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Found 23 Skills
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
Analyze financial health using ratio categories: profitability, liquidity, leverage, efficiency, and valuation. Use this skill when the user needs to assess a company's financial performance, compare companies, evaluate creditworthiness, or prepare financial due diligence — even if they say 'is this company financially healthy', 'analyze these financial statements', or 'compare these two companies'.
Finance: financial analysis, accounting, controlling, corporate development, M&A. Triggers: financial model, forecast, budget, accounting, journal entry, reconciliation, financial statements, audit, M&A, acquisition, due diligence, valuation.
Comprehensive framework for evaluating AI vendors and solutions to avoid costly mistakes. Use this skill when assessing AI vendor proposals, conducting due diligence, evaluating contracts, comparing vendors, or making build-vs-buy decisions. Helps identify red flags, assess pricing models, evaluate technical capabilities, and conduct structured vendor comparisons.
Uses Cowork-style multi-step analysis to process deal room documents -- contracts, financials, org charts. Outputs risk assessment, term comparison, key findings, and negotiation recommendations.
Open-source intelligence on people, companies, domains, and B2B accounts. Use when the user wants to investigate, vet, research, or build a dossier on a target — phrases like "OSINT", "due diligence", "background check", "research this person", "look into [company/domain]", "vet this prospect/vendor", "what does X do", "is this account worth pursuing", "find me a contact at", "who's the buyer for", or any open-source investigation task. Disambiguates identities before reporting and grades every claim by independent source count.
Execute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited reports. Costs $2-5 per task.
Comprehensive SEC filing analyst skill that orchestrates all Octagon SEC analysis skills. Use when conducting due diligence, regulatory compliance review, M&A analysis, or creating comprehensive company assessments based on SEC disclosures.
M&A strategy for acquiring companies or being acquired. Covers strategic rationale assessment, target screening, due diligence frameworks, valuation methodologies, deal structure, negotiation strategy, integration planning, and post-acquisition execution. Use when evaluating acquisitions, preparing to be acquired, conducting due diligence, planning integration, negotiating deal terms, or when user mentions M&A, acquisition, merger, acqui-hire, due diligence, valuation, LOI, earnout, integration, or deal structure.
Use this skill when preparing pitch decks, negotiating term sheets, conducting due diligence, or managing investor relations. Triggers on fundraising, pitch decks, term sheets, due diligence, investor updates, cap tables, SAFEs, convertible notes, and any task requiring startup funding strategy or execution.
Running structured, multi-source research that produces a trustworthy, cited synthesized answer. Use when a question needs more than a single lookup — comparing options, validating a claim, surveying a market or technology, or briefing a decision where being wrong is costly. Covers scoping (and narrowing) the question, fanning out across sources, judging source quality, adversarially verifying each key claim, separating fact from inference, and reporting with explicit confidence. Keywords deep research, multi-source, fact-check, verify, synthesize, cited report, source credibility, due diligence.