Business & Operations

Analyze competitors with feature comparison matrices, positioning analysis, and strategic implications. Use when researching a competitor, comparing product capabilities, assessing competitive positioning, or preparing a competitive brief for product strategy.

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".

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".

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".

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".

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".

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]".

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".

Professional DOCX document creation, editing, and formatting using OpenXML SDK (.NET). Three pipelines: (A) create new documents from scratch, (B) fill/edit content in existing documents, (C) apply template formatting with XSD validation gate-check. MUST use this skill whenever the user wants to produce, modify, or format a Word document — including when they say "write a report", "draft a proposal", "make a contract", "fill in this form", "reformat to match this template", or any task whose ...

description: 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".

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send ...

Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.

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.

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...

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".

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

搬运式跟进记录同步工具。将 iWiki 文档 / 腾讯文档 / 企微文档 / 用户直接粘贴文本（结构化纪要/对话流/纯文本）/

磐石 CRM 跟进记录查询 Skill（对应 PC/小程序端"跟进拜访管理"入口）。 当用户要查看/查询/罗列销售跟进记录（文字性沟通与线下拜访明细）时使用。 支持按客户名/CID、商机名/项目编号（project_code）、线索（lead_id）、时间范围、跟进方式 （10000=线下拜访 / 10001=线上沟通 / 10002=跟进进展）过滤，覆盖全流程：OA 鉴权 → 查询 → 结构化展示。 Triggers include: 跟进拜访管理, 跟进拜访, 我的跟进拜访, 查跟进记录, 查询跟进, 看跟进记录, 最近的跟进, 跟进列表, 跟进历史, 跟进详情, 我的跟进, 我上周跟进了谁, 拜访记录查询, 拜访情况, 线下拜访, 查一下跟进, 看看跟进情况, 有哪些跟进记录, 商机跟进, 线索跟进, XX 客户的跟进, query visit records, list follow-up records, show visits. DO NOT use for 拜访打卡 / 签到 / 打卡 / 位置类记录（→ crm-query-check-in-skill）； DO ...

磐石 CRM 拜访打卡记录查询 Skill（对应 PC/小程序端"跟进拜访管理 → 拜访打卡"入口， 原名"签到记录 / 打卡记录"已统一改称"拜访打卡"）。 当用户要查看/查询/罗列销售拜访打卡记录（含位置与关联跟进状态）时使用。 支持两种查询模式：type=1（近 15 天未被跟进关联的拜访打卡，用于批量补录跟进）、 type=2（默认，我的全部拜访打卡记录）；可按客户名/CID、地址、模糊关键词、时间范围过滤， 覆盖全流程：OA 鉴权 → 查询 → 结构化展示（含绑定跟进状态）。 Triggers include: 拜访打卡, 拜访打卡记录, 拜访打卡列表, 我的拜访打卡, 未关联拜访打卡, 需要补跟进的拜访打卡, 查打卡记录, 查签到记录, 签到列表, 打卡列表, 我的签到, 打卡记录, 看看签到情况, 查一下打卡, 有哪些签到记录, 最近签到, 未关联的签到, 未绑定的签到, 需要补跟进的签到, XX 客户的签到, XX 客户的打卡, 某地址的打卡, 打卡地址, 指定时间的签到, query check-in records, list sign-in records,...

Design value propositions for candidate customer segments and help the user choose the strongest one. Use when Codex needs to explain jobs, pains, and gains when needed, check niche-positioning prerequisites, ask one question at a time, present multiple value-proposition options, and write user-confirmed outputs into `opc-doc/`.

Orchestrate the full one-person company workflow across all OPC skills. Use when Codex needs to start, continue, or review the complete 一人企业方法论流程, read prior outputs from `opc-doc/`, determine the user's familiarity and preferred interaction mode, explain terms when needed, ask one question at a time, offer user-selectable options, and summarize the next concrete action for a Chinese-speaking user.

Design a viable business model for a one-person company using Lean Canvas and a simplified Business Model Canvas. Use when Codex needs to explain the business-model concepts when needed, verify niche and value-proposition prerequisites, ask one question at a time, present multiple model choices, and write user-confirmed outputs into `opc-doc/`.

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.