description: 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]".
description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
description: Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".
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 (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.
description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
Guide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.
description: Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".
description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
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 for creating presentations from scratch.
Migrate memory blocks from an existing agent to the current agent. Use when the user wants to copy or share memory from another agent, or during /init when setting up a new agent that should inherit memory from an existing one.
Creates durable, resumable workflows using Vercel's Workflow DevKit. Use when building workflows that need to survive restarts, pause for external events, retry on failure, or coordinate multi-step operations over time. Triggers on mentions of "workflow", "durable functions", "resumable", "workflow devkit", "queue", "event", "push", "subscribe", or step-based orchestration.
Install and configure Vercel Workflow DevKit before it exists in node_modules. Use when the user asks to "install workflow", "set up workflow", "add durable workflows", "configure workflow devkit", or "init workflow" for Next.js, Express, Hono, Fastify, NestJS, Nitro, Nuxt, Astro, SvelteKit, or Vite.
Build AI agents on Cloudflare Workers using the Agents SDK. Load when creating stateful agents, durable workflows, real-time WebSocket apps, scheduled tasks, MCP servers, or chat applications. Covers Agent class, state management, callable RPC, Workflows integration, and React hooks. Biases towards retrieval from Cloudflare docs over pre-trained knowledge.
Performs initial binary triage by surveying memory layout, strings, imports/exports, and functions to quickly understand what a binary does and identify suspicious behavior. Use when first examining a binary, when user asks to triage/survey/analyze a program, or wants an overview before deeper reverse engineering.
Expert guidance for deep security investigations. Use this when the user asks to "investigate" a case, entity, or incident.
Use to package upsell, cross-sell, and advocacy motions tied to customer outcomes.
Expert guidance on real-time communication patterns including WebSockets, Server-Sent Events (SSE), Socket.IO, and WebRTC. Covers connection management, reconnection strategies, scaling, and real-time data synchronization. Use when "implement websocket, real-time updates, live chat, socket.io, server-sent events, live notifications, collaborative editing, presence indicators, Working with ws, Socket.IO, Pusher, Ably, websocket, realtime, socket.io, sse, live, streaming, push, collaboration" mentioned.