- **Sector**: [GICS sector/subsector]
- **Market Cap**: [amount] [currency] as of [date]
- **EV**: [amount] [currency]
- **LTM Revenue**: [amount] → EV/Revenue: [X.Xx]
- **LTM EBITDA**: [amount] → EV/EBITDA: [X.Xx]
- **Revenue Growth (3Y CAGR)**: [X.X%]
- **EBITDA Margin**: [X.X%]
- **Source**: [source name], as of [date]
- **Confidence**: REPORTED

2. Industry Benchmarks

For benchmarking fund performance against peers:

• PE/VC Benchmarks: Cambridge Associates, Preqin, PitchBook vintage year benchmarks
• Public Market: S&P 500, Russell 2000, MSCI indices for PME calculations
• Sector: Industry-specific growth rates, margin benchmarks

3. Macroeconomic Data

For macro-impact analysis:

• Interest Rates: Fed funds rate, SOFR, 10Y Treasury, ECB rate
• FX Rates: Major currency pairs relevant to portfolio
• Inflation: CPI, PCE
• Credit Spreads: Investment grade, high yield, leveraged loan indices

4. SEC Filings (Public Portfolio Companies)

If portfolio companies are public or have public filings:

• 10-K (annual), 10-Q (quarterly), 8-K (current events)
• Schedule 13D/G (ownership disclosures)
• Proxy statements (compensation, governance)

Extraction Process

1. Identify needs — based on entity map and analysis requirements, list data needed
2. Search workspace first — check if data exists in already-parsed documents
3. Note external data needs — list what public data would strengthen the analysis
4. Record with provenance — all external data gets REPORTED confidence level with source citation

Important Caveats

• PE/VC fund data is largely private — most fund-level data comes from workspace documents, not public sources
• Public market data is supplementary — used for PME calculations, comparable analysis, and macro context
• Always note the as-of date — market data changes daily; PE/VC data is typically quarterly
• Currency conversion — if comparing cross-currency data, state the FX rate and date used