[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718JPCC86RSTX0ZH4XK26J7":3,"skill-same:01M718JPCC86RSTX0ZH4XK26J7":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},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo",null,"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\".","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\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"memo","ic memo","investment","financial analysis","write","deal","draft","materials","analysis","when","document","use","writing","triggers","up","recommendation","for","professional","ready","recommendation memo","2026-11-10 10:12:30",false,"---\nname: ic-memo\ndescription: 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\".\n---\n\n# Investment Committee Memo\n\n## Workflow\n\n### Step 1: Gather Inputs\n\nCollect from the user (or from prior analysis in the session):\n\n- Company overview and business description\n- Industry\u002Fmarket context\n- Historical financials (3-5 years)\n- Management assessment\n- Deal terms (price, structure, financing)\n- Due diligence findings (commercial, financial, legal, operational)\n- Value creation plan \u002F 100-day plan\n- Returns analysis (base, upside, downside)\n\n### Step 2: Draft Memo Structure\n\nStandard IC memo format:\n\n**I. Executive Summary** (1 page)\n- Company description, deal rationale, key terms\n- Recommendation and headline returns\n- Top 3 risks and mitigants\n\n**II. Company Overview** (1-2 pages)\n- Business description, products\u002Fservices\n- Customer base and go-to-market\n- Competitive positioning\n- Management team\n\n**III. Industry & Market** (1 page)\n- Market size and growth\n- Competitive landscape\n- Secular trends \u002F tailwinds\n- Regulatory environment\n\n**IV. Financial Analysis** (2-3 pages)\n- Historical performance (revenue, EBITDA, margins, cash flow)\n- Quality of earnings adjustments\n- Working capital analysis\n- Capex requirements\n\n**V. Investment Thesis** (1 page)\n- Why this is an attractive investment (3-5 pillars)\n- Value creation levers (organic growth, margin expansion, M&A, multiple expansion)\n- 100-day priorities\n\n**VI. Deal Terms & Structure** (1 page)\n- Enterprise value and implied multiples\n- Sources & uses\n- Capital structure \u002F leverage\n- Key legal terms\n\n**VII. Returns Analysis** (1 page)\n- Base, upside, and downside scenarios\n- IRR and MOIC across scenarios\n- Key assumptions driving returns\n- Sensitivity analysis\n\n**VIII. Risk Factors** (1 page)\n- Key risks ranked by severity and likelihood\n- Mitigants for each risk\n- Deal-breaker risks (if any)\n\n**IX. Recommendation**\n- Clear recommendation: Proceed \u002F Pass \u002F Conditional proceed\n- Key conditions or next steps\n\n### Step 3: Output Format\n\n- Default: Word document (.docx) with professional formatting\n- Alternative: Markdown for quick review\n- Include tables for financials and returns, not just prose\n\n## Important Notes\n\n- IC memos should be factual and balanced — present both bull and bear cases honestly\n- Don't minimize risks. IC members will find them anyway; credibility matters\n- Use the firm's standard memo template if the user provides one\n- Financial tables should tie — check that EBITDA bridges, S&U balances, and returns math is consistent\n- Ask for missing inputs rather than making assumptions on deal terms or returns\n","# Investment Committee Memo\n\n## Workflow\n\n### Step 1: Gather Inputs\n\nCollect from the user (or from prior analysis in the session):\n\n- Company overview and business description\n- Industry\u002Fmarket context\n- Historical financials (3-5 years)\n- Management assessment\n- Deal terms (price, structure, financing)\n- Due diligence findings (commercial, financial, legal, operational)\n- Value creation plan \u002F 100-day plan\n- Returns analysis (base, upside, downside)\n\n### Step 2: Draft Memo Structure\n\nStandard IC memo format:\n\n**I. Executive Summary** (1 page)\n- Company description, deal rationale, key terms\n- Recommendation and headline returns\n- Top 3 risks and mitigants\n\n**II. Company Overview** (1-2 pages)\n- Business description, products\u002Fservices\n- Customer base and go-to-market\n- Competitive positioning\n- Management team\n\n**III. Industry & Market** (1 page)\n- Market size and growth\n- Competitive landscape\n- Secular trends \u002F tailwinds\n- Regulatory environment\n\n**IV. Financial Analysis** (2-3 pages)\n- Historical performance (revenue, EBITDA, margins, cash flow)\n- Quality of earnings adjustments\n- Working capital analysis\n- Capex requirements\n\n**V. Investment Thesis** (1 page)\n- Why this is an attractive investment (3-5 pillars)\n- Value creation levers (organic growth, margin expansion, M&A, multiple expansion)\n- 100-day priorities\n\n**VI. Deal Terms & Structure** (1 page)\n- Enterprise value and implied multiples\n- Sources & uses\n- Capital structure \u002F leverage\n- Key legal terms\n\n**VII. Returns Analysis** (1 page)\n- Base, upside, and downside scenarios\n- IRR and MOIC across scenarios\n- Key assumptions driving returns\n- Sensitivity analysis\n\n**VIII. Risk Factors** (1 page)\n- Key risks ranked by severity and likelihood\n- Mitigants for each risk\n- Deal-breaker risks (if any)\n\n**IX. Recommendation**\n- Clear recommendation: Proceed \u002F Pass \u002F Conditional proceed\n- Key conditions or next steps\n\n### Step 3: Output Format\n\n- Default: Word document (.docx) with professional formatting\n- Alternative: Markdown for quick review\n- Include tables for financials and returns, not just prose\n\n## Important Notes\n\n- IC memos should be factual and balanced — present both bull and bear cases honestly\n- Don't minimize risks. IC members will find them anyway; credibility matters\n- Use the firm's standard memo template if the user provides one\n- Financial tables should tie — check that EBITDA bridges, S&U balances, and returns math is consistent\n- Ask for missing inputs rather than making assumptions on deal terms or returns\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo",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 ic-memo",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill ic-memo",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill ic-memo","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",true,[],[67,89,111,131,160,182],{"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",[],[74,75,76,77,78,37,79,80,81,82,32,83,84,30,85,28,26,86,87,88],"value","creation","value creation plan","plan","operating","bridge","planning","frameworks","kpi","execution","plans","roadmap","with","cost","acquisition",{"skillNo":90,"name":91,"nameZh":6,"description":92,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":93,"categories":94,"keywords":95,"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",[],[96,97,98,99,100,101,35,102,32,103,30,28,104,27,105,106,107,108,109,110],"unit","economics","unit economics","cohort analysis","recurring","essential","retention","recurring revenue","saas","analyze","targets","arr","customer","revenue","cohort",{"skillNo":112,"name":113,"nameZh":6,"description":114,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":115,"categories":116,"keywords":117,"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",[],[118,27,119,120,121,122,123,35,124,125,33,32,126,30,28,127,128,24,129,130],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","exit","growth","across","build","models",{"skillNo":132,"name":133,"nameZh":6,"description":134,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":135,"categories":136,"keywords":145,"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",[137,142],{"categoryNo":138,"categoryName":139,"taxonomyType":140,"taxonomyTypeDesc":141},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":143,"categoryName":144,"taxonomyType":140,"taxonomyTypeDesc":141},"01JBSEEDCAT000000000000004","电子表格",[146,147,148,149,150,151,152,153,32,30,28,154,155,105,26,156,157,77,158,159],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","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":169,"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",[166],{"categoryNo":167,"categoryName":168,"taxonomyType":140,"taxonomyTypeDesc":141},"01JBSEEDCAT000000000000005","邮件与沟通",[170,171,24,172,173,174,35,153,32,175,176,177,30,178,28,179,180,155,25,181],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find",{"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":39},"01M718JFTZ7KAE48K79SPC34R8","deal-screening","Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass\u002Ffail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on \"screen this deal\", \"review this CIM\", \"should we look at this\", \"triage this teaser\", or \"deal screening\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-screening\u002FSKILL.md",[],[189,24,190,191,32,192,193,177,30,28,154,26,194,19,195,196,197,198,199,200],"deal screening","screening","page","outputs","call","broker","one-page","first","screen","at","take","fund"]