「lbo」の検索結果

Use this skill when the user wants to build a financial model — 3-statement model, DCF valuation, LBO, SaaS unit economics, sensitivity / scenario analysis, debt schedule, or fundraising projections — in Excel. Trigger on: 'financial model', '3-statement model', 'P&L + BS + CF', 'DCF', 'WACC', 'NPV', 'terminal value', 'LBO', 'debt schedule', 'cash sweep', 'MOIC', 'IRR / XIRR', 'sensitivity table', 'scenario analysis', 'ARR model', 'unit economics', 'CAC / LTV', 'cap table forecast'. Output is a single formula-driven .xlsx. This skill is a scene layer on top of officecli-xlsx — it inherits every xlsx v2 rule (4-color code, visual floor, number formats, cache-drift, Known Issues, Delivery Gate minimum cycle). DO NOT invoke for a simple budget tracker, CSV dump, or operational KPI sheet — route those to officecli-xlsx base.

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Use the `sendsets` CLI to drive SendSets as a signed-in user - sign in with `sendsets login`, run `sendsets doctor`, then connect the app (`connection`), add or test mailboxes and their warmup (`mailbox`), send product events (`events send`), and build, validate, test and launch campaigns, including app_action and wait_for_event steps, on the hosted service or any self-hosted instance. Use whenever the task is to set up or operate SendSets from a terminal or a script and a `sendsets` binary is available, with no dashboard. For instance recovery and accounts (database-level), use sendsets-ops instead.

日本語の概要は準備中です。原文の説明を表示しています。

Set up a complete outbound email campaign in Smartlead. Asks the user for campaign goal, audience, messaging, schedule, and mailbox allocation. Creates the campaign, adds leads, saves email sequences, sets schedule, and assigns available mailboxes. Use when a user wants to launch email outreach via Smartlead.

日本語の概要は準備中です。原文の説明を表示しています。

Design and implement real-time audio processing chains using Audio Toolbox streaming objects. Use when building frame-based audio processing loops, multiband filters, dynamic range control, parametric EQ, level metering, loudness metering, SPL metering, octave-band analysis, sample rate conversion, frequency-domain filtering (long impulse responses, custom filter banks), or audio chains in Simulink. Covers visualization (visualize method), interactive tuning (parameterTuner), MIDI control, and Audio Toolbox Simulink blocks. Use when the user says "real-time audio", "streaming audio", "audio filter", "compressor", "equalizer", "level meter", "loudness meter", "SPL meter", "octave bands", "crossover filter", "audio chain", "MIDI control", "convolution reverb", "impulse response streaming", "frequency-domain filter", or asks to process audio frame-by-frame.

日本語の概要は準備中です。原文の説明を表示しています。

Integrate antennas into RF systems using MATLAB Antenna Toolbox and RF Toolbox. Covers impedance matching network design (L/Pi/Tee topologies, evaluation parameters, Richards transformation), measured antenna creation (E-field, directivity-only, EmbeddedE, ffsReader import), RF propagation and site planning (txsite/rxsite, coverage, SINR, ray tracing, link budget), and SAR estimation (birdcage+Phantom, conformalArray+Custom3D, direct EHfields). Use when the user wants to match an antenna, create a measuredAntenna, compute coverage or signal strength, perform ray tracing, or estimate SAR.

日本語の概要は準備中です。原文の説明を表示しています。

Connect to and acquire images from cameras in MATLAB using Image Acquisition Toolbox. Use this skill when the user wants to: use a webcam, acquire images, capture video, stream from a camera, connect to a GigE Vision camera, preview live video, list available cameras, configure camera properties, use a CoaXPress frame grabber, or use a Camera Link frame grabber. Covers USB webcams, GigE Vision, USB3 Vision, CoaXPress, Camera Link, and GenICam-compliant cameras. Always prefer videoinput from Image Acquisition Toolbox over webcam support package or gigecam.

日本語の概要は準備中です。原文の説明を表示しています。

Read BEFORE troubleshooting or enhancing camera image quality. Diagnoses and enhances image quality from cameras connected via Image Acquisition Toolbox or USB Webcams support package. Discovers camera capabilities at runtime, analyzes captured images for quality issues (brightness, contrast, sharpness, noise, color balance, backlighting), suggests hardware setting adjustments tailored to the specific camera, and applies Image Processing Toolbox enhancement functions. Use when a user wants to improve camera image quality, troubleshoot dark/blurry/noisy/grainy/ overexposed/washed out/color cast images, or optimize camera settings.

日本語の概要は準備中です。原文の説明を表示しています。

Reads from, writes to, and manages relational databases using MATLAB Database Toolbox. Use when connecting to databases, reading data with sqlread or fetch, filtering with rowfilter, writing with sqlwrite, updating with sqlupdate, executing SQL statements, managing transactions with commit and rollback, mapping MATLAB classes to tables with ORM (Mappable, ormread, ormwrite, ormupdate), or performing any database operation from MATLAB. Triggers on: database, SQL, sqlread, sqlwrite, sqlupdate, fetch, execute, rowfilter, RowFilter, ORM, Mappable, ormread, ormwrite, ormupdate, orm2sql, transaction, commit, rollback, Database Toolbox, PostgreSQL, MySQL, SQLite, SQL Server, Oracle, database connection, database table, query database, insert data, update rows, delete rows, stored procedure, prepared statement, odbc, databaseConnectionOptions, datasource, data source, DSN, connection string, multithreaded, parallel.

日本語の概要は準備中です。原文の説明を表示しています。

End-to-end finite element analysis in MATLAB PDE Toolbox — geometry creation, model setup, solve, and post-processing in one skill. Use when building geometry from primitives or file import, setting up femodel with BCs/loads/materials, solving thermal/structural/EM problems, and extracting or visualizing results. Covers fegeometry, multicuboid, multicylinder, multisphere, decsg, boolean ops, mesh generation, femodel, all AnalysisTypes (thermalSteady, thermalTransient, structuralStatic, structuralTransient, structuralModal, structuralFrequency, electrostatic, magnetostatic, dcConduction, harmonic EM), materialProperties, faceBC, faceLoad, cellLoad, vertexLoad, solve, interpolation, von Mises stress, principal stress, reaction forces, heat flux, pdeplot3D visualization. Triggers on: PDE Toolbox, finite element, FEA, thermal analysis, structural analysis, electromagnetic analysis, femodel, mesh, boundary conditions, stress, displacement, heat transfer, post-processing.

日本語の概要は準備中です。原文の説明を表示しています。

Use on a mailbox export to sort mail into needs reply, updates, promotional, sales and spam — which messages are addressed to the person at all. For a support queue use jev triage.

日本語の概要は準備中です。原文の説明を表示しています。

Expert patterns for Godot 3D physics (Jolt/PhysX), including Ragdolls, PhysicalBones, Joint3D constraints, RayCasting optimizations, and collision layers. Use for rigid body simulations, character physics, or complex interactions. Trigger keywords: RigidBody3D, PhysicalBone3D, Jolt, Ragdoll, Skeleton3D, Joint3D, PinJoint3D, HingeJoint3D, Generic6DOFJoint3D, RayCast3D, PhysicsDirectSpaceState3D.

日本語の概要は準備中です。原文の説明を表示しています。

GeoToolbox PlaceDescriptor patterns with MapKit integration for location representation, geocoding, and multi-service place identifiers. Use when working with place descriptors, geocoding, or cross-service location data.

日本語の概要は準備中です。原文の説明を表示しています。

Weekdays, heavy browser lane, two halves in one run. First it reads the member's own mailbox for replies on the threads the ledger says were sent and records them. Only then does it work out who is due a follow up, write each one into a dated queue file, and compose it into the mailbox as an unsent draft. It holds every outbound action unless you released the channel, and it never touches a credential.

日本語の概要は準備中です。原文の説明を表示しています。

Generate safety toolbox talks for construction crews. Create contextual safety briefings based on weather, work activities, and recent incidents. Support multiple languages.

日本語の概要は準備中です。原文の説明を表示しています。

Use Adversarial Robustness Toolbox (ART) for estimator wrappers, adversarial attacks, defences, poisoning/privacy/extraction, metrics, and certification workflows.

日本語の概要は準備中です。原文の説明を表示しています。

Route full software-development architecture work from product intent through design, implementation, testing, release, and operations. Use when the user asks for a complete development architecture, wants to know which Spellbook skills to combine, needs an execution path across PRD/spec/API/data/security/performance/release/SRE, or asks to turn an idea or repo into a production-ready engineering plan.

日本語の概要は準備中です。原文の説明を表示しています。

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

日本語の概要は準備中です。原文の説明を表示しています。

Draft Rove release notes as Changesets. Writes user-facing entries as `.changeset/*.md` files for `@sma1lboy/rove` (consumed into `packages/rove/CHANGELOG.md` at release time). Use when the user asks for "changelog", "release notes", "what changed", "add a changeset", or before cutting a version. Enforces Rove's no-soft-wrap rule so GitHub release pages render flowing text.

日本語の概要は準備中です。原文の説明を表示しています。

Autonomously cut a Rove (`@sma1lboy/rove`) release end-to-end — detect the semver bump from pending changesets (flagging an upstream `minor` you didn't intend), run the release gates, dispatch the Changesets workflow (or run `scripts/release.sh` locally), then poll the GitHub Actions Release workflow with `gh` until npm publish completes, diagnosing CI failures (npm token, registry 404, lint, branch mismatch) instead of leaving them silent. Use when the user says "cut a release", "ship a version", "release Rove", "release rove", "发版", "release.sh", or "bump the version". Never force-pushes; always verifies the release landed on `main`.

日本語の概要は準備中です。原文の説明を表示しています。

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

日本語の概要は準備中です。原文の説明を表示しています。

Open or update one GitHub pull request for the current work: a conventional-commits title and a description that always includes why and benefits, and never a second PR for the same head. Use when the user asks to open a PR, create a pull request, update or refresh the PR description, ship the branch, or "make a PR". On the default branch, create a new branch first. If this head already has a PR, edit it — do not create another. Do not open a PR unless the user asked.

日本語の概要は準備中です。原文の説明を表示しています。

Read GitHub Actions CI for the current branch or open PR, triage failing checks, reproduce locally, and fix scoped issues until green. Use whenever the user mentions CI failures, red checks, failed pipeline, GitHub Actions, merge blocked, fix the build, babysit CI, gh run failed, ruff/ty errors, failing pytest, example run failed, or asks to check CI on this branch — even if they only paste a log snippet. Also use after implementing a feature when tests, lint, or typecheck might have broken.

日本語の概要は準備中です。原文の説明を表示しています。

Run MATLAB R2026a tasks from Codex with reliable MCP-based execution, logs, artifacts, toolbox inventory, smoke tests, and reproducible validation. Use whenever MATLAB code, .m/.mlx scripts, MATLAB tests, local toolbox probing, or command-line automation is needed.

日本語の概要は準備中です。原文の説明を表示しています。

Personal knowledge base powered by Ensue for capturing and retrieving understanding. Use when user wants to save knowledge, recall what they know, manage their toolbox, or build on past learnings. Triggers on "save this", "remember", "what do I know about", "add to toolbox", "my notes on", "store this concept".

日本語の概要は準備中です。原文の説明を表示しています。