'investment' 검색 결과

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.

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

Draft investment proposals for Chinese wealth management clients. Creates structured proposals with investment rationale, product recommendations, and risk disclosures. Adapted from the original investment-proposal skill for A-share products and Chinese regulatory requirements. Triggers on "A股投资建议书", "投资方案", "investment proposal China", "proposal for [client]", "investment recommendation A-share", or "build investment proposal".

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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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

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

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare earnings previews and post-results analysis
• Assess company valuation and update financial models
• Track investment theses and upcoming catalysts

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

Find stock investment candidates by combining financial filters with research into investment themes. Produce five to ten long or short ideas, each with a rationale and risks, plus a comparison table and priorities for further research.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding stocks that meet value, growth, or quality criteria
• Identifying companies that benefit from an investment theme
• Screening short candidates for business or accounting concerns

Draft or review formal investment memos for listed stocks. Organize evidence, valuation, downside scenarios, and conditions for revisiting a recommendation into documents suited to investment committees, portfolio managers, clients, or research teams.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an investment committee memo
• Combining earnings and valuation analysis into a memo
• Reviewing evidence and downside risks in an existing memo

This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".

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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.

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

Coordinate four AI researchers to examine a company's business, finances, competition, and management risks in parallel. Combine sourced findings into an investment report with valuation checks, arguments for and against investing, and suggested price ranges.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a company from four perspectives in parallel
• Comparing arguments for and against an investment
• Checking valuations against financial data

Assess whether a company's distributions can support an income-focused investment. Examine dividend history, cash coverage, debt, valuation, and dividend-cut scenarios, then explain its possible portfolio role and calculate income where the supplied information supports it.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Evaluate whether a high dividend yield is sustainable
• Review dividend coverage and cut risks in an existing holding
• Calculate gross and net dividend income when inputs allow

Structure and revise investment research into readable Markdown reports for Codex. Explain business economics, competitive advantages, opposing arguments, and valuation, then connect the evidence to price bands and actions for prospective investors and existing holders.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Restructure a lengthy investment research report
• Explain how a company earns money and sustains its advantages
• Strengthen a report's bear case and observable risk indicators

Review companies before buying shares using six checks covering business clarity, financial strength, competitive advantages, management, valuation, and decision discipline. Get evidence-based reports, risk summaries, and comparison tables for multiple companies.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Check a company before buying shares
• Compare several investment candidates
• Review valuation and downside scenarios

Evaluate whether a product feature deserves investment by comparing revenue or retention benefits with development and ongoing costs. Receive calculations, payback estimates, and recommendations that account for strategic value and uncertain assumptions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Decide whether to build a feature this quarter
• Compare feature ideas by financial return and strategic value
• Explain roadmap priorities to stakeholders

Prepare briefs for public-equity investment meetings, including management calls and investment committees. Rank key questions, identify what to listen for, plan follow-ups to vague answers, and organize evidence requests and actions around the investment decision.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing priority questions for management or IR meetings
• Turning earnings analysis into a call plan
• Organizing investment committee or portfolio review discussions

Evaluate product investment options across build, buy, partner, defer, and do-nothing paths, setting incremental accounting boundaries and cash-versus-capacity rules without fabricated ROI. Use for product investment analysis / product ROI scenario. (triggers: `product investment analysis`, `product ROI scenario`)

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Use when reviewing Java enterprise evidence for MiFID II investment services, investment activities, client classification, suitability, appropriateness, order-handling evidence, best-execution evidence, algorithmic-trading governance evidence, market-access governance evidence, transaction evidence, record keeping, monitoring, or compliance-owner handoff. This should trigger for requests such as Review a Java investment-service platform for MiFID II evidence; Assess suitability, appropriateness, order-handling evidence, or best-execution evidence; Document audit, monitoring, or clock-synchronisation gaps for algorithmic-trading governance; Assess investment-service engineering evidence before production release. Part of Plinth Toolkit

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Investment pitch deck, investment committee presentation, buy-side pitch, sell-side pitch, investment thesis slides, executive summary presentation, financial presentation, board deck, investor presentation, strategy deck

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

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

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Activates Warren Buffett's complete investment thinking system. The following scenarios must trigger it: analyzing any stock or company, evaluating investment opportunities, interpreting financial reports/annual reports/shareholder letters, assessing business moats or competitive advantages, evaluating management quality and integrity, making buy/hold/sell decisions, understanding core value investing concepts (compounding/intrinsic value/margin of safety/circle of competence/Mr. Market), analyzing any industry (insurance/banking/consumer/media/energy/railroads/technology), handling capital allocation/buybacks/dividends questions, assessing market sentiment and macro risks, exploring when to sell, analyzing institutional imperative or management behavior. Even if the user does not mention "Buffett," proactively trigger whenever the topic involves investment analysis, business quality assessment, or investment decision-making.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Creates VC IC presentation materials with deal thesis, market analysis, team assessment, competitive landscape, and return scenarios. Use when preparing IC memos, presenting investment opportunities, or documenting investment decisions.

한국어 요약은 준비 중입니다. 원문 설명을 표시하고 있습니다.

Read balances, transactions, recurring payments, loan details, and investment holdings from financial accounts linked through Plaid. Review multiple institutions together or focus on selected accounts and dates to understand recorded spending and financial activity.

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• Checking balances across linked accounts
• Reviewing spending over a chosen period
• Listing active subscriptions and recurring bills

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

Estimate private equity deal returns across purchase prices, borrowing levels, growth assumptions, exit prices, and holding periods. Produce Excel sensitivity tables showing annualized returns and investment multiples, plus scenario comparisons and a one-page investment committee summary.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Estimate returns for a potential acquisition
• Compare purchase and exit valuation assumptions
• Stress-test growth and borrowing assumptions