[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718ETX3CWGA6TGDTTZTEDPC":3,"skill-same:01M718ETX3CWGA6TGDTTZTEDPC":85},{"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},"01M718ETX3CWGA6TGDTTZTEDPC","earnings-analysis",null,"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\u002Fmiss 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\u002FQ2\u002FQ3\u002FQ4 results\", or post-earnings report.","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\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fearnings-analysis\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],"analysis","earnings analysis","earnings","when","research","for","tables","equity","post","professional","pages","thesis","reports","use","coverage","Charts","analyzing","metrics","update","create","2026-11-10 10:12:30",false,"---\nname: earnings-analysis\ndescription: 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\u002Fmiss 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\u002FQ2\u002FQ3\u002FQ4 results\", or post-earnings report.\n---\n\n# Equity Research Earnings Update\n\nCreate professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).\n\n**Key Characteristics:**\n- **Length**: 8-12 pages\n- **Word Count**: 3,000-5,000 words\n- **Tables**: 1-3 summary tables (NOT comprehensive)\n- **Figures**: 8-12 charts\n- **Turnaround**: 1-2 days (within 24-48 hours of earnings)\n- **Audience**: Clients already familiar with the company\n- **Focus**: What's NEW - beat\u002Fmiss, updated estimates, thesis impact\n- **Font**: Times New Roman throughout (unless user specifies otherwise)\n\n## When to Use\n\nUse when the user requests:\n- \"Create an earnings update for [Company] Q3 2024\"\n- \"Analyze [Company]'s quarterly results\"\n- \"Post-earnings report for [Company]\"\n- \"Q1\u002FQ2\u002FQ3\u002FQ4 update for [Company]\"\n\n**Do NOT use if:**\n- User requests \"initiation report\" → Use different skill\n- User requests \"flash note\" or \"quick take\" → Different format\n- Company is not already covered → Need initiation first\n\n## Critical Requirements\n\n### 1. Speed & Timeliness\n- Publish within 24-48 hours of earnings release\n- Focus on NEW information only\n- Don't rehash company background extensively\n\n### 2. Beat\u002FMiss Analysis\n- Lead with whether company beat or missed estimates\n- Quantify variances (e.g., \"Revenue beat by $120M or 3%\")\n- Explain WHY results differed from expectations\n\n### 3. Summary Format\n- Keep tables to 1-3 (summary only, not comprehensive)\n- No full P&L\u002FCash Flow\u002FBalance Sheet (just key metrics)\n- Assume reader has seen initiation report\n\n### 4. Citations & Source Attribution ⭐⭐⭐ MANDATORY\n\n**CRITICAL**: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.\n\n**Include specific citations WITH CLICKABLE LINKS in every figure and table:**\n\n```\nSource: Q3 2024 10-Q filed November 8, 2024; Company earnings release\n        [Hyperlink \"10-Q\" to: https:\u002F\u002Fwww.sec.gov\u002Fcgi-bin\u002Fviewer?accession=...]\n        [Hyperlink \"earnings release\" to: https:\u002F\u002Finvestor.company.com\u002Fnews\u002Fq3-2024]\n```\n\n**HOW HYPERLINKS SHOULD APPEAR IN WORD:**\n- Document names appear as blue, underlined clickable links\n- Reader can Ctrl+Click to open source directly\n- Not plain text URLs - formatted hyperlinks with display text\n\n**REQUIRED SOURCES LIST:**\n\nCite in every earnings update:\n- ✅ Earnings release (with date and URL)\n- ✅ 10-Q filing (with filing date and EDGAR link)\n- ✅ Earnings call transcript (with date)\n- ✅ Investor presentation\u002Fsupplemental materials (if available)\n- ✅ Consensus estimates source (Bloomberg\u002FFactSet\u002Fetc. with date)\n- ✅ Prior guidance (from previous quarter's materials)\n\n**REFERENCE SECTION WITH CLICKABLE HYPERLINKS:**\n\nInclude \"Sources\" section at end of report:\n\n```\nSOURCES & REFERENCES\n\nEarnings Materials (Q3 2024):\n• Earnings Release (November 7, 2024)\n  [Hyperlink entire line to: https:\u002F\u002Finvestor.company.com\u002Fnews\u002Fq3-2024-earnings]\n\n• Form 10-Q (Filed November 8, 2024)\n  [Hyperlink to: https:\u002F\u002Fwww.sec.gov\u002Fcgi-bin\u002Fviewer?accession=...]\n\n• Earnings Call Transcript (November 7, 2024)\n  [Hyperlink to: https:\u002F\u002Fseekingalpha.com\u002Farticle\u002F...]\n\n• Investor Presentation (November 7, 2024)\n  [Hyperlink to: https:\u002F\u002Finvestor.company.com\u002Fpresentations\u002Fq3-2024.pdf]\n```\n\n**VERIFICATION CHECKLIST:**\n- [ ] Every figure has source with specific document and date\n- [ ] Every table has source with document reference\n- [ ] Beat\u002Fmiss analysis cites consensus source with date\n- [ ] Guidance changes cite current and prior guidance sources\n- [ ] Key statistics have footnotes\n- [ ] Sources section lists all materials with URLs\n- [ ] ALL URLs are CLICKABLE HYPERLINKS (not plain text)\n- [ ] All SEC filings hyperlinked to EDGAR viewer\n\n### 5. Updated Estimates\n- Update forward estimates based on results\n- Show old vs. new estimates clearly\n- Explain what changed and why\n\n## High-Level Workflow\n\nThe earnings update process follows 5 phases:\n\n### Phase 1: Data Collection (30-60 minutes)\n\n**🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨**\n\n**BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:**\n1. **CHECK TODAY'S DATE** - Write down the current date\n2. **SEARCH FOR LATEST** - Use web search: \"[Company] latest earnings results\"\n3. **VERIFY THE DATE** - Confirm earnings release is within last 3 months\n4. **CHECK TRANSCRIPT DATE** - Verify transcript date matches release date\n\n**COMMON MISTAKE**: Using outdated earnings calls from training data instead of searching for the latest.\n\n**REQUIREMENTS:**\n- ✅ Search for latest earnings - do NOT rely on training data\n- ✅ Write down today's date and the release date found\n- ✅ Verify release date is within 3 months of today\n- ✅ Verify transcript date matches release date\n- ✅ If dates don't match or are old (>3 months), search again\n\n**See [references\u002Fworkflow.md](references\u002Fworkflow.md)** for detailed search procedures and verification steps.\n\n### Phase 2: Analysis (2-3 hours)\n- Beat\u002Fmiss analysis for each key metric\n- Segment\u002Fgeographic\u002Fproduct breakdown\n- Margin and guidance analysis\n- Update financial model and estimates\n\n**See [references\u002Fworkflow.md](references\u002Fworkflow.md)** for detailed analysis framework.\n\n### Phase 3: Chart Generation (1-2 hours)\nCreate 8-12 charts focusing on quarterly trends and what's new:\n- Quarterly revenue progression\n- Quarterly EPS progression\n- Quarterly margin trends\n- Revenue by segment\u002Fgeography\n- Key operating metrics\n- Beat\u002Fmiss summary\n- Estimate revisions\n- Valuation charts\n\n**See [references\u002Fworkflow.md](references\u002Fworkflow.md)** for chart specifications.\n\n### Phase 4: Report Creation (2-3 hours)\nCreate 8-12 page DOCX report with specific structure.\n\n**See [references\u002Freport-structure.md](references\u002Freport-structure.md)** for complete page-by-page templates and formatting requirements.\n\n**High-level structure:**\n- Page 1: Earnings summary with rating and price target\n- Pages 2-3: Detailed results analysis\n- Pages 4-5: Key metrics & guidance\n- Pages 6-7: Updated investment thesis\n- Pages 8-10: Valuation & estimates\n- Pages 11-12: Appendix (optional)\n\n### Phase 5: Quality Check & Delivery (30 minutes)\nVerify content, formatting, accuracy, and timeliness before delivery.\n\n**See [references\u002Fbest-practices.md](references\u002Fbest-practices.md)** for quality checklist and common mistakes to avoid.\n\n## Output Specification\n\n**Primary Deliverable**: DOCX report (8-12 pages)\n**File Name**: `[Company]_Q[Quarter]_[Year]_Earnings_Update.docx`\n**Example**: `Nike_Q2_FY24_Earnings_Update.docx`\n\n**Contents:**\n- Page 1: Summary with rating, price target, key takeaways\n- Pages 2-3: Detailed results analysis\n- Pages 4-5: Key metrics and guidance\n- Pages 6-7: Updated thesis assessment\n- Pages 8-10: Valuation and estimates\n- Pages 11-12: Appendix (optional)\n- 8-12 embedded charts\n- 1-3 summary tables\n- Complete sources section with clickable hyperlinks\n\n**Optional Deliverable**: XLS model update (optional for earnings updates)\n\n## Key Differences from Initiation Report\n\n| Aspect | Earnings Update | Initiation Report |\n|--------|----------------|-------------------|\n| **Length** | 8-12 pages | 30-50 pages |\n| **Words** | 3,000-5,000 | 10,000-15,000 |\n| **Tables** | 1-3 summary | 12-20 comprehensive |\n| **Figures** | 8-12 | 25-35 |\n| **Turnaround** | 1-2 days | 3-6 weeks |\n| **Scope** | Quarterly results | Complete company |\n| **Focus** | What's NEW | Everything |\n| **Company Background** | Brief mention | 6-10 pages |\n| **XLS Model** | Optional | Required |\n\n## Resources\n\n### references\u002Fworkflow.md\nDetailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation.\n\n### references\u002Freport-structure.md\nComplete page-by-page templates, table formats, and formatting requirements for the DOCX report.\n\n### references\u002Fbest-practices.md\nExamples of good\u002Fbad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist.\n\n## Dependencies\n\n**Required:**\n- Python (matplotlib, pandas, seaborn) for chart generation\n- DOCX skill for report creation\n\n**Optional:**\n- XLS skill for model updates (not required for earnings updates)\n","# Equity Research Earnings Update\n\nCreate professional **EARNINGS UPDATE REPORTS** analyzing quarterly results for companies already under coverage, following institutional standards (JPMorgan, Goldman Sachs, Morgan Stanley format).\n\n**Key Characteristics:**\n- **Length**: 8-12 pages\n- **Word Count**: 3,000-5,000 words\n- **Tables**: 1-3 summary tables (NOT comprehensive)\n- **Figures**: 8-12 charts\n- **Turnaround**: 1-2 days (within 24-48 hours of earnings)\n- **Audience**: Clients already familiar with the company\n- **Focus**: What's NEW - beat\u002Fmiss, updated estimates, thesis impact\n- **Font**: Times New Roman throughout (unless user specifies otherwise)\n\n## When to Use\n\nUse when the user requests:\n- \"Create an earnings update for [Company] Q3 2024\"\n- \"Analyze [Company]'s quarterly results\"\n- \"Post-earnings report for [Company]\"\n- \"Q1\u002FQ2\u002FQ3\u002FQ4 update for [Company]\"\n\n**Do NOT use if:**\n- User requests \"initiation report\" → Use different skill\n- User requests \"flash note\" or \"quick take\" → Different format\n- Company is not already covered → Need initiation first\n\n## Critical Requirements\n\n### 1. Speed & Timeliness\n- Publish within 24-48 hours of earnings release\n- Focus on NEW information only\n- Don't rehash company background extensively\n\n### 2. Beat\u002FMiss Analysis\n- Lead with whether company beat or missed estimates\n- Quantify variances (e.g., \"Revenue beat by $120M or 3%\")\n- Explain WHY results differed from expectations\n\n### 3. Summary Format\n- Keep tables to 1-3 (summary only, not comprehensive)\n- No full P&L\u002FCash Flow\u002FBalance Sheet (just key metrics)\n- Assume reader has seen initiation report\n\n### 4. Citations & Source Attribution ⭐⭐⭐ MANDATORY\n\n**CRITICAL**: Properly cite all data with SPECIFIC sources and CLICKABLE HYPERLINKS.\n\n**Include specific citations WITH CLICKABLE LINKS in every figure and table:**\n\n```\nSource: Q3 2024 10-Q filed November 8, 2024; Company earnings release\n        [Hyperlink \"10-Q\" to: https:\u002F\u002Fwww.sec.gov\u002Fcgi-bin\u002Fviewer?accession=...]\n        [Hyperlink \"earnings release\" to: https:\u002F\u002Finvestor.company.com\u002Fnews\u002Fq3-2024]\n```\n\n**HOW HYPERLINKS SHOULD APPEAR IN WORD:**\n- Document names appear as blue, underlined clickable links\n- Reader can Ctrl+Click to open source directly\n- Not plain text URLs - formatted hyperlinks with display text\n\n**REQUIRED SOURCES LIST:**\n\nCite in every earnings update:\n- ✅ Earnings release (with date and URL)\n- ✅ 10-Q filing (with filing date and EDGAR link)\n- ✅ Earnings call transcript (with date)\n- ✅ Investor presentation\u002Fsupplemental materials (if available)\n- ✅ Consensus estimates source (Bloomberg\u002FFactSet\u002Fetc. with date)\n- ✅ Prior guidance (from previous quarter's materials)\n\n**REFERENCE SECTION WITH CLICKABLE HYPERLINKS:**\n\nInclude \"Sources\" section at end of report:\n\n```\nSOURCES & REFERENCES\n\nEarnings Materials (Q3 2024):\n• Earnings Release (November 7, 2024)\n  [Hyperlink entire line to: https:\u002F\u002Finvestor.company.com\u002Fnews\u002Fq3-2024-earnings]\n\n• Form 10-Q (Filed November 8, 2024)\n  [Hyperlink to: https:\u002F\u002Fwww.sec.gov\u002Fcgi-bin\u002Fviewer?accession=...]\n\n• Earnings Call Transcript (November 7, 2024)\n  [Hyperlink to: https:\u002F\u002Fseekingalpha.com\u002Farticle\u002F...]\n\n• Investor Presentation (November 7, 2024)\n  [Hyperlink to: https:\u002F\u002Finvestor.company.com\u002Fpresentations\u002Fq3-2024.pdf]\n```\n\n**VERIFICATION CHECKLIST:**\n- [ ] Every figure has source with specific document and date\n- [ ] Every table has source with document reference\n- [ ] Beat\u002Fmiss analysis cites consensus source with date\n- [ ] Guidance changes cite current and prior guidance sources\n- [ ] Key statistics have footnotes\n- [ ] Sources section lists all materials with URLs\n- [ ] ALL URLs are CLICKABLE HYPERLINKS (not plain text)\n- [ ] All SEC filings hyperlinked to EDGAR viewer\n\n### 5. Updated Estimates\n- Update forward estimates based on results\n- Show old vs. new estimates clearly\n- Explain what changed and why\n\n## High-Level Workflow\n\nThe earnings update process follows 5 phases:\n\n### Phase 1: Data Collection (30-60 minutes)\n\n**🚨🚨🚨 CRITICAL: TRAINING DATA IS OUTDATED 🚨🚨🚨**\n\n**BEFORE STARTING - COMPLETE THESE 4 STEPS IN ORDER:**\n1. **CHECK TODAY'S DATE** - Write down the current date\n2. **SEARCH FOR LATEST** - Use web search: \"[Company] latest earnings results\"\n3. **VERIFY THE DATE** - Confirm earnings release is within last 3 months\n4. **CHECK TRANSCRIPT DATE** - Verify transcript date matches release date\n\n**COMMON MISTAKE**: Using outdated earnings calls from training data instead of searching for the latest.\n\n**REQUIREMENTS:**\n- ✅ Search for latest earnings - do NOT rely on training data\n- ✅ Write down today's date and the release date found\n- ✅ Verify release date is within 3 months of today\n- ✅ Verify transcript date matches release date\n- ✅ If dates don't match or are old (>3 months), search again\n\n**See [references\u002Fworkflow.md](references\u002Fworkflow.md)** for detailed search procedures and verification steps.\n\n### Phase 2: Analysis (2-3 hours)\n- Beat\u002Fmiss analysis for each key metric\n- Segment\u002Fgeographic\u002Fproduct breakdown\n- Margin and guidance analysis\n- Update financial model and estimates\n\n**See [references\u002Fworkflow.md](references\u002Fworkflow.md)** for detailed analysis framework.\n\n### Phase 3: Chart Generation (1-2 hours)\nCreate 8-12 charts focusing on quarterly trends and what's new:\n- Quarterly revenue progression\n- Quarterly EPS progression\n- Quarterly margin trends\n- Revenue by segment\u002Fgeography\n- Key operating metrics\n- Beat\u002Fmiss summary\n- Estimate revisions\n- Valuation charts\n\n**See [references\u002Fworkflow.md](references\u002Fworkflow.md)** for chart specifications.\n\n### Phase 4: Report Creation (2-3 hours)\nCreate 8-12 page DOCX report with specific structure.\n\n**See [references\u002Freport-structure.md](references\u002Freport-structure.md)** for complete page-by-page templates and formatting requirements.\n\n**High-level structure:**\n- Page 1: Earnings summary with rating and price target\n- Pages 2-3: Detailed results analysis\n- Pages 4-5: Key metrics & guidance\n- Pages 6-7: Updated investment thesis\n- Pages 8-10: Valuation & estimates\n- Pages 11-12: Appendix (optional)\n\n### Phase 5: Quality Check & Delivery (30 minutes)\nVerify content, formatting, accuracy, and timeliness before delivery.\n\n**See [references\u002Fbest-practices.md](references\u002Fbest-practices.md)** for quality checklist and common mistakes to avoid.\n\n## Output Specification\n\n**Primary Deliverable**: DOCX report (8-12 pages)\n**File Name**: `[Company]_Q[Quarter]_[Year]_Earnings_Update.docx`\n**Example**: `Nike_Q2_FY24_Earnings_Update.docx`\n\n**Contents:**\n- Page 1: Summary with rating, price target, key takeaways\n- Pages 2-3: Detailed results analysis\n- Pages 4-5: Key metrics and guidance\n- Pages 6-7: Updated thesis assessment\n- Pages 8-10: Valuation and estimates\n- Pages 11-12: Appendix (optional)\n- 8-12 embedded charts\n- 1-3 summary tables\n- Complete sources section with clickable hyperlinks\n\n**Optional Deliverable**: XLS model update (optional for earnings updates)\n\n## Key Differences from Initiation Report\n\n| Aspect | Earnings Update | Initiation Report |\n|--------|----------------|-------------------|\n| **Length** | 8-12 pages | 30-50 pages |\n| **Words** | 3,000-5,000 | 10,000-15,000 |\n| **Tables** | 1-3 summary | 12-20 comprehensive |\n| **Figures** | 8-12 | 25-35 |\n| **Turnaround** | 1-2 days | 3-6 weeks |\n| **Scope** | Quarterly results | Complete company |\n| **Focus** | What's NEW | Everything |\n| **Company Background** | Brief mention | 6-10 pages |\n| **XLS Model** | Optional | Required |\n\n## Resources\n\n### references\u002Fworkflow.md\nDetailed Phase 1-5 instructions with step-by-step procedures for data collection, analysis, chart generation, and report creation.\n\n### references\u002Freport-structure.md\nComplete page-by-page templates, table formats, and formatting requirements for the DOCX report.\n\n### references\u002Fbest-practices.md\nExamples of good\u002Fbad headlines, tips for success, common mistakes to avoid, and comprehensive quality checklist.\n\n## Dependencies\n\n**Required:**\n- Python (matplotlib, pandas, seaborn) for chart generation\n- DOCX skill for report creation\n\n**Optional:**\n- XLS skill for model updates (not required for earnings updates)\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fequity-research\u002Fskills\u002Fearnings-analysis",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 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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",[],[118,119,120,121,122,123,29,124,103,125,37,27,126,24,127,128,129,130,131,132],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analyze","targets","arr","customer","revenue","cohort",{"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":139,"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",[],[140,24,141,142,143,144,145,29,146,147,148,103,149,37,27,150,151,152,153,154],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":156,"name":157,"nameZh":6,"description":158,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":159,"categories":160,"keywords":167,"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",[161,164],{"categoryNo":162,"categoryName":163,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000002","文档处理",{"categoryNo":165,"categoryName":166,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000004","电子表格",[168,169,170,171,172,173,174,175,103,37,27,176,177,127,107,178,179,96,180,181],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","check","packages","track","covenant","how",{"skillNo":183,"name":184,"nameZh":6,"description":185,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":186,"categories":187,"keywords":188,"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",[],[189,190,191,98,33,29,192,148,103,193,37,194,27,24,107,195,152,196,197,198],"ic memo","memo","recommendation memo","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":200,"name":201,"nameZh":6,"description":202,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":203,"categories":204,"keywords":208,"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",[205],{"categoryNo":206,"categoryName":207,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000005","邮件与沟通",[209,210,152,211,212,213,29,175,103,214,215,216,37,217,27,218,219,177,195,220],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]