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Found 40 Skills
M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.
Conduct comprehensive company research and due diligence. Analyze business model, competitive landscape, management, and market position.
Senior SaaS CFO / Financial Analyst (15+ years) specialized in financial modeling, projections, and exit strategy for bootstrapped and VC-backed SaaS companies. Activate when user needs: (1) Revenue projections (1-5 years), (2) Exit valuation and multiples, (3) Unit economics analysis (CAC, LTV, payback), (4) Scenario modeling (conservative/base/optimistic), (5) Fundraising narratives with financial backing, (6) M&A due diligence financials, (7) SaaS metrics benchmarking, (8) Cohort analysis and churn modeling. Triggers: "proyecciones", "projections", "exit", "valuation", "ARR", "MRR", "multiples", "revenue forecast", "financial model", "exit strategy", "CAC", "LTV", "unit economics", "churn", "fundraising", "M&A", "acquisition", "5 year plan".
Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.
Use this skill when the user requests to generate, create, or write professional research reports including but not limited to market analysis, consumer insights, brand analysis, financial analysis, industry research, competitive intelligence, investment due diligence, or any consulting-grade analytical report. This skill operates in two phases — (1) generating a structured analysis framework with chapter skeleton, data query requirements, and analysis logic, and (2) after data collection by other skills, producing the final consulting-grade report with structured narratives, embedded charts, and strategic insights.
Use this skill any time the user wants financial analysis, earnings research, or investment-related reports. This includes: earnings call summaries, quarterly financial analysis, stock research, equity research reports, financial due diligence, company valuations, DCF models, balance sheet analysis, income statement breakdowns, cash flow analysis, SEC filing summaries, investor memos, portfolio analysis, IPO analysis, M&A research, and credit analysis. Also trigger when: user says 分析财报, 做个估值, 股票研究, 财务尽调, 现金流分析, 收入分析, 季度财务分析. If financial research or analysis is needed, use this skill.
Use this skill any time the user wants in-depth research or comprehensive analysis on any topic. This includes: industry analysis, competitive landscape mapping, market sizing, trend analysis, technology reviews, investment research, sector overviews, due diligence, benchmark studies, patent landscape analysis, regulatory analysis, and academic surveys. Also trigger when: user says 帮我调研一下, 深度分析, 行业研究, 市场规模分析, 竞争格局, 技术趋势, 做个研究报告. If deep research or comprehensive analysis is needed, use this skill.
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.
Legal due diligence review for seed-stage and Series A startups (US, Delaware C-Corp focus). Supports both investor and founder perspectives. Capabilities include: (1) Interactive document review and issue spotting; (2) Document request list generation; (3) Cap table and SAFE/convertible note analysis; (4) Red flag identification with severity ratings; (5) Diligence report generation. TRIGGERS: due diligence, DD, startup investment, cap table review, Series A, seed round, investor diligence, legal review startup, SAFE analysis, convertible note, 409A, founder vesting.
Assess investment suitability obligations under FINRA Rules 2111 and 2090 across all three suitability prongs. Use when the user asks about reasonable-basis, customer-specific, or quantitative suitability, product-specific concerns for complex products, leveraged ETFs, variable annuities, or alternatives, household-level suitability, hold recommendations, or the institutional suitability exemption. Also trigger when users mention 'is this investment suitable', 'turnover ratio is too high', 'cost-to-equity ratio', 'churning metrics', 'suitability questionnaire design', 'complex product due diligence', 'customer refused to provide their risk tolerance', or ask whether a recommendation fits a customer's profile.
OSINT and investigation including people search, company intel, domain lookup, social media discovery, and threat intel. USE WHEN OSINT, due diligence, company intel, background check, find person, people search, domain lookup, entity lookup, threat intel, who is.
Prioritize drug targets from a ranked gene list (e.g., scRNA-seq DE output) by orchestrating parallel API queries against UniProt, OpenTargets (with integrated DepMap CRISPR essentiality + gnomAD constraint), PubMed, the Human Protein Atlas (HPA), and ChEMBL tool compounds, then re-ranking by a composite score combining protein localization, druggability, disease genetics, tissue specificity (safety), focus-cell-type expression, CRISPR essentiality, LoF safety constraint, and research maturity. Use whenever the user wants to filter, triage, prioritize, or "do due diligence" on a list of candidate genes for drug discovery, especially after a DE / DEG analysis when they say things like "which of these should I follow up on", "filter for druggable targets", "make a target dossier", "rank these for tractability", "annotate these genes for druggability", or "build a target report". Trigger even when the user says just "filter these candidate genes" or hands over a CSV from a DE pipeline.