Post-close value creation plans for China-focused portfolio companies. Adapted from the original value-creation-plan skill for Chinese business context, management practices, and market dynamics. Triggers on "A股投后增值", "价值提升计划", "value creation plan China", "100-day plan China", "portfolio value creation", or "value creation [company]".
中文简介正在准备中。当前显示原文说明。
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Develop A股投后价值提升计划 — structured value creation roadmaps for China-focused portfolio companies.
get_quote(ticker) → Current valuation
get_financials(ticker, "income") → Financial baseline
get_industry_stocks(industry="...") → Peer benchmarks
Current state analysis:
| Dimension | Current State | Gap to Best-in-Class |
|---|---|---|
| Revenue growth | [X%] | [X%] |
| Gross margin | [X%] | [X%] |
| EBITDA margin | [X%] | [X%] |
| ROE | [X%] | [X%] |
| Working capital | [X days] | [X days] |
| Capex efficiency | [X% of rev] | [X% of rev] |
Standard levers (adapted for China):
| Lever | Description | Typical Impact | Timeline |
|---|---|---|---|
| 营收增长 | Organic growth acceleration | 20-50% revenue uplift | 12-36 months |
| 毛利率优化 | Pricing, mix, cost reduction | 300-800 bps | 6-18 months |
| 运营效率 | Working capital, OpEx | 100-300 bps margin | 6-18 months |
| 渠道拓展 | New channels, geographies | 15-30% revenue | 12-24 months |
| 并购整合 | Add-on acquisitions | 20-50% value | 12-36 months |
| 成本优化 | Headcount, procurement | 10-20% OpEx | 6-12 months |
| 数字化 | Digital transformation | 20-40% efficiency | 12-36 months |
| 品牌升级 | Premium positioning | 10-20% pricing | 12-24 months |
| 国际化 | Overseas expansion | New growth vector | 24-48 months |
| 资本运作 | Refinancing, restructuring | Cost savings | 6-12 months |
First 100 days post-close:
| Week | Priority | Action | Expected Outcome |
|---|---|---|---|
| 1-2 | Management alignment | Management calls, strategy session | Aligned priorities |
| 3-4 | Financial deep dive | Detailed financial analysis | Identified quick wins |
| 5-8 | Operational assessment | Site visits, process review | Improvement roadmap |
| 9-12 | Quick wins execution | Low-hanging fruit | Early wins, momentum |
Quick wins (high impact, low effort):
Year 1: Foundation
| Quarter | Focus | Key Initiatives |
|---|---|---|
| Q1 | Stabilize | Management retention, quick wins |
| Q2 | Optimize | Cost reduction, working capital |
| Q3 | Grow | Revenue acceleration, new products |
| Q4 | Review | Progress check, plan adjustment |
Year 2: Acceleration
| Quarter | Focus | Key Initiatives |
|---|---|---|
| Q1 | Scale | Channel expansion, capacity |
| Q2 | Innovate | R&D investment, new products |
| Q3 | Expand | Geographic / segment expansion |
| Q4 | Consolidate | M&A, integration |
Year 3: Exit Preparation
| Quarter | Focus | Key Initiatives |
|---|---|---|
| Q1 | Optimize | Final push on margins |
| Q2 | Clean up | Balance sheet optimization |
| Q3 | Prepare | IPO / sale readiness |
| Q4 | Execute | Exit execution |
Value creation waterfall:
| Value Driver | Impact (亿) | Probability |
|---|---|---|
| Revenue growth | +X | High/Med/Low |
| Margin expansion | +X | High/Med/Low |
| Multiple expansion | +X | High/Med/Low |
| De-leveraging | +X | High/Med/Low |
| Total Value Creation | +X |
EBITDA bridge:
| Item | Year 0 | Year 1 | Year 2 | Year 3 |
|---|---|---|---|---|
| Baseline EBITDA | ||||
| Revenue growth | +X | +X | +X | |
| Margin improvement | +X | +X | +X | |
| Cost savings | +X | +X | +X | |
| M&A | +X | |||
| Target EBITDA |
KPIs to track:
| KPI | Frequency | Target |
|---|---|---|
| Revenue growth | Monthly | >XX% |
| EBITDA margin | Quarterly | >XX% |
| Customer acquisition | Monthly | <¥XX |
| Cash conversion | Quarterly | >XX% |
| Market share | Semi-annual | Top X |
Governance structure:
| Tool | Application in China |
|---|---|
| 管理层股权激励 (ESOP) | 期权, 限制性股票, 虚拟股 |
| 跟投机制 | Management co-investment |
| 对赌协议 (VAM) | Performance-based earnout |
| 董事会席位 | Board representation |
| 重大事项一票否决 | Veto rights on key decisions |
| Area | Typical Challenge | Solution |
|---|---|---|
| 财务管理 | Weak FP&A, cash management | Implement financial controls |
| 销售体系 | Chaotic channel management | Systematic channel strategy |
| 生产管理 | Low efficiency, high waste | Lean manufacturing |
| 数字化 | Legacy IT systems | ERP, CRM implementation |
| 人才管理 | Limited management depth | External hires, training |
| 公司治理 | Related party issues | Governance overhaul |
| Factor | Value Creation Impact |
|---|---|
| 政策周期 | Align value creation with policy cycles |
| 市场规模 | TAM still large in many sectors |
| 竞争格局 | Consolidation opportunities |
| 数字化 | Leapfrog opportunities |
| 国际化 | Export potential for many sectors |
Before delivering:
Data Source Mode Switch: Set env var
IFIND_DATA_SOURCE_MODEto control data source preference.
ifind-only(strict): Use iFind only, error if unavailableifind-fallback(default): iFind preferred, fallback to AkShareakshare-only: Skip iFind, use AkShare only
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Three-statement financial model for A-share stocks. Adapts the standard 3-statement-model methodology for Chinese accounting standards (CAS), Chinese GAAP differences, and AkShare-sourced financials. Use instead of the original 3-statement-model skill when building integrated IS/BS/CF models for Chinese listed companies.
中文简介正在准备中。当前显示原文说明。
Build accrual schedules for A-share companies tracking revenue recognition, expense accruals, and working capital timing. Adapted from the original accrual-schedule skill for CAS accounting and Chinese business practices. Triggers on "A股应计项目", "应计计提", "accrual schedule China", "应计账款分析", or "working capital accruals [company]".
中文简介正在准备中。当前显示原文说明。
Build accrual schedules for A-share fund administration. Tracks revenue recognition, expense accruals, and working capital timing for fund accounting. Adapted from the original accrual-schedule skill for fund accounting standards. Triggers on "基金应计项目", "应计计提基金", "accrual schedule fund", "NAV accruals", or "accruals [fund]".
中文简介正在准备中。当前显示原文说明。
Assess an A-share portfolio company's AI readiness for China-focused private equity investments. Evaluates data infrastructure, technology stack, talent, and AI adoption opportunities in the Chinese market context. Triggers on "A股公司AI评估", "AI readiness China", "AI assessment portfolio company", "AI转型评估", or "artificial intelligence readiness [company]".
中文简介正在准备中。当前显示原文说明。
Audit financial models and Excel workbooks for A-share analysis. Adapts the original audit-xls skill for Chinese financial modeling standards, CAS conventions, and A-share-specific checks. Triggers on "A股模型审计", "财务模型核查", "audit model China", "audit xlsx", "模型QC", or "check model [company]".
中文简介正在准备中。当前显示原文说明。
Forensic financial analysis for A-share companies. Identifies discrepancies, potential irregularities, and earnings quality issues in Chinese financial statements. Adapted from the original break-trace skill for CAS accounting and Chinese market red flags. Triggers on "A股财务核查", "财务异常", "forensic analysis China", "财务舞弊", "earnings quality China", or "investigate [company] financials".
中文简介正在准备中。当前显示原文说明。