菜单
State the deal thesis — why this target, why now, how value is created — in one sentence before any model is built. Reach for this at the very start of any acquisition, before valuation.
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想先保存到本地？可下载 SkillsMP 当前能够提供的文件。
Route everyday, well-defined work (single-file edits, test-writing, summarization, mechanical refactors, boilerplate) to a cheaper coding agent (Grok or Copilot CLI) instead of doing it in the main Claude session, escalating multi-file/architecture/debugging/security work to Claude. Opt-in via the `cheap_lane:` comfort-posture knob.
Authors, validates and packages a claude.ai Organization Skill — the intake questions, the trigger and scope exercises, then lint, pack and verify against measured platform constraints. Reach for this when someone wants to publish a Skill to their organization, or when an upload was rejected and the reason is unclear.
Drafts a reply to an inbound customer email, grounded in the account record and the published help-centre articles rather than in recall. Use when a customer emails about billing, a renewal or an outage, when a reply must cite current policy, or when a teammate asks for a first draft to edit.
基于 SOC 职业分类
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| name | frame-a-deal-thesis |
| description | State the deal thesis — why this target, why now, how value is created — in one sentence before any model is built. Reach for this at the very start of any acquisition, before valuation. |
A deal with no thesis is a spreadsheet looking for a victim (§3 #1).
State why this target, why now, and how it creates value (cost synergy / revenue synergy / capability / market access / defensive). If you can't say it in one sentence, you don't have a thesis — stop.
Would building or partnering achieve the same outcome cheaper or faster? If yes, the acquisition thesis is weak. Traverse the buy-vs-build tree (../../knowledge/ma-decision-trees.md).
List the specific drivers with a rough magnitude and whether each is a cost synergy (higher confidence) or revenue synergy (lower confidence). These become the diligence assumptions to confirm or kill.
State the two or three findings that would kill the deal regardless of price. These seed the diligence plan.
Name the price and the conditions beyond which you walk. A thesis with no walk-away is an intention to overpay.
A one-sentence thesis, a buy-vs-build/partner check, the value-creation drivers (cost vs revenue), the deal-breakers, and the walk-away — the seed for valuation and diligence. See ../../templates/deal-thesis-memo.md.