Business & Operations

Build 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...

Create a one-page company profile/tearsheet for quick reference. Covers business overview, key financials, valuation snapshot, ownership, and recent developments. Triggers on "公司概况", "公司简介", "一页纸", "tearsheet", "company profile", "company overview", "target summary", "标的概况".

Tear down and analyze sell-side materials (CIMs, teasers, management presentations). Extracts key claims, identifies gaps, flags red flags, and builds a diligence question list. Triggers on "拆解CIM", "分析卖方材料", "CIM尽调", "材料分析", "红旗", "尽调问题", "cim teardown", "analyze CIM", "diligence questions", "red flags", "seller materials review".

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".

Capital markets issuance advisory: ECM (equity), DCM (debt), and leveraged finance structuring. Covers IPO, follow-on, convertible, bond issuance, syndicated loans, and private placements. Triggers on "资本市场", "融资方案", "发行", "IPO", "ECM", "DCM", "债券发行", "股权融资", "可转债", "银团贷款", "私募配售", "capital markets", "bond issuance", "equity offering".

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".

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 ...

HR运营团队完整手册。覆盖招聘漏斗、面试设计、Offer起草、入职引导、薪酬分析、组织规划、绩效评估、人员分析和政策查询全流程。当涉及任何人力资源相关的请求时自动触发。

查询用户的HR数仓数据权限信息。当用户想了解自己是否有某张表或某些字段的访问权限、或想确认SQL查询结果中某些异常值是否因权限不足被脱敏时，使用本Skill。使用场景：1.用户询问自己有哪些表的数据权限。2.用户想确认是否有某张表的访问权限。3.用户想了解自己对某张表的行权限和列权限范围。4.查询结果中出现疑似脱敏值（如0、*、1970-01-01等），需要确认是否因权限不足导致。5.用户想知道为什么某些字段数据异常或被隐藏。优先级：如果存在权限中台的hr-right SKILL，当用户泛问"我有什么权限"而不指定具体表时，优先使用hr-right SKILL回答用户的权限问题。

权限代码启动前检查 SKILL。在用户本地启动或重启项目前自动执行， 检查权限中台集成的完整性，确保本地开发环境配置正确。 触发时机：检测到以下任意情况时自动触发—— 启动命令：npm run dev、npm start、yarn dev、pnpm dev、node server、ts-node、next dev； 重启场景：重启项目、重新启动、restart、重跑、kill 后重启； 测试启动：npm test、npm run test、jest、vitest、启动测试、跑测试、run test； 调试场景：debug 模式启动、本地调试、F5 启动； 用户口语：开始预览、打开项目、运行项目、帮我启动、开启服务、把项目跑起来、打开预览看看、帮我运行一下项目、预览项目、把项目跑一下、帮我启动预览、开始运行、运行起来看看、启动项目、跑起来、起一下、run 起来、本地测试一下、看看效果、跑起来看看、开一下服务、起服务。

Market research specialist focused on comprehensive market analysis, consumer behavior insights, and market opportunity identification. Excels at quantitative market sizing (TAM/SAM/SOM), qualitative consumer research, and strategic market positioning analysis.

API base path: `openapi/wiki/v1` — 完整数据结构和接口参数详见 `references/api.md`。

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 ...

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".

Professional Ziwei Doushu consultation skill with offline, Beijing-standard calculation rules. Use when the user wants a polished Ziwei report from birth date and time, including life palace structure, twelve palaces, four transformations, major luck cycles, yearly triggers, optional chart images, and a clear split between chart facts and traditional interpretation.

AI Agent personality diagnosis and configuration system based on MBTI framework. Use when users want to (1) test/diagnose an Agent's personality type, (2) understand the gap between Agent's actual personality and user's desired personality, (3) generate configuration recommendations to adjust Agent behavior, (4) customize Agent's communication style, proactivity, reasoning approach, or execution patterns. Supports both free tier (quick assessment) and premium tier (full 93-question assessment...

Creates self-contained PPT template SKILLS (not presentations) from user-provided PowerPoint templates. Use ONLY when a user wants to create a reusable skill from their template. For creating actual presentations, use the pptx skill instead.

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...

Framework 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.

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".

Investment banking presentation quality checker. Reviews pitch decks and client-ready presentations for: (1) Number consistency across slides, (2) Data-narrative alignment, (3) Language polish for IB standards, (4) Formatting QC. Use when asked to review, check, or QC any IB presentation, pitch deck, or client materials before delivery.

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.

Prepare journal entries with proper debits, credits, and supporting documentation for month-end close. Use when booking accruals, prepaid amortization, fixed asset depreciation, payroll entries, revenue recognition, or any manual journal entry.

Generate income statements, balance sheets, and cash flow statements with GAAP presentation and period-over-period comparison. Use when preparing financial statements, running flux analysis, or creating P&L reports with variance commentary.