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Claude Skills by w95
github.com/w95166 skills7 installs247 views
- Skill CreatorGuide for creating effective skills. This skill should be used when users want to create a new skill (or update an existing skill) that extends Claude's capabilities with specialized knowledge, workflows, or tool integrations.Votes: 0GitHub stars: 187
- Board Meeting PrepACTIVATE when preparing for board meetings, creating board decks, drafting board materials, developing executive summaries for directors, writing talking points, crafting board agendas, addressing governance matters, preparing for investor questions, or managing board communication. Critical for any board-facing materials, shareholder communication, or governance compliance.Votes: 0GitHub stars: 187
- Change ManagementPlan and execute organizational or technical changes. Trigger with "we're changing", "rolling out", "migration plan", "how do we communicate this change", "change management plan", or when the user is planning a change that affects people, processes, or systems.Votes: 0GitHub stars: 187
- Competitive AnalysisFramework for competitive landscape analysis across any industry. Use when creating competitor analysis, market positioning assessments, investment memos, strategic reviews, or any analysis requiring systematic evaluation of competitive dynamics. Triggers include requests for competitive landscape decks, peer comparisons, market structure analysis, strategic positioning assessments, and investment recommendations.Votes: 0GitHub stars: 187
- Deep ResearchExecute autonomous multi-step research using Google Gemini Deep Research Agent. Use for: market analysis, competitive landscaping, literature reviews, technical research, due diligence. Takes 2-10 minutes but produces detailed, cited reports. Costs $2-5 per task.Votes: 0GitHub stars: 187
- Executive CommunicationACTIVATE when drafting all-hands speeches, investor updates, quarterly letters to stakeholders, press statements, CEO announcements, crisis communications, customer updates, or any mission-critical communication to employees, investors, customers, or media. Executive communications require persuasion, clarity, emotional intelligence, and alignment with company values and strategy.Votes: 0GitHub stars: 187
- Internal CommsA set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (status reports, leadership updates, 3P updates, company newsletters, FAQs, incident reports, project updates, etc.).Votes: 0GitHub stars: 187
- Knowledge SynthesisCombines search results from multiple sources into coherent, deduplicated answers with source attribution. Handles confidence scoring based on freshness and authority, and summarizes large result sets effectively.Votes: 0GitHub stars: 187
- Kpi DashboardACTIVATE when building executive dashboards, tracking business metrics, creating executive scorecards, monitoring organizational KPIs, setting up health metrics, building dashboards for real-time monitoring, or establishing systems to track and measure business performance. Critical for any executive who needs to monitor company health, make data-driven decisions, or track progress toward strategic goals.Votes: 0GitHub stars: 187
- Ma Due DiligenceACTIVATE when evaluating acquisition targets, conducting M&A due diligence, planning integration strategy, analyzing synergies, preparing sale materials, assessing culture fit, valuing targets, creating merger checklists, or managing M&A transactions. Critical for executives involved in buy-side or sell-side M&A, from initial target evaluation through post-acquisition integration.Votes: 0GitHub stars: 187
- Risk AssessmentIdentify, assess, and mitigate operational risks. Trigger with "what are the risks", "risk assessment", "risk register", "what could go wrong", or when the user is evaluating risks associated with a project, vendor, process, or decision.Votes: 0GitHub stars: 187
- Strategic PlanningACTIVATE when developing long-term strategy, setting OKRs, creating vision statements, building SWOT analyses, designing strategic frameworks, defining company direction, planning multi-year initiatives, or aligning organizational strategy with business goals. Executive must think through market positioning, competitive advantage, and measurable strategic objectives.Votes: 0GitHub stars: 187
- Task ManagementSimple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.Votes: 0GitHub stars: 187
- 3 StatementsComplete, 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 templateVotes: 0GitHub stars: 187
- Buyer Listdescription: Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".Votes: 0GitHub stars: 187
- Catalyst Calendardescription: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".Votes: 0GitHub stars: 187
- Check Modeldescription: Debug and audit financial models for errors — circular references, broken formulas, hardcoded overrides, balance sheet imbalances, cash flow mismatches, and logic gaps. Use when a model isn't tying, producing unexpected results, or before sending to a client or IC. Triggers on "debug model", "model check", "audit model", "model won't balance", "something's off in my model", "check my model", "QA model", or "model review".Votes: 0GitHub stars: 187
- Cim Builderdescription: 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".Votes: 0GitHub stars: 187
- Client Reportdescription: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".Votes: 0GitHub stars: 187
- Client Reviewdescription: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".Votes: 0GitHub stars: 187
- Comps AnalysisBuild 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...Votes: 0GitHub stars: 187
- Datapack BuilderBuild professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple fin...Votes: 0GitHub stars: 187
- Dcf ModelReal 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.Votes: 0GitHub stars: 187
- Dd Checklistdescription: 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".Votes: 0GitHub stars: 187
- Dd Meeting Prepdescription: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".Votes: 0GitHub stars: 187
- Deal Screeningdescription: 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".Votes: 0GitHub stars: 187
- Deal Sourcingdescription: PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".Votes: 0GitHub stars: 187
- Deal Trackerdescription: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".Votes: 0GitHub stars: 187
- Earnings AnalysisCreate 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.Votes: 0GitHub stars: 187
- Earnings Previewdescription: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".Votes: 0GitHub stars: 187
- Financial Plandescription: 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".Votes: 0GitHub stars: 187
- Ic Memodescription: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".Votes: 0GitHub stars: 187
- Idea Generationdescription: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".Votes: 0GitHub stars: 187
- Initiating CoverageCreate institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies on earlier tasks.Votes: 0GitHub stars: 187
- Investment Proposaldescription: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".Votes: 0GitHub stars: 187
- Invoice OrganizerAutomatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.Votes: 0GitHub stars: 187
- Lbo ModelThis 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.Votes: 0GitHub stars: 187
- Merger Modeldescription: 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".Votes: 0GitHub stars: 187
- Model Updatedescription: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".Votes: 0GitHub stars: 187
- Morning Notedescription: 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".Votes: 0GitHub stars: 187
- Pitch DeckPopulates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.Votes: 0GitHub stars: 187
- Portfolio Monitoringdescription: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".Votes: 0GitHub stars: 187
- Portfolio Rebalancedescription: Analyze portfolio allocation drift and generate rebalancing trade recommendations across accounts. Considers tax implications, transaction costs, and wash sale rules. Triggers on "rebalance", "portfolio drift", "allocation check", "rebalancing trades", or "my portfolio is out of balance".Votes: 0GitHub stars: 187
- Process Letterdescription: Draft process letters and bid instructions for sell-side M&A processes. Covers initial indication of interest (IOI) instructions, final bid procedures, and management meeting logistics. Triggers on "process letter", "bid instructions", "IOI letter", "bid procedures", "final round letter", or "management meeting invite".Votes: 0GitHub stars: 187
- Returns Analysisdescription: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".Votes: 0GitHub stars: 187
- Sector Overviewdescription: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".Votes: 0GitHub stars: 187
- Spglobal Earnings PreviewGenerate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.Votes: 0GitHub stars: 187
- Spglobal Funding DigestGenerate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'transaction summary this week', 'what happened in [sector] this week', 'capital markets update', or an...Votes: 0GitHub stars: 187
- Spglobal Tear SheetGenerate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise sin...Votes: 0GitHub stars: 187
- Strip ProfileCreates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.Votes: 0GitHub stars: 187