149 skills · sorted by relevance
Create and maintain due diligence checklists for acquisitions or investments. Tailor requests to the company and deal, track owners and review status, and summarize missing documents and issues that could affect valuation or deal terms.
Prepare for investment diligence meetings with management, experts, customers, or advisors. Create a one-page brief with prioritized questions, comparison metrics, concerns to investigate, and follow-up requests based on the meeting's purpose and existing findings.
Plan an acquisition or prepare a company for sale using structured checklists and decision frameworks. Examine strategic fit, due diligence—the investigation before a deal—valuation approaches, negotiation terms, and plans for combining operations after acquisition.
Turn due diligence findings, collected during a deal review, into briefings for executives, deal leads, or working teams. Highlight material issues, changes since the previous update, review progress, and decisions needed at the level each audience requires.
Due diligence checklists for A-share investments and M&A transactions. Adapted from the original dd-checklist skill for Chinese market due diligence requirements, regulatory filings, and business practices. Triggers on "A股尽调清单", "尽调清单", "due diligence China", "DD checklist A-share", "尽调checklist [company]", or "due diligence questions [company]".
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Research companies from the terminal using a domain name. Intelwatch combines financial data and technology stack detection into readable company profiles, with an optional AI due diligence mode for examining potential acquisition targets.
Draft investment committee memos for private equity deals, investments in privately held companies. Combine due diligence findings, financial analysis, deal terms, return scenarios, and risks into a structured document with a clear recommendation.
Track the conditions, documents, and actions needed to complete a deal. Build a checklist from the purchase agreement, add findings from due diligence, and report progress, deadlines, and tasks that could delay completion.
Build a material contracts disclosure schedule, a contract list attached to a purchase agreement, from diligence findings. Apply the agreement’s inclusion criteria, match its format, flag missing information, and separately track required consents.
Pre-contract vendor privacy due diligence per GDPR Article 28(1). Covers risk questionnaires, technical controls assessment, certification review, data flow analysis, and documented sufficiency decisions for processor engagement.
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Determines controller-processor relationships for AI services and conducts privacy due diligence. Covers SaaS AI (processor), embedded AI (joint controller), API-based AI (assessment framework), and vendor risk assessment. Keywords: AI vendor, controller-processor, due diligence, SaaS AI, joint controller, Art. 28.
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投行并购 (投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (relationship banking、长期 coverage、reputational capital)」, 「叙事/包装 (the story, equity story, positioning) ⇄ 数字/尽调 (the numbers, diligence, quality of earnings)」, 「估值的科学外衣 (DCF/comps 的伪精确) ⇄ 谈判的真实定价 (价格由 leverage、竞争、时机决定)」; (b) 估值与分析正典 (最标准化、最易蒸出高质量+CLI 化) — DCF (折现现金流: FCF 预测/WACC 折现率/terminal value 终值/Gordon growth vs exit multiple), Comparable Companies (可比公司/trading comps: EV/EBITDA, EV/Revenue, P/E), Precedent Transactions (先例交易/deal comps: control premium 控制权溢价), LBO (杠杆收购模型: IRR/MOIC/debt schedule/sources & uses), Accretion/Dilution (增厚/摊薄分析: EPS 影响、pro forma), Sum-of-the-Parts (分部估值/SOTP), Football Field (估值区间图), Merger Model (合并模型: synergies 协同/purchase accounting/goodwill), Sensitivity/scenario; (c) 交易流程与产出物 — 卖方流程 (sell-side: teaser 简介 → NDA → CIM/IM 信息备忘录 → management presentation → IOI 意向函 → data room 数据室 → LOI/term sheet → confirmatory diligence → SPA 买卖协议 → signing → closing), 买方流程 (buy-side: thesis/sourcing → outreach → valuation → bid → exclusivity → diligence → financing → close), auction 类型 (broad/targeted/negotiated/preemptive bid); 产出物: pitchbook 推介材料、CIM、fairness opinion 公平意见、board presentation、fee letter、engagement letter; (d) 交易结构与条款 — consideration (cash/stock/mix/earnout 对赌)、deal protections (breakup fee 分手费/go-shop/no-shop/MAC 重大不利变化条款)、representations & warranties 陈述与保证、escrow 托管、working capital adjustment 营运资金调整、reverse termination fee、collar 价格区间、tender offer vs merger、hostile vs friendly、defensive tactics (poison pill 毒丸/white knight 白衣骑士/staggered board); (e) 行业结构与角色 — bulge bracket (高盛/摩根士丹利/JPM/BofA/花旗) vs elite boutique (Centerview/Evercore/Moelis/Lazard/PJT/Perella) vs middle market (Houlihan Lokey/William Blair/Harris Williams) vs regional/independent; analyst→associate→VP→director→MD 晋升金字塔; coverage (行业组) vs product (M&A/ECM/DCM/leveraged finance/restructuring); sponsors group (服务 PE); 买方包括 PE/strategic acquirer/corp dev; (f) 量化指标与节奏 — deal fee (success fee 业内通常约 1-2% 视规模递减/retainer/Lehman formula)、league table 排行榜、pitch→mandate 转化、deal velocity、hours culture (analyst 80-100h/week 文化批判)、bonus/comp 结构、deal sheet (简历上的成交清单); (g) 争议/批判 — fairness opinion 是否橡皮图章 (利益冲突: 出意见的 banker 也收成交费)、estimate 的伪精确 (DCF garbage in garbage out、假设驱动结论)、banker 永远建议成交 (deal 偏见、empire building 助推 CEO 自利并购)、协同效应系统性高估 (大量并购毁灭价值、winner's curse 赢家诅咒)、analyst 血汗工厂文化 (2021 高盛 13 人 deck 事件、过劳死争议)、advisory 价值 vs 中介寻租之争、bulge vs boutique 的利益独立性叙事 (boutique 标榜「无承销利益冲突」)、SPAC 泡沫与 de-SPAC 教训; (h) 流派/思想谱系 — 估值学派 (Aswath Damodaran 估值教父/纽大、Tim Koller McKinsey《Valuation》、McKinsey valuation 体系) vs 公司金融教科书派 (Rosenbaum & Pearl《Investment Banking》行业圣经、Brealey Myers Allen、CFI/WSP/BIWS 培训体系) vs 交易实战派 (Bruce Wasserstein《Big Deal》、Joseph Perella/Felix Rohatyn 老派 dealmaker、现代 boutique 创始人) vs 行为/批判派 (并购毁灭价值的学术证据、Damodaran 对协同/控制权溢价的批判、Matt Levine《Money Stuff》解构华尔街逻辑) vs PE/buy-side 视角 (LBO 数学、value creation 杠杆/运营/multiple expansion)。不含: 二级市场股票交易/卖方研究 (equity research)、零售财富管理/private banking、纯 ECM/IPO 承销执行 (虽相关但聚焦 M&A advisory)、纯 PE 投后运营、量化交易/对冲基金策略、纯公司财务报表会计。) Master OS — automated mastery of 投行并购 / 交易撮合 (Investment Banking M&A / Dealmaking) — 面向并购顾问、企业融资、卖方/买方交易执行的职业认知操作系统，从业者(分析师 Analyst / 经理 Associate / 副总裁 VP / 董事 Director / 董事总经理 MD / 内部公司发展 Corp Dev / PE 投资人)、想入行者、以及服务这行(法律/会计/估值/咨询)的视角。覆盖: (a) 第一性张力 — 投行 M&A 的核心世界观分歧: **价格 vs 价值 (price 是市场愿意付的, value 是内在的, deal 在两者缝隙里成交) ⇄ 确定性 vs 最高价 (certainty of close 对卖方常胜过纸面最高报价) ⇄ 顾问/中介 vs 委托代理 (banker 是 agent, 客户利益 vs 成交费的激励冲突真实存在, 「banker 总想成交」是行业原罪批判)**; 更深层 — 「过程/竞价纪律 (controlled auction 制造竞争张力、信息不对称管理) ⇄ 关系/信任 (rela
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Structures comprehensive buy-side diligence across financial, legal, commercial, and operational workstreams. Use when coordinating DD processes, building diligence checklists, or synthesizing DD findings.
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Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each disqualifying event category, a documented reasonable-care diligence record, and classification analysis of flagged events with remediation or disclosure recommendations. Use this skill when conducting Rule 506(d) diligence, identifying covered persons for a Regulation D offering, drafting bad actor questionnaires, or analyzing potential disqualifying events involving criminal convictions, SEC orders, SRO sanctions, or state regulatory actions. Also trigger when the user mentions bad actor screening, covered persons analysis, Rule 506(d) questionnaire, disqualification waiver, or reasonable care defense. Even if the user just says "bad actor check" or "506(d) diligence," use this skill.
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Sistema completo de due diligence para transacciones M&A en España. Abarca análisis jurídico (mercantil, regulatorio, compliance), fiscal (CIT, IVA, retenciones, facturación electrónica) y medioambiental (licencias, pasivos, responsabilidad). Incluye matrices de riesgo cuantitativas, workflows de ejecución, templates de informes y referencias normativas BOE/UE/ISO actualizadas. Úsalo cuando el usuario solicite due diligence en España, análisis de riesgos transaccionales, evaluación pre-adquisición o auditoría de cumplimiento normativo para share deals o asset deals.
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Turn company documents, public filings, and other sources into structured Excel workbooks for investment review. Organize financial statements and operating metrics, document sources and adjustments, and check that calculations and statements reconcile.
Review personal data handling against GDPR requirements, covering processing records, legal grounds, individual rights, breach procedures, and international transfers. Produce findings by article and a prioritized improvement roadmap with responsibilities, estimated costs, and timelines.
Coordinate bulk contract clause extraction with Luminance or Kira, prepare loading requests, and check returned results according to your team's review settings. Assess flagged clauses against the transaction and organize findings and required consents.
Extract the same fields from a batch of contracts or other documents into a comparison spreadsheet. Each answer includes a source quote and location, while missing, ambiguous, and review-required information is clearly distinguished for human verification.
Review documents in a virtual data room for a business transaction, apply configured significance thresholds, and organize findings by category and severity. Produce a memo with document references, missing materials, and actions needed before closing.
Create concise, source-backed profiles of public companies, covering business drivers, key metrics, valuation context, and risks. Identify stale or missing evidence and distinguish reported facts from estimates to provide a baseline for further investment research.
Routes listed-company investment research to specialist skills for earnings analysis, valuation, financial model updates, and portfolio risk reviews. Helps organize evidence, assumptions, and investment theses into reports, models, memos, and monitoring trackers.
Runs corporate development — deal thesis, target screening, valuation framing, diligence, and integration planning. Use this when considering an acquisition or being approached about one, when evaluating build-versus-buy at company scale, when running or reviewing diligence, or when planning how an acquired business will actually be integrated.
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Runs adversarial due-diligence on a benchmark the user envies — a founder, KOL, company, or product whose success looks inflated — splitting marketing bubble from real signal, then mapping the validated playbook onto the user's own resources. Use for 尽调/对标/拆解 a competitor, 抄/偷师 their playbook, or suspecting 水分/泡沫 in claims. Prefer over deep-research when debunking inflated claims, not a neutral briefing.
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