Claude Skills by CaseMark

Decomposes PE returns into revenue growth, margin expansion, multiple expansion, leverage paydown, and multiple contraction components. Use when attributing value creation, analyzing return drivers, or preparing exit case studies.

Processes documents through case.dev OCR for text and table extraction. Supports PDF and image files up to 500MB with page-level and word-level output. Use when the user mentions "OCR", "text extraction", "scan document", "digitize", "extract text from PDF", or needs word-level positional data from documents.

Compares two document versions and produces AI-powered redline analysis with structured change summaries, risk flags, and clause-by-clause breakdowns. Use when the user mentions "redline", "compare documents", "what changed", "version comparison", "contract diff", "track changes", or needs to understand differences between document versions.

Searches the web, legal databases, case law, patents, and case.dev knowledge base via the casedev CLI. Use when the user mentions "search", "legal research", "find cases", "case law", "patent search", "web search", "fetch URL", "webfetch", "legal skills", or needs to research legal topics, find similar cases, or retrieve web content.

Installs and configures the case.dev CLI for legal AI workflows including document vaults, OCR, transcription, and search. Use when the user mentions "case.dev", "casedev", needs to authenticate with case.dev, run diagnostics, set focus targets, list API routes, track jobs, or make raw API calls. Gateway skill for all case.dev skills.

Transcribes audio and video files through case.dev with speaker diarization. Supports MP3, WAV, M4A, FLAC, OGG, WEBM, MP4 up to 5GB. Use when the user mentions "transcribe", "transcription", "deposition recording", "hearing audio", "speaker labels", or needs to convert audio/video to text.

Manages case.dev encrypted document vaults for legal workflows. Creates vaults, uploads files and directories, lists and downloads objects, and runs semantic search across vault contents. Use when the user mentions "vault", "upload documents", "document storage", "download files", "vault search", or needs to manage case files and discovery documents.

Evaluates platform add-on opportunities with strategic fit, synergy potential, and return contribution. Use when analyzing add-on M&A, evaluating bolt-on targets, or building platform acquisition strategies.

Evaluates agency MBS with prepayment modeling, OAS analysis, and convexity assessment. Use when analyzing agency MBS, modeling prepayments, or evaluating mortgage bond convexity.

Evaluates AI/ML applications in financial services with model governance, bias assessment, and regulatory considerations. Use when analyzing AI in finance, evaluating ML models, or assessing AI governance.

Evaluates alternative investment strategies (hedge funds, real assets, private markets) with risk-return and liquidity analysis. Use when analyzing alternatives, evaluating fund strategies, or assessing illiquidity premiums.

Evaluates annuity structures with guaranteed benefit analysis, fee comparison, and surrender value modeling. Use when analyzing annuities, comparing guaranteed benefits, or evaluating annuity products.

Structures banking system assessment with capital adequacy, asset quality, and systemic risk evaluation. Use when analyzing banking systems, assessing financial stability, or evaluating systemic risk.

Structures biodiversity risk assessment with nature-related dependency mapping and TNFD alignment. Use when analyzing biodiversity risk, mapping nature dependencies, or implementing TNFD disclosure.

Evaluates blockchain use cases in financial services with DLT assessment and implementation feasibility. Use when analyzing blockchain applications, evaluating DLT solutions, or assessing crypto infrastructure.

Deconstructs bond indenture terms including covenants, call provisions, and credit support features. Use when analyzing bond structures, reviewing indentures, or evaluating bond terms.

Structures business cycle analysis with phase identification, leading indicator tracking, and sector implications. Use when identifying cycle phase, tracking business cycles, or assessing cyclical positioning.

Evaluates BNPL business models with credit performance, merchant economics, and regulatory treatment. Use when analyzing BNPL, evaluating installment products, or assessing consumer lending innovation.

Structures capitalization rate analysis with market comparison, risk premium decomposition, and trend assessment. Use when analyzing cap rates, comparing market yields, or assessing pricing trends.

Evaluates management capital allocation decisions across M&A, buybacks, dividends, and reinvestment. Use when assessing capital allocation, analyzing ROIC, or evaluating shareholder return strategies.

Structures carbon footprint analysis with Scope 1/2/3 measurement and intensity benchmarking. Use when measuring carbon emissions, analyzing Scope 3, or benchmarking carbon intensity.

Structures catastrophe risk assessment with model output interpretation and accumulation monitoring. Use when analyzing cat risk, interpreting cat model results, or managing cat exposure.

Structures central bank balance sheet analysis with QE/QT impact assessment and reserve management. Use when analyzing central bank operations, evaluating QE effects, or tracking reserve management.

Structures commodity derivative pricing with forward curve construction and convenience yield estimation. Use when pricing commodity derivatives, analyzing forward curves, or modeling commodity markets.

Structures commodity market analysis with supply/demand balances, inventory dynamics, and price driver attribution. Use when analyzing commodities, evaluating supply/demand, or forecasting commodity prices.

Structures precedent transaction analysis with deal multiples, premium calculation, and transaction characteristic comparison. Use when analyzing M&A precedents, calculating transaction multiples, or benchmarking deal terms.

Evaluates executive compensation tax with Section 409A, 280G golden parachute, and equity comp treatment. Use when analyzing compensation tax, evaluating 409A compliance, or structuring equity compensation.

Maps competitive landscapes with market share tracking and Porter's Five Forces analysis. Use when analyzing competition, assessing market structure, or evaluating competitive threats.

Evaluates GP-led continuation fund structures with existing LP options and new investor terms. Use when analyzing continuation vehicles, structuring GP-led transactions, or evaluating tender offers.

Evaluates convertible bond structures with equity sensitivity, credit floor, and Greeks calculation. Use when analyzing convertibles, calculating conversion premiums, or evaluating hybrid instruments.

Evaluates restructuring alternatives with debt-for-equity analysis, 363 sale considerations, and recovery analysis. Use when analyzing restructurings, evaluating Chapter 11 options, or modeling recovery scenarios.

Structures corporate tax analysis with entity selection, state nexus, and effective tax rate optimization. Use when analyzing tax structures, selecting entity types, or optimizing corporate tax positions.

Structures correlation analysis with index vs. tranche pricing and correlation skew assessment. Use when analyzing correlation products, pricing tranches, or evaluating dispersion trades.

Reviews financial covenant compliance calculations with cure provisions and default trigger analysis. Use when checking covenant compliance, calculating coverage ratios, or evaluating covenant headroom.

Interprets CDS markets with basis analysis, curve dynamics, and credit event monitoring. Use when analyzing CDS spreads, monitoring credit events, or evaluating CDS basis.

Interprets and anticipates credit rating actions with methodology analysis and surveillance monitoring. Use when analyzing credit ratings, predicting rating changes, or understanding rating methodology.

Evaluates cross-border M&A considerations including currency, tax, regulatory, and cultural factors. Use when analyzing international deals, assessing cross-border risks, or structuring multinational transactions.

Structures cryptocurrency tax analysis with cost basis tracking, gain classification, and reporting requirements. Use when analyzing crypto tax, tracking digital asset basis, or classifying crypto transactions.

Evaluates and manages portfolio currency risk with hedging strategy analysis and cost assessment. Use when analyzing FX exposure, planning currency hedges, or assessing hedging costs.

Structures cyber insurance evaluation with coverage assessment, limit adequacy, and claims scenario analysis. Use when evaluating cyber coverage, analyzing policy terms, or assessing cyber insurance adequacy.

Compares financing alternatives including debt, equity, convertibles, and hybrid instruments for transactions. Use when evaluating financing options, comparing capital structure alternatives, or optimizing deal funding.

Structures demographic analysis with population projections, dependency ratios, and economic impact assessment. Use when analyzing demographics, projecting population trends, or assessing demographic economic impact.

Evaluates real estate development projects with cost analysis, return projections, and risk assessment. Use when analyzing development deals, projecting development returns, or assessing feasibility.

Evaluates digital lending models with credit model assessment, funding structure, and regulatory analysis. Use when analyzing online lenders, evaluating credit models, or assessing lending platform risk.

Assesses earnings quality through accruals analysis, cash conversion, and accounting red flag identification. Use when evaluating earnings quality, detecting accounting anomalies, or analyzing accruals.

Structures economic indicator analysis with leading, coincident, and lagging indicator interpretation. Use when analyzing economic data, interpreting economic releases, or tracking macro indicators.

Evaluates embedded finance opportunities with distribution economics and regulatory framework analysis. Use when analyzing embedded finance, evaluating BaaS models, or assessing embedded lending/insurance.

Structures EM economic analysis with growth, inflation, external vulnerability, and political risk assessment. Use when analyzing emerging markets, assessing EM risk, or evaluating developing economy outlook.

Integrates ESG factors into investment analysis with scoring methodology and impact measurement. Use when implementing ESG integration, scoring ESG factors, or measuring sustainability impact.

Evaluates exit alternatives (IPO, strategic sale, secondary, recapitalization) with timing and return analysis. Use when planning exits, evaluating exit routes, or modeling exit scenarios.