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Found 40 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".
Performs Technical Due Diligence on startups. Analyzes code (if available) or evaluates public signals (hiring, blogs) to assess technical risk and team maturity.
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.
Guide the implementation of customer identification, due diligence, and ongoing monitoring under FINRA Rule 2090, CIP, and the FinCEN CDD Rule. Use when the user asks about customer onboarding identity verification, beneficial ownership collection for entity accounts, enhanced due diligence for PEPs or high-risk customers, customer risk rating systems, KYC refresh triggers, or documentary vs non-documentary verification. Also trigger when users mention 'account opening requirements', 'who is the beneficial owner', 'new client identity check', 'how often to update KYC', 'essential facts for the account', 'foreign customer onboarding', or ask what information must be gathered before opening an account.
Comprehensive market research and analysis skill. Use when sizing markets, conducting competitive analysis, generating professional market research reports, analyzing consumer behavior, or identifying market opportunities. Activates for: market research, market analysis, market report, TAM SAM SOM, market sizing, industry analysis, market landscape, competitive landscape, market trends, consumer research, Porter's Five Forces, PESTLE, SWOT, BCG Matrix, McKinsey-style report, consulting report, market opportunity, industry report, due diligence, M&A analysis, GTM market analysis, product-market fit validation.
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.
Zero friction. Full context. Competitive intelligence, M&A due diligence, and OSINT directly from your terminal. Uses Node.js/npx.
Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".
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.
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.
Architecture reviews across 7 dimensions: structural integrity, scalability, enterprise readiness (SOC2/HIPAA/GDPR/PCI-DSS), performance, security, operational excellence, and data architecture. Produces scored reports with prioritized recommendations. Three modes: (1) Codebase review — evidence-based analysis of source code, configs, IaC; (2) Document review — risk-based analysis of design docs, RFCs, specs; (3) Hybrid — drift detection between intent and implementation. Triggers on: "review architecture", "critique design", "audit system", "evaluate codebase", "find design flaws", "assess scalability", "check security", "enterprise readiness", "architecture assessment", "technical due diligence", or when user provides a system design document or codebase and asks for feedback or improvements. For architecture diagrams, visuals, or topology drawings, use architecture-diagram instead.
Technical due diligence for M&A, investment, or acquisition. Reads a target company's codebase and generates a comprehensive tech DD report with architecture assessment, tech debt quantification, scalability analysis, security posture, team capability inference, build system quality, test coverage, deployment maturity, and open source license risks. Outputs tech-dd-report.md formatted like a real investment memo with risk ratings, remediation costs, and go/no-go recommendation.