[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718JXVXRBT0736V7KDW3EHC":3,"skill-same:01M718JXVXRBT0736V7KDW3EHC":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},"01M718JXVXRBT0736V7KDW3EHC","unit-economics",null,"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\".","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\u002Funit-economics\u002FSKILL.md",[],[19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38],"economics","unit economics","unit","cohort","revenue","customer","arr","targets","analyze","analysis","saas","when","use","recurring revenue","triggers","retention","for","essential","recurring","cohort analysis","2026-11-10 10:12:30",false,"---\nname: unit-economics\ndescription: 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\".\n---\n\n# Unit Economics Analysis\n\n## Workflow\n\n### Step 1: Identify Business Model\n\nDetermine the revenue model to tailor the analysis:\n- **SaaS \u002F Subscription**: ARR, net retention, cohorts\n- **Recurring services**: Contract value, renewal rates, upsell\n- **Transaction \u002F usage-based**: Revenue per transaction, volume trends, take rate\n- **Hybrid**: Break down by revenue stream\n\n### Step 2: Core Metrics\n\n#### ARR \u002F Revenue Quality\n- **ARR bridge**: Beginning ARR → New → Expansion → Contraction → Churn → Ending ARR\n- **ARR by cohort**: Vintage analysis — how does each annual cohort retain and grow?\n- **Revenue concentration**: Top 10\u002F20\u002F50 customers as % of total\n- **Revenue by type**: Recurring vs. non-recurring vs. professional services\n- **Contract structure**: ACV distribution, multi-year %, auto-renewal %\n\n#### Customer Economics\n- **CAC (Customer Acquisition Cost)**: Total S&M spend \u002F new customers acquired\n- **LTV (Lifetime Value)**: (ARPU × Gross Margin) \u002F Churn Rate\n- **LTV:CAC ratio**: Target >3x for healthy businesses\n- **CAC payback period**: Months to recover acquisition cost\n- **Blended vs. segmented**: Break down by customer segment (enterprise vs. SMB vs. mid-market)\n\n#### Retention & Expansion\n- **Gross retention**: % of beginning ARR retained (excludes expansion)\n- **Net retention (NDR)**: % of beginning ARR retained including expansion\n- **Logo churn**: % of customers lost\n- **Dollar churn**: % of revenue lost (often different from logo churn)\n- **Expansion rate**: Upsell + cross-sell as % of beginning ARR\n\n#### Cohort Analysis\nBuild a cohort matrix showing:\n\n| Cohort | Year 0 | Year 1 | Year 2 | Year 3 | Year 4 |\n|--------|--------|--------|--------|--------|--------|\n| 2020 | $1.0M | $1.1M | $1.2M | $1.1M | |\n| 2021 | $1.5M | $1.7M | $1.8M | | |\n| 2022 | $2.0M | $2.3M | | | |\n| 2023 | $3.0M | | | | |\n\nShow both absolute $ and indexed (Year 0 = 100%) views.\n\n#### Margin Waterfall\n- Revenue → Gross Profit → Contribution Margin → EBITDA\n- Fully loaded unit economics: what does it cost to acquire, serve, and retain a customer?\n- Gross margin by revenue stream (subscription vs. services vs. other)\n\n### Step 3: Benchmarking\n\nCompare unit economics to relevant benchmarks:\n- **SaaS Rule of 40**: Growth rate + EBITDA margin > 40%\n- **SaaS Magic Number**: Net new ARR \u002F prior period S&M spend > 0.75x\n- **NDR benchmarks**: Best-in-class >120%, good >110%, concerning \u003C100%\n- **LTV:CAC**: Best-in-class >5x, good >3x, concerning \u003C2x\n- **Gross retention**: Best-in-class >95%, good >90%, concerning \u003C85%\n- **CAC payback**: Best-in-class \u003C12mo, good \u003C18mo, concerning >24mo\n\n### Step 4: Revenue Quality Score\n\nSynthesize into a revenue quality assessment:\n\n| Factor | Score (1-5) | Notes |\n|--------|-------------|-------|\n| Recurring % | | |\n| Net retention | | |\n| Customer concentration | | |\n| Cohort stability | | |\n| Growth durability | | |\n| Margin profile | | |\n| **Overall** | | |\n\n### Step 5: Output\n\n- Excel workbook with ARR bridge, cohort matrix, unit economics dashboard\n- Summary slide with key metrics and benchmarks\n- Red flags and areas for further diligence\n\n## Important Notes\n\n- Always ask for raw customer-level data if available — aggregate metrics can hide problems\n- NDR above 100% can mask high gross churn if expansion is strong enough — always show both\n- Cohort analysis is the single most important view for revenue quality — push for this data\n- Differentiate between contracted ARR and actual recognized revenue\n- For usage-based models, focus on consumption trends and expansion patterns rather than traditional ARR metrics\n- Professional services revenue should be evaluated separately — it's not recurring and margins are typically lower\n","# Unit Economics Analysis\n\n## Workflow\n\n### Step 1: Identify Business Model\n\nDetermine the revenue model to tailor the analysis:\n- **SaaS \u002F Subscription**: ARR, net retention, cohorts\n- **Recurring services**: Contract value, renewal rates, upsell\n- **Transaction \u002F usage-based**: Revenue per transaction, volume trends, take rate\n- **Hybrid**: Break down by revenue stream\n\n### Step 2: Core Metrics\n\n#### ARR \u002F Revenue Quality\n- **ARR bridge**: Beginning ARR → New → Expansion → Contraction → Churn → Ending ARR\n- **ARR by cohort**: Vintage analysis — how does each annual cohort retain and grow?\n- **Revenue concentration**: Top 10\u002F20\u002F50 customers as % of total\n- **Revenue by type**: Recurring vs. non-recurring vs. professional services\n- **Contract structure**: ACV distribution, multi-year %, auto-renewal %\n\n#### Customer Economics\n- **CAC (Customer Acquisition Cost)**: Total S&M spend \u002F new customers acquired\n- **LTV (Lifetime Value)**: (ARPU × Gross Margin) \u002F Churn Rate\n- **LTV:CAC ratio**: Target >3x for healthy businesses\n- **CAC payback period**: Months to recover acquisition cost\n- **Blended vs. segmented**: Break down by customer segment (enterprise vs. SMB vs. mid-market)\n\n#### Retention & Expansion\n- **Gross retention**: % of beginning ARR retained (excludes expansion)\n- **Net retention (NDR)**: % of beginning ARR retained including expansion\n- **Logo churn**: % of customers lost\n- **Dollar churn**: % of revenue lost (often different from logo churn)\n- **Expansion rate**: Upsell + cross-sell as % of beginning ARR\n\n#### Cohort Analysis\nBuild a cohort matrix showing:\n\n| Cohort | Year 0 | Year 1 | Year 2 | Year 3 | Year 4 |\n|--------|--------|--------|--------|--------|--------|\n| 2020 | $1.0M | $1.1M | $1.2M | $1.1M | |\n| 2021 | $1.5M | $1.7M | $1.8M | | |\n| 2022 | $2.0M | $2.3M | | | |\n| 2023 | $3.0M | | | | |\n\nShow both absolute $ and indexed (Year 0 = 100%) views.\n\n#### Margin Waterfall\n- Revenue → Gross Profit → Contribution Margin → EBITDA\n- Fully loaded unit economics: what does it cost to acquire, serve, and retain a customer?\n- Gross margin by revenue stream (subscription vs. services vs. other)\n\n### Step 3: Benchmarking\n\nCompare unit economics to relevant benchmarks:\n- **SaaS Rule of 40**: Growth rate + EBITDA margin > 40%\n- **SaaS Magic Number**: Net new ARR \u002F prior period S&M spend > 0.75x\n- **NDR benchmarks**: Best-in-class >120%, good >110%, concerning \u003C100%\n- **LTV:CAC**: Best-in-class >5x, good >3x, concerning \u003C2x\n- **Gross retention**: Best-in-class >95%, good >90%, concerning \u003C85%\n- **CAC payback**: Best-in-class \u003C12mo, good \u003C18mo, concerning >24mo\n\n### Step 4: Revenue Quality Score\n\nSynthesize into a revenue quality assessment:\n\n| Factor | Score (1-5) | Notes |\n|--------|-------------|-------|\n| Recurring % | | |\n| Net retention | | |\n| Customer concentration | | |\n| Cohort stability | | |\n| Growth durability | | |\n| Margin profile | | |\n| **Overall** | | |\n\n### Step 5: Output\n\n- Excel workbook with ARR bridge, cohort matrix, unit economics dashboard\n- Summary slide with key metrics and benchmarks\n- Red flags and areas for further diligence\n\n## Important Notes\n\n- Always ask for raw customer-level data if available — aggregate metrics can hide problems\n- NDR above 100% can mask high gross churn if expansion is strong enough — always show both\n- Cohort analysis is the single most important view for revenue quality — push for this data\n- Differentiate between contracted ARR and actual recognized revenue\n- For usage-based models, focus on consumption trends and expansion patterns rather than traditional ARR metrics\n- Professional services revenue should be evaluated separately — it's not recurring and margins are typically lower\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics",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 unit-economics",{"tool":58,"command":59},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill unit-economics",{"tool":61,"command":62},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill unit-economics","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",true,[],[67,91,113,142,160,182],{"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",[],[74,75,76,77,78,79,80,81,82,83,33,84,85,31,86,30,87,88,89,90],"value","creation","value creation plan","plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","materials","with","cost","acquisition",{"skillNo":92,"name":93,"nameZh":6,"description":94,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":95,"categories":96,"keywords":97,"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",[],[98,28,99,100,101,102,103,35,104,105,106,33,107,31,30,108,109,110,111,112],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"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":127,"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",[119,124],{"categoryNo":120,"categoryName":121,"taxonomyType":122,"taxonomyTypeDesc":123},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":125,"categoryName":126,"taxonomyType":122,"taxonomyTypeDesc":123},"01JBSEEDCAT000000000000004","电子表格",[128,129,130,131,132,133,134,135,33,31,30,136,137,27,87,138,139,77,140,141],"portfolio monitoring","monitoring","portfolio","financials","PDF","xlsx","performance","company","review","check","packages","track","covenant","how",{"skillNo":143,"name":144,"nameZh":6,"description":145,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":146,"categories":147,"keywords":148,"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",[],[149,150,151,79,152,35,153,106,33,154,31,155,30,28,87,156,110,157,158,159],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"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":122,"taxonomyTypeDesc":123},"01JBSEEDCAT000000000000005","邮件与沟通",[170,171,110,172,173,174,35,135,33,175,176,177,31,178,30,179,180,137,156,181],"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",[],[189,110,190,191,33,192,193,177,31,30,136,87,194,150,195,196,197,198,199,200],"deal screening","screening","page","outputs","call","broker","one-page","first","screen","at","take","fund"]