April 2, 2026

Introducing Skills

We're excited to announce the release of Skills in Rivanna.

Every firm has its own approach to diligence. The metrics that matter, the format of the output, the way financial data gets organized — these reflect years of institutional knowledge and hard-won process.

Build Rivanna Around Your Process

With Custom Skills, you can teach Rivanna to perform any analysis exactly the way your firm does it. Describe what you want in plain language, attach file templates, and Rivanna will execute that skill reliably across every deal, every time.

To create a skill, simply chat with Rivanna:

Create a skill that takes in a CIM, and outputs a briefing memo based on the attached memo template.

Once defined, skills are saved to your firm's skill library and available to the entire team.

To invoke a skill in the future, use the backslash key to select from your library.

Rivanna comes out of the box with a set of built-in skills for modeling, Excel, PowerPoint, Word, PDF, and more. Users can also create their own skills for personal use or share them across their organization.

What You Can Define

  • Financial analysis — normalize financials to your specific calculation methods, pre-populate LTM and YoY calculations, flag anomalies
  • Output formatting — specify the exact structure, tables, and sections your team expects in every memo or databook
  • Firm-specific logic — encode your investment criteria, thresholds, and diligence checklist into repeatable steps
  • Cross-deal workflows — define skills that apply consistently whether you're looking at a healthcare services platform or a software roll-up

Custom Skills is available now. Book a demo to see it in action, or log in to start building your skill library.