'financial-services' 검색 결과

Kelly Financial Services Intel: App-in-Skill daily industry intelligence cockpit for financial services, investment advisory, and family offices (Busabase App-in-Skill). Use when the user asks about financial services, investment advisory, market explainers, client memos, family office,投顾,金融服务, or family-office scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing progress across multiple active deals
• Tracking bid deadlines and expected closing dates
• Managing assigned tasks and overdue items across deals

Screen incoming investment opportunities against a fund’s criteria using company sale memoranda, short deal summaries, or broker materials. Extract financials and risks, assess fit, and produce a one-page memo with a recommendation and first-call questions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritizing incoming investment opportunities
• Checking a company sale memorandum against investment criteria
• Deciding whether to take a first call

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a due diligence request list
• Checking a data room for missing documents
• Tracking review progress across workstreams

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

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

Structure a post-acquisition improvement plan linking revenue, cost, and operational initiatives to EBITDA, a profit measure. Produce a roadmap with 100-day priorities, performance targets, responsible owners, and an Excel model showing each initiative’s profit contribution.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Planning the first 100 days after an acquisition
• Mapping growth and cost initiatives to profit targets
• Preparing a value creation roadmap for the board

Draft letters for seller-led M&A processes, including initial offer instructions, final bid requirements, and management meeting invitations. Organize deadlines, submission details, evaluation criteria, and meeting logistics into Word documents for client review.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Requesting initial offers from prospective buyers
• Preparing instructions for final-round bids
• Inviting buyers to management presentations

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

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

Analyze customer profitability and revenue durability for SaaS, subscription, and other recurring businesses. Examine acquisition costs, retention, and revenue trends by customer group, then produce an Excel workbook, summary slide, and issues for further investigation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing recurring revenue quality in an investment target
• Tracking revenue by customer acquisition year
• Comparing acquisition costs with customer lifetime value

Model how an acquisition changes the buyer’s earnings per share. Compare purchase prices, cash and stock payment mixes, and synergy assumptions, then produce an Excel workbook and a one-page summary of the deal’s financial effects.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Estimating how an acquisition changes earnings per share
• Comparing cash and stock payment mixes
• Testing purchase premiums and synergy assumptions

Drafts a one-page anonymous company profile for sell-side M&A outreach before a confidentiality agreement is signed. It organizes business highlights, financial metrics, and transaction details, then checks for information that could reveal the company’s identity.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an anonymous company profile for M&A outreach
• Gauging buyer interest before a confidentiality agreement
• Summarizing business strengths, financials, and deal terms

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

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

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare questions for a management presentation
• Plan an industry expert call
• Check customer satisfaction and renewal intentions

Find potential companies for private equity investment, check past correspondence and internal discussions for existing relationships, and draft personalized introductory emails to founders. Produce a researched shortlist and concise outreach drafts for review.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding investment targets by industry, size, and location
• Checking prior contact before approaching a company
• Drafting personalized introductory emails to founders

Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Quarterly reviews of AI opportunities across portfolio companies
• Prioritizing companies for AI investment and operational support
• Finding ways to reuse successful AI projects across companies

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

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

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

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

Prepare for investment client meetings by organizing account performance, comparing current and target asset allocations, and identifying discussion points. Create a one-page review summary, performance tables, allocation charts, an agenda, and recommended actions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing materials for quarterly or annual client reviews
• Explaining portfolio returns and their main drivers
• Checking asset allocation against agreed targets

Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing bond futures with cash bond prices
• Identifying the cheapest bond to deliver
• Comparing implied financing rates with market rates

Generate an Excel workbook file in an agent session without an open Office app. Use Python and openpyxl to organize inputs, formulas, and checks, then save the .xlsx file and return its relative path.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Creating an Excel file without opening Office
• Keeping model inputs and calculations on separate sheets
• Adding a sheet for financial consistency checks

Fill an existing investment banking PowerPoint template with data from Excel, CSV, and other source documents. The workflow maps content to slides, checks figures, formats tables and shapes, and reviews consistency across the finished presentation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Filling a pitch deck template with spreadsheet data
• Updating figures in existing slides
• Fixing table and text formatting

Create or update Claude skills that capture specialized knowledge and repeatable workflows. Guides the organization of instructions, scripts, references, and templates, then covers initialization, validation, and packaging into a distributable skill file.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turning recurring work into a reusable Claude skill
• Organizing internal knowledge and API instructions
• Revising an existing skill after practical use

Update financial models after earnings, new company guidance, or changes in assumptions. Revise forecasts, recalculate valuation and price targets, and summarize significant changes with their reasons and implications for the investment view.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Updating a financial model after quarterly earnings
• Revising forecasts after changes in company guidance
• Reflecting interest rate and currency changes in valuation

Reviews client presentations for conflicting numbers, claims that do not match the data, language issues, and visual problems. Findings identify the affected slides and are ranked by severity to help prioritize fixes before delivery.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking a presentation before sending it to a client
• Reconciling figures across multiple slides
• Verifying that charts support written claims