Business & Operations skills

dcf-model

Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.

Planning

3-statement-model

Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template

Planning

investment-proposal

Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".

Sales

kyc-rules

Apply the firm's KYC/AML rules grid to a parsed onboarding record — assign a risk rating, list every rule outcome with the rule cited, and flag what's missing or escalation-worthy. Use after kyc-doc-parse; this skill decides nothing, it scores and routes.

People

kyc-doc-parse

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.

People

break-trace

Root-cause a reconciliation break to its source transaction or posting — follow the audit trail from the break row back to the originating entry on each side and state what differs and why. Use after gl-recon has classified a break.

Reporting

model-update

Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".

Planning

earnings-preview

Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".

Reporting

earnings-analysis

Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.

Reporting

forecasting

How to produce a demand forecast for a SKU, and when to delegate that to a subagent vs. compute it yourself. Load this for any task involving "forecast", "how much will we sell", "next month", promos, or seasonal SKUs.

Planning

performance-insights

Explaining how the business is doing, meaning why a metric moved, which segment drove it, pace against a comparable, progress against goals the operator has stated, and questions over sales, traffic, conversion, and customers or this operation's equivalents that the snapshot alone does not answer. Not needed when the snapshot's headline figures and their change on the prior period answer the question, how a period went included.

Sales

salesforce-api

Query, read, create, update, and describe Salesforce records — Accounts, Contacts, Opportunities, Leads, Cases, and custom objects. Use this whenever the user wants to look up a Salesforce record, run a SOQL query, update an Opportunity, check an object's fields, or asks "what's in Salesforce" — even if they don't say "API". Also use it for any URL under *.salesforce.com / *.lightning.force.com or a mention of a Salesforce record ID or SOQL. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.

Sales

hubspot-api

Read, create, update, search, and associate HubSpot CRM records — contacts, companies, deals, tickets, and custom objects. Use this whenever the user wants to look up a contact, create a deal, update a company, search the CRM, link two records, or asks "what's in HubSpot" — even if they don't say "API". Also use it for any URL under app.hubspot.com or a mention of a HubSpot object/record ID. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.

Sales

tres-upload-tx-header-validation

The exact column header names required by the TRES Finance bulk transaction CSV upload. Use whenever building, fixing, or validating the header row of a TRES manual transaction or sub-transaction upload CSV — especially after an upload fails with "Missing required column(s): ...". Trigger phrases include: 'fix my CSV headers', 'bulk transaction upload failed', 'missing required columns', 'validate TRES upload CSV', 'transaction CSV template headers'. This skill is ONLY about the header naming convention; it does not cover row values or upload workflow. Do NOT trigger for contacts import CSV (u

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