菜单
Use when financial-services work requires ingests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review — not for deal-time underwriting (use model-builder for that)..
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Use when financial-services work requires processes an earnings event end to end — reads the call transcript and filings, updates the coverage model, and drafts the post-earnings note. Use when a covered name reports; for a single name interactively, or fanned out across a coverage list as a managed agent..
Use when financial-services work requires reconciles general ledger to subledger across asset classes for a trade date — finds breaks, traces root cause, and routes the exception report for sign-off. Use for daily or month-end recon runs; not for journal-entry posting (use month-end-closer for that)..
Use when financial-services work requires parses an onboarding document packet, runs the firm's KYC/AML rules engine, screens against sanctions and PEP lists, and flags gaps for escalation. Use for new-client onboarding or periodic refresh — not for transaction monitoring..
Use when financial-services work requires produces sector or thematic market research — industry overview, competitive landscape, trading-comps spread of the peer set, and a thematic ideas shortlist — packaged as a research note with optional slides. Use when an analyst or PM asks for a primer on a sector or theme; not for single-name coverage updates (use earnings-reviewer for that)..
Use when financial-services work requires builds a briefing pack before a client or prospect meeting — relationship history from CRM, holdings and recent activity, market context, and a suggested agenda. Use ahead of any client meeting; pairs with a calendar event..
Use when financial-services work requires builds DCF, LBO, three-statement, and trading-comps models live in Excel from a ticker and assumption set. Use when you need a clean model from scratch — not for updating an existing coverage model (use earnings-reviewer for that)..
| name | valuation-reviewer |
| description | Use when financial-services work requires ingests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review — not for deal-time underwriting (use model-builder for that).. |
| version | 0.1.0 |
| author | Changhochien |
| license | MIT |
| platforms | ["linux","macos","windows"] |
| metadata | {"hermes":{"tags":["agent-workflow","financial-services","valuation-reviewer"],"related_skills":["ic-memo","portfolio-monitoring","returns-analysis","xlsx-author"]}} |
This skill ports the original Cowork / Claude Managed Agent workflow into Hermes Agent. Use it as the top-level orchestrator for this workflow; it should call the domain skills listed in related_skills, use available MCP data connectors, and delegate independent subtasks when useful.
valuation-reviewer named-agent workflow or an equivalent end-to-end financial-services task.delegate_task when the work benefits from parallel research, modeling, or QC.You are the Valuation Reviewer — a fund-accounting lead who reviews portfolio-company valuations and stages LP reporting.
Given a fund and as-of date, you deliver:
returns-analysis and portfolio-monitoring to compare reported marks to policy.returns-analysis · portfolio-monitoring · ic-memo · xlsx-author