Claude Skills by CaseMark

Structures shareholder engagement programs with escalation frameworks and outcome documentation. Use when managing stewardship, planning engagement, or documenting shareholder activism outcomes.

Structures structured note evaluation with payoff analysis, embedded option decomposition, and fair value assessment. Use when analyzing structured notes, decomposing embedded options, or evaluating note pricing.

Structures subsidiary-level financing with upstream guarantee analysis and structural subordination considerations. Use when financing subsidiaries, analyzing guarantee structures, or evaluating structural subordination.

Structures surplus lines compliance with eligibility verification, tax filing, and reporting requirements. Use when managing surplus lines, verifying eligibility, or documenting E&S compliance.

Structures syndicated loan participation with allocation, settlement, and agent bank coordination. Use when managing syndicated loans, processing loan allocations, or coordinating agent bank functions.

Structures tax controversy management with audit defense, protest, and appeals documentation. Use when managing tax audits, preparing protest letters, or documenting audit defense positions.

Identifies and structures tax credit opportunities including R&D, energy, and employment credits. Use when analyzing tax credits, quantifying R&D credits, or evaluating credit eligibility.

Structures Form 1099, W-2, and other information reporting with classification and filing requirements. Use when managing tax reporting, classifying payments, or ensuring filing compliance.

Identifies and executes tax-loss harvesting opportunities with wash sale compliance and tracking. Use when harvesting tax losses, managing wash sale rules, or optimizing after-tax returns.

Structures income tax provision calculations with ASC 740 requirements and rate reconciliation. Use when preparing tax provisions, calculating deferred taxes, or analyzing ETR components.

Structures vendor and third-party risk assessment with due diligence, monitoring, and concentration analysis. Use when assessing vendor risk, conducting third-party due diligence, or monitoring outsourcing risk.

Structures letter of credit, bankers acceptance, and documentary collection processing and analysis. Use when managing LCs, processing trade documents, or evaluating trade finance instruments.

Structures trade lifecycle management with confirmation, settlement, and exception processing. Use when managing trade operations, processing confirmations, or resolving settlement exceptions.

Monitors trading activity for market manipulation, insider trading, and best execution compliance. Use when conducting trade surveillance, investigating suspicious trading, or monitoring execution quality.

Structures transfer agency operations with shareholder servicing, registration, and distribution management. Use when managing transfer agency, processing shareholder transactions, or maintaining shareholder records.

Structures transfer pricing documentation with comparable analysis, method selection, and intercompany agreement review. Use when managing transfer pricing, documenting arm's-length pricing, or preparing TP reports.

Structures treasury management product analysis with cash management, payment solutions, and fee optimization. Use when evaluating treasury services, analyzing cash management needs, or optimizing banking relationships.

Structures trust administration with distribution analysis, tax reporting, and beneficiary communication. Use when managing trusts, analyzing distribution decisions, or documenting trust administration.

Structures 100-day and long-term value creation plans with initiative tracking and KPI targets. Use when building value creation plans, tracking improvement initiatives, or managing post-acquisition integration.

Structures regulatory vendor due diligence with risk assessment and ongoing monitoring requirements. Use when conducting vendor DD, assessing outsourcing risk, or managing third-party compliance.

Structures whistleblower program operations with intake, investigation, and anti-retaliation documentation. Use when managing whistleblower reports, investigating complaints, or documenting anti-retaliation measures.

Structures wire transfer processing with verification, OFAC screening, and exception handling. Use when processing wires, managing wire operations, or handling wire exceptions.

Optimizes working capital with DSO, DPO, and DIO analysis and improvement initiative tracking. Use when managing working capital, analyzing cash conversion cycle, or improving collection/payment terms.

Structures CVA, DVA, FVA, and KVA calculation with methodology selection and counterparty exposure modeling. Use when calculating XVA, pricing counterparty credit risk, or analyzing funding valuation adjustments.

Calculates bond pricing with duration, convexity, OAS, and Z-spread analysis. Use when pricing bonds, calculating risk metrics, or evaluating relative value.

Builds cap table models with round-by-round dilution, option pool, and exit waterfall analysis. Use when modeling cap tables, calculating ownership dilution, or projecting exit proceeds.

Deconstructs gross, operating, and net margin trends with driver attribution and normalization. Use when analyzing profitability, attributing margin changes, or benchmarking margins.

Builds PE return models with entry/exit multiples, leverage analysis, and value creation attribution. Use when modeling PE returns, calculating IRR/MOIC, or attributing value creation drivers.

Builds bottom-up revenue models from segment-level drivers with assumption documentation. Use when forecasting revenue, modeling growth drivers, or building segment-level projections.

Builds SOTP valuations for conglomerates and multi-segment companies with segment-appropriate methodologies. Use when valuing diversified companies, calculating conglomerate discounts, or modeling segment breakups.

Creates board presentation materials with strategic analysis, financial performance, and transaction recommendations. Use when preparing board decks, creating governance presentations, or summarizing strategic options.

Structures credit derivative pricing with hazard rate calibration and default probability estimation. Use when pricing CDS, calculating credit spreads, or modeling default risk.

Structures equity option pricing with Black-Scholes, binomial models, and implied volatility analysis. Use when pricing options, calculating Greeks, or analyzing implied volatility.

Structures interest rate swap, cap, floor, and swaption pricing with curve construction and valuation. Use when pricing IR derivatives, building yield curves, or valuing swap portfolios.

Compares multiple data sources to produce reconciliation reports with break identification and aging analysis. Use when reconciling accounts, identifying breaks, or performing bank reconciliations.

Evaluates customer identification and verification documentation against CIP/CDD/EDD requirements. Use when reviewing KYC files, validating customer identification, or assessing customer risk.

Structures ESG scoring methodology with environmental, social, and governance pillar assessment. Use when scoring ESG, evaluating sustainability, or building ESG frameworks.

Applies quantitative and qualitative screens to filter investable equity universe by financial and strategic criteria. Use when screening stocks, filtering investment candidates, or building watchlists.

Designs acquisition financing structures with leverage analysis, covenant negotiation, and capital structure optimization. Use when structuring deal financing, analyzing debt capacity, or negotiating loan terms.

Transforms earnings call transcripts into structured summaries with financial guidance, KPI changes, management sentiment, and analyst Q&A highlights. Use when processing quarterly earnings calls, preparing investment research, or tracking company performance narratives.

Analyzes 10-K/10-Q filings to extract key metrics, identify trends, and create structured YoY comparisons. Use when analyzing SEC filings, comparing financial statements, or tracking company financial trends.

Monitors sell-side consensus estimates with revision tracking and surprise analysis. Use when tracking estimate revisions, analyzing consensus changes, or monitoring analyst expectations.

Monitors regulatory developments with impact assessment, gap analysis, and implementation timeline planning. Use when tracking regulatory changes, assessing compliance gaps, or planning implementation.

Monitors sector performance rotation with factor exposure and macro sensitivity analysis. Use when tracking sector rotation, analyzing factor exposures, or identifying sector trends.

Structures investment banking engagement terms with scope, fees, indemnification, and tail provisions. Use when drafting engagement letters, negotiating fee structures, or documenting advisory mandates.

Creates structured equity research notes with thesis, valuation, risks, and rating justification. Use when initiating coverage, updating research opinions, or writing investment notes.

Creates IC presentation materials with deal thesis, risk analysis, and recommendation structure. Use when preparing IC memos, presenting deal opportunities, or documenting investment decisions.

Formulates structured bull/bear investment theses with variant perception and key risk identification. Use when developing investment theses, articulating variant views, or structuring bull/bear arguments.

Manages Rule 30(b)(6) corporate representative deposition workflows — drafting notice topics with reasonable particularity, building examination outlines, defending designees, handling objections, and preserving binding admissions for summary judgment or trial. Use when drafting or responding to 30(b)(6) notices, selecting and preparing designees, building topic-by-topic outlines, or triaging scope and privilege disputes. Trigger keywords: 30(b)(6), corporate representative deposition, topic ...

Guides taking and defending Rule 30(b)(6) corporate representative depositions. Drafts topic lists with reasonable particularity, builds examination outlines for binding corporate admissions, analyzes noticed topics for objections, and prepares designees. Use when drafting 30(b)(6) notices, preparing corporate deposition topics, selecting or preparing designees, or defending corporate representative depositions.