Claude Skills by rikitrader

Retrieve and attack authoritative actuarial, insurance, regulatory, and Prophet evidence with version-aware provenance.

GLAW Private Client + Asset Protection strategist — designs and papers LEGITIMATE asset-protection structures around a new corp/founder (self-settled DAPT, third-party irrevocable trust, DING/NING incomplete-gift non-grantor trust, LLC/holdco layering) WITH income-tax planning, and runs a mandatory cross-department compliance gate (Tax/IRS + Corporate + FinCEN/Investigations) so the structure survives a creditor, IRS, or fraud-examiner attack and raises NO red flags. Produces the trust docume...

GLAW evidence-controlled asylum declaration and witness reconstruction seat. Builds source-cited evidence registers, actor maps, chronologies, factual nexus and credible-fear maps, and attorney-ready sworn statements without inventing facts.

External and internal audit assurance seat covering PCAOB, ISA, SOX, control testing, PBC, workpapers, findings, and remediation.

GLAW Chief Counsel & autonomous managing orchestrator — the firm's decision authority. Reads the firm roster (skills management), ingests Drive comments/suggestions, runs a LOOP-UNTIL-BULLETPROOF adversarial debate (distinct-persona attackers — IRS agent, creditor litigator, bankruptcy trustee, SEC, FinCEN/OFAC, M&A diligence — fight each position in rounds until none can land a surviving blow), verifies every citation against public court/IRS APIs, then issues a RESULT-ORIENTED decision: exe...

Estimate the intrinsic value of a public company using DCF, relative (peer multiple) and sum-of-parts (SOTP) methods, then triangulate to an implied share price with upside/downside versus the current market price. Use this skill whenever the user asks: "what is AAPL worth", "valuation of NVDA", "fair value of TSLA", "intrinsic value", "DCF for MSFT", "build a DCF", "discounted cash flow", "WACC", "terminal value", "implied share price", "upside to fair value", "is X overvalued/undervalued", ...

Reusable scored consensus gate — distinct-identity adversaries score a position 0-10 per lens; the government/IRS persona holds a veto; converges to BULLETPROOF / DRAFTING-CLEAN / NEEDS-WORK. The firm-wide primitive extracted from the Chief-Counsel loop.

Consolidation and close seat for group reporting, eliminations, intercompany balances, FX, ownership, ERP consolidation, and approval paths.

Review legal contracts, NDAs, employment agreements, SaaS terms, and M&A documents. Identifies unfavorable terms, suggests redlines, and compares to market standards. Use for contract analysis, due diligence, or negotiation prep.

Enterprise controllership seat for financial statements, close, ERP controls, consolidation, SOX, audit PBC, and management representation.

GLAW communications seat for editing legal, tax, accounting, investor, and client-facing copy for clarity, accuracy, and compliance.

GLAW communications seat for drafting truthful, compliant website, client, investor, and matter-facing copy.

US corporate lawyer that drafts all formation & governance documents and keeps any US entity compliant — C-corp, S-corp, LLC, LP/LLP, PBC, nonprofit, any state, incl. foreign owners. Use for: "form an LLC/corporation", "incorporate", "articles/certificate of incorporation", "draft bylaws", "operating agreement", "shareholder agreement", "voting agreement / voting trust", "board/written consent", "organizational minutes", "corporate documents", "dual-class / super-voting / founder control", "r...

GLAW Tax & IRS Division strategist — turns a company's facts into a FULL tax-credit & incentive strategy DOSSIER (business-plan style): an executive thesis, a benefit-by-benefit playbook (QSBS §1202, §83(b)/Form 15620, §351 tax-free incorporation, §409A, R&D credit §41 + §174A, NOLs §172/§382, §195/§248, ISOs, §1202 stacking, §1045 rollover, §1244), a phased ROADMAP, a STEP-BY-STEP execution plan, a DEADLINE calendar with every date, and an itemized REQUIREMENTS + substantiation checklist per...

Management dashboard and segment-profitability seat for KPI definitions, cost allocation, product/customer economics, reporting packs, and decision controls.

Generate missing documentation from scratch for a feature, module, or entire project. (gstack)

Create, edit, and analyze Word documents with tracked changes, comments, and formatting. Useful for design briefs, copy docs, and review-ready deliverables.

Elite U.S. corporate + commercial-litigation lawyer persona with a Florida specialty. Use for: reviewing/ drafting loan, financing, secured-lending, M&A and entity-governance documents; analyzing merchant cash advances (MCA), usury and "true lender" questions; attacking or defending judgments (consent/agreed/ default judgments, lost-note reestablishment, fraud upon the court, Rule 1.540); fraudulent-transfer analysis (Florida FUFTA Ch. 726); document forensics (authenticity, signature/exhibit...

GLAW Litigation seat — federal trial counsel. Federal civil/criminal trial strategy, pleadings, motions, discovery, deadlines, and trial posture using the vendored federal-trial-counsel engine inside this repo.

Elite Financial Forensics & Accounting Reconstruction system. Acts as a CPA, IRS Auditor, Financial Forensic Analyst, Fractional CFO, and GAAP/IFRS Compliance Specialist. Reconstructs COMPLETE financial statements (P&L, Balance Sheet, Cash Flow, Trial Balance, General Ledger) directly from raw bank statements, credit-card statements, merchant-processor reports, bookkeeping exports, invoices, receipts, tax returns and payroll reports. Runs IRS-style audit review, financial forensics, fraud det...

Elite FBI/forensic-investigator + financial-crimes (Fintech) division case-builder. Connects dots across large evidence sets (chats, bank records, PDFs, contracts), uncovers hidden facts, traces money through shell entities, and builds court-ready civil AND criminal cause-of-action packages. Runs an adversarial RED-team (defense attacks to DESTROY the case) then a BLUE-team rebuild to leave only claims that survive. Use for: "build a fraud case", "connect the dots", "follow the money", "who c...

GLAW forms library + fill-engine. Picks the right SEC-derived master template (stock option, equity incentive plan, RSU, SAFE, convertible note, priced-round), fills it for a specific corp from the Carta cap table, renders it in the enforced house style, and (optionally) runs the consensus/valuation gate. Use for 'draft an option grant', 'we need a SAFE', 'convertible note', 'RSU agreement', 'equity plan', 'fill the grant set', 'generate the cap-table grants', 'forms library'.

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

Build the period-end accrual schedule — for each accrual, compute the entry, cite the support, and draft the JE. Use during month-end close; the JE is a draft for controller approval, not a posting.

Assess activist vulnerability through TSR, valuation, margins, portfolio complexity, governance, capital allocation, ownership, and plausible activist theses.

Produce AGM presentations, chairman and CEO remarks, resolution summaries, voting analysis, governance responses, and shareholder Q&A materials.

Review AI-generated valuation models, investment recommendations, industry analyses, scenario analyses, portfolio decisions, and other analytical artifacts for source accuracy, model integrity, valuation soundness, scenario quality, and recommendation support. Produces a structured scorecard and human-approval status.

Audit a spreadsheet for formula accuracy, errors, and common mistakes. Scopes to a selected range, a single sheet, or the entire model (including financial-model integrity checks like BS balance, cash tie-out, and logic sanity). Triggers on "audit this sheet", "check my formulas", "find formula errors", "QA this spreadsheet", "sanity check this", "debug model", "model check", "model won't balance", "something's off in my model", "model review".

Compare transaction bids on headline value, certainty-adjusted economics, consideration, financing, regulatory risk, protections, and execution certainty.

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

Build and maintain strategic and financial buyer universes with rationale, capacity, prior activity, outreach status, and process-stage controls.

Build fully diluted capitalization tables and exit-proceeds waterfalls covering common, preferred, conversion, participation, liquidation preferences, ownership, and holder-level proceeds.

Analyze dividends, buybacks, special dividends, debt paydown, liquidity, covenants, investment needs, and shareholder outcomes for capital-return recommendations.

Analyze transaction carve-outs with perimeter definition, standalone financials, shared-cost allocations, TSAs, stranded costs, dis-synergies, and separation costs.

Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".

Clean up messy spreadsheet data — trim whitespace, fix inconsistent casing, convert numbers-stored-as-text, standardize dates, remove duplicates, and flag mixed-type columns. Use when data is messy, inconsistent, or needs prep before analysis. Triggers on "clean this data", "clean up this sheet", "normalize this data", "fix formatting", "dedupe", "standardize this column", "this data is messy".

Coordinate transaction signing and closing mechanics, sources and uses, payoffs, wires, escrow, rollover, conditions precedent, final capitalization, and reconciliation.

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presentations - Creating sector overview reports **Not ideal for:** - Private companies without compa...

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".

Synthesize financial, legal, tax, commercial, operational, HR, IT, and regulatory diligence into severity-ranked findings and transaction recommendations.

Draft public-company acquisition, divestiture, or strategic-transaction announcement packages with rationale, consideration, accretion, synergies, ownership, remarks, and Q&A.

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Draft quarterly earnings releases, prepared remarks, analyst Q&A briefings, KPI bridges, and results-call disclosure workpapers.

Build or update a comprehensive financial plan covering retirement projections, education funding, estate planning, and cash flow analysis. Use for new client onboarding, annual plan reviews, or scenario modeling. Triggers on "financial plan", "retirement plan", "can I retire", "education funding", "estate plan", "cash flow analysis", or "plan update".

Reconcile general ledger to subledger for a trade date or period — match at the position or transaction level, surface breaks, and classify each break by likely cause. Use for daily or month-end recon runs across asset classes.

Recommend public-company guidance ranges and revisions using base, upside, downside, stress, expectation-gap, and operating-driver scenarios.

Compare AI-generated analytical responses or models head-to-head using blind rubric scoring, material-error penalties, valuation soundness, rigor, and recommendation quality.

Build Day One readiness, 30/60/90/100-day integration plans, workstreams, owners, dependencies, communications, talent, systems, and KPI governance.