[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M7189ACE4Y1W16A5G005RNJN":3,"skill-same:01M7189ACE4Y1W16A5G005RNJN":66},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":18,"publishedAt":39,"linkOnly":40,"markdownContent":41,"markdownBody":42,"frontMatter":43,"refName":44,"commitSha":45,"skillDirectory":46,"forksCount":47,"repositoryHtmlUrl":48,"repositoryHomepageUrl":6,"ownerHtmlUrl":49,"ownerBlogUrl":50,"ownerDescription":6,"updatedAt":51,"install":52,"resources":65},"01M7189ACE4Y1W16A5G005RNJN","model-update",null,"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\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41229,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fearnings-reviewer\u002Fskills\u002Fmodel-update\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"model update","update","model","macro","management","data","flags","guidance","models","changes","refresh","with","updates","when","use","new","material","triggers","company","for","2026-11-10 10:12:30",false,"---\nname: model-update\ndescription: 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\".\n---\n\n# Model Update\n\n## Workflow\n\n### Step 1: Identify What Changed\n\nDetermine the update trigger:\n- **Earnings release**: New quarterly actuals to plug in\n- **Guidance change**: Company updated forward outlook\n- **Estimate revision**: Analyst changing assumptions based on new data\n- **Macro update**: Interest rates, FX, commodity prices changed\n- **Event-driven**: M&A, restructuring, new product, management change\n\n### Step 2: Plug New Data\n\n#### After Earnings\nUpdate the model with reported actuals:\n\n| Line Item | Prior Estimate | Actual | Delta | Notes |\n|-----------|---------------|--------|-------|-------|\n| Revenue | | | | |\n| Gross Margin | | | | |\n| Operating Expenses | | | | |\n| EBITDA | | | | |\n| EPS | | | | |\n| [Key metric 1] | | | | |\n| [Key metric 2] | | | | |\n\n**Segment Detail** (if applicable):\n- Update each segment's revenue and margin\n- Note any segment mix shifts\n\n**Balance Sheet \u002F Cash Flow Updates**:\n- Cash and debt balances\n- Share count (buybacks, dilution)\n- Capex actual vs. estimate\n- Working capital changes\n\n### Step 3: Revise Forward Estimates\n\nBased on the new data, adjust forward estimates:\n\n| | Old FY Est | New FY Est | Change | Old Next FY | New Next FY | Change |\n|---|-----------|-----------|--------|------------|------------|--------|\n| Revenue | | | | | | |\n| EBITDA | | | | | | |\n| EPS | | | | | | |\n\n**Key Assumption Changes:**\n- What assumptions are you changing and why?\n- Revenue growth rate: old → new (reason)\n- Margin assumption: old → new (reason)\n- Any new items (restructuring charges, one-time gains, etc.)\n\n### Step 4: Valuation Impact\n\nRecalculate valuation with updated estimates:\n\n| Valuation Method | Prior | Updated | Change |\n|-----------------|-------|---------|--------|\n| DCF fair value | | | |\n| P\u002FE (NTM EPS × target multiple) | | | |\n| EV\u002FEBITDA (NTM EBITDA × target multiple) | | | |\n| **Price Target** | | | |\n\n### Step 5: Summary & Action\n\n**Estimate Change Summary:**\n- One paragraph: what changed, why, and what it means for the stock\n- Is this a thesis-changing event or noise?\n\n**Rating \u002F Price Target:**\n- Maintain or change rating?\n- New price target (if changed) with methodology\n- Upside\u002Fdownside to current price\n\n### Step 6: Output\n\n- Updated Excel model (if user provides the existing model)\n- Estimate change summary (markdown or Word)\n- Updated price target derivation\n\n## Important Notes\n\n- Always reconcile your estimates to the company's reported figures before projecting forward\n- Note any non-recurring items and whether your estimates are GAAP or adjusted\n- Track your estimate revision history — it shows your analytical progression\n- If the quarter was noisy, separate signal from noise in your estimate changes\n- Check consensus after updating — how do your revised estimates compare to the Street?\n- Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS\n","# Model Update\n\n## Workflow\n\n### Step 1: Identify What Changed\n\nDetermine the update trigger:\n- **Earnings release**: New quarterly actuals to plug in\n- **Guidance change**: Company updated forward outlook\n- **Estimate revision**: Analyst changing assumptions based on new data\n- **Macro update**: Interest rates, FX, commodity prices changed\n- **Event-driven**: M&A, restructuring, new product, management change\n\n### Step 2: Plug New Data\n\n#### After Earnings\nUpdate the model with reported actuals:\n\n| Line Item | Prior Estimate | Actual | Delta | Notes |\n|-----------|---------------|--------|-------|-------|\n| Revenue | | | | |\n| Gross Margin | | | | |\n| Operating Expenses | | | | |\n| EBITDA | | | | |\n| EPS | | | | |\n| [Key metric 1] | | | | |\n| [Key metric 2] | | | | |\n\n**Segment Detail** (if applicable):\n- Update each segment's revenue and margin\n- Note any segment mix shifts\n\n**Balance Sheet \u002F Cash Flow Updates**:\n- Cash and debt balances\n- Share count (buybacks, dilution)\n- Capex actual vs. estimate\n- Working capital changes\n\n### Step 3: Revise Forward Estimates\n\nBased on the new data, adjust forward estimates:\n\n| | Old FY Est | New FY Est | Change | Old Next FY | New Next FY | Change |\n|---|-----------|-----------|--------|------------|------------|--------|\n| Revenue | | | | | | |\n| EBITDA | | | | | | |\n| EPS | | | | | | |\n\n**Key Assumption Changes:**\n- What assumptions are you changing and why?\n- Revenue growth rate: old → new (reason)\n- Margin assumption: old → new (reason)\n- Any new items (restructuring charges, one-time gains, etc.)\n\n### Step 4: Valuation Impact\n\nRecalculate valuation with updated estimates:\n\n| Valuation Method | Prior | Updated | Change |\n|-----------------|-------|---------|--------|\n| DCF fair value | | | |\n| P\u002FE (NTM EPS × target multiple) | | | |\n| EV\u002FEBITDA (NTM EBITDA × target multiple) | | | |\n| **Price Target** | | | |\n\n### Step 5: Summary & Action\n\n**Estimate Change Summary:**\n- One paragraph: what changed, why, and what it means for the stock\n- Is this a thesis-changing event or noise?\n\n**Rating \u002F Price Target:**\n- Maintain or change rating?\n- New price target (if changed) with methodology\n- Upside\u002Fdownside to current price\n\n### Step 6: Output\n\n- Updated Excel model (if user provides the existing model)\n- Estimate change summary (markdown or Word)\n- Updated price target derivation\n\n## Important Notes\n\n- Always reconcile your estimates to the company's reported figures before projecting forward\n- Note any non-recurring items and whether your estimates are GAAP or adjusted\n- Track your estimate revision history — it shows your analytical progression\n- If the quarter was noisy, separate signal from noise in your estimate changes\n- Check consensus after updating — how do your revised estimates compare to the Street?\n- Share count matters — dilution from stock comp, converts, or buybacks can materially affect EPS\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fagent-plugins\u002Fearnings-reviewer\u002Fskills\u002Fmodel-update",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":53,"prompt":63,"zipAvailable":64},[54,57,60],{"tool":55,"command":56},"npx","npx skills add anthropics\u002Ffinancial-services --skill model-update",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill model-update",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill model-update","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fearnings-reviewer\u002Fskills\u002Fmodel-update\u002FSKILL.md",true,[],[67,90,113,133,161,179],{"skillNo":68,"name":69,"nameZh":6,"description":70,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":71,"categories":72,"keywords":73,"publishedAt":39},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[74,75,76,77,78,79,80,81,82,83,36,84,85,33,86,32,87,30,88,89],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","materials","cost","acquisition",{"skillNo":91,"name":92,"nameZh":6,"description":93,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":94,"categories":95,"keywords":96,"publishedAt":39},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, 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\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[97,98,99,100,101,102,38,103,36,104,33,32,105,106,107,108,109,110,111,112],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analysis","analyze","targets","arr","customer","revenue","cohort",{"skillNo":114,"name":115,"nameZh":6,"description":116,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":117,"categories":118,"keywords":119,"publishedAt":39},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[120,106,121,122,123,124,21,38,125,126,127,36,128,33,32,129,130,131,132,27],"returns analysis","returns","back","leverage","quick","sensitivity","testing","up","exit","growth","across","deal","build",{"skillNo":134,"name":135,"nameZh":6,"description":136,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":137,"categories":138,"keywords":147,"publishedAt":39},"01M718JRJYHENXRTAS2WES2J4E","portfolio-monitoring","Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly 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\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[139,144],{"categoryNo":140,"categoryName":141,"taxonomyType":142,"taxonomyTypeDesc":143},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":145,"categoryName":146,"taxonomyType":142,"taxonomyTypeDesc":143},"01JBSEEDCAT000000000000004","电子表格",[148,149,150,151,152,153,154,37,36,33,32,155,156,107,87,157,158,77,159,160],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","review","check","packages","track","covenant","how",{"skillNo":162,"name":163,"nameZh":6,"description":164,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":165,"categories":166,"keywords":167,"publishedAt":39},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[168,169,170,79,171,38,172,127,36,173,33,174,32,106,87,175,131,176,177,178],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":180,"name":181,"nameZh":6,"description":182,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":183,"categories":184,"keywords":188,"publishedAt":39},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[185],{"categoryNo":186,"categoryName":187,"taxonomyType":142,"taxonomyTypeDesc":143},"01JBSEEDCAT000000000000005","邮件与沟通",[189,190,131,191,192,193,38,37,36,194,195,34,33,196,32,197,198,156,175,199],"sourcing","deal sourcing","target","discover","email","emails","prospecting","Existing","workflow","founders","find"]