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Found 33 Skills
Extract and summarize risk factors from SEC filings using Octagon MCP. Use when analyzing Item 1A risk disclosures, categorizing business risks, identifying new or material risks, and comparing risk profiles across companies or time periods.
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 materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.
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.
Zero friction. Full context. Competitive intelligence, M&A due diligence, and OSINT directly from your terminal. Uses Node.js/npx.
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.
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.
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.
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'.
Property valuation, market analysis, investment ROI calculations, comparable analysis, and rental yield assessment. Use when evaluating real estate investments, analyzing property markets, or calculating returns.
Analyze a startup from three perspectives: VC investor, job applicant, and CEO/founder. Use this skill whenever the user wants to evaluate a startup, assess whether to invest in or join a startup, do due diligence, evaluate a job offer from a startup, understand a startup's competitive position, or assess company health and trajectory. Triggers: "analyze this startup", "should I join [company]", "is [company] a good investment", "evaluate [company]", "due diligence on [company]", "what do you think of [startup]", "should I take this startup job offer", "how healthy is [company]", "startup assessment", "company analysis", "is [company] worth joining", "what's the outlook for [company]", "research [company] for me", any mention of evaluating or assessing a startup or tech company from investment, career, or strategic perspectives — provide all three perspectives by default.
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.