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。
swaylq/master-skill☆ 1552026年9月6日 更新
A strict code reviewer, pair programmer, debugger, and mentor for Python, Bash, Google Apps Script, JavaScript, and Swift/Apple platforms. Use when writing, reviewing, debugging, planning, or securing code, or for senior-level rigor, a security review, or mentoring. Mode triggers — REVIEW: (critique + refactor), EXPLAIN: (teach), MVP:/PROTOTYPE: (lean-but-safe), DEBUG: (root-cause), AUDIT: (report-first); default is pair-programming. Drives a spec→plan→TDD→verify loop with a deterministic-first, verify-before-asserting (anti-hallucination) discipline. Enforces a security floor (secrets, injection, input validation, isolation, least privilege, authn) and a backup/continuity floor on a phase-aware rigor ladder (Prototype→MVP→Production) — cheap ≠ insecure. Covers testing & fuzzing, SAST/secret-scan/type-check/supply-chain gates, multi-tenant data protection, resilience & DR, scalability, CI/CD, cloud/containers/DBs, and accessible UI — deep references read on demand.
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。
bjgreenberg/senior-engineering-partner☆ 1522026年10月11日 更新
Open a GitHub PR via API as a flowing graph — branch + push + create_pr + mergeable poll, with structural protection against pushing to main/master/etc. Use when a Claude Code or Claude.ai container needs to land changes on GitHub via the API (no git CLI required) and the prose "create branch, push, open PR, wait for mergeable" workflow keeps drifting under context pressure.
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。
oaustegard/claude-skills☆ 1512026年10月13日 更新
Suede Labs agent-team orchestrator: split complex work into coordinated lanes with explicit file ownership, WIP collision detection, quality gates, escalation thresholds, rollback plans, and handoffs that prove what shipped. Use when one shared change needs safe parallel ownership across builders and reviewers, when a lane map must be resolved before anyone opens a file, or when running a repeatable public-repository contribution program with issue scoring, atomic task leases, isolated worktrees, and explicit publication authority. NOT FOR: one repo change a bundled DAG can run end to end (use suede-graph-flo-xr); findings-only review of a diff (use suede-code-review) or an A-F ship grade (use suede-code-grader); CI, branch protection, or merge-gate wiring (use suede-ci-gate); branch and worktree setup on a stale mirror (a private Suede Labs companion, not in this pack).
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。
JasonColapietro/suede-creator-skills☆ 1272026年10月12日 更新
Suede Thought Graph shipping search for a multi-file repo change. Use when competing implementation plans need one evidence-gated selection before any build. Halts on hazards, collisions, budget exhaustion, or no safe winner. Reads production; never deploys. NOT FOR: bulk independent work (use a separate private worker-fleet pass); findings-only diff review (use suede-code-review); CI or branch-protection wiring (use suede-ci-gate); copy-only shipping (use suede-ship-copy).
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。
JasonColapietro/suede-creator-skills☆ 1272026年10月12日 更新
Suede AI full-stack surface builder that runs design, copy, and visual QA as one pass: landing pages, brand surfaces, product UI, dashboards, campaigns, launch pages, and reference-to-target restyles (suedify). Use when a build needs layout and words together, when a redesign or launch surface has to ship end to end, when the request is 'make this site look like that one', or when design, copy, asset, and QA lanes have to move at once. NOT FOR: a design-token, dark-mode, or single-component decision (use suede-design); copy with no layout work (use johnny-suede-write, or suede-copy for one standalone conversion surface); conversion and funnel architecture (use suede-site-alchemy); multi-agent orchestration protocols, WIP protection, and rollback trees (use suede-agent-teams).
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。
JasonColapietro/suede-creator-skills☆ 1272026年10月12日 更新
Suede-affiliated Amazon money-recovery audit for restocking fees, short or denied refunds, and Amazon-billed subscriptions. Use when the user mentions a restocking fee, a short or denied Amazon refund, or a forgotten Prime Video Channel, Audible, Kindle Unlimited, or Prime charge, or asks whether Amazon still owes or bills them. Read-only discovery; no chat, cancellation, or dispute without the account owner's per-item confirmation, and never a promise of recovery. Requires an authenticated Claude in Chrome session. NOT FOR: bank chargebacks, marketplace A-to-z seller claims, price-protection claims, or subscriptions billed outside Amazon (use subscription-recovery).
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。
JasonColapietro/suede-creator-skills☆ 1272026年10月12日 更新
Design CI/CD pipelines for GitHub Actions, GitLab CI, and CircleCI with matrix builds, test sharding, caching, Docker layer caching, OIDC auth, deployment strategies (rolling, blue-green, canary), auto-rollback, self-hosted runners, and environment protection with manual approvals. Use when user asks to set up CI/CD, write a pipeline, configure GitHub Actions/GitLab CI/CircleCI, automate deployments, or set up build/test/deploy workflows. Do NOT use for Dockerfile authoring (use docker), K8s manifests (use kubernetes), or Terraform config (use terraform).
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。
EliasOulkadi/shokunin☆ 1142026年10月5日 更新
Encrypt PDFs with AES-128, AES-256, or RC4 options and decrypt authorized PDFs with ComPDF. Use for PDF passwords, permission controls, encryption, decryption, and document-access protection.
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。
ComPDFKit/compdf-skills☆ 1092026年8月12日 更新
All-in-one ComPDF workflow for document conversion, OCR, data extraction, PDF editing, protection, compression, and watermarking. Use for any ComPDF Server API request that processes PDF, Office, HTML, CSV, RTF, TXT, or image files.
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。
ComPDFKit/compdf-skills☆ 1092026年8月12日 更新
Scrape web pages using Scrapling with anti-bot bypass (like Cloudflare Turnstile), stealth headless browsing, spiders framework, adaptive scraping, and JavaScript rendering. This skill should be used when asked to scrape, crawl, or extract data from websites; web_fetch fails; the site has anti-bot protections; write Python code to scrape/crawl; write spiders.
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。
archibate/dotfiles-opencode☆ 1082026年4月29日 更新
用户准备做出一个重大决策(投资/收购/承诺),需要评估下行保护是否充足时。或在估值不确定时决定是否行动。 语言信号:"这个价格够不够低"/"万一判断错了怎么办"/"我能承受多少亏损"/"下行空间有多大" 不适用于:日常低风险决策、纯上行分析(不关心下行保护时)。
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。
kangarooking/buffett-letters-skill☆ 1052026年4月17日 更新
Manage Hyperliquid perp positions and margin from the desk computer - read positions and margin, set leverage and cross/isolated mode, add isolated margin, understand margin tiers and liquidation price, close a position with a reduce-only IOC, and clean up orphaned orders. Write actions are Execution Trader only, on an approved ticket. Use for leverage changes, closes, protection checks and margin questions.
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。
galleonlabs/hypergrok-trading-desk☆ 992026年10月13日 更新
Designs and tests distributed-system resilience. Use when adding retries, deadlines, hedging, circuit breakers, overload protection, chaos experiments, or SLO reliability gates.
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。
vasilyu1983/AI-Agents-public☆ 952026年10月12日 更新
Remix v2 meta/SEO, sessions, auth, and CSRF. Use when working with document head, cookie sessions, auth gates, or CSRF protection. Triggers on meta export (v2 array shape), links export, createCookieSessionStorage, commitSession, destroySession, requireUserId, remix-utils/csrf, remix-auth.
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。
existential-birds/beagle☆ 822026年9月16日 更新
Flagship orchestrator that launches 5 parallel agents (cashflow, debt, investments, retirement, protection) to produce a comprehensive financial health analysis with a composite Financial Health Score (0-100), letter grade (A+ through F), and a prioritized 90-day action plan. Use when the user says "/finance analyze", "full financial analysis", "financial health check", "analyze my finances", or any request for a complete financial picture.
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。
zubair-trabzada/ai-finance-claude☆ 782026年5月13日 更新
US Insurance Specialist for life, disability, long-term care, and annuity planning. Conducts needs analysis, compares policy types (term, whole life, universal, variable), explains underwriting classes, recommends benefit amounts and riders, analyzes disability income protection (own occupation vs any occupation), evaluates long-term care costs and hybrid policies, and structures annuities (immediate, deferred, fixed, variable) for retirement income. Use for insurance needs calculations, policy comparisons, or state insurance regulation compliance.
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。
FDU-INS/Insurance-Skills☆ 762026年7月12日 更新
Conduct Fundamental Rights Impact Assessments (FRIA) for high-risk AI systems as required by EU AI Act Article 27. Use when (1) deployers of high-risk AI systems (Annex III) need to assess fundamental rights impacts before first use, (2) public bodies or private entities providing public services are deploying AI systems, (3) credit scoring or insurance risk assessment AI systems are being deployed (Annex III 5b, 5c), (4) evaluating impact on natural persons' fundamental rights (dignity, liberty, privacy, data protection, non-discrimination, children's rights, etc.), or (5) creating EU AI Act Article 27 compliance documentation with market surveillance notification.
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。
FDU-INS/Insurance-Skills☆ 762026年7月12日 更新
Estate Planning & Legacy Protection for the Owens family. Tracks wills, trusts, beneficiary designations, life insurance, survivor benefits, and powers of attorney. Ensures Lindsey and the kids are protected if something happens to Tory. Triggers on: "Estate plan", "Will", "Life insurance", "Beneficiaries", "What happens if", "Legacy", "Survivor benefits", "Power of attorney", "Trust", "Estate check", "Beneficiary audit", "SGLI", "FSGLI", "Dependent education", "Chapter 35". The only estate plan that fails worse than a bad one is no plan at all.
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。
FDU-INS/Insurance-Skills☆ 762026年7月12日 更新
Use when identifying cybersecurity-specific regulations and incident reporting obligations. Covers NIS2, DORA, SEC cyber disclosure rules, CISA incident reporting, state breach notification laws, cyber insurance requirements, and security certification frameworks. USE FOR: NIS2, DORA, SEC cybersecurity rules, CISA, breach notification, incident reporting, SOC 2, ISO 27001, cyber insurance, FedRAMP, StateRAMP, CMMC, data breach response DO NOT USE FOR: implementing security controls (use security skills), security testing tools (use security/security-testing), general data privacy (use privacy-data-protection)
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。
FDU-INS/Insurance-Skills☆ 762026年7月12日 更新
EU Compliance Officer for MiFID II investment firms and IDD insurance distributors. Implements compliance frameworks, ensures National Competent Authority reporting, conducts product governance oversight, manages suitability and appropriateness testing, reviews marketing and inducements, coordinates cross-border passporting compliance, implements GDPR data protection, conducts AML (5AMLD/6AMLD) monitoring, and prepares for NCA inspections. Use for compliance manual development, MiFID II/IDD implementation, or ESMA guideline interpretation.
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。
FDU-INS/Insurance-Skills☆ 762026年7月12日 更新
Expert guide for API rate limiting, bot protection, DDoS mitigation, brute-force prevention, and abuse detection / Panduan ahli untuk rate limiting API, perlindungan bot, mitigasi DDoS, pencegahan brute-force, dan deteksi penyalahgunaan.
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。
roedyrustam/vibes-plug☆ 752026年10月9日 更新
Implements ASP.NET Core rate limiting middleware for API protection. Covers fixed window, sliding window, token bucket, and concurrency limiters with custom policies.
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。
ronnythedev/dotnet-clean-architecture-skills☆ 752026年7月14日 更新
Theory and policy of international economic exchange. Covers comparative advantage (Ricardo, Heckscher-Ohlin), gains from trade, trade policy instruments (tariffs, quotas, subsidies), exchange rate determination, balance of payments, globalization dynamics, trade agreements, and the political economy of protectionism. Use when analyzing why countries trade, who wins and loses from trade, how exchange rates move, or the effects of trade policy interventions.
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。
Tibsfox/gsd-skill-creator☆ 712026年7月20日 更新