w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "dd-meeting-prep" from w95/awesome-claude-corporate-skills, covering diligence meeting prep, workflow, step 1: meeting context, step 2: generate question list and step 3: benchmarks & context.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "deal-screening" from w95/awesome-claude-corporate-skills, covering deal screening, workflow, step 1: extract deal facts, step 2: screen against criteria and step 3: quick assessment.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "deal-sourcing" from w95/awesome-claude-corporate-skills, covering deal sourcing, workflow, step 1: discover companies, step 2: crm check and step 3: draft founder outreach.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "deal-tracker" from w95/awesome-claude-corporate-skills, covering deal tracker, workflow, step 1: deal setup, step 2: milestone tracking and step 3: action items.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when…
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "earnings-preview" from w95/awesome-claude-corporate-skills, covering earnings preview, workflow, step 1: gather context, step 2: key metrics framework and step 3: scenario analysis.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "financial-plan" from w95/awesome-claude-corporate-skills, covering financial plan, workflow, step 1: client profile, step 2: cash flow analysis and step 3: retirement projections.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "ic-memo" from w95/awesome-claude-corporate-skills, covering investment committee memo, workflow, step 1: gather inputs, step 2: draft memo structure and step 3: output format.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "idea-generation" from w95/awesome-claude-corporate-skills, covering idea generation, workflow, step 1: define search criteria, step 2: quantitative screens and step 3: thematic sweep.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables…
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "investment-proposal" from w95/awesome-claude-corporate-skills, covering investment proposal, workflow, step 1: prospect context, step 2: proposal structure and step 3: customization.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "merger-model" from w95/awesome-claude-corporate-skills, covering merger model, workflow, step 1: gather inputs, step 2: purchase price analysis and step 3: sources & uses.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "model-update" from w95/awesome-claude-corporate-skills, covering model update, workflow, step 1: identify what changed, step 2: plug new data and step 3: revise forward estimates.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "morning-note" from w95/awesome-claude-corporate-skills, covering morning note, workflow, step 1: overnight developments, step 2: morning note format and step 3: quick takes on earnings.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not…
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "portfolio-monitoring" from w95/awesome-claude-corporate-skills, covering portfolio monitoring, workflow, step 1: ingest financial package, step 2: kpi extraction & variance analysis and step 3: flag & summarize.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "portfolio-rebalance" from w95/awesome-claude-corporate-skills, covering portfolio rebalance, workflow, step 1: current state, step 2: drift analysis and step 3: trade recommendations.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "process-letter" from w95/awesome-claude-corporate-skills, covering process letter, workflow, step 1: determine letter type, step 2: initial process letter / ioi instructions and step 3: final bid / second round letter.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "returns-analysis" from w95/awesome-claude-corporate-skills, covering returns analysis, workflow, step 1: gather deal inputs, step 2: base case returns and step 3: sensitivity tables.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Skill "sector-overview" from w95/awesome-claude-corporate-skills, covering sector overview, workflow, step 1: define scope, step 2: market overview and step 3: competitive landscape.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.
w95/awesome-claude-corporate-skills
Skill Claude CodeCodex
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets…