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Kelly Financial Services Intel: App-in-Skill daily industry intelligence cockpit for financial services, investment advisory, and family offices (Busabase App-in-Skill). Use when the user asks about financial services, investment advisory, market explainers, client memos, family office,投顾,金融服务, or family-office scenes. Prepares news/source signals, buyer-intent interpretation, approved sales actions, and channel drafts for review before any external handoff.

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Drafts a one-page anonymous company profile for sell-side M&A outreach before a confidentiality agreement is signed. It organizes business highlights, financial metrics, and transaction details, then checks for information that could reveal the company’s identity.

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• Preparing an anonymous company profile for M&A outreach
• Gauging buyer interest before a confidentiality agreement
• Summarizing business strengths, financials, and deal terms

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.

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• Preparing financial data for M&A due diligence
• Building materials for investment committee review
• Standardizing reporting across portfolio companies

Model how an acquisition changes the buyer’s earnings per share. Compare purchase prices, cash and stock payment mixes, and synergy assumptions, then produce an Excel workbook and a one-page summary of the deal’s financial effects.

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• Estimating how an acquisition changes earnings per share
• Comparing cash and stock payment mixes
• Testing purchase premiums and synergy assumptions

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.

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• Prioritizing incoming investment opportunities
• Checking a company sale memorandum against investment criteria
• Deciding whether to take a first call

Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.

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• Quarterly reviews of AI opportunities across portfolio companies
• Prioritizing companies for AI investment and operational support
• Finding ways to reuse successful AI projects across companies

Structure a post-acquisition improvement plan linking revenue, cost, and operational initiatives to EBITDA, a profit measure. Produce a roadmap with 100-day priorities, performance targets, responsible owners, and an Excel model showing each initiative’s profit contribution.

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• Planning the first 100 days after an acquisition
• Mapping growth and cost initiatives to profit targets
• Preparing a value creation roadmap for the board

Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.

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• Reviewing progress across multiple active deals
• Tracking bid deadlines and expected closing dates
• Managing assigned tasks and overdue items across deals

Draft a Confidential Information Memorandum, a detailed company document for prospective buyers in an M&A sale. Organize business, market, customer, and financial information into a Word document with charts and a separate Excel financial appendix.

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• Drafting a company memorandum for prospective buyers
• Organizing company materials for an M&A sale
• Explaining investment strengths with supporting data

Draft letters for seller-led M&A processes, including initial offer instructions, final bid requirements, and management meeting invitations. Organize deadlines, submission details, evaluation criteria, and meeting logistics into Word documents for client review.

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• Requesting initial offers from prospective buyers
• Preparing instructions for final-round bids
• Inviting buyers to management presentations

Analyze customer profitability and revenue durability for SaaS, subscription, and other recurring businesses. Examine acquisition costs, retention, and revenue trends by customer group, then produce an Excel workbook, summary slide, and issues for further investigation.

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• Assessing recurring revenue quality in an investment target
• Tracking revenue by customer acquisition year
• Comparing acquisition costs with customer lifetime value

Find potential companies for private equity investment, check past correspondence and internal discussions for existing relationships, and draft personalized introductory emails to founders. Produce a researched shortlist and concise outreach drafts for review.

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• Finding investment targets by industry, size, and location
• Checking prior contact before approaching a company
• Drafting personalized introductory emails to founders

Create and maintain due diligence checklists for acquisitions or investments. Tailor requests to the company and deal, track owners and review status, and summarize missing documents and issues that could affect valuation or deal terms.

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• Preparing a due diligence request list
• Checking a data room for missing documents
• Tracking review progress across workstreams

Prepare for investment diligence meetings with management, experts, customers, or advisors. Create a one-page brief with prioritized questions, comparison metrics, concerns to investigate, and follow-up requests based on the meeting's purpose and existing findings.

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• Prepare questions for a management presentation
• Plan an industry expert call
• Check customer satisfaction and renewal intentions

Create one to four company profile slides for investment banking pitches, deal materials, and client presentations. Organize researched business details, financial metrics, ownership, and recent developments into compact layouts with tables and charts.

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• Preparing a company profile for a client pitch
• Summarizing financials and valuation for a deal
• Presenting business segments and major shareholders

Track upcoming events that may affect investments, including earnings, product launches, regulatory decisions, and economic releases. Create a sortable Excel calendar and weekly preview covering event importance, expectations, and potential effects on existing positions.

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• Tracking earnings and announcements across selected companies
• Reviewing important investment events for the coming week
• Assessing upcoming events affecting portfolio holdings

Prepare spreadsheet data for analysis by finding extra spaces, inconsistent capitalization, numbers stored as text, mixed date formats, and duplicates. Review proposed fixes, apply traceable formula-based changes, and compare results before and after cleanup.

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• Cleaning spreadsheet data before analysis
• Standardizing dates and text capitalization
• Finding duplicate rows and mixed data types

Build a prioritized list of potential buyers for a company sale. Assess corporate acquirers and investment funds by business fit, financial capacity, and acquisition activity, then organize leading candidates and contact plans in Excel.

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• Building a buyer list for a company sale
• Comparing corporate acquirers and investment funds
• Prioritizing buyers for successive outreach rounds

Create or update Claude skills that capture specialized knowledge and repeatable workflows. Guides the organization of instructions, scripts, references, and templates, then covers initialization, validation, and packaging into a distributable skill file.

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• Turning recurring work into a reusable Claude skill
• Organizing internal knowledge and API instructions
• Revising an existing skill after practical use

Maintain the reasoning behind portfolio holdings and watchlist companies. Record new developments, assess whether they support or weaken each argument, and produce an updated scorecard with confidence levels, upcoming events, and possible position changes.

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• Recording the rationale for a new investment
• Updating an investment thesis after earnings or news
• Reviewing arguments that support or challenge a holding

Prepare an initial equity research report through five separate tasks covering company research, financial forecasts, valuation, charts, and report assembly. Outputs include research notes, an Excel financial model, chart files, and a detailed Word report.

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• Researching a company’s business, competitors, and risks
• Building financial forecasts with three scenarios
• Estimating a price target using multiple valuation methods

Turn a supplied PowerPoint template into a reusable agent skill. Analyze layouts and content boundaries, bundle the template with self-contained instructions, validate it with a sample presentation, and package the skill for later presentation creation.

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• Turning a company PowerPoint template into a reusable skill
• Documenting layouts and safe content areas
• Bundling a template with presentation creation instructions

Prepare concise Word profiles of public or private companies using S&P Capital IQ data. It adapts business and financial information for equity research, M&A, acquisition planning, or sales meetings, with checked calculations and clearly marked missing data.

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• Preparing a company summary for equity research
• Profiling an M&A or acquisition target
• Preparing company background for a sales meeting

Create a single PowerPoint slide summarizing recent funding activity in selected sectors or companies. Using S&P Global Capital IQ data, it highlights funding totals, company valuations, major investors, key trends, and links to individual deals.

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• Weekly funding recaps for selected sectors
• Tracking funding rounds at watched companies
• Briefing colleagues on major deals and valuation changes