Claude Skills by CaseMark

Structures revenue analysis with growth decomposition, cohort analysis, and leading indicator tracking. Use when analyzing revenue, decomposing growth drivers, or tracking revenue leading indicators.

Structures forward-looking scenario analysis with macroeconomic assumptions and portfolio impact assessment. Use when conducting scenario analysis, modeling macro scenarios, or assessing portfolio vulnerability.

Evaluates secondary market transactions with NAV assessment, discount/premium analysis, and portfolio evaluation. Use when analyzing secondary deals, pricing LP interests, or evaluating GP-led secondaries.

Develops investment sector theses with market mapping, trend analysis, and opportunity identification. Use when building sector strategies, mapping target markets, or identifying investment themes.

Tracks activist investor campaigns with thesis analysis and outcome assessment. Use when monitoring activist situations, analyzing proxy fights, or evaluating activist theses.

Monitors short interest dynamics with days-to-cover calculations and squeeze risk assessment. Use when tracking short interest, analyzing borrowing costs, or assessing short squeeze risk.

Structures social impact measurement with theory of change, outcome metrics, and stakeholder analysis. Use when measuring social impact, designing impact metrics, or evaluating social outcomes.

Evaluates sovereign credit with fiscal analysis, external vulnerability, and political risk assessment. Use when analyzing sovereign bonds, assessing country risk, or evaluating government creditworthiness.

Evaluates corporate spin-off and separation transactions with standalone valuation and Remainco impact. Use when analyzing spin-offs, modeling separations, or evaluating corporate breakup value.

Evaluates multi-state income tax positions with apportionment, nexus, and combined reporting analysis. Use when analyzing state tax, calculating apportionment, or managing multi-state filing.

Evaluates stranded asset exposure for fossil fuel and carbon-intensive investments with transition modeling. Use when analyzing stranded assets, evaluating fossil fuel exposure, or modeling transition risk.

Evaluates ABS, MBS, CLO, and CDO structures with cash flow waterfall and subordination analysis. Use when analyzing structured products, modeling cash flow waterfalls, or evaluating tranche risk.

Structures supply chain sustainability assessment with Scope 3 attribution and risk identification. Use when analyzing supply chain ESG, mapping supplier risk, or assessing supply chain sustainability.

Structures revenue and cost synergy analysis with build-up methodology and realization timing. Use when estimating synergies, modeling cost savings, or analyzing revenue enhancement opportunities.

Evaluates portfolio tail risk with extreme value theory, expected shortfall, and tail hedge strategies. Use when analyzing tail risk, estimating expected shortfall, or evaluating tail protection.

Evaluates legislative tax changes with modeling, transition planning, and compliance requirement analysis. Use when assessing tax reform, modeling legislative changes, or planning compliance transitions.

Evaluates real-world asset tokenization with legal structure, market infrastructure, and liquidity analysis. Use when analyzing tokenization, evaluating security tokens, or assessing asset digitization.

Structures TRS analysis with funding benefit, counterparty exposure, and economic equivalence assessment. Use when analyzing TRS, evaluating synthetic exposure, or comparing TRS to cash positions.

Structures trade balance analysis with currency dynamics, competitiveness assessment, and tariff impact modeling. Use when analyzing trade data, evaluating currency trends, or assessing trade policy impact.

Structures unit economic analysis with CAC, LTV, payback period, and cohort-based measurement. Use when analyzing unit economics, calculating LTV/CAC, or evaluating customer economics.

Structures variance and volatility swap pricing with realized/implied vol analysis and hedging. Use when pricing variance swaps, analyzing vol risk premium, or hedging volatility exposure.

Evaluates VC term sheet provisions with economic and control analysis and cap table impact. Use when analyzing term sheets, negotiating deal terms, or modeling cap table outcomes.

Constructs and interprets implied volatility surfaces with skew analysis and term structure assessment. Use when analyzing vol surfaces, interpreting skew, or modeling volatility dynamics.

Structures water risk assessment with water stress mapping, usage analysis, and regulatory exposure evaluation. Use when analyzing water risk, mapping water stress, or evaluating water-related financial exposure.

Evaluates wealth management technology with robo-advisory models, digital planning, and fee analysis. Use when analyzing wealthtech, evaluating robo-advisors, or assessing digital wealth platforms.

Interprets yield curve shapes with term structure analysis and relative value identification. Use when analyzing yield curves, identifying curve trades, or interpreting interest rate expectations.

Evaluates borrower creditworthiness using financial analysis, industry assessment, and qualitative factors with structured credit opinions. Use when assessing credit risk, writing credit opinions, or evaluating borrower quality.

Screens transaction data for suspicious patterns using red flag typologies and structures SAR narrative elements. Use when reviewing transactions for AML, identifying suspicious activity, or drafting SAR narratives.

Conducts portfolio performance measurement with benchmark comparison, attribution, and risk-adjusted metrics. Use when measuring portfolio performance, calculating Sharpe/Sortino ratios, or conducting performance attribution.

Structures annual operating plan development with revenue, expense, and capital budget integration. Use when building annual budgets, creating operating plans, or developing financial targets.

Constructs driver-based financial models with operational metric linkage and sensitivity analysis. Use when building driver-based forecasts, linking operational and financial metrics, or modeling business drivers.

Constructs DCF, comparable company, and precedent transaction valuation models with sensitivity analysis. Use when valuing public companies, building financial models, or estimating fair value ranges.

Constructs integrated three-statement financial models with scenario analysis and assumption documentation. Use when building financial models, projecting financial statements, or creating forecast scenarios.

Constructs leveraged buyout models with debt capacity, returns analysis, and exit scenarios. Use when modeling LBOs, calculating sponsor returns, or analyzing leveraged transactions.

Constructs merger consequence analysis with accretion/dilution, pro forma financials, and synergy assumptions. Use when modeling mergers, calculating accretion/dilution, or analyzing deal structures.

Constructs Monte Carlo simulation frameworks with variance reduction and convergence analysis. Use when building MC simulations, implementing variance reduction, or assessing simulation accuracy.

Structures systematic trading strategy development with signal generation, backtesting, and validation. Use when building quant models, backtesting strategies, or validating trading signals.

Constructs property pro forma models with rent roll analysis, expense projections, and cash flow forecasting. Use when building real estate models, projecting property cash flows, or analyzing investment returns.

Structures rolling forecast process with driver-based projections and continuous planning methodology. Use when creating rolling forecasts, updating financial projections, or managing continuous planning.

Structures NAV calculation with security pricing, accruals, expense allocation, and reconciliation. Use when calculating fund NAV, pricing portfolios, or reconciling NAV components.

Computes VaR using parametric, historical simulation, and Monte Carlo methods with backtesting validation. Use when calculating VaR, comparing risk methodologies, or backtesting risk models.

Structures financial and operational benchmarking against industry peers with gap identification. Use when benchmarking performance, comparing to industry metrics, or identifying improvement opportunities.

Structures industry channel check findings with data normalization and trend identification. Use when synthesizing channel check data, analyzing industry indicators, or documenting field research.

Structures commercial diligence with market sizing, competitive dynamics, and customer reference analysis. Use when conducting CDD, analyzing target markets, or validating commercial assumptions.

Structures compliance risk assessment with regulatory inventory and inherent/residual risk evaluation. Use when assessing compliance risk, inventorying regulatory obligations, or prioritizing compliance resources.

Calculates WACC components with equity risk premium, beta estimation, and debt cost measurement. Use when calculating cost of capital, estimating WACC, or analyzing discount rates.

Structures sovereign and country risk assessment with economic, political, and financial system evaluation. Use when assessing country risk, evaluating sovereign creditworthiness, or analyzing political risk.

Structures executive evaluation with leadership capabilities, organizational gaps, and bench strength analysis. Use when assessing management teams, evaluating CEO/CFO capabilities, or identifying talent gaps.

Structures operational diligence with management assessment, systems evaluation, and integration planning. Use when evaluating target operations, assessing management capabilities, or planning post-close integration.

Structures product, customer, and segment profitability analysis with cost allocation methodology. Use when analyzing profitability, allocating costs, or evaluating segment performance.