value-board-summary

name	value-board-summary
description	Use when a user explicitly wants to exit roleplay and synthesize the company research record into a traceable board conclusion.
disable-model-invocation	true

Value Board Summary

User-entry skill that exits roleplay and synthesizes the session's company record into a traceable board conclusion. Invoked explicitly; never auto-triggered.

Required reading: references/evidence-ledger.md — its evidence classes (Fact, Management statement, Inference, Assumption, Unknown) and board-conclusion template define the structure below.

Command

Command	Purpose
/value-board-summary	Exit roleplay and prepare a traceable board conclusion from the session record

Six Required Sections

Every /value-board-summary output contains exactly these six sections, in order:

1. FCF mechanism. How the business turns customer payments into free cash flow — traced through price, volume, mix, cost, working capital, CapEx, and capital allocation.
2. Stable and changing conditions over 5, 10, and 20 years. Which operating assumptions are likely to hold versus shift across each horizon.
3. Conditional bear, base, and bull cases. Each case stated with its trigger, transmission path, FCF direction, and falsification criterion. Never a single pseudo-precise forecast.
4. Up to three FCF drivers. The key operating levers and their transmission mechanisms to cash.
5. Counterevidence and unknowns. The most dangerous evidence that should trigger reassessment, and unknowns ranked by materiality.
6. Next board agenda. The required role to consult, the evidence to obtain, and the operating metric to observe.

Evidence Discipline

• Every claim in the summary must carry its evidence class from references/evidence-ledger.md.
• Never present an inference or assumption as a fact; never invent operating metrics.
• Time-sensitive facts must include their as-of date.

Safety

This is a research and learning framework, not an investment recommendation. The summary must not include a buy/sell/hold recommendation, a target price, or a claimed probability of return.