Claude Skills by CaseMark

Structures credit committee packages with borrower analysis, risk assessment, structuring proposal, and recommendation documentation. Use when preparing credit committee materials, presenting loan opportunities, or documenting credit decisions.

Structures international DD with multi-jurisdictional legal review, regulatory assessment, and cultural integration analysis. Use when conducting international DD, managing multi-country processes, or evaluating cross-border operational risk.

Structures customer diligence with interview guides, NPS analysis, switching cost assessment, and usage pattern evaluation. Use when conducting customer references, validating product-market fit, or assessing customer satisfaction.

Synthesizes DCM market activity with new issue spreads, fund flows, and market technical analysis for issuance timing. Use when analyzing debt market windows, timing bond issuance, or assessing market receptivity.

Evaluates environmental compliance requirements with permitting risk, mitigation obligations, and ESG assessment for infrastructure investments. Use when assessing environmental risk, evaluating permitting timelines, or analyzing environmental compliance.

Evaluates environmental liability exposure with remediation cost estimation, regulatory compliance requirements, and insurance coverage assessment. Use when analyzing environmental liabilities, estimating cleanup costs, or assessing environmental risk.

Assesses market receptivity for equity issuance with sector sentiment, volatility, and comparable recent offering performance. Use when timing equity offerings, analyzing market windows, or evaluating issuance conditions.

Identifies fulcrum securities in distressed capital structures with enterprise value allocation and recovery sensitivity analysis. Use when analyzing fulcrum securities, estimating recovery ranges, or determining value breaks.

Structures growth-focused DD with revenue quality, customer concentration, technology scalability, and organizational readiness. Use when conducting growth DD, validating revenue sustainability, or assessing scale capability.

Structures industry-level credit assessment with cyclicality analysis, regulatory risk, and sector-specific credit metrics. Use when analyzing industry credit conditions, evaluating sector risk, or building industry-level views.

Structures infrastructure DD with technical assessment, regulatory review, environmental analysis, and community impact evaluation. Use when conducting infra DD, evaluating asset condition, or assessing regulatory risk.

Assesses infrastructure fund secondaries with asset-level cash flow analysis, concession period evaluation, and regulatory risk assessment. Use when analyzing infra secondaries, evaluating infrastructure assets, or pricing infra fund interests.

Structures credit underwriting with financial ratio analysis, cash flow quality assessment, and downside scenario modeling. Use when underwriting credit, analyzing borrower quality, or writing credit opinions.

Structures investor day content with long-term strategy presentation, financial targets, and capital allocation framework communication. Use when preparing investor days, designing strategy presentations, or building financial target frameworks.

Assesses going-concern viability with 13-week cash flow models, liquidity runway, and critical vendor analysis. Use when evaluating liquidity crises, building 13-week models, or assessing near-term solvency.

Structures management presentation materials for buyer meetings with business overview, strategy, and financial deep-dives. Use when preparing management presentations, coaching management teams, or organizing buyer meetings.

Assesses GP track records for secondary pricing with fund-level attribution, unrealized portfolio assessment, and consistency analysis. Use when evaluating GP track records, analyzing fund performance consistency, or assessing manager quality.

Runs Monte Carlo simulations for portfolio analysis with return distribution, tail risk, and path-dependent scenario evaluation. Use when running portfolio simulations, estimating tail risk, or analyzing return distributions.

Assesses operational improvement opportunities with cost rationalization, revenue stabilization, and management changes for distressed businesses. Use when evaluating turnaround plans, identifying operational improvements, or assessing management capability.

Evaluates fund performance against peer universes with vintage year comparison, quartile ranking, and strategy-specific benchmarking. Use when benchmarking fund performance, analyzing vintage comparisons, or assessing relative positioning.

Structures portfolio review with strategic fit assessment, divestiture candidate identification, and proceeds redeployment analysis. Use when reviewing corporate portfolios, identifying divestiture candidates, or planning asset dispositions.

Evaluates IPO preparedness across financial reporting, governance, compliance, and operational maturity dimensions. Use when assessing IPO readiness, identifying pre-IPO gaps, or planning public market transitions.

Structures pre-trade compliance with restricted list screening, position limits, and regulatory constraint verification. Use when running pre-trade compliance, screening restricted securities, or verifying trading limits.

Adjusts reported earnings for non-recurring items, accounting policy choices, and run-rate normalizations. Use when performing QofE analysis, adjusting EBITDA, or validating seller financial presentations.

Structures Regulation AB II compliance with asset-level data requirements, servicer reporting, and shelf registration eligibility. Use when ensuring Reg AB compliance, preparing ABS reporting, or structuring shelf eligibility.

Evaluates mineral and hydrocarbon reserves with classification methodology, resource conversion rates, and valuation per unit analysis. Use when analyzing reserve reports, validating resource estimates, or assessing depletion profiles.

Structures technical and commercial DD for resource assets with geological review, operational assessment, and regulatory evaluation. Use when conducting resource DD, evaluating technical reports, or assessing operational risk.

Structures buy-side DD for secondary transactions with underlying fund analysis, manager assessment, and portfolio-level risk evaluation. Use when conducting secondary DD, evaluating fund managers, or analyzing underlying portfolios.

Monitors structured product performance with collateral deterioration triggers, coverage test tracking, and credit migration analysis. Use when conducting ABS surveillance, monitoring CLO performance, or tracking structured product credit.

Structures technology diligence with architecture review, code quality assessment, scalability analysis, and technical debt evaluation. Use when evaluating startup technology, assessing engineering teams, or reviewing technical infrastructure.

Evaluates demand forecasts for toll roads, airports, and ports with independent engineer review and scenario sensitivity analysis. Use when analyzing traffic studies, validating demand forecasts, or stress testing revenue projections.

Creates sell-side CIMs with business description, financial overview, growth drivers, and investment highlights. Use when preparing sell-side marketing materials, writing CIMs, or positioning companies for sale.

Structures S-1/F-1 prospectus content with business description, risk factors, MD&A, and financial presentation requirements. Use when preparing IPO prospectuses, drafting SEC filings, or structuring offering documents.

Creates VC IC presentation materials with deal thesis, market analysis, team assessment, competitive landscape, and return scenarios. Use when preparing IC memos, presenting investment opportunities, or documenting investment decisions.

Structures LPA terms with investment period, harvesting period, key person provisions, and investor governance rights. Use when preparing LPA terms, negotiating fund documents, or summarizing partnership provisions.

Creates debt offering memoranda with credit overview, financial analysis, industry section, and risk factors for investor marketing. Use when preparing debt OMs, writing credit marketing materials, or structuring lender presentations.

Structures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.

Analyzes concession terms with revenue sharing, performance requirements, hand-back conditions, and termination provisions. Use when evaluating concessions, analyzing PPP contracts, or assessing concession economics.

Assesses country-level investment risk with political stability, rule of law, corruption indices, and expropriation history analysis. Use when evaluating country risk, assessing political exposure, or scoring sovereign investment environments.

Assesses critical mineral investments with supply chain mapping, geopolitical risk, and processing infrastructure analysis. Use when evaluating critical minerals, analyzing lithium/cobalt supply, or assessing rare earth investments.

Assesses founding team composition, complementarity, equity split rationale, and execution capability. Use when evaluating founding teams, assessing management risk, or conducting reference checks.

Assesses scaling companies with product-market fit validation, unit economics maturity, and growth trajectory sustainability analysis. Use when evaluating growth-stage investments, analyzing scaling businesses, or assessing expansion readiness.

Assesses litigation outcome impact with settlement probability, damage range estimation, and stock price sensitivity analysis. Use when evaluating litigation catalysts, modeling legal outcomes, or analyzing litigation-driven opportunities.

Assesses leadership team capacity to scale with organizational design review, key person risk, and executive bench analysis. Use when evaluating management scalability, identifying talent gaps, or assessing organizational readiness.

Assesses marketplace dynamics with take rate analysis, liquidity metrics, supply/demand balance, and network effect strength. Use when evaluating marketplaces, analyzing take rates, or assessing network effect moats.

Assesses platform investment opportunities with industry positioning, management quality, organic growth potential, and add-on runway. Use when evaluating platform deals, screening PE investments, or analyzing industry leaders.

Assesses post-emergence equity with clean balance sheet analysis, improved capital structure, and re-rating potential. Use when evaluating post-reorg equity, analyzing emergence opportunities, or assessing restructured company value.

Assesses spin-off equity with forced selling dynamics, orphaned security identification, and standalone valuation analysis. Use when evaluating spin-off investments, identifying forced-sell situations, or analyzing newly public entities.

Assesses startup viability through business model canvas analysis, unit economics validation, and market timing evaluation. Use when evaluating startup pitches, analyzing business model sustainability, or assessing product-market fit.

Structures strategic alternatives analysis with status quo, sale, merger, spin-off, and recapitalization scenario comparison. Use when evaluating strategic options, preparing board-level alternatives, or analyzing corporate transformations.