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Claude Skills by CaseMark
github.com/CaseMark2,057 skills58 installs3,401 views
- Evaluating Sum Of Parts ActivismAssesses conglomerate break-up activism with segment valuation, separation feasibility, and tax-free qualification analysis. Use when evaluating SOTP activism, analyzing break-up proposals, or modeling separation value.Votes: 0GitHub stars: 41
- Evaluating Timber And Agriculture AssetsAssesses timberland and agricultural investments with biological growth rates, harvest economics, and land value appreciation. Use when evaluating timber investments, analyzing farmland, or assessing biological asset returns.Votes: 0GitHub stars: 41
- Evaluating Upstream Energy AssetsAssesses upstream oil and gas assets with reserve estimation, production decline curves, and net asset value modeling. Use when evaluating E&P assets, analyzing reserve reports, or modeling upstream economics.Votes: 0GitHub stars: 41
- Managing At The Market ProgramsStructures ATM offering programs with sales agent selection, volume limitations, and disclosure requirements. Use when establishing ATM programs, managing ongoing equity issuance, or optimizing capital raising timing.Votes: 0GitHub stars: 41
- Managing Best Execution ComplianceStructures best execution monitoring with venue analysis, systematic internalization assessment, and regulatory compliance documentation. Use when managing best execution, documenting execution decisions, or conducting venue analysis.Votes: 0GitHub stars: 41
- Managing Block Trade ExecutionCoordinates large block execution with market impact minimization, counterparty selection, and crossing network utilization. Use when executing block trades, managing large orders, or minimizing market footprint.Votes: 0GitHub stars: 41
- Managing Bridge Financing DecisionsEvaluates bridge round scenarios with insider dynamics, signal risk, and term structuring for existing portfolio companies. Use when considering bridge financing, structuring insider rounds, or analyzing pay-to-play provisions.Votes: 0GitHub stars: 41
- Managing Bridge Loan CommitmentsStructures bridge financing with commitment terms, flex provisions, and permanent takeout analysis for acquisition financing. Use when arranging bridge facilities, analyzing flex economics, or managing bridge-to-bond transitions.Votes: 0GitHub stars: 41
- Managing Capital Call ProcessesStructures capital call execution with notice preparation, pro-rata allocation, default remedy provisions, and wire coordination. Use when processing capital calls, calculating LP contributions, or managing call logistics.Votes: 0GitHub stars: 41
- Managing Central Clearing ObligationsCoordinates central clearing requirements with CCP selection, margin optimization, and clearing threshold monitoring. Use when managing clearing obligations, optimizing CCP selection, or analyzing clearing economics.Votes: 0GitHub stars: 41
- Managing Co Investment ReportingStructures co-investment reporting with deal-level performance, fee/carry calculations, and co-invest program aggregate analysis. Use when reporting co-invest performance, tracking deal-level returns, or preparing co-invest summaries.Votes: 0GitHub stars: 41
- Managing Credit Portfolio SurveillanceMonitors credit portfolio health with rating migration tracking, watchlist management, and early warning indicator analysis. Use when conducting portfolio surveillance, managing credit watchlists, or tracking credit migration.Votes: 0GitHub stars: 41
- Managing Creditor Committee ActivitiesStructures official committee operations with financial advisor engagement, investigation scope, and plan negotiation strategy. Use when supporting creditor committees, coordinating committee advisors, or analyzing committee positions.Votes: 0GitHub stars: 41
- Managing Cross Border Settlement RiskEvaluates settlement risk in cross-border transactions with time zone analysis, CLS participation, and Herstatt risk mitigation. Use when managing settlement risk, analyzing CLS eligibility, or evaluating cross-currency settlement.Votes: 0GitHub stars: 41
- Managing Deal Data RoomsOrganizes virtual data room structure with document indexing, access permissions, activity tracking, and Q&A management. Use when setting up VDRs, managing document production, or tracking buyer diligence activity.Votes: 0GitHub stars: 41
- Managing Deal Process ExecutionCoordinates buy-side deal execution from LOI through closing with workstream tracking, timeline management, and closing conditions. Use when managing deal processes, tracking closing conditions, or coordinating deal teams.Votes: 0GitHub stars: 41
- Managing Denominator Effect AnalysisEvaluates LP portfolio rebalancing pressure from denominator effects with over-allocation analysis and pace adjustment recommendations. Use when analyzing denominator effects, assessing LP allocation constraints, or modeling portfolio rebalancing.Votes: 0GitHub stars: 41
- Managing Direct Listing ProcessesStructures direct listing execution with opening auction mechanics, reference price methodology, and market maker coordination. Use when executing direct listings, analyzing DL mechanics, or comparing DL vs IPO economics.Votes: 0GitHub stars: 41
- Managing Distribution Waterfall CalculationsExecutes distribution calculations through partnership waterfall with preferred return, GP catch-up, and carried interest allocation. Use when calculating distributions, processing waterfall mechanics, or determining carry payments.Votes: 0GitHub stars: 41
- Managing Follow On Investment DecisionsEvaluates pro-rata and follow-on investment decisions with portfolio construction, signaling effects, and reserve management. Use when making follow-on decisions, managing reserves, or evaluating pro-rata rights.Votes: 0GitHub stars: 41
- Managing Foreign Currency ExposureStructures FX hedging strategies for international portfolios with natural hedge identification, instrument selection, and cost analysis. Use when managing currency risk, designing FX hedges, or analyzing translation exposure.Votes: 0GitHub stars: 41
- Managing Fund Formation ProcessesCoordinates fundraising execution with PPM preparation, DDQ completion, legal documentation, and closing mechanics. Use when managing fund launches, coordinating formation processes, or tracking fundraising milestones.Votes: 0GitHub stars: 41
- Managing Growth Equity Board GovernanceStructures board engagement for growth equity investments with meeting cadence, committee design, and information rights. Use when establishing board governance, preparing board materials, or managing investor board relationships.Votes: 0GitHub stars: 41
- Managing Infrastructure Asset LifecycleTracks infrastructure asset performance with maintenance planning, capital expenditure optimization, and end-of-life valuation. Use when managing infrastructure portfolios, planning capex, or evaluating asset condition.Votes: 0GitHub stars: 41
- Managing Investor Compliance RequestsCoordinates regulatory and compliance information requests from institutional LPs including FOIA, regulatory filings, and audit support. Use when responding to compliance requests, managing FOIA inquiries, or supporting LP audit processes.Votes: 0GitHub stars: 41
- Managing Investor Due Diligence ResponsesCoordinates DDQ completion with standardized responses, data room preparation, and reference call management for prospective LPs. Use when responding to LP DD, completing DDQs, or managing investor onboarding processes.Votes: 0GitHub stars: 41
- Managing Investor Portal ContentStructures investor portal organization with document hierarchy, access permissions, and communication archive management. Use when managing investor portals, organizing LP documentation, or maintaining investor communication records.Votes: 0GitHub stars: 41
- Managing Investor Roadshow LogisticsCoordinates roadshow scheduling with institutional investor targeting, presentation materials, and feedback tracking. Use when managing roadshows, organizing investor meetings, or tracking investor engagement.Votes: 0GitHub stars: 41
- Managing Ipo Execution ProcessesStructures IPO execution from organizational meeting through pricing with workstream coordination and timeline management. Use when managing IPOs, coordinating offering processes, or tracking ECM execution milestones.Votes: 0GitHub stars: 41
- Managing Loan Syndication ProcessesCoordinates leveraged loan syndication from mandate through closing with lender marketing, commitment tracking, and flex analysis. Use when syndicating loans, managing lender groups, or tracking commitment levels.Votes: 0GitHub stars: 41
- Managing Loan Trading And SettlementCoordinates loan trading with LSTA standard documentation, delayed settlement compensation, and trade settlement mechanics. Use when managing loan trades, processing LSTA documentation, or coordinating trade settlement.Votes: 0GitHub stars: 41
- Managing Margin And Collateral RequirementsTracks margin requirements with initial/variation margin, portfolio margin optimization, and collateral eligibility analysis. Use when managing margin, optimizing collateral, or analyzing portfolio margin impact.Votes: 0GitHub stars: 41
- Managing Operating Partner EngagementStructures operating partner involvement with portfolio company assignment, initiative tracking, and impact measurement. Use when coordinating operating partners, tracking operational initiatives, or measuring portfolio support impact.Votes: 0GitHub stars: 41
- Managing Out Of Court Workout ProcessesStructures exchange offers, consent solicitations, and amend-and-extend transactions as Chapter 11 alternatives. Use when managing out-of-court workouts, designing exchange offers, or structuring pre-negotiated deals.Votes: 0GitHub stars: 41
- Managing Portfolio Company SupportStructures portfolio company engagement with board preparation, hiring support, business development, and follow-on strategy. Use when supporting portfolio companies, preparing board meetings, or coordinating investor resources.Votes: 0GitHub stars: 41
- Managing Portfolio Construction SecondariesStructures secondary portfolio construction with vintage diversification, strategy mix, and geographic allocation optimization. Use when building secondary portfolios, managing allocation targets, or optimizing portfolio composition.Votes: 0GitHub stars: 41
- Managing Regulatory Fund ComplianceCoordinates fund regulatory requirements across SEC, AIFMD, and local jurisdiction registration, reporting, and compliance obligations. Use when managing fund compliance, navigating regulatory registration, or ensuring cross-border compliance.Votes: 0GitHub stars: 41
- Managing Sec Registration ProcessesCoordinates SEC filing workflows with S-1/S-3 preparation, comment letter responses, and effectiveness timing. Use when managing SEC registration, responding to SEC comments, or tracking filing status.Votes: 0GitHub stars: 41
- Managing Secondary Transfer RequestsProcesses LP interest transfer requests with GP consent evaluation, ROFR administration, and transfer documentation requirements. Use when managing LP transfers, evaluating transfer requests, or coordinating interest assignments.Votes: 0GitHub stars: 41
- Managing Securitization Warehouse FacilitiesStructures warehouse lending for securitization programs with advance rates, eligibility criteria, and ramp-up analysis. Use when managing warehouse lines, structuring ramp facilities, or analyzing warehouse economics.Votes: 0GitHub stars: 41
- Managing Sell Side Auction ProcessesCoordinates competitive auction workflows from teaser distribution through definitive agreement execution. Use when running sell-side processes, managing bid rounds, or tracking buyer engagement.Votes: 0GitHub stars: 41
- Managing Sponsor Portfolio ReportingStructures portfolio company monitoring with monthly financial packages, KPI dashboards, and management assessment frameworks. Use when monitoring portfolio companies, building reporting templates, or tracking financial performance.Votes: 0GitHub stars: 41
- Managing Stabilization And GreenshoeStructures post-offering stabilization with overallotment option exercise, market support, and penalty bid mechanisms. Use when managing stabilization, exercising greenshoe options, or analyzing aftermarket support.Votes: 0GitHub stars: 41
- Managing Syndication And Co InvestmentCoordinates multi-investor rounds with allocation, lead/follow dynamics, and information rights structuring. Use when syndicating rounds, managing co-investor relationships, or structuring investor groups.Votes: 0GitHub stars: 41
- Managing Tender Offer ProcessesCoordinates tender offer execution with offer terms, election mechanics, proration, and transfer documentation for LP interests. Use when managing tender offers, structuring LP elections, or coordinating interest transfers.Votes: 0GitHub stars: 41
- Managing Transfer Restriction NavigationNavigates LP transfer requirements including GP consent, ROFR compliance, and partnership agreement transfer provisions. Use when managing LP transfers, obtaining GP consent, or navigating transfer restrictions.Votes: 0GitHub stars: 41
- Modeling Book Building DynamicsStructures book-building analysis with demand tiers, allocation methodology, and price sensitivity assessment. Use when managing book-building, analyzing investor demand, or optimizing allocation strategies.Votes: 0GitHub stars: 41
- Modeling Capital Budgeting DecisionsBuilds NPV, IRR, and payback models for capital investment decisions with hurdle rate calibration and risk adjustment. Use when evaluating capital investments, comparing project returns, or building capital allocation frameworks.Votes: 0GitHub stars: 41
- Modeling Carbon Credit EconomicsBuilds carbon credit models with offset generation analysis, verification costs, and market pricing dynamics for carbon-linked investments. Use when modeling carbon credits, analyzing offset economics, or evaluating carbon market exposure.Votes: 0GitHub stars: 41
- Modeling Carried Interest MechanicsBuilds carry waterfall models with preferred return hurdles, catch-up provisions, and clawback mechanics across deal-by-deal and whole-fund structures. Use when modeling carry economics, comparing waterfall structures, or analyzing GP incentive alignment.Votes: 0GitHub stars: 41