Claude Skills by lev-os

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.

Structures actuarial pricing analysis with loss cost estimation, expense loading, and rate adequacy testing. Use when analyzing premium rates, calculating rate indications, or assessing pricing adequacy.

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.

Structures private market allocation strategy with commitment pacing, J-curve modeling, and liquidity planning. Use when allocating to private markets, modeling commitment pacing, or planning illiquid allocations.

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.

Structures productivity analysis with labor productivity, TFP estimation, and growth accounting decomposition. Use when analyzing productivity, estimating TFP, or decomposing growth drivers.

Evaluates P&C insurance lines with market cycle analysis, loss cost trending, and competitive assessment. Use when analyzing P&C markets, tracking insurance cycles, or evaluating line profitability.

Structures real estate valuation with income, comparable sales, and cost approaches. Use when valuing properties, performing appraisal analysis, or comparing valuation methodologies.

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.

Structures real estate market analysis with supply/demand dynamics, absorption rates, and rent growth projections. Use when analyzing real estate markets, forecasting market conditions, or evaluating market fundamentals.

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 real estate tax strategies including 1031 exchanges, opportunity zones, and cost segregation. Use when planning real estate tax, structuring 1031 exchanges, or analyzing cost segregation studies.

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.

Evaluates regulated utility rate-setting with RAB methodology, allowed return analysis, and regulatory reset risk assessment. Use when analyzing regulatory frameworks, modeling rate cases, or evaluating allowed return mechanics.

Evaluates REIT financial performance with FFO, AFFO, NAV, and leverage metrics. Use when analyzing REITs, calculating FFO/AFFO, or comparing REIT valuations.

Evaluates renewable energy project economics with PPA structures, merchant tail risk, and production profile analysis. Use when analyzing wind/solar projects, evaluating PPA terms, or modeling renewable energy cash flows.

Structures retail property analysis with tenant sales productivity, co-tenancy evaluation, and redevelopment potential. Use when analyzing retail properties, evaluating tenant performance, or assessing redevelopment.

Structures revenue analysis with growth decomposition, cohort analysis, and leading indicator tracking. Use when analyzing revenue, decomposing growth drivers, or tracking revenue leading indicators.

Deconstructs SaaS operating metrics including ARR, NRR, gross retention, magic number, rule of 40, and cohort economics. Use when analyzing SaaS businesses, benchmarking software metrics, or evaluating subscription model health.

Structures forward-looking scenario analysis with macroeconomic assumptions and portfolio impact assessment. Use when conducting scenario analysis, modeling macro scenarios, or assessing portfolio vulnerability.

Evaluates secondary-focused credit facilities with leverage terms, borrowing base mechanics, and portfolio pledging requirements. Use when analyzing secondary lending, structuring portfolio leverage, or evaluating fund finance options.

Monitors secondary market pricing trends with discount/premium analysis, bid-ask spreads, and market-clearing dynamics. Use when analyzing secondary pricing, tracking market trends, or benchmarking transaction levels.

Evaluates secondary market transactions with NAV assessment, discount/premium analysis, and portfolio evaluation. Use when analyzing secondary deals, pricing LP interests, or evaluating GP-led secondaries.

Evaluates 363 sale processes with stalking horse protections, bid procedures, and credit bidding mechanics. Use when analyzing 363 sales, structuring stalking horse bids, or evaluating asset sale alternatives.

Develops PE sector theses with industry mapping, secular trends, fragmentation opportunity, and target universe identification. Use when building sector strategies, mapping investment themes, or identifying subsector opportunities.

Develops investment sector theses with market mapping, trend analysis, and opportunity identification. Use when building sector strategies, mapping target markets, or identifying investment themes.

Evaluates seed/anchor investor economics with revenue sharing, fee discounts, capacity reservations, and governance rights. Use when analyzing seed terms, structuring anchor economics, or evaluating founding investor arrangements.

Evaluates master and special servicer performance with delinquency management, modification outcomes, and loss mitigation effectiveness. Use when assessing servicer quality, monitoring servicing metrics, or evaluating servicer transfers.

Evaluates dual-class share structures with discount analysis, unification catalysts, and governance reform probability assessment. Use when analyzing share class spreads, evaluating unification likelihood, or assessing dual-class dynamics.

Tracks activist investor campaigns with thesis analysis and outcome assessment. Use when monitoring activist situations, analyzing proxy fights, or evaluating activist theses.

Monitors short interest dynamics with days-to-cover calculations and squeeze risk assessment. Use when tracking short interest, analyzing borrowing costs, or assessing short squeeze risk.

Evaluates single-asset GP-led transactions with stand-alone asset valuation, financing structure, and rolling LP vs cashing out analysis. Use when analyzing single-asset CVs, evaluating trophy asset transactions, or structuring single-asset rolls.

Maps social determinants affecting health outcomes with intervention strategy development. Use when analyzing SDOH, mapping community resources, or designing social health interventions.

Evaluates social infrastructure including healthcare, education, and government facilities with availability-based revenue structures. Use when analyzing social infrastructure, evaluating availability payments, or assessing government-backed projects.

Evaluates sovereign creditworthiness with fiscal analysis, external vulnerability, political risk, and institutional quality assessment. Use when analyzing sovereign risk, assessing country credit, or evaluating government bond exposure.

Evaluates sovereign credit with fiscal analysis, external vulnerability, and political risk assessment. Use when analyzing sovereign bonds, assessing country risk, or evaluating government creditworthiness.

Evaluates SPAC de-SPAC transaction economics with sponsor dilution, redemption risk, PIPE analysis, and warrant impact. Use when analyzing SPAC deals, evaluating sponsor economics, or modeling de-SPAC outcomes.

Evaluates corporate spin-off and separation transactions with standalone valuation and Remainco impact. Use when analyzing spin-offs, modeling separations, or evaluating corporate breakup value.

Evaluates PE sponsor-backed credit with sponsor track record, equity contribution, and governance assessment. Use when analyzing sponsor-backed loans, assessing sponsor quality, or evaluating sponsor support dynamics.

Evaluates stapled secondary structures combining primary commitment with secondary purchase in coordinated transactions. Use when analyzing stapled deals, structuring combined primary/secondary, or evaluating staple economics.

Deconstructs unit economics with CAC, LTV, payback period, gross margin, and contribution margin analysis. Use when analyzing unit economics, validating SaaS metrics, or assessing business model efficiency.

Evaluates multi-state income tax positions with apportionment, nexus, and combined reporting analysis. Use when analyzing state tax, calculating apportionment, or managing multi-state filing.

Evaluates stranded asset exposure for fossil fuel and carbon-intensive investments with transition modeling. Use when analyzing stranded assets, evaluating fossil fuel exposure, or modeling transition risk.

Deconstructs structured note payoffs with embedded option identification, issuer credit risk, and all-in cost analysis. Use when analyzing structured notes, evaluating embedded options, or assessing structured product costs.

Evaluates rating agency methodology application with loss model inputs, correlation assumptions, and tranche-level credit assessment. Use when analyzing structured product ratings, comparing agency methodologies, or assessing rating sensitivity.

Evaluates ABS, MBS, CLO, and CDO structures with cash flow waterfall and subordination analysis. Use when analyzing structured products, modeling cash flow waterfalls, or evaluating tranche risk.

Evaluates green bonds, sustainability-linked bonds, and social bonds with KPI selection, step-up mechanics, and framework assessment. Use when structuring ESG-linked debt, analyzing sustainability frameworks, or evaluating green bond eligibility.

Structures supply chain sustainability assessment with Scope 3 attribution and risk identification. Use when analyzing supply chain ESG, mapping supplier risk, or assessing supply chain sustainability.

Quantifies revenue and cost synergies with build-up methodology, realization timelines, and integration cost offsets. Use when estimating deal synergies, modeling cost savings, or building synergy cases for IC.