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概要と使いどころ
Use when evaluating investments through Zhang Lei / Hillhouse Capital's long-term research-driven value lens: deep research, do time's friend, invest in great companies, and actively help them grow.
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 when evaluating Hindenburg-style investigative short reports: evidence chains, promoter networks, stock promotion, related parties, disclosure failures, and catalyst-driven short narratives.
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。
Performs systematic root cause analysis to identify the true source of bugs, errors, and unexpected behavior through structured investigation phases — not just treating symptoms. Use when a user reports a bug, crash, error, or broken behavior and needs to debug, troubleshoot, or investigate why something is not working; especially for complex or intermittent issues across multiple components. Applies the Five Whys method, hypothesis-driven testing, stack trace analysis, git blame/log evidence gathering, and causal chain documentation to isolate and confirm root causes before applying any fix.
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。
Reconcile controlled-substance records and prepare for an inspection — the count against the register, the discrepancy investigation, the documentation an inspector asks for, and the reporting obligations a shortfall triggers. Use when asked to reconcile controlled drugs, prepare for a DEA or controlled-drug inspection, investigate a discrepancy or suspected diversion, or audit the CD register. Produces the reconciliation, the discrepancy investigation record, the inspection-readiness checklist, and the escalation and reporting decision tree. A process framework only; reporting thresholds, timelines and obligations are set by law in your jurisdiction and must be verified there.
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。
Plan a feature or initiative through a computed route: the conductor derives the canon delta and assembles the document package — from a zero-document null route for small fixes to an umbrella PRD with one spec per capability for large initiatives. Modes, named as the first word: sdd (full package), sources (MRD → BRD → URD) for market research, customer discovery, and business or user requirements, iso (BRS → StRS → SyRS → SRS) for ISO 29148 and regulated work, research for a technical investigation — never market research — that the research instrument closes either by scope coverage (a research document) or by a recommendation (an rnd). Explicit form: plan research <topic>. Use for 'plan the X redesign', 'create a roadmap', 'plan a new feature', 'I need market research before we plan', 'we're regulated — start the ISO requirements cascade', 'investigate X before we plan', 'compare the alternatives for Y' — a new investigation, not a finished report already in hand. Not for recording a decision or documenting existing code — use /archcore:document. Not for checking docs against code — use /archcore:review.
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 root-cause debugging. Iron Law: no fixes without root cause investigation first. Four phases: Root Cause Investigation, Pattern Analysis (6 known patterns), Hypothesis Testing (3-strike rule), Implementation. Structured debug report output.
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。
Validate a monthly investor update against a rubric of strong-update sections (transparency, decision-relevance, specific asks). Use before sending a monthly investor update or setting a fundraise communication cadence.
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。
Assess whether Government of India approval is required for foreign investment in an Indian company under Foreign Exchange Management Act, 1999 and the Non-Debt Instruments Rules, 2019. The skill systematically gathers transaction details, evaluates sectoral entry routes and caps, assesses land border country restrictions under applicable laws, and delivers a preliminary compliance note. Produces clear guidance on whether the investment falls within Automatic Route or requires Government approval.
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。
Discover and evaluate potential A-share investment opportunities for China-focused private equity and investment strategies. Adapted from the original deal-sourcing skill for Chinese market structure, data sources, and business practices. Triggers on "A股项目挖掘", "投资项目发现", "deal sourcing China", "find A-share deals", "sourcing opportunities China", or "discover investment targets".
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。
Estimate pages needed for topical authority. Go/no-go decision before investing months in content. Triggers on: "how much content do I need", "topical authority estimate", "content moat", "how many articles", "content gap analysis", "can I compete in this niche", "content investment calculator", "is this niche worth the effort", "SEO feasibility", "how many pages to rank", "content volume needed", "competitive content analysis", "moat calculation", "authority gap", "should I invest in this niche".
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 investigation of metric changes and anomalies. Use when a metric unexpectedly changes, investigating business metric drops, explaining performance variations, or drilling into aggregated metric drivers.
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。
Systematically investigate bugs, test failures, build errors, performance issues, or unexpected behavior by cycling through characterize-isolate-hypothesize-test steps. Use when the user asks to "investigate this bug", "debug this", "figure out why this fails", "find the root cause", "why is this broken", "troubleshoot this", "diagnose the issue", "what's causing this error", "look into this failure", "why is this test failing", or "track down this bug".
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。
Reviews pitch decks and investor presentations. Reads slide content, evaluates narrative flow, problem/solution clarity, market sizing, competitive positioning, financial projections, team credibility, and ask clarity. Generates a scored pitch-review.md with slide-by-slide feedback, overall score, top improvements, investor objection predictions, and comparisons to successful decks. Use when reviewing fundraising materials, investor decks, or pitch presentations.
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。
Guides cooperation with GDPR supervisory authorities under Article 31, including procedures for responding to investigations, information requests, and on-site inspections. Covers controller and processor obligations during supervisory authority interactions. Keywords: supervisory authority, Article 31, cooperation, DPA investigation, information request, inspection.
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。
Triage a raw, vague issue or bug report into a structured document that names what is known, what is missing, and what to do next. Use when an incoming issue, bug report, or problem description is too vague or incomplete for investigation or planning, and recommend the right next han skill. Does not investigate root causes or trace code paths — use investigate for debugging, diagnosis, and root cause analysis. Does not plan features or build solutions — use plan-a-feature or plan-implementation for that.
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。
Forensic case investigation with evidence-graded findings, calibrated to the input. Use when the user asks to investigate a bug, trace what caused an incident, walk through unfamiliar code, or build a mental model of a code area before working on it.
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。
Evaluates a property across three investment strategies — Buy & Hold, BRRRR, and Fix & Flip — with feasibility scores, multi-year projections, tax benefits, and break-even analysis
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。
Build autonomous financial research agents that analyze stocks, SEC filings, earnings calls, and market data to produce investment reports. Use when: automating investment research, building AI-powered stock analysis, creating financial due diligence agents.
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。
Raising money is a means to an end, not the end itself. Great companies can be built with or without venture capital. But if you're raising, you need to understand the game: when to raise, how much, from whom, and at what terms. This skill covers fundraising timing, process, pitch construction, term sheet negotiation, and investor relationship management. It's not about raising as much as possible - it's about raising strategically. Use when "fundraising, raising money, pitch deck, investors, term sheet, valuation, dilution, series A, seed round, pre-seed, runway, cap table, VC, venture capital, fundraising, investors, venture-capital, pitch-deck, term-sheet, valuation, dilution, seed, series-a, cap-table" mentioned.
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。
企业财务与 CFO 视角 (企业财务与 CFO 视角 (Corporate Finance & the CFO Lens) — 面向创业公司与中小企业主/创始人/业务负责人的『看懂钱、管住钱、用好钱』的财务判断,不是考注会/中级职称的准则背诵,也不是投行卖方并购执行或 VC 投资人的看项目视角。覆盖: (a) 第一性张力 — 这行的核心世界观分歧: **利润是观点,现金是事实(权责发生制下的利润由收入确认时点、折旧摊销年限、存货计价、资本化与费用化的选择拼出来,是一组可辩论的判断;银行户头的钱是唯一不能辩论的事实——所以 CFO 看三张表的顺序是现金流量表→资产负债表→利润表,与外行相反) ⇄ 增长本身要烧钱(账面盈利的公司照样会因营运资金被增长吸干而倒闭:先付供应商、后收客户钱,规模越大缺口越大,这是『增长性破产』;所以现金转换周期比毛利率更早预警) ⇄ 记账合规派 vs 管理决策派(一套账是给税局与审计看的准则语言,另一套视图是给经营者看的贡献边际与单位经济;同一笔成本在两种语言里归属不同,把合规科目直接拿来做定价决策是中小企业最常见的错) ⇄ 全成本分摊 vs 贡献边际(把固定成本按产量分摊进单件成本,会在淡季得出『卖一件亏一件所以停产』的错误结论;边际思维只问增量收入是否覆盖增量成本,但长期只看边际会让公司永远收不回固定成本) ⇄ 预算是承诺 vs 预算是地图(传统年度预算把数字变成考核契约,导致部门年底突击花钱与藏预算;滚动预测与超越预算派主张预算只是当前最好的猜测,该月月刷新) ⇄ 融资是里程碑 vs 融资是负债(融资新闻稿把估值当成绩,但优先股、优先清算权、对赌与回购条款让创始人在低价退出时可能一分不拿;自筹派认为最便宜的钱是客户的预付款) ⇄ 估值方法之争(DCF 的数学严谨但对增长率与折现率假设极敏感,业内讥为『垃圾进垃圾出』;可比公司倍数简单但把市场情绪打包进来;早期公司两者都不成立,实际靠谈判与稀释目标倒推) ⇄ EBITDA 是不是有用(PE 与并购圈把它当经营现金流代理,巴菲特与芒格公开斥其忽略了折旧背后真实的资本开支;调整后 EBITDA 的『加回』项在业内被视为高危信号) ⇄ 财务是记分员 vs 财务是业务伙伴(传统财务事后出报表,财务 BP/FP&A 主张财务应在决策前进场做定价、投产、招人的经济性测算) ⇄ 中国中小企业的两套账现实 vs 合规红线(金税四期与社保入税之后,业内公认的做法是尽早并账,但这条张力必须如实呈现而不是装作不存在,也绝不给出规避税收的操作建议)); (b) 工具栈(记账层与决策层是两套东西) — 记账与 ERP(用友、金蝶、Odoo、QuickBooks、Xero、NetSuite、SAP Business One)、中国财税合规(电子税务局、金税四期发票与进销项比对、百望/航天信息电子发票、慧算账等代账 SaaS、个税与社保申报)、FP&A 与预算(Excel 与 Google Sheets 仍是绝对主力,之上是 Cube、Causal、Jirav、Mosaic、Runway、Abacum、Pigment、Anaplan、Planful)、现金流预测(Float、Fathom、13 周滚动现金流模板)、股权与 cap table(Carta、Pulley、AngelList、Excel 稀释模型,中国的股权代持与持股平台)、订阅计费与收入确认(Stripe Billing、Chargebee、Maxio)、费控报销(Ramp、Brex、Expensify、汇联易、分贝通)、BI 与看板(Power BI、Tableau、Metabase、帆软)、以及最被低估的纸笔工具(一页纸的驱动因素模型、贡献边际表、13 周现金日历)—— 选型的真正分岔是『公司在哪个阶段、由谁来维护这个模型』,不是厂商功能清单; (c) 心智模型层 — 三张表的勾稽关系(利润表的净利经现金流量表调整后落到资产负债表的未分配利润)、权责发生制与收付实现制的差、现金转换周期 CCC 与 DSO/DIO/DPO、营运资金与增长的耦合、贡献边际与盈亏平衡点、经营杠杆与固定成本结构、单位经济与 LTV/CAC 及回本周期、烧钱率与现金跑道 runway、自由现金流与业主收益 owner earnings、资本成本与机会成本、净现值与内部收益率、投入资本回报率 ROIC 与增长的价值条件(只有 ROIC 高于资本成本时增长才创造价值)、股权稀释与优先清算权的退出瀑布、递延收入是负债不是收入; (d) 工作流/SOP — 月度关账与管理报表包(关账日历、计提、对账、出具一页纸经营分析)、13 周滚动现金流预测的搭建与每周刷新、年度预算与滚动预测(自上而下目标与自下而上驱动因素模型的对撞)、定价与成本核算(标准成本、作业成本法、贡献边际定价与报价审批)、应收账款与账期管理(信用政策、账龄表、催收节奏、保理与供应链金融)、融资轮次建模(投前投后估值、期权池扩容对创始人的额外稀释、SAFE 与可转债转股、优先清算权下的退出分配)、投资决策与产能/招人测算(增量现金流、回收期、敏感性分析)、税务合规日历与汇算清缴、董事会与投资人财务包、尽调与数据室准备、以及财务模型的三表联动搭建; (e) 知识正典(en 一手极厚,中文一手集中在高校教授与准则原文) — 《Financial Intelligence》Berman & Knight(给非财务经理的入门标准)、《Financial Statements》Thomas Ittelson、Brealey·Myers·Allen《Principles of Corporate Finance》(公司金融教科书)、Damodaran 的估值三部曲与《Narrative and Numbers》及其 NYU 公开课与免费数据集、《Simple Numbers, Straight Talk, Big Profits!》Greg Crabtree(中小企业实操)、《Venture Deals》Feld & Mendelson(条款与稀释)、《Financial Shenanigans》Howard Schilit(识别财务粉饰)、《The Outsiders》Thorndike(资本配置)、《Accounting for Value》Penman、伯克希尔股东信中的业主收益与商誉摊销讨论、《The Essays of Warren Buffett》、《Profit First》Michalowicz(流行但有争议)、IFRS 15/16 与 ASC 606 收入与租赁准则原文、中国企业会计准则 CAS 与小企业会计准则、肖星《一本书读懂财报》与清华的财务分析公开课、张新民的财务报表分析体系; (f) 行业大佬/figures — Aswath Damodaran(NYU,估值教父,博客与公开课与数据集全免费开放,一手素材极厚)、Michael Mauboussin(ROIC 与资本配置的实证写作)、Howard Schilit(财务舞弊识别)、Karen Berman 与 Joe Knight(财务素养普及)、Greg Crabtree(中小企业现金与利润实操)、Brad Feld 与 Jason Mendelson(创业融资条款)、David Skok 与 Jason Lemkin 与 David Sacks(SaaS 单位经济与烧钱效率指标)、Warren Buffett 与 Charlie Munger(对 EBITDA 与股权激励费用化的著名批评)、CJ Gustafson 等现役 CFO 的时事通讯作者、以及中文圈的肖星与张新民等高校学者; (g) 争议/批判(必须保留不洗白) — 调整后 EBITDA 与非公认会计准则指标的滥用(把股权激励与一次性费用年年加回)、DCF 对假设的极端敏感与被用来事后合理化结论、独角兽估值与优先清算权造成的『纸面身价』幻觉、对赌与回购条款把股权融资变成隐性债务、Profit First 现金分桶法被专业会计批评为回避真实成本结构、作业成本法的实施失败率高、预算游戏与年底突击花钱、财务 BP 沦为报表美化、中国中小企业两套账的历史现实与金税四期后的合规收敛(如实呈现风险,不提供规避操作)、以及『融资额等于成功』的媒体叙事对创始人的误导; (h) 流派/思想谱系 — **准则与合规派(IASB/FASB/财政部,信可比性与审计留痕,语言是准则条文)** vs **管理会计/决策派(IMA 与贡献边际、作业成本法、有效产出会计,信决策相关性高于合规一致性)** vs **公司金融/估值派(Brealey-Myers-Allen 与 Damodaran,信现金流折现与资本成本)** vs **价值投资/资本配置派(巴菲特-芒格-Thorndike-Mauboussin,信业主收益与 ROIC,公开鄙视 EBITDA)** vs **创业与 SaaS 指标派(Skok-Lemkin-Sacks-Bessemer,信单位经济、回本周期与烧钱倍数)** vs **中小企业现金实操派(Crabtree、Profit First 一脉,信老板看得懂的少数几个数)**。不含: 投行卖方并购执行与尽调建模(已由 investment-banking-mna 覆盖)、VC 投资人的看项目与投后视角(已由 vc-investor 覆盖)、个人理财与二级市场投资(已由 personal-investing 覆盖)、注册会计师考证与准则条文背诵、以及任何税收规避操作建议。) Master O
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。
Applies the reasoning, mental models, and capital allocation frameworks of Warren Buffett, CEO of Berkshire Hathaway and value investor. Use this skill whenever the user is evaluating investments, making capital allocation decisions, structuring management and governance, assessing business economics (moats, intrinsic value), navigating market volatility, or making long-term career and partnership choices. Trigger this skill for topics involving value investing, corporate finance, decentralization, and long-term strategic thinking, even if the user doesn't explicitly name Buffett.
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。
Create professional investor pitch decks with structured content and visual design. Use when users need help with pitch deck, investor deck, fundraising deck, startup pitch, deck design, slide design, pitch presentation, pitch deck visuals, investor presentation, Series A deck, seed deck, or VC deck. Covers the full workflow: gathering company info, structuring narrative, generating a PowerPoint via script, and applying visual best practices.
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。
Prepare a meeting-ready alternative-investments brief for a client, household, IRA, trust, or named account before a review — pulls the alts book from iCapital or Addepar (positions, NAV vs. commitment, called and unfunded amounts, contributions/distributions/subscriptions/redemptions, lockups, and the platform's own IRR/TVPI/DPI/RVPI) and sits it beside the liquid book and IPS target from the connected portfolio system (Orion Connect, Addepar, or Envestnet), then flags cash needed for capital calls, alts % vs. target, concentration, unfunded concentration, and stale as-of data. Cites the source platform on every figure and keeps disclosures on the page. Does not recommend funds, forecast NAVs/IRRs, or simulate allocation changes. Triggers on "alts brief", "/alts-brief", "prep the [client]'s alts review", "what's going on with [client]'s PE/private investments", "how's [client] doing on their alts", or any request to review a household's alternative investment positions before a meeting.
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 merkle root mismatch alerts between relayer and validators. Use when alerts mention "merkle root mismatch", "checkpoint root does not match canonical root", or when asked to debug relayer merkle tree issues for a chain. This skill only investigates - use /fix-merkle-root-mismatch to apply fixes.
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。