Results for “professional services”

Use whenever the user wants to find, shortlist, vet, enrich, or research US professional-services firms — law, marketing, consulting, accounting, IT services, architecture, engineering, HR, PR, design, and similar B2B service providers. Triggers on requests like "find me a PPC agency in California", "shortlist three boutique IP law firms", "build a longlist of 50 mid-size IT consultancies", or "here are 12 agency domains — pull contact info and confirm which are US-based", even when the need is described indirectly without naming a category. Drives the ServiceGraph API (api.servicegraph.co) — a 100k+ US firm catalog with filters for industry, services, location, size, ratings, and third-party listings. Skip when the user is asking for personal/consumer services for themselves (an individual's own legal, tax, or medical needs), non-US firms, individual freelancers, retail/ecommerce/SaaS-product companies, recruiting-an-employee tasks, or general web research that doesn't need a structured firm directory.

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Drafts professional services agreements for healthcare providers and clients, covering HIPAA/HITECH compliance, BAA requirements, Anti-Kickback and Stark Law guardrails, credentialing warranties, malpractice insurance mandates, and patient care continuity on termination. Use when drafting healthcare provider contracts, medical services agreements, physician independent contractor agreements, or healthcare consulting engagements.

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Drafts a U.S. Consulting Services Agreement covering scope, compensation (hourly, fixed, retainer, hybrid), independent contractor classification, IP ownership, confidentiality, indemnification, liability caps, insurance, and dispute resolution. Use when drafting consulting contracts, professional services agreements, or independent contractor agreements.

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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.

• Preparing financial data for M&A due diligence
• Building materials for investment committee review
• Standardizing reporting across portfolio companies

Design Thinking method coaching knowledge across all nine methods including per-method techniques, deep expertise, and industry context (energy, financial services, healthcare, manufacturing, nonprofit and social impact, pharmaceuticals and life sciences, professional services, public sector, retail and CPG)

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Negotiation frameworks for technology services agreements, B2B contracts, and professional services deals. Use when reviewing or negotiating tech contracts.

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Use this skill when creating, configuring, or troubleshooting FSC Relationship Groups — including Household, Professional Group, and Trust group types; member role assignment via AccountContactRelation FSC fields; Primary Group designation; and group-level wealth aggregation rollups. NOT for standard account relationships, Contact-Account relationships outside FSC, NPSP household configuration, or Financial Account role setup (use admin/financial-account-setup).

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Draft a Confidential Information Memorandum, a detailed company document for prospective buyers in an M&A sale. Organize business, market, customer, and financial information into a Word document with charts and a separate Excel financial appendix.

• Drafting a company memorandum for prospective buyers
• Organizing company materials for an M&A sale
• Explaining investment strengths with supporting data

Create one to four company profile slides for investment banking pitches, deal materials, and client presentations. Organize researched business details, financial metrics, ownership, and recent developments into compact layouts with tables and charts.

• Preparing a company profile for a client pitch
• Summarizing financials and valuation for a deal
• Presenting business segments and major shareholders

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.

• Preparing approval materials for an investment committee
• Combining due diligence findings into a deal memo
• Comparing base, upside, and downside return scenarios

Complete Excel templates for leveraged buyouts, acquisitions financed partly with debt. Add linked formulas for funding, operations, debt repayment, and investment returns, then check calculations and formatting while reviewing each major section with the user.

• Completing an existing Excel buyout model template
• Checking funding totals and debt repayment priorities
• Calculating investment returns for committee materials

Builds an Excel model to estimate a company’s equity value from future cash flows. It calculates financing costs, compares three business scenarios, and shows how changes in growth, margins, and other assumptions affect valuation.

• Estimating a company’s value from future cash flows
• Comparing bear, base, and bull scenarios
• Testing how growth and financing costs affect valuation

Create a personalized investment proposal for a prospective client, covering goals, asset allocation, projected outcomes, fees, and transition steps. Outputs include a branded PowerPoint presentation, a PDF version, and a one-page summary for follow-up.

• Preparing an investment proposal for a prospective client
• Presenting a new investment strategy
• Explaining fees and projected outcomes

Create client investment reports covering portfolio returns, asset allocation, holdings, market commentary, and account activity. Prepare quarterly or annual reports with firm branding in PDF or Word, with an optional Excel data appendix.

• Preparing quarterly investment reports for clients
• Summarizing annual returns across household accounts
• Explaining asset allocation and market developments

Create a single PowerPoint slide summarizing recent funding activity in selected sectors or companies. Using S&P Global Capital IQ data, it highlights funding totals, company valuations, major investors, key trends, and links to individual deals.

• Weekly funding recaps for selected sectors
• Tracking funding rounds at watched companies
• Briefing colleagues on major deals and valuation changes

Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.

• Writing a report after a quarterly earnings release
• Explaining results above or below market expectations
• Revising forecasts after new company guidance

Prepare concise Word profiles of public or private companies using S&P Capital IQ data. It adapts business and financial information for equity research, M&A, acquisition planning, or sales meetings, with checked calculations and clearly marked missing data.

• Preparing a company summary for equity research
• Profiling an M&A or acquisition target
• Preparing company background for a sales meeting

Prepare for one company's upcoming earnings announcement with a compact HTML report. It combines the latest earnings call, competitor comparisons, valuation measures, and recent news, with links to supporting sources and calculation details.

• Preparing a company earnings preview
• Comparing valuation with listed competitors
• Reviewing management guidance and key risks

Drafts a customized Customer Agreement starting from the Y Combinator standard form SaaS template. Tailors the agreement through structured intake questions covering fee structure, data handling, ML rights, implementation services, and more. Applies 18 always-on defaults that transform the raw YC form into a professional starting point (renamed to "Customer Agreement", data privacy section added, warranty restructured, consolidated SLA/support exhibit, etc.). Produces a clean .docx and a lawyer-facing memo explaining every change from the YC standard. Use when user says "draft a SaaS agreement", "YC SaaS", "startup SaaS contract", "customer agreement", "SaaS subscription agreement", or "I need a SaaS agreement starting from the YC form". Also trigger when the user is a startup founder discussing SaaS contracting, even if they don't mention YC specifically.

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A jurisdiction-grounding reference file for AI assistants working on Gibraltar legal, regulatory, and compliance research. Corrects systematic errors AI models make when applying English law to Gibraltar — a distinct jurisdiction under the Gibraltar Constitution Order 2006, with its own court hierarchy, civil procedure rules, employment law, and regulatory framework. Covers the source hierarchy, court structure, civil procedure divergences (14-day deemed service, post-Jackson reforms not adopted), employment law specifics (uncapped discrimination awards, 5-employee redundancy threshold), FSC financial services regulation, AML/KYC compliance sources, Gibraltar Companies Act 2014 with UBO public register, and a structured directory of official public record sources. Includes research profiles for lawyers, compliance professionals, and due diligence practitioners. Not legal advice.

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Professional network reconnaissance and port scanning using nmap. Supports various scan types (quick, full, UDP, stealth), service detection, vulnerability scanning, and NSE scripts. Use when you need to enumerate network services, detect versions, or perform network reconnaissance.

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Build professional data packs for A-share investment banking deals — M&A due diligence, IC materials, company profiles. Adapted from the original datapack-builder skill for Chinese data sources (AkShare, 巨潮, exchange filings) and CAS accounting. Triggers on "A股数据包", "投行数据包", "datapack China", "due diligence pack A-share", or "IC data pack [company]".

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Create professional Excel workbooks for A-share financial analysis. Adapts the original xlsx-author skill for Chinese financial modeling standards, CAS conventions, and A-share formatting. Triggers on "A股Excel模型", "财务模型制作", "create model China", "build model xlsx", "制作模型", or "Excel model [company]".

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Generic PowerPoint authoring skill for A-share investment analysis and pitch decks. Creates professional 路演PPT / 投资分析PPT for any A-share company using live data from iFind MCP (Tier-1) and AkShare MCP (Tier-2 fallback) tools. All company-specific values are parameterized — never hardcoded. Triggers on "A股PPT制作", "投资PPT", "制作PPT", "路演PPT", "pitch deck", "PowerPoint [company/ticker]", or any request to create slides for a Chinese stock. When invoked, use the `generate_a_share_ppt` script with --company and --ticker args.

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