「invest」の検索結果

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

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 professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company profiles, corporate development target profiles, sales/BD meeting prep documents, or any concise single-company financial summary. This skill supports four audience types: equity research, investment banking/M&A, corporate development, and sales/business development. If the user doesn't specify an audience, ask. Works for both public and private companies.

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。

Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".

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。

Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.

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。

Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".

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。

Investment banking presentation quality checker. Reviews a pitch deck or client-ready presentation for (1) number consistency across slides, (2) data-narrative alignment, (3) language polish against IB standards, (4) visual and formatting QC. Use whenever the user asks to review, check, QC, proof, or do a final pass on a deck, pitch, or client materials — including requests like "check my numbers", "reconcile figures across slides", "is this client-ready", or "what am I missing before I send this out".

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 comprehensive equity research snapshots combining analyst consensus estimates, company fundamentals, historical prices, and macroeconomic context. Use when researching stocks, comparing estimates to actuals, analyzing company financials, assessing equity valuations, or building investment cases.

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。

Parse an investor or client onboarding packet into structured KYC fields — identity, ownership, control, source of funds, and document inventory. Use as the first step of KYC screening; output feeds the rules engine.

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。

Framework for building competitive landscape decks — market positioning, competitor deep-dives, comparative analysis, strategic synthesis. Use when the user asks for a competitive landscape, competitor analysis, peer comparison, market positioning assessment, strategic review, or investment memo deck. Also triggers on "who are the competitors to X", "benchmark X against peers", "build a market map", or any request to systematically evaluate competitive dynamics across an industry.

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。

Write, calibrate, and debug the prefill-vs-decode logprob (KL) consistency tests in sglang -- the two independent conditions a zero requires (every operator batch-invariant, and the two paths computing the same function), which helper separates them, how to pick a threshold once they hold, and how to localize a divergence to a single operator. Use when adding a KL test to a model, picking or defending a kl_div threshold, or investigating a KL number that is too high.

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。

Investigate consistently failing SGLang CI tests by extracting the failure signature from scheduled or rerun workflows, bisecting the passing/failing commit window, checking runner or hardware specificity, and optionally reproducing on a remote GPU host.

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。

A short self-bias checklist to run at the START of any investment research task (stock screen / sector study / company deep-dive). Four biases that systematically warp AI research — leader-bias (only big caps), English-bias (miss JP/KR/TW players), narrative-bias (chase concept labels), confirmation-bias (only bullish evidence) — plus recency-bias. Load this first, then research with the corrections in mind. Not a workflow, just a 60-second attitude reset that materially improves coverage and honesty.

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。

Token unlock schedule analysis and project treasury tracking — vesting cliffs, linear unlocks, team/investor/ecosystem token releases, treasury diversification, and sell pressure forecasting.

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。

Deep management assessment — the 'buying a stock is buying a person' layer. For a company or a named executive, evaluate integrity (promise-vs-delivery tracking, crisis behavior, stakeholder treatment), ability (strategic foresight, execution, capital-allocation record) and governance (equity structure, compensation, related-party deals). Outputs a weighted score across integrity / ability / capital-allocation / governance plus Duan Yongping's 3-question verdict ('would you hand this person your money for 10 years'). Use when standard research leaves management quality uncertain, or when management IS the investment thesis.

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。

SEC EDGAR filing analysis — 10-K, 10-Q, 8-K, proxy statements, insider Form 4. Extract key financials, risk factors, management discussion, and generate investment signals from US public company filings.

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。

Write a publication-grade 8-part deep-dive series on a single company (~120k words total): cognitive reset / moat / profit engine / hidden assets / era variable (e.g. AI) / financials Buffett-style / management / valuation+redlines. The core IP is NOT writing but REVISING — a strict fact-check checklist catches pseudo-precision (probability-weighted expectations, third-party MAU discrepancies, linear extrapolation), absolute language, and cross-article number inconsistencies that most finance long-forms violate. Each piece stands alone but shares one valuation/management/price framework. Use when the user wants textbook-level depth on one company for public publishing (a single research report or earnings note is NOT this — use investment-research / earnings-review 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。

Behavioral finance applications: theories of overreaction and underreaction, behavioral explanations for momentum and reversal, investor sentiment cycles, cognitive-bias checklists, and debiasing quantitative strategies.

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。

Scans GitHub Actions workflows and CI/CD pipeline configurations for supply chain attack vectors including unpinned actions, script injection via expressions, dependency confusion, and secrets exposure. Uses PyGithub and YAML parsing for automated audit. Use when hardening CI/CD pipelines or investigating compromised build systems.

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。

Detect process hollowing (MITRE T1055.012) by analyzing memory-mapped sections, hollowed process indicators, and parent-child anomalies using EDR telemetry, Volatility's malfind plugin, pe-sieve, Hollows Hunter, and Sysmon Event ID 25. Use when investigating a legitimate-looking process (svchost.exe, explorer.exe, rundll32.exe) suspected of hosting injected code via NtUnmapViewOfSection.

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。

Detect Kerberos Pass-the-Ticket (PtT) attacks by analyzing Windows Event IDs 4768, 4769, and 4771 for anomalous ticket usage patterns, with detection queries for Splunk and Elastic SIEM. Use when investigating incidents involving stolen or replayed Kerberos tickets, building detection rules or threat hunting queries for ticket abuse, or validating SOC monitoring coverage for credential-theft attack techniques.

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Detect and prevent QR code phishing (quishing) attacks that embed malicious URLs inside QR code images to bypass link-based email security, using image-based threat detection, OCR/QR decoding, and mobile-side scanning (Microsoft Defender for O365, Proofpoint TAP, Barracuda Multimodal AI). Use when configuring gateway rules against QR phishing or investigating suspicious emails containing QR codes.

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。

Detects and prevents code injection attacks targeting serverless functions (AWS Lambda, Azure Functions, Google Cloud Functions) through event source poisoning, malicious layer injection, runtime command execution, and IAM privilege escalation via function modification. The analyst combines static analysis of function code, CloudTrail event correlation, runtime behavior monitoring, and IAM policy auditing to identify injection vectors across the expanded serverless attack surface including API Gateway, S3, SQS, DynamoDB Streams, and CloudWatch event triggers. Activates for requests involving Lambda security assessment, serverless injection detection, function event poisoning analysis, or serverless privilege escalation investigation.

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。

Detect process injection techniques (T1055) - including DLL injection, process hollowing, and APC injection - by analyzing Sysmon Event IDs 1, 7, 8, 10, and 25 for cross-process memory operations, remote thread creation, and anomalous DLL loads. Use when hunting defense-evasion activity that hides code inside legitimate processes, investigating an EDR alert on suspicious cross-process access, or validating Sysmon coverage for injection detection.

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。