Skills in diesem Repository
SkillsMP hat 119 Skills aus fall-development-rob/corp_finance gesammelt. Öffne einen Skill, um Quelle und Details zu prüfen.
fall-development-rob/corp_financeEs werden 39 von 119 gesammelten Skills angezeigt.
WHAT: Period-end accrual schedule production — computation of period-adjusted accrual amounts, identification of stale prior-period accruals, draft journal entry generation, and batch summary for controller sign-off. WHEN: Invoke during month-end or…
Quellsprache: Englisch
WHAT: Period-over-period balance-sheet account roll-forward — opening balance to closing balance bridge with documented transaction categories, three-statement articulation check, and mandatory disclosure of unexplained variances. WHEN: Invoke when…
Quellsprache: Englisch
WHAT: Sell-side buyer list construction — identification of strategic and financial sponsor buyers, tiering by likelihood, screening criteria per buyer (strategic fit, financial capacity, regulatory risk), and ranked buyer matrix output. WHEN: Invoke when…
Quellsprache: Englisch
WHAT: Confidential Information Memorandum (CIM) drafting workflow — eight-section structure covering executive summary, company overview, industry and market, growth opportunities, customers and sales, operations, financial overview, and appendix with quality…
Quellsprache: Englisch
WHAT: Sell-side datapack assembly — 10-section VDR-ready dataset covering historical financials, KPIs, customer data, org charts, capital structure, key contracts, litigation register, IP register, headcount and compensation, and public-comp reference set;…
Quellsprache: Englisch
WHAT: Merger model and accretion/dilution analysis — accretion/dilution computation, purchase price analysis, sources and uses, pro forma EPS for Years 1-3, sensitivity analysis varying synergies and offer premium, and credit impact on the combined entity.…
Quellsprache: Englisch
WHAT: Investment banking pitch deck assembly — situation overview, market context, valuation football field (DCF, comps, LBO), transaction structure, execution timeline, and strip profile for quick-reference buyer conversations. WHEN: Invoke when assembling…
Quellsprache: Englisch
WHAT: Sell-side process letter drafting — timeline and milestones across six phases, data room access procedures, NDA requirements, bid submission format, evaluation criteria, and legal disclaimers for a competitive sale process. WHEN: Invoke when drafting a…
Quellsprache: Englisch
WHAT: Investment banking teaser document workflow — anonymous (blind) or named 1-2 page summary sent to prospective buyers before NDA execution, covering investment highlights, headline metrics, transaction overview, and next steps. WHEN: Invoke when…
Quellsprache: Englisch
[FREE — no API key] Alternative data -- Polymarket prediction markets, CoinGecko Fear & Greed and stablecoin health, UNHCR displacement statistics, Open-Meteo climate anomalies
Quellsprache: Englisch
[FREE — public data, free API key required] Conflict and political instability data -- ACLED armed conflict events, UCDP battle deaths, GDELT news tone and bilateral tension analysis
Quellsprache: Englisch
[FREE — public data, free API key required] Environmental disaster and hazard data -- GDACS disaster alerts, USGS earthquakes, NASA FIRMS fire detection, NASA EONET natural events
Quellsprache: Englisch
[FREE — public data, free API key required] Trade policy and energy supply data -- EIA petroleum/electricity, WTO tariffs and trade barriers, USASpending federal contract awards
Quellsprache: Englisch
WHAT: Ultimate Beneficial Owner (UBO) verification — tracing ownership chains to natural persons at the ≥25% threshold or control test, collecting per-UBO identification, running country risk assessment via `country_risk_assessment`, and producing a composite…
Quellsprache: Englisch
WHAT: End-to-end KYC customer onboarding pipeline that collects identification documents and questionnaire data, coordinates UBO verification, runs `kyc_risk_assessment` (FATF 5-dimension scoring), determines the DD tier (SDD/CDD/EDD), and produces an…
Quellsprache: Englisch
WHAT: Ongoing KYC monitoring configuration and periodic review scheduling — defines event-driven trigger conditions (ownership change, jurisdiction change, sanctions list update, adverse media), transaction monitoring thresholds, FATF-aligned periodic review…
Quellsprache: Englisch
WHAT: Politically Exposed Person (PEP) screening of natural persons — classification into FATF categories 1-4, domestic vs foreign PEP distinction, time-horizon assessment for former PEPs, EDD trigger determination, and source-of-wealth evidence requirements.…
Quellsprache: Englisch
WHAT: Sanctions screening of a customer entity, its UBOs, directors, and authorised signatories against OFAC SDN, EU consolidated, UK HMT, UN consolidated, and FATF blacklist using `sanctions_screening` with Levenshtein fuzzy matching (0-100 score);…
Quellsprache: Englisch
WHAT: Source-of-funds (SoF) and source-of-wealth (SoW) documentation tiering for KYC due diligence — defines evidence requirements at SDD, CDD, and EDD levels, distinguishes SoF (origin of the specific transaction) from SoW (origin of total accumulated…
Quellsprache: Englisch
WHAT: Cross-portfolio AI opportunity diagnostic — three-gate evaluation (data, organisational, ROI readiness), four-dimension opportunity scoring, EBITDA-impact ranking table, quarterly cross-portfolio synthesis, and deep-dive memos for the top-ranked…
Quellsprache: Englisch
WHAT: Proactive deal origination and pipeline management — define screening criteria, screen the universe via FMP tools, profile candidates, and maintain a prioritised funnel from universe to exclusive. WHEN: Invoke when asked to source deals, build a deal…
Quellsprache: Englisch
WHAT: Due diligence execution — comprehensive DD checklist by function (commercial, financial, legal, operational, management) and structured management meeting preparation with question lists by C-suite function. WHEN: Invoke when a deal has passed screening…
Quellsprache: Englisch
WHAT: Investment committee memo production — 9-section institutional document covering executive summary, company overview, industry, financial analysis, investment thesis, deal terms and structure, returns analysis, risk factors, and recommendation. WHEN:…
Quellsprache: Englisch
WHAT: Ongoing portfolio company monitoring — monthly KPI tracking, budget-vs-actual variance analysis, covenant compliance monitoring with early-warning flags, VCP initiative progress tracking, and quarterly board report production. WHEN: Invoke when…
Quellsprache: Englisch
WHAT: Private equity returns modelling — LBO model construction, IRR/MOIC by scenario, return attribution (EBITDA growth vs multiple expansion vs debt paydown), and 2D sensitivity tables. WHEN: Invoke when modelling PE investment returns; when stress-testing…
Quellsprache: Englisch
WHAT: Per-unit profitability analysis for portfolio companies — define the unit, decompose revenue and costs to the unit level, compute gross/contribution margin, LTV/CAC for subscription businesses, and model unit economics at scale. WHEN: Invoke when…
Quellsprache: Englisch
WHAT: Value creation plan (VCP) for PE portfolio companies — quantified revenue and cost levers, EBITDA bridge from Year 0 to exit, 100-day plan, KPI dashboard with milestones, and impact on fund returns. WHEN: Invoke when building a post-acquisition value…
Quellsprache: Englisch
WHAT: Client review meeting preparation — portfolio performance summary, asset allocation drift analysis, attribution, risk metrics, market outlook commentary, and prior action item status — assembled into a pre-meeting briefing. WHEN: Invoke when preparing…
Quellsprache: Englisch
WHAT: Quarterly client report production — period performance with benchmark comparison, Brinson attribution, factor attribution, holdings changes, market commentary, and forward-looking action items — formatted for client distribution. WHEN: Invoke when…
Quellsprache: Englisch
WHAT: Comprehensive financial plan — client profile, cash flow analysis, retirement projection, goal-specific analysis (education, estate, major purchases), Monte Carlo probability of success, insurance review, tax optimisation, and priority-ranked…
Quellsprache: Englisch
WHAT: Investment proposal for a wealth management client — opportunity overview, expected return analysis with DCF and comps, risk assessment, portfolio fit, comparison to alternatives, and a clear conviction-rated recommendation with position sizing. WHEN:…
Quellsprache: Englisch
WHAT: Portfolio rebalancing — asset allocation drift detection, mean-variance or Black-Litterman optimisation, lot-level trade list generation with tax-efficient lot selection, wash-sale check, and pre/post risk comparison. WHEN: Invoke when an asset class…
Quellsprache: Englisch
WHAT: Tax-loss harvesting — scan taxable holdings for unrealised losses, assess gain/loss budget, identify and rank actionable candidates, select replacement securities maintaining market exposure, verify wash-sale compliance across all household accounts,…
Quellsprache: Englisch
Deploy and manage CFA managed-agent cookbooks to the Anthropic Managed Agents API. Validate cookbooks, list by cost tier (free vs paid-vendor), audit skill coverage, assemble deployment payloads, and route handoff events. All logic in deterministic Rust…
Quellsprache: Englisch
Spec-driven development with executable contracts for CFA agent drift detection
Quellsprache: Englisch
Use the corp-finance-mcp server tools for core corporate finance calculations. Invoke when performing valuations (DCF, WACC, comps), credit analysis (metrics, debt capacity, covenants, Altman Z-score), PE/M&A (LBO models, IRR, MOIC, debt schedules, waterfall…
Quellsprache: Englisch
Use the corp-finance-mcp server tools for capital markets calculations. Invoke when performing fixed income analysis (bond pricing, yield analysis, duration/convexity, credit spreads, yield curve bootstrapping, Nelson-Siegel fitting), derivatives pricing…
Quellsprache: Englisch
Use the corp-finance-mcp server tools for specialty finance, regulatory, and compliance calculations. Invoke when performing private credit (unitranche, direct lending, syndication), insurance (loss reserving, premium pricing, Solvency II SCR), FP&A (variance…
Quellsprache: Englisch
Use the corp-finance-mcp server tools for quantitative risk and analytics calculations. Invoke when performing quantitative risk analysis (factor models, Black-Litterman, risk parity, stress testing), portfolio optimization (Markowitz mean-variance,…
Quellsprache: Englisch