Claude Skills by rikitrader

Review investment recommendations for thesis support, valuation, returns, downside, liquidity, leverage, concentration, alternatives, suitability, and conclusion consistency.

Build investor-day, IR, equity-story, positioning, segment, KPI, and long-term-target presentation materials reconciled to public disclosures and guidance.

Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.

Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

Produce management, board, special committee, and investment committee M&A materials tied to valuation, terms, diligence, financing, risks, and approval decisions.

Run an M&A process workpaper covering timetable, data room, management presentation, buyer Q&A, requests, bid rounds, owners, and deadlines.

Build accretion/dilution analysis for M&A transactions. Models pro forma EPS impact, synergy sensitivities, and purchase price allocation. Use when evaluating a potential acquisition, preparing merger consequences analysis for a pitch, or advising on deal terms. Triggers on "merger model", "accretion dilution", "M&A model", "pro forma EPS", "merger consequences", or "deal impact analysis".

Audit financial models for formula integrity, broken links, balance-sheet and cash tie-outs, scenario behavior, hardcodes, units, sensitivities, and model-specific logic.

Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".

Tie an LP statement to the fund's NAV pack — recompute the LP's capital account from the NAV components and flag any line that doesn't agree. Use before LP statements are distributed.

Create a reusable firm PowerPoint .pptx template using only stdlib OOXML, for decks, exhibits, financial teasers, board packs, and forensic presentations.

Produce a .pptx file on disk with only Python standard-library OOXML packaging — for managed-agent sessions with no open Office app and no third-party packages.

Build a roll-forward schedule for a balance-sheet account — beginning balance plus activity less reversals equals ending balance, with each component tied to GL. Use for month-end close packages and audit support.

Review valuation, capital-structure, financing, and portfolio scenarios for internal consistency, sensitivity coverage, downside, liquidity, leverage, concentration, and decision robustness.

Analyze shareholder registers and ownership bases by holder, institution, passive/index status, concentration, turnover, voting power, and changes.

Model revenue, cost, tax, implementation-cost, timing, probability, and realized-versus-plan acquisition synergies.

Identify tax-loss harvesting opportunities across taxable accounts. Finds positions with unrealized losses, suggests replacement securities, and tracks wash sale windows. Triggers on "tax-loss harvesting", "TLH", "harvest losses", "tax losses", "unrealized losses", or "year-end tax planning".

Draft anonymous one-page company teasers for sell-side M&A processes. Creates a compelling summary without revealing the company's identity, designed to gauge buyer interest before NDA execution. Triggers on "teaser", "blind teaser", "anonymous profile", "one-pager for process", or "draft teaser for sell-side".

Build precedent transaction analyses with source-backed deal universes, enterprise-value bridges, LTM transaction multiples, control premiums, valuation ranges, and sensitivity support. Produces a structured analysis for valuation, bid comparison, merger modeling, and board materials.

Normalize and compare IOI, LOI, term-sheet, and transaction-economic terms, including cash/stock/rollover, earn-outs, escrow, financing, regulatory risk, closing certainty, exclusivity, and conditions.

Write flux commentary for every P&L and balance-sheet line over threshold — current vs prior period and vs budget, with the driver explained from underlying activity. Use for the month-end close package and management reporting.

Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

Multi-agent regulatory council that drafts, fills, and generates all SEC/FINRA/state filings and compliance documents for tokenized fund offerings. Covers Form D (EDGAR), Form ADV (IARD), Blue Sky state notice filings, Form PF, auditor engagement letters, qualified custodian agreements, entity org charts, BD/ATS analysis, ERISA disclosures, Persona KYC configuration, PPM supplements, and subscription agreement addenda. Use for: 'regulatory filings', 'Form D', 'Form ADV', 'Blue Sky', 'fund com...

Import Goods & Customs Compliance researcher — determines the legal, customs, tariff, duty, documentation, and process requirements to import goods into the United States. Researches current official sources first (CBP, USITC HTS, USTR, FDA, USDA/APHIS, EPA, FCC, CPSC, DOT/NHTSA, ATF, OFAC). Use for: "can I import this", "what HTS code is this", "what duties/tariffs apply", "what documents do I need to import", "import from China/Mexico/Vietnam", "customs process", "do I need a customs broker...

Elite institutional-grade financial intelligence system combining Big Four forensic accounting, SEC securities law, Wall Street CFO modeling, PE fund control, IRS tax strategy, M&A advisory, structured finance architecture, tokenization/blockchain securities, investment banking, regulatory compliance, capital markets strategy, fund administration, and corporate turnaround. Use when: "fund structure", "waterfall model", "LBO model", "quality of earnings", "forensic accounting", "tokenized secu...

Red-team legal benchmark questions, answer sets, authorities, jurisdiction, ambiguity, solvability, and senior-judgment claims.

Author and verify difficult, self-contained legal reasoning questions with domain routing, answer-set construction, references, and criterion-referenced senior-lawyer rubrics.

Turn any markdown file into a publication-quality PDF. (gstack)

Mission Control CFO Agent — autonomous financial intelligence agent for Example Holdings. Reads/writes Google Sheets as source of truth, calls CFO Dashboard API for live KPIs, and applies roofer-accounting domain expertise for analysis, forecasting, fraud detection, and board reporting. Designed to run as an MC agent session. Use when: "cfo agent", "financial agent", "mc cfo", "agent financials", "update financials", "pull from sheets", "push to dashboard", "cfo report", "agent accounting", "...

Extract structured data from PDFs with OpenDataLoader PDF (Apache-2.0, #1 benchmark). Converts PDF → Markdown / JSON (with bounding boxes) / HTML / Tagged-PDF, locally, no cloud. Use for: 'convert PDF to markdown', 'PDF to JSON', 'extract tables from PDF', 'parse PDF for RAG', 'OCR a scanned PDF', 'extract formulas/LaTeX from PDF', 'describe charts in a PDF', 'auto-tag / make PDF accessible', 'hybrid mode PDF', 'opendataloader'. Handles the openjdk PATH + the Apple-Silicon --device cpu requir...

Extract text, create PDFs, and handle forms. Useful for press releases, branded one-pagers, and printable design deliverables.

Senior securities/funds attorney persona for private fund formation (PE, VC, hedge, real estate, private credit, hybrid), SEC regulatory analysis, capital raising, ongoing compliance, cross-border structuring, and tokenized securities. Delaware-jurisdiction by default for all entity formation, LP agreements, choice of law, and dispute resolution. Use when the user asks for legal analysis on fund structuring, LPA/PPM drafting, SEC compliance (Reg D, 506(c), 3(c)(7), Advisers Act), securities o...

Designs polished pitch deck slides and presentation layouts. Use when the user asks for a slide deck, investor pitch, presentation, or multi-slide narrative. Enforces slide structure, whitespace discipline, and one-claim-per-slide rule.

GLAW Tax & IRS / ERISA seat — turns 'is my retirement plan qualified / compliant?' into a full QUALIFICATION AUDIT + COMPLIANCE DOSSIER built directly on the IRS 'Guide to Common Qualified Plan Requirements'. Runs all 21 §401(a) qualification requirements (minimum participation §410(a), coverage §410(b), nondiscrimination §401(a)(4), ADP/ACP §401(k)/(m), §415/§402(g)/§401(a)(17) limits, top-heavy §416, vesting §411, RMD §401(a)(9), J&S annuity §417, rollovers §401(a)(31), anti-alienation §401...

Trajectory store for outcome-aware retrieval — every gate run is recorded as task→verdict→outcome→score, distilled into the source-linked learnings ledger, and retrieved by query/matter/type before future work. The RuFlo ReasoningBank pattern for GLAW.

Revenue-recognition seat for ASC 606/IFRS 15 contract analysis, allocation, timing, disclosures, controls, and audit support.

GLAW Tax & IRS / Corporate seat — turns 'I want to fund a business with my retirement money' into a full STRUCTURE DECISION + COMPLIANCE DOSSIER. Picks the right vehicle (ROBS C-corp 401(k), Self-Directed IRA / Solo 401(k) checkbook-control, or build-normally-then-fund-the-Roth), runs the §4975 prohibited-transaction screen and UBIT/UBTI exposure analysis, lays out the ROBS 5-step QES mechanics + ongoing compliance (Form 5500, annual stock valuation, §410(b) coverage), and optimizes Solo-401(...

Elite AI Accounting & Financial Intelligence for US roofing, solar, insurance restoration, and contractor operations. Hybrid CFO + forensic accountant + IRS strategist + construction controller + tax attorney + PE analyst. Analyzes QuickBooks, Xactimate, CRM, payroll, invoices, bank statements, AP/AR aging, job costing, subcontractor payments, equipment depreciation, insurance claims, supplements, permits, change orders, and sales commissions. Reconstructs true profitability per job, crew, es...

Elite SEC enforcement & securities-investigation virtual division: an 11-seat swarm (SEC Enforcement Attorney, SEC Investigator, Forensic Accountant, Market Manipulation Analyst, Insider Trading Analyst, FCPA Investigator, Whistleblower Analyst, Litigation Support Specialist, Expert Witness Report Generator, Wells Notice Response Generator, 10-K/10-Q Risk Analyzer) that run solo or coordinated. Routes a matter to the right seat(s), runs an adversarial RED/BLUE pass, and ships court/SEC-ready ...

Content quality and E-E-A-T analysis with AI citation readiness assessment. Use when user says "content quality", "E-E-A-T", "content analysis", "readability check", "thin content", or "content audit".

Optimize content for AI Overviews (formerly SGE), ChatGPT web search, Perplexity, and other AI-powered search experiences. Generative Engine Optimization (GEO) analysis including brand mention signals, AI crawler accessibility, llms.txt compliance, passage-level citability scoring, and platform-specific optimization. Use when user says "AI Overviews", "SGE", "GEO", "AI search", "LLM optimization", "Perplexity", "AI citations", "ChatGPT search", or "AI visibility".

Senior tax-compliance specialist (tax attorney + EA-level preparer + CPA) who brings non-filers and late filers back into compliance, then minimizes or eliminates penalties. Use for: "back taxes", "unfiled returns", "haven't filed in years", "delinquent/late returns", "I didn't file", "IRS notice", "CP2000", "CP504", "SFR", "substitute for return", "penalty abatement", "first-time abatement", "FTA", "reasonable cause", "remove IRS penalties", "failure to file/pay penalty", "Offer in Compromis...

Front-door router for the tax/legal/corporate suite — decomposes a messy, multi-issue situation and SEQUENCES the right specialist skills in the correct order. Use when a request spans more than one of: forming/governing a company, back/unfiled taxes, owing the IRS and can't pay, proactive tax planning / asset protection, or a dispute/lawsuit — or when the user says "where do I start", "help me with my whole situation", "I have a tax and business mess", "owe taxes and want to start a company"...

Tax-relief resolution specialist for people who CAN'T PAY the IRS — finds the legitimate path to resolve tax debt and explains the IRS Fresh Start initiative honestly (no "pennies on the dollar" hype). Use for: "I can't pay my taxes", "tax relief", "tax debt relief", "IRS Fresh Start", "Fresh Start forgiveness program", "settle tax debt", "resolve my tax debt", "reduce what I owe the IRS", "offer in compromise", "OIC", "pennies on the dollar", "IRS payment plan", "installment agreement", "can...

Proactive legal tax-minimization, wealth-management & asset-protection advisor (tax attorney + CPA + wealth planner) — the "how Meta and Musk do it" playbook, with real economic substance. Use for: "save on taxes", "reduce taxes", "tax strategy/planning", "how do billionaires avoid taxes", "how does Meta/Apple pay so little tax", "Elon Musk tax", "IP licensing / royalty structure", "holding company", "holdco/opco", "C-corp vs S-corp", "QSBS", "raise money", "investor tax", "investor packet", ...

Design and launch SEC-compliant tokenized securities offerings. Covers the DTC No-Action Letter (Dec 2025), SEC five-category taxonomy (Mar 2026), OTCM/RWA Tokens Category 1 framework, Reg D/Reg S/Reg CF/Reg A exemptions, transfer agent custody, 42 Transfer Hook controls, ST22 token design on Solana, CEDEX trading, investor verification (KYC/KYB/AML/KYW), stablecoin settlement (USDC/PYUSD), fund tokenization (hedge/PE/VC/RE funds, LP interest tokenization, GP/LP economics, waterfall structure...

GLAW 409A valuation orchestrator for audit-ready DRAFT work-product. Validates intake, runs DCF, market comps, VC method, PWERM, latest priced-round anchor, liquidation waterfall with conversion test, OPM/Black-Scholes allocation, round backsolve, DLOM, common FMV, and strike-price math; writes results and audit logs; routes RED-team and Chief/appraiser sign-off gates. Use for full 409A orchestration, defensible draft valuations, priced-round cross-checks, and audit-trail report generation.

IP + 409A Valuation Intelligence Engine — institutional-grade, audit-ready DRAFT valuations. Produces a formal §409A common-stock FMV + recommended option strike (real OPM/Black-Scholes math), IP valuation (relief-from-royalty / cost-to-recreate / income attribution), cap-table & equity-allocation modeling (OPM/PWERM + DLOM), and a defensibility/risk-flag scorecard. Acts as a Big-4 valuation associate + startup CFO + IP monetization strategist. Use for 'run a 409A', '409A valuation', 'IP valu...

Adversarial RED-team for a 409A/IP valuation memo — a relentless IRS valuation examiner + audit-defense appraiser who attacks every input, method, and number to DESTROY the FMV before the IRS does. Scores defensibility 0-10, lists surviving attacks by severity, and demands the fix. Pair with /glaw-valuation-409a. Use for 'attack this valuation', 'stress test the 409A', 'is this FMV defensible', 'red team the valuation'.