菜单
Write an investment memo / IC memo - thesis, business, market, financials, valuation, returns, risks, and recommendation - with disclaimers. Use for an investment decision (deal, equity, project).
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
Build an annual operating budget / plan - revenue, headcount, opex, and cash - from drivers, with monthly phasing. Use for annual planning, departmental budgets, or a board plan.
Value a company by comparable companies / trading multiples (and precedent transactions) - select peers, compute multiples, and apply to the target. Use for relative valuation alongside a DCF.
Assess creditworthiness - leverage, coverage, liquidity, cash flow durability, and debt structure - for a lender/bondholder view. Use when evaluating debt, covenants, or default risk.
Build a discounted cash flow valuation - project free cash flow, discount at WACC, add terminal value, and run sensitivity. Use when estimating intrinsic value. Output is an estimate, not a fact.
Analyze an earnings report / call - results vs. expectations, guidance, drivers, and management tone - into a concise recap. Use after a company reports or to prep for one.
Structure an equity research note - thesis, business, financials, valuation, risks, and a rating - with required disclaimers/disclosures. Use when writing a research report or investment thesis.
| name | investment-memo |
| description | Write an investment memo / IC memo - thesis, business, market, financials, valuation, returns, risks, and recommendation - with disclaimers. Use for an investment decision (deal, equity, project). |
The document a decision is made from: a clear recommendation, the case for and against, and the numbers behind it.
dcf-valuation/comps-valuation), expected return/IRR/MOIC
with the assumptions; base/bull/bear.no-investment-advice); no guaranteed returns.analysis-objectivity); returns are estimates (projection-guard).