[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718AM86CXPPTF1SGARPRWWF":3,"skill-same:01M718AM86CXPPTF1SGARPRWWF":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},"01M718AM86CXPPTF1SGARPRWWF","client-review",null,"Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on \"client review\", \"meeting prep for [client]\", \"quarterly review\", \"prep for [client name]\", or \"client meeting\".","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\u002Fmeeting-prep-agent\u002Fskills\u002Fclient-review\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"client review","client","review","action items","meeting","format","name","ad","portfolio","concise","meetings","with","analysis","use","meeting prep","triggers","performance","for","reviews","ready","2026-11-10 10:12:30",false,"---\nname: client-review\ndescription: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on \"client review\", \"meeting prep for [client]\", \"quarterly review\", \"prep for [client name]\", or \"client meeting\".\n---\n\n# Client Review Prep\n\n## Workflow\n\n### Step 1: Client Context\n\nGather or look up:\n- **Client name** and household members\n- **Account types**: Taxable, IRA, Roth, 401(k), trust, etc.\n- **Total AUM** across accounts\n- **Investment Policy Statement (IPS)**: Target allocation, risk tolerance, constraints\n- **Life stage**: Accumulation, pre-retirement, retirement, legacy\n- **Last meeting date** and any outstanding action items\n\n### Step 2: Portfolio Performance\n\nFor each account and the household aggregate:\n\n| Metric | QTD | YTD | 1-Year | 3-Year | Since Inception |\n|--------|-----|-----|--------|--------|----------------|\n| Portfolio return | | | | | |\n| Benchmark return | | | | | |\n| Alpha | | | | | |\n\n**Performance Attribution:**\n- Which asset classes \u002F positions drove returns?\n- Top 3 contributors and top 3 detractors\n- Any outsized single-position impact?\n\n### Step 3: Allocation Review\n\nCurrent vs. target allocation:\n\n| Asset Class | Target | Current | Drift | Action |\n|------------|--------|---------|-------|--------|\n| US Large Cap | | | | |\n| US Mid\u002FSmall | | | | |\n| International Developed | | | | |\n| Emerging Markets | | | | |\n| Fixed Income | | | | |\n| Alternatives | | | | |\n| Cash | | | | |\n\nFlag any drift exceeding the IPS rebalancing threshold (typically 3-5%).\n\n### Step 4: Talking Points\n\nGenerate a meeting agenda:\n\n1. **Market overview** (2-3 min): Brief macro context and outlook\n2. **Portfolio performance** (5 min): How did we do? Why?\n3. **Allocation review** (5 min): Any rebalancing needed?\n4. **Planning updates** (5-10 min):\n   - Life changes? (job, health, family, home, education)\n   - Income needs changing?\n   - Tax situation updates\n   - Estate planning updates\n5. **Action items** (5 min): What are we doing before next meeting?\n\n### Step 5: Proactive Recommendations\n\nBased on the review, suggest:\n- Rebalancing trades (if drift exceeds thresholds)\n- Tax-loss harvesting opportunities\n- Cash deployment or withdrawal planning\n- Roth conversion opportunities (if applicable)\n- Beneficiary updates or estate planning needs\n- Insurance review (life, disability, LTC)\n\n### Step 6: Output\n\n- One-page client review summary (Word or PDF)\n- Performance table with benchmarks\n- Allocation pie chart (current vs. target)\n- Recommended action items\n- Meeting agenda\n\n## Important Notes\n\n- Know your client before the meeting — review notes from last meeting\n- Lead with what the client cares about, not what you want to talk about\n- If performance was bad, address it directly — don't hide or spin\n- Always end with clear action items and next steps with dates\n- Document the meeting notes and any changes to the IPS\n- Compliance: ensure all materials are compliant with firm policies and regulatory requirements\n","# Client Review Prep\n\n## Workflow\n\n### Step 1: Client Context\n\nGather or look up:\n- **Client name** and household members\n- **Account types**: Taxable, IRA, Roth, 401(k), trust, etc.\n- **Total AUM** across accounts\n- **Investment Policy Statement (IPS)**: Target allocation, risk tolerance, constraints\n- **Life stage**: Accumulation, pre-retirement, retirement, legacy\n- **Last meeting date** and any outstanding action items\n\n### Step 2: Portfolio Performance\n\nFor each account and the household aggregate:\n\n| Metric | QTD | YTD | 1-Year | 3-Year | Since Inception |\n|--------|-----|-----|--------|--------|----------------|\n| Portfolio return | | | | | |\n| Benchmark return | | | | | |\n| Alpha | | | | | |\n\n**Performance Attribution:**\n- Which asset classes \u002F positions drove returns?\n- Top 3 contributors and top 3 detractors\n- Any outsized single-position impact?\n\n### Step 3: Allocation Review\n\nCurrent vs. target allocation:\n\n| Asset Class | Target | Current | Drift | Action |\n|------------|--------|---------|-------|--------|\n| US Large Cap | | | | |\n| US Mid\u002FSmall | | | | |\n| International Developed | | | | |\n| Emerging Markets | | | | |\n| Fixed Income | | | | |\n| Alternatives | | | | |\n| Cash | | | | |\n\nFlag any drift exceeding the IPS rebalancing threshold (typically 3-5%).\n\n### Step 4: Talking Points\n\nGenerate a meeting agenda:\n\n1. **Market overview** (2-3 min): Brief macro context and outlook\n2. **Portfolio performance** (5 min): How did we do? Why?\n3. **Allocation review** (5 min): Any rebalancing needed?\n4. **Planning updates** (5-10 min):\n   - Life changes? (job, health, family, home, education)\n   - Income needs changing?\n   - Tax situation updates\n   - Estate planning updates\n5. **Action items** (5 min): What are we doing before next meeting?\n\n### Step 5: Proactive Recommendations\n\nBased on the review, suggest:\n- Rebalancing trades (if drift exceeds thresholds)\n- Tax-loss harvesting opportunities\n- Cash deployment or withdrawal planning\n- Roth conversion opportunities (if applicable)\n- Beneficiary updates or estate planning needs\n- Insurance review (life, disability, LTC)\n\n### Step 6: Output\n\n- One-page client review summary (Word or PDF)\n- Performance table with benchmarks\n- Allocation pie chart (current vs. target)\n- Recommended action items\n- Meeting agenda\n\n## Important Notes\n\n- Know your client before the meeting — review notes from last meeting\n- Lead with what the client cares about, not what you want to talk about\n- If performance was bad, address it directly — don't hide or spin\n- Always end with clear action items and next steps with dates\n- Document the meeting notes and any changes to the IPS\n- Compliance: ensure all materials are compliant with firm policies and regulatory requirements\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fagent-plugins\u002Fmeeting-prep-agent\u002Fskills\u002Fclient-review",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 client-review",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill client-review",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill client-review","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fmeeting-prep-agent\u002Fskills\u002Fclient-review\u002FSKILL.md",true,[],[67,90,112,134,160,178],{"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",[],[74,75,76,77,78,38,79,80,81,82,34,83,84,32,85,86,87,30,88,89],"value","creation","value creation plan","plan","operating","bridge","planning","frameworks","kpi","execution","plans","roadmap","when","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",[],[97,98,99,100,101,102,36,103,34,104,32,86,105,31,106,107,108,109,110,111],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analyze","targets","arr","customer","revenue","cohort",{"skillNo":113,"name":114,"nameZh":6,"description":115,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":116,"categories":117,"keywords":118,"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",[],[119,31,120,121,122,123,124,36,125,126,127,34,128,32,86,129,130,131,132,133],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":135,"name":136,"nameZh":6,"description":137,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":138,"categories":139,"keywords":148,"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",[140,145],{"categoryNo":141,"categoryName":142,"taxonomyType":143,"taxonomyTypeDesc":144},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":146,"categoryName":147,"taxonomyType":143,"taxonomyTypeDesc":144},"01JBSEEDCAT000000000000004","电子表格",[149,150,27,151,152,153,35,154,34,32,86,21,155,106,87,156,157,77,158,159],"portfolio monitoring","monitoring","financials","PDF","xlsx","company","check","packages","track","covenant","how",{"skillNo":161,"name":162,"nameZh":6,"description":163,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":164,"categories":165,"keywords":166,"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",[],[167,168,169,38,170,36,171,127,34,172,32,173,86,31,87,174,131,175,176,177],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":179,"name":180,"nameZh":6,"description":181,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":182,"categories":183,"keywords":187,"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",[184],{"categoryNo":185,"categoryName":186,"taxonomyType":143,"taxonomyTypeDesc":144},"01JBSEEDCAT000000000000005","邮件与沟通",[188,189,131,190,191,192,36,154,34,193,194,195,32,196,86,197,198,155,174,199],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]