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Found 7 Skills
Generate end-to-end investment proposals covering risk profiling, model portfolio recommendation, fee illustration, projections, and compliance review. Use when the user asks about creating a proposal for a prospect, mapping risk questionnaire scores to model portfolios, building fee illustrations with tiered costs, producing Monte Carlo or scenario projections, analyzing a prospect's current portfolio for improvement opportunities, reviewing proposals for SEC Marketing Rule compliance, or designing proposal templates for a multi-advisor firm. Also trigger when users mention 'investment proposal', 'proposal generation', 'risk profiling', 'Riskalyze', 'Nitrogen', 'fee illustration', 'transition analysis', 'current vs proposed portfolio', or 'proposal compliance review'.
When a founder needs to create a sales proposal, statement of work, contract, NDA, or master service agreement. Activate when the user mentions proposal, SOW, quote, contract, NDA, MSA, or needs to formalize a deal.
Create client-ready sales quotations from scope notes, line items, rates, and terms—structured so buyers can compare options, accept, or convert to an invoice without rework. Use when the user asks for a quotation, quote, estimate, proposal pricing, or RFQ response. Create quotations with AI-native design and the highest aesthetic standards, powered by the K2F format and engine. Purpose-built for AI agents, K2F lets them focus on semantic content and design intent while automatically handling layout, typography, and formatting complexity.
Generate complete business proposals for client projects. Takes client requirement documents (docx/pdf/md) or verbal descriptions as input, outputs a professionally formatted proposal with technical architecture, budget, timeline, risk analysis, and team introduction. Automatically calls illustrate for images and any2pdf for final PDF delivery. Trigger when user mentions "商务方案", "合作评估", "项目评估", "报价方案", "proposal", "需求评估", "给客户出方案", or wants to generate a client-facing project proposal from requirements.
Precision project estimator that turns security audits and code assessments into professional proposals with scope, timeline, pricing, and deliverables. The Osprey accounts for what others overlook. Use when quoting remediation work, estimating project scope, or producing client-ready proposals.
Generate complete business proposals for client projects. Takes client requirement documents (docx/pdf/md) or verbal descriptions as input, outputs a professionally formatted proposal with technical architecture, budget, timeline, risk analysis, and team introduction. Automatically calls illustrate for images and any2pdf for final PDF delivery. Trigger when user mentions "商务方案", "合作评估", "项目评估", "报价方案", "proposal", "需求评估", "给客户出方案", or wants to generate a client-facing project proposal from requirements.
Use when researching technical approaches before building. Triggers on: "explore options", "what are my options for", "research approaches", "compare solutions", "dev explore", "generate proposals", "help me decide between". Runs parallel proposal generation via subagents and outputs to .codevoyant/explore/.