Claude Skills by CaseMark

Evaluates ETF market mechanics with premium/discount analysis, authorized participant activity, and creation unit arbitrage. Use when analyzing ETF trading, evaluating NAV premiums, or understanding creation/redemption flows.

Measures implementation shortfall with paper portfolio comparison, delay cost attribution, and execution quality assessment. Use when measuring implementation shortfall, analyzing execution quality, or attributing trading costs.

Evaluates assumption, rejection, and assignment decisions for executory contracts and unexpired leases in bankruptcy. Use when analyzing contract decisions, evaluating lease rejections, or modeling cure cost exposure.

Evaluates factor timing strategies with macro regime indicators, valuation spreads, and momentum signals for factor rotation. Use when analyzing factor timing, evaluating rotation signals, or designing tactical factor allocation.

Evaluates fairness opinion methodologies across DCF, trading comps, and precedent transactions for board-level decisions. Use when reviewing fairness opinions, preparing board materials, or analyzing transaction fairness.

Evaluates bond market liquidity with bid-ask spread analysis, dealer inventory assessment, and electronic trading penetration. Use when analyzing bond liquidity, assessing execution conditions, or evaluating venue selection.

Evaluates secondary offering types including overnight blocks, marketed deals, ATMs, and bought deals with dilution analysis. Use when analyzing follow-on options, structuring secondary offerings, or evaluating dilution impact.

Evaluates fraudulent conveyance risk for leveraged transactions with solvency analysis and reasonably equivalent value assessment. Use when analyzing fraudulent transfer risk, conducting solvency tests, or evaluating historical transactions.

Evaluates frontier market opportunities with liquidity constraints, custody risk, settlement infrastructure, and governance assessment. Use when analyzing frontier markets, assessing operational risk, or evaluating frontier market access.

Evaluates geopolitical risk impact on investment portfolios with sanctions exposure, conflict risk, and supply chain disruption analysis. Use when analyzing geopolitical risk, assessing sanctions impact, or evaluating political event exposure.

Evaluates sales efficiency with CAC payback, sales cycle analysis, channel economics, and pipeline conversion metrics. Use when assessing GTM efficiency, analyzing sales productivity, or evaluating distribution strategy.

Evaluates management buyouts and take-private proposals with fairness assessment, minority squeeze-out mechanics, and appraisal rights analysis. Use when analyzing going-private deals, evaluating MBO fairness, or assessing minority shareholder protections.

Evaluates GP capital commitment levels with co-invest obligations, management company funding, and alignment assessment. Use when analyzing GP commitment, assessing alignment, or structuring GP capital contributions.

Evaluates high-yield issuance with call schedules, change of control puts, and restricted payment baskets. Use when analyzing HY bonds, comparing HY vs leveraged loan terms, or assessing issuer flexibility.

Values infrastructure assets with DCF, regulated asset base, and comparable transaction methodologies adjusted for regulatory and contractual frameworks. Use when valuing infrastructure assets, analyzing regulated utilities, or benchmarking infra transactions.

Evaluates insider purchase patterns with cluster buying identification, historical signal analysis, and conviction scoring. Use when analyzing insider buying, assessing management confidence signals, or tracking insider activity patterns.

Maps institutional investor targeting with AUM analysis, sector allocation preferences, and historical participation patterns. Use when targeting investors, analyzing demand profiles, or building investor marketing lists.

Evaluates intercreditor and subordination provisions with lien priority, payment waterfall, and enforcement rights analysis. Use when analyzing intercreditor terms, evaluating subordination structures, or assessing lender priority.

Evaluates geographic expansion strategies with market entry sequencing, localization requirements, and international unit economics. Use when analyzing expansion plans, assessing international readiness, or modeling geo-expansion costs.

Evaluates regulatory differences across jurisdictions with comparative framework analysis and optimal domicile selection. Use when analyzing regulatory environments, comparing jurisdiction frameworks, or selecting fund domiciles.

Evaluates IG bond market conditions with spread analysis, maturity curve optimization, and investor demand assessment. Use when advising IG issuers, analyzing credit spreads, or timing IG bond offerings.

Structures IAC/LPAC design with composition, authority scope, conflict review protocols, and valuation oversight. Use when designing advisory committees, defining LPAC authority, or structuring conflict resolution processes.

Monitors LP base composition with concentration analysis, redemption risk, and re-up probability assessment. Use when analyzing investor concentration, assessing re-up risk, or managing LP base diversification.

Evaluates IPO pricing with comparable company analysis, IPO discount estimation, and investor demand assessment. Use when pricing IPOs, determining offering ranges, or analyzing IPO valuation methodologies.

Evaluates ISDA Master Agreement provisions with close-out netting, termination events, and credit support annexes. Use when reviewing ISDA terms, analyzing CSA provisions, or assessing documentation risk.

Evaluates key person clause triggers, consequences, and cure mechanics in partnership documentation. Use when analyzing key person provisions, assessing management stability risk, or structuring departure protections.

Monitors leveraged loan market conditions with new issue activity, technical dynamics, and CLO demand analysis. Use when analyzing loan markets, tracking CLO activity, or assessing market technical conditions.

Evaluates uptier exchanges, drop-down transactions, and covenant-stripping maneuvers as aggressive liability management tools. Use when analyzing LMTs, evaluating creditor-on-creditor violence, or assessing cooperation agreement strategies.

Evaluates local currency government and corporate bond markets with yield analysis, inflation dynamics, and FX carry assessment. Use when analyzing local currency debt, evaluating EM bond opportunities, or assessing carry strategies.

Evaluates lock-up expiration impact with float analysis, insider selling patterns, and supply overhang assessment. Use when analyzing lock-up expirations, modeling supply dynamics, or assessing post-IPO trading patterns.

Evaluates ML applications in investment with feature engineering, model selection, and implementation considerations for alpha generation. Use when evaluating ML for investing, designing ML pipelines, or assessing ML strategy feasibility.

Evaluates make-whole premium claims in bankruptcy with contract interpretation, present value disputes, and secured status analysis. Use when analyzing make-whole claims, evaluating redemption disputes, or assessing premium recovery.

Evaluates management fee designs with commitment-period vs invested-capital bases, step-downs, and offset provisions. Use when analyzing fee structures, comparing fee levels, or modeling fee revenue for GPs.

Evaluates institutional flow patterns with fund flow analysis, positioning data, and sentiment indicator synthesis. Use when analyzing market flows, tracking institutional positioning, or assessing market sentiment.

Evaluates market structure dynamics with order book analysis, spread decomposition, and information asymmetry assessment. Use when analyzing market structure, evaluating trading venues, or assessing execution quality.

Monitors market regime signals with volatility clustering, correlation dynamics, and liquidity condition assessment. Use when analyzing market regimes, detecting regime shifts, or adjusting strategy for market conditions.

Structures TAM/SAM/SOM analysis with bottom-up and top-down methodology and market timing assessment. Use when sizing markets, validating market opportunity, or assessing timing risk.

Evaluates MAC clause scope, carve-outs, and enforceability standards in acquisition agreements. Use when reviewing MAC provisions, assessing deal certainty, or analyzing interim covenant protections.

Evaluates mezzanine structures with PIK toggle, equity kickers, and intercreditor subordination mechanics. Use when analyzing mezzanine financing, comparing subordinated debt terms, or modeling layered capital structures.

Evaluates middle-market lending environment with competition analysis, spread trends, and deal structure evolution. Use when analyzing middle-market lending, tracking competitive dynamics, or assessing market conditions.

Evaluates midstream assets with throughput analysis, fee-based vs commodity-exposed revenue, and contract structure assessment. Use when analyzing midstream investments, evaluating pipeline assets, or assessing gathering systems.

Evaluates MBS structures with prepayment modeling (CPR/CDR), collateral analysis, and tranche-level credit risk assessment. Use when analyzing MBS, modeling prepayment scenarios, or evaluating residential mortgage pools.

Evaluates OFS sector investments with rig count sensitivity, day rate analysis, and technology adoption curves. Use when analyzing oilfield services, evaluating service company economics, or assessing technology uptake.

Evaluates electricity market design with capacity payments, energy margins, ancillary services, and renewable intermittency management. Use when analyzing power markets, evaluating merchant exposure, or assessing capacity market dynamics.

Monitors private credit market evolution with AUM growth, competitive dynamics, and spread convergence with broadly syndicated markets. Use when analyzing private credit trends, tracking market evolution, or assessing competitive positioning.

Evaluates PLG dynamics with viral coefficients, freemium conversion, product-qualified leads, and expansion revenue mechanics. Use when analyzing PLG companies, assessing virality, or evaluating product-driven acquisition.

Evaluates proxy fight mechanics with shareholder base analysis, ISS/Glass Lewis recommendations, and vote probability modeling. Use when analyzing proxy contests, assessing vote outcomes, or evaluating director nomination campaigns.

Evaluates take-private feasibility with premium analysis, financing capacity, governance considerations, and regulatory requirements. Use when analyzing take-private opportunities, modeling go-private premiums, or assessing delisting mechanics.

Evaluates real estate fund secondary transactions with NAV validation, property-level assessment, and sector/vintage analysis. Use when pricing RE secondaries, analyzing property portfolios, or evaluating REIT fund interests.

Evaluates regulatory decision impact with approval probability, timeline analysis, and outcome scenario modeling for event-driven positions. Use when analyzing regulatory events, evaluating FDA/FCC/DOJ decisions, or modeling regulatory outcomes.