Cim Builder
A Claude skill from w95/awesome-claude-corporate-skills.
Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'tran…
Merger Model
A Claude skill from w95/awesome-claude-corporate-skills.
Process Letter
A Claude skill from w95/awesome-claude-corporate-skills.
Morning Note
A Claude skill from w95/awesome-claude-corporate-skills.
Knowledge Synthesis
Combines search results from multiple sources into coherent, deduplicated answers with source attribution. Handles confidence scoring based on freshness and authority, and summarizes large result sets effectively.
Deal Sourcing
A Claude skill from w95/awesome-claude-corporate-skills.
Client Review
A Claude skill from w95/awesome-claude-corporate-skills.
Financial Plan
A Claude skill from w95/awesome-claude-corporate-skills.
Deal Tracker
A Claude skill from w95/awesome-claude-corporate-skills.
Check Model
A Claude skill from w95/awesome-claude-corporate-skills.
Dd Checklist
A Claude skill from w95/awesome-claude-corporate-skills.
Portfolio Monitoring
A Claude skill from w95/awesome-claude-corporate-skills.
Ic Memo
A Claude skill from w95/awesome-claude-corporate-skills.
Buyer List
A Claude skill from w95/awesome-claude-corporate-skills.
Idea Generation
A Claude skill from w95/awesome-claude-corporate-skills.
Model Update
A Claude skill from w95/awesome-claude-corporate-skills.
Change Management
Plan and execute organizational or technical changes. Trigger with "we're changing", "rolling out", "migration plan", "how do we communicate this change", "change management plan", or when the user is planning a change that affects people, processes, or systems.
Initiating Coverage
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencie…
Ma Due Diligence
ACTIVATE when evaluating acquisition targets, conducting M&A due diligence, planning integration strategy, analyzing synergies, preparing sale materials, assessing culture fit, valuing targets, creating merger checklists, or managing M&A transactions. Critical for executives involved in buy-side or sell-side M&A, from initial target evaluation through post-acquisition integration.
Lbo Model
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
Investment Proposal
A Claude skill from w95/awesome-claude-corporate-skills.
Executive Communication
ACTIVATE when drafting all-hands speeches, investor updates, quarterly letters to stakeholders, press statements, CEO announcements, crisis communications, customer updates, or any mission-critical communication to employees, investors, customers, or media. Executive communications require persuasion, clarity, emotional intelligence, and alignment with company values and strategy.
Fsi Strip Profile
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Fsi Comps Analysis
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Dcf Model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or…
Deal Screening
A Claude skill from w95/awesome-claude-corporate-skills.
Board Meeting Prep
ACTIVATE when preparing for board meetings, creating board decks, drafting board materials, developing executive summaries for directors, writing talking points, crafting board agendas, addressing governance matters, preparing for investor questions, or managing board communication. Critical for any board-facing materials, shareholder communication, or governance compliance.
Catalyst Calendar
A Claude skill from w95/awesome-claude-corporate-skills.
Earnings Preview Single
Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.
Earnings Preview
A Claude skill from w95/awesome-claude-corporate-skills.
Client Report
A Claude skill from w95/awesome-claude-corporate-skills.
Sector Overview
A Claude skill from w95/awesome-claude-corporate-skills.
Dd Meeting Prep
A Claude skill from w95/awesome-claude-corporate-skills.
Portfolio Rebalance
A Claude skill from w95/awesome-claude-corporate-skills.
Returns Analysis
A Claude skill from w95/awesome-claude-corporate-skills.
Risk Assessment
Identify, assess, and mitigate operational risks. Trigger with "what are the risks", "risk assessment", "risk register", "what could go wrong", or when the user is evaluating risks associated with a project, vendor, process, or decision.
Pitch Deck
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.
Task Management
Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.
3 Statements
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to…
Tear Sheet
Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company pr…
Kpi Dashboard
ACTIVATE when building executive dashboards, tracking business metrics, creating executive scorecards, monitoring organizational KPIs, setting up health metrics, building dashboards for real-time monitoring, or establishing systems to track and measure business performance. Critical for any executive who needs to monitor company health, make data-driven decisions, or track progress toward strateg…
Competitive Analysis
Framework for competitive landscape analysis across any industry. Use when creating competitor analysis, market positioning assessments, investment memos, strategic reviews, or any analysis requiring systematic evaluation of competitive dynamics. Triggers include requests for competitive landscape decks, peer comparisons, market structure analysis, strategic positioning assessments, and investmen…
Earnings Analysis
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2…
Strategic Planning
ACTIVATE when developing long-term strategy, setting OKRs, creating vision statements, building SWOT analyses, designing strategic frameworks, defining company direction, planning multi-year initiatives, or aligning organizational strategy with business goals. Executive must think through market positioning, competitive advantage, and measurable strategic objectives.
Datapack Builder
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee mate…