[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718AEZD8DJ328VW87MDKDXN":3,"skill-same:01M718AEZD8DJ328VW87MDKDXN":71},{"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":23,"publishedAt":44,"linkOnly":45,"markdownContent":46,"markdownBody":47,"frontMatter":48,"refName":49,"commitSha":50,"skillDirectory":51,"forksCount":52,"repositoryHtmlUrl":53,"repositoryHomepageUrl":6,"ownerHtmlUrl":54,"ownerBlogUrl":55,"ownerDescription":6,"updatedAt":56,"install":57,"resources":70},"01M718AEZD8DJ328VW87MDKDXN","sector-overview",null,"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\".","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\u002Fmarket-researcher\u002Fskills\u002Fsector-overview\u002FSKILL.md",[18],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000021","资料检索与研究","SCENARIO","使用场景",[24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43],"sector overview","overview","trends","requests","research","create","reports","Market","analysis","positioning","use","competitive positioning","knowledge","landscape","triggers","deep dive","for","deep","dynamics","competitive","2026-11-10 10:12:30",false,"---\nname: sector-overview\ndescription: 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\".\n---\n\n# Sector Overview\n\n## Workflow\n\n### Step 1: Define Scope\n\n- **Sector \u002F subsector**: What industry and how narrowly defined?\n- **Purpose**: Client report, internal research, pitch material, idea generation\n- **Depth**: High-level overview (5-10 pages) or deep dive (20-30 pages)\n- **Angle**: Neutral landscape vs. thematic thesis (e.g., \"AI infrastructure buildout\")\n- **Universe**: Public companies only, or include private?\n\n### Step 2: Market Overview\n\n**Market Size & Growth**\n- Total addressable market (TAM) with source\n- Historical growth rate (5-year CAGR)\n- Forecast growth rate and key assumptions\n- Market segmentation (by product, geography, end market, customer type)\n\n**Industry Structure**\n- Fragmented vs. consolidated — top 5 market share\n- Value chain map — where does value accrue?\n- Business model types (subscription, transaction, licensing, services)\n- Barriers to entry (capital, regulatory, technical, network effects)\n\n**Key Trends & Drivers**\n- Secular tailwinds (3-5 major trends)\n- Headwinds and risks\n- Technology disruption vectors\n- Regulatory developments\n- M&A activity and consolidation trends\n\n### Step 3: Competitive Landscape\n\n**Company Profiles** (for top 5-10 players):\n\n| Company | Revenue | Growth | EBITDA Margin | Market Share | Key Differentiator |\n|---------|---------|--------|--------------|-------------|-------------------|\n| | | | | | |\n\nFor each company, brief profile:\n- Business description (2-3 sentences)\n- Strategic positioning and moat\n- Recent developments (earnings, M&A, product launches)\n- Valuation snapshot (P\u002FE, EV\u002FEBITDA, EV\u002FRevenue)\n\n**Competitive Dynamics**\n- How do companies compete? (price, product, service, distribution)\n- Who is gaining\u002Flosing share and why?\n- Disruption risk from new entrants or adjacent players\n\n### Step 4: Valuation Context\n\n- Sector trading multiples (current and historical range)\n- Premium\u002Fdiscount drivers (growth, margins, market position)\n- Recent M&A transaction multiples\n- How does the sector compare to the broader market?\n\n### Step 5: Investment Implications\n\n- Where are the best risk\u002Freward opportunities?\n- What thematic bets can be expressed through this sector?\n- Key debates in the sector (bull vs. bear arguments)\n- Catalysts that could change the sector narrative\n\n### Step 6: Output\n\n- Word document or PowerPoint with:\n  - Market overview and sizing\n  - Competitive landscape map\n  - Company comparison table\n  - Valuation summary\n  - Key charts: market growth, share trends, valuation history\n- Excel appendix with detailed company data\n\n## Important Notes\n\n- Source all market size data — cite the research firm or methodology\n- Distinguish between TAM hype and realistic addressable market\n- Sector overviews age fast — note the date and flag data that may be stale\n- Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot\n- If for a client, tailor the \"so what\" to their specific situation (M&A target identification, competitive positioning, market entry)\n","# Sector Overview\n\n## Workflow\n\n### Step 1: Define Scope\n\n- **Sector \u002F subsector**: What industry and how narrowly defined?\n- **Purpose**: Client report, internal research, pitch material, idea generation\n- **Depth**: High-level overview (5-10 pages) or deep dive (20-30 pages)\n- **Angle**: Neutral landscape vs. thematic thesis (e.g., \"AI infrastructure buildout\")\n- **Universe**: Public companies only, or include private?\n\n### Step 2: Market Overview\n\n**Market Size & Growth**\n- Total addressable market (TAM) with source\n- Historical growth rate (5-year CAGR)\n- Forecast growth rate and key assumptions\n- Market segmentation (by product, geography, end market, customer type)\n\n**Industry Structure**\n- Fragmented vs. consolidated — top 5 market share\n- Value chain map — where does value accrue?\n- Business model types (subscription, transaction, licensing, services)\n- Barriers to entry (capital, regulatory, technical, network effects)\n\n**Key Trends & Drivers**\n- Secular tailwinds (3-5 major trends)\n- Headwinds and risks\n- Technology disruption vectors\n- Regulatory developments\n- M&A activity and consolidation trends\n\n### Step 3: Competitive Landscape\n\n**Company Profiles** (for top 5-10 players):\n\n| Company | Revenue | Growth | EBITDA Margin | Market Share | Key Differentiator |\n|---------|---------|--------|--------------|-------------|-------------------|\n| | | | | | |\n\nFor each company, brief profile:\n- Business description (2-3 sentences)\n- Strategic positioning and moat\n- Recent developments (earnings, M&A, product launches)\n- Valuation snapshot (P\u002FE, EV\u002FEBITDA, EV\u002FRevenue)\n\n**Competitive Dynamics**\n- How do companies compete? (price, product, service, distribution)\n- Who is gaining\u002Flosing share and why?\n- Disruption risk from new entrants or adjacent players\n\n### Step 4: Valuation Context\n\n- Sector trading multiples (current and historical range)\n- Premium\u002Fdiscount drivers (growth, margins, market position)\n- Recent M&A transaction multiples\n- How does the sector compare to the broader market?\n\n### Step 5: Investment Implications\n\n- Where are the best risk\u002Freward opportunities?\n- What thematic bets can be expressed through this sector?\n- Key debates in the sector (bull vs. bear arguments)\n- Catalysts that could change the sector narrative\n\n### Step 6: Output\n\n- Word document or PowerPoint with:\n  - Market overview and sizing\n  - Competitive landscape map\n  - Company comparison table\n  - Valuation summary\n  - Key charts: market growth, share trends, valuation history\n- Excel appendix with detailed company data\n\n## Important Notes\n\n- Source all market size data — cite the research firm or methodology\n- Distinguish between TAM hype and realistic addressable market\n- Sector overviews age fast — note the date and flag data that may be stale\n- Charts are essential — market size waterfall, competitive positioning matrix, valuation scatter plot\n- If for a client, tailor the \"so what\" to their specific situation (M&A target identification, competitive positioning, market entry)\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fagent-plugins\u002Fmarket-researcher\u002Fskills\u002Fsector-overview",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":58,"prompt":68,"zipAvailable":69},[59,62,65],{"tool":60,"command":61},"npx","npx skills add anthropics\u002Ffinancial-services --skill sector-overview",{"tool":63,"command":64},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill sector-overview",{"tool":66,"command":67},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill sector-overview","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fmarket-researcher\u002Fskills\u002Fsector-overview\u002FSKILL.md",true,[],[72,97,119,141,168,186],{"skillNo":73,"name":74,"nameZh":6,"description":75,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":76,"categories":77,"keywords":78,"publishedAt":44},"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",[],[79,80,81,82,83,84,85,86,87,88,38,89,90,34,91,92,93,94,95,96],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","when","materials","with","cost","acquisition",{"skillNo":98,"name":99,"nameZh":6,"description":100,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":101,"categories":102,"keywords":103,"publishedAt":44},"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",[],[104,105,106,107,108,109,40,110,38,111,34,92,112,32,113,114,115,116,117,118],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analyze","targets","arr","customer","revenue","cohort",{"skillNo":120,"name":121,"nameZh":6,"description":122,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":123,"categories":124,"keywords":125,"publishedAt":44},"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",[],[126,32,127,128,129,130,131,40,132,133,134,38,135,34,92,136,137,138,139,140],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":142,"name":143,"nameZh":6,"description":144,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":145,"categories":146,"keywords":153,"publishedAt":44},"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",[147,150],{"categoryNo":148,"categoryName":149,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000002","文档处理",{"categoryNo":151,"categoryName":152,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000004","电子表格",[154,155,156,157,158,159,160,161,38,34,92,162,163,113,93,164,165,82,166,167],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","check","packages","track","covenant","how",{"skillNo":169,"name":170,"nameZh":6,"description":171,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":172,"categories":173,"keywords":174,"publishedAt":44},"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",[],[175,176,177,84,178,40,179,134,38,180,34,181,92,32,93,182,138,183,184,185],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":187,"name":188,"nameZh":6,"description":189,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":190,"categories":191,"keywords":195,"publishedAt":44},"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",[192],{"categoryNo":193,"categoryName":194,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000005","邮件与沟通",[196,197,138,198,199,200,40,161,38,201,202,203,34,204,92,205,206,163,182,207],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]