description: Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".
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: 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: 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: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
description: Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".
description: Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".
description: Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".
Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.
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 user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
description: 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".
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 anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".
Regenerate the local emitter and diff the generated code against the upstream baseline checked into autorest.python. Use this skill when the user wants to see how their emitter changes affect generated code compared to what's currently in production, says things like "diff upstream", "compare to baseline", "what changed vs production", "show me the diff", "how does this affect generated code", or wants to validate their changes produce the expected output differences.
Discovers and implements gaps in Spector test coverage for the C# HTTP client emitter. Use when asked to find missing Spector scenarios, add Spector test coverage, or implement a specific Spector spec for the C# emitter.
Build and test the @typespec/http-client-python emitter. Use this skill whenever the user wants to test their local changes to the emitter, run the generator test suite, check if their http-client-python changes are passing, or validate a fix. Triggers on phrases like "test the emitter", "run tests", "check if my changes pass", "run test:generator", "run CI", or any mention of testing/validating changes in the emitter package.
Create a PR to bump TypeSpec/Azure Tools dependencies, update peer dependencies, or release a new version of the http-client-python package.
Format the codebase with pnpm and recover from common formatting failures.
Writes TypeSpec http-client-python generator mock API tests (azure/unbranded/generic) from a Spector case. Use when given a Spector case link or a PR link that modifies Spector cases under http-specs/azure-http-specs.
Prepare language emitter changes for PR: validate (build, format, lint), add a changeset, and push. This skill is specifically for the language emitter packages (http-client-python, http-client-csharp, http-client-java) - NOT for core TypeSpec packages like compiler, http, openapi3, etc. Use when the user wants to finalize emitter changes, says things like "prep for pr", "prepare for PR", "validate and push", "add changeset", or "finalize changes".