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Found 4 Skills
Investment-banking pitch book for strategic alternatives — trading comps, precedent transactions, valuation football field, DCF sensitivity, strategic-options matrix, process recommendation. Built by adapting `assets/template.html` so IB-specific chrome, disclosure bands, and source labels are preserved. Use for Board / sell-side discussion materials. Not a VC fundraising deck (see html-ppt-pitch-deck). Workflow adapted from Anthropic financial-services Pitch Agent (Apache-2.0).
ZEN.COM integration. Manage data, records, and automate workflows. Use when the user wants to interact with ZEN.COM data.
Jack Henry integration. Manage data, records, and automate workflows. Use when the user wants to interact with Jack Henry data.
Design and operate privacy and data security programs for SEC-registered firms under Reg S-P, Reg S-ID, and SEC cybersecurity expectations. Use when the user asks about privacy notices, the Safeguards Rule, identity theft prevention programs, breach notification obligations, vendor security due diligence, incident response planning, data classification, or state privacy law compliance. Also trigger when users mention 'customer data was exposed', 'do we need to notify clients of a breach', 'cybersecurity exam prep', 'cloud vendor risk assessment', 'encrypting client data', 'BYOD security policy', 'Red Flags Rule', 'NY DFS 500 requirements', or ask how to handle a cybersecurity incident.