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Found 41 Skills
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'.
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.
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.
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.
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.
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.
Analyze alternative investments including hedge funds, private equity, and venture capital. Use when the user asks about hedge fund strategies (long/short, macro, event-driven), PE or VC performance metrics (IRR, TVPI, DPI), fee structures ('2-and-20', carry, hurdle rates), the J-curve effect, illiquidity premiums, lock-up periods, or hedge fund replication. Also trigger when users mention 'managed futures', 'CTA', 'fund of funds', 'vintage year', 'capital calls', 'distributions', 'carried interest', or ask how to evaluate an alternative investment manager.
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
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.
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]".