utopia-investments

Plugin utopia-investments from marketplace skills in The-Utopia-Studio/skills. Commands read from the repo's manifest — 4 days ago.

Skills (42)

• 3-statement-model

  Fills in and links a 3-statement financial model template (income statement, balance sheet, cash flow) in Excel, with formulas not hardcodes. Use when asked to complete or populate a model template, finish a partly filled IS/BS/CF, link the three statements, or get an existing model framework to bal

• ada

  Ada, the Studio's technical due diligence persona: runs a 5-phase repo audit of a portco codebase, then the technical DD report in her voice, verdict first with P0-P3 severities. Use only when the user names Ada: "Ada, run DD on...", "ask Ada", "as Ada". Not for technical DD without the persona (use

• auction-sealed-bid-pricing

  Sets a justified bid for a sealed-bid, first-price auction: records the auction rules and value assumptions, computes a benchmark bid, and checks winner's-curse risk when bidders share a common value. Use when bidding in a sealed-bid deal process, sizing a bid, asking how much to shade below value,

• audit-xls

  Audits a spreadsheet or financial model for formula errors and mistakes, scoped to a range, a sheet or the whole model, including balance sheet balance, cash tie-out and logic checks. Use when the user says "audit this sheet", "check my formulas", "QA this spreadsheet", "model won't balance" or "som

• bayesian-reasoning-calibration

  Updates a probability with new evidence using Bayes' rule and shows the maths: prior, likelihoods, likelihood ratio, posterior, plus a calibration and sensitivity check. Use when the user says "I thought 30%, now X happened", "update my probability", "how much should this move me", gives a prior plu

• causal-inference-root-cause

  Finds the true root cause of an outcome by testing competing explanations and separating causation from correlation and confounding, then proposes interventions on the real drivers. Use when asking "why did this really happen", a metric dropped, analysing a failure or policy impact, or the user ment

• clean-data-xls

  Cleans a messy spreadsheet or table: trims whitespace, unifies spellings and casing, converts text numbers and mixed dates, removes duplicates and flags mixed-type or error cells, proposing fixes before applying them. Use when the user says "clean this data", "this sheet is a mess", "dedupe", "stand

• competitive-analysis

  Builds a competitive landscape deck: market map, positioning, competitor deep-dives, moat assessment and bull/base/bear scenarios for investment contexts. Use when the user asks for a competitive landscape, competitor analysis, peer comparison or market map, says "who competes with X" or "benchmark

• comps-analysis

  Builds a trading comps table in Excel (EV/Revenue, EV/EBITDA, P/E, P/B, quartiles) and analyses the multiples against their drivers, with a sector regression for a predicted multiple and implied value. Use when valuing a company against peers, picking comparables, pricing a round off public comps, o

• cost-of-capital-estimator

  Estimates a company's discount rate: cost of equity (CAPM, bottom-up beta), cost of debt (synthetic rating) and WACC in any currency, with country risk premiums for GCC, MENA and other emerging markets. Use when the user asks "what discount rate", "what's the WACC", "hurdle rate", "cost of equity fo

• datapack-builder

  Builds an investment-committee-ready Excel data pack by extracting and normalising financials from CIMs, offering memorandums, filings, web or MCP sources, with documented assumptions. Use for M&A or PE due diligence, IC materials, "build a data pack from this CIM", or standardising financials acros

• dcf-model

  Builds a discounted cash flow (DCF) valuation: a full Excel model with WACC, bear/base/bull cases, terminal value and sensitivity tables, or a quick markdown DCF, ending in a per-share intrinsic value. Use when the user asks for a DCF, intrinsic or fair value, terminal value, FCFF/FCFE/DDM or an imp

• decision-matrix

  Compares named options against weighted criteria in a scored decision matrix, with weighting methods, score calibration, sensitivity analysis and trade-off notes. Use when choosing between vendors, tools or strategies, balancing cost vs quality vs speed, or the user says "which option should we choo

• deck-refresh

  Rolls an existing deck forward with new numbers: finds every instance of each old figure across text, tables, charts and footnotes, flags derived numbers that may be stale, gets approval, then edits in place keeping formatting. Use when the user says "update the deck with Q4 numbers", "roll this dec

• deliberation-debate-red-teaming

  Red-teams a plan, strategy or decision from several adversarial roles (competitor, regulator, devil's advocate, internal stakeholders) to surface blind spots and hidden assumptions, then ranks the risks. Use when the user wants adversarial review before launch or IC, to stress-test a strategy, run a

• estimation-fermi

  Produces a quick back-of-envelope (Fermi) estimate: breaks the unknown into estimable factors, states assumptions, gives bounds and cross-checks with a second path. Use when the user asks for a ballpark, rough or order-of-magnitude number, "roughly how many...", "quick estimate of...", or wants to s

• expected-value

  Calculates the expected value of a decision: outcomes, probabilities and payoffs per option, then adjustments for risk, time value and option value, with sensitivity and breakeven odds. Use when the user asks "is this worth it", "should we do X or Y", "should we exercise our pro-rata / follow on", "

• forecast-premortem

  Stress-tests a forecast by assuming it failed and working backward to find blind spots, tail risks and overconfidence, then widens the probability or interval. Use when confidence is very high or very low, the user asks "what could go wrong", wants a premortem, backcasting or a stress test, or menti

• funding-digest

  Produces a one-slide PPTX deal-flow digest of funding rounds in a period for the user's sectors or companies (company, round, amount, valuation, leads, links) with three or four takeaways. Use when the user asks for "this week's deal flow", a weekly funding recap, deal roundup, "what rounds closed i

• ib-check-deck

  QCs a finished deck before it goes out: checks numbers agree across slides, charts match the narrative, language is client- or board-ready and sources and labels are clean, reporting issues by severity with slide numbers. Read-only. Use when the user asks to QC, proof or do a final pass on a deck, s

• ib-pitch-deck

  Populates an existing investment banking PowerPoint template with data from Excel, CSV or other source files, mapping figures into the template's slide layouts. Use when the user provides a PPT template to fill, has source data to drop into slides, or says "populate this pitch book template". Not fo

• investor-deal-sheet

  Produces the one-page A4 investor deal sheet (teaser) carrying the round terms, traction and use of funds, something an investor can forward internally. Use when a founder asks for a deal sheet, investor one-pager, teaser, "summary of the round" or "what do we send after the meeting", or has a deck

• investor-doc-system

  Provides a print-first HTML/CSS template and headless-Chrome render script so an investor document works as both a web page and a clean A4 PDF. Use when the user says "make this a PDF", "our memo prints badly", "investor docs that match our brand", page breaks land mid-table, or as the rendering lay

• investor-fact-ledger

  Keeps investor-facing numbers consistent across deck, memo, data room, website and one-pager with a single fact ledger and a checker script that fails when a surface drifts or a retired number survives. Use when the user says "our deck and memo disagree", "keep my numbers consistent", "we changed th

• investor-faq

  Writes the investor FAQ: the hard objections to a raise answered in writing, and flags objections with no good answer as business problems. Use when a founder asks for an investor FAQ, objection handling for the raise, "the hard questions", "what will investors push back on", keeps getting the same

• investor-memorandum

  Writes the long investor document behind the deck: an investment memorandum (8-20 pages, VC/angel) or an operating business plan (15-40 pages, banks, DFIs, grant committees). Use when a founder asks for an investment memo, information memorandum, IM, business plan, "the document behind the deck" or

• investor-reading-room

  Plans and builds a founder's full investor data room: decides the document set and build order, then hands off to the deal sheet, memorandum, FAQ, fact ledger and doc system skills; also audits an existing room for gaps and contradictions. Use when a founder says "build my data room", "investor read

• khalil

  Khalil, the Studio's pitch-deck persona: asks who the audience is, then runs the deck workflow (narrative, competitive analysis, data pack, pitch deck, QC, refresh) in his own voice under the house brand rules. Use only when the user names Khalil: "Khalil, build...", "ask Khalil", "as Khalil". Not f

• kill-criteria-exit-ramps

  Sets pre-agreed, objective kill criteria and go/no-go gates for a project or investment, and runs continue/pivot/kill decisions without sunk-cost bias. Use when defining stopping rules, setting exit criteria or milestone gates before launch, deciding whether to continue, pivot or kill an initiative,

• patent-pct-application

  Prepares and reviews international and European patent filings for portfolio companies: PCT applications, unity of invention, claims and abstract, deadline and fee planning from the priority date, national phase strategy, Euro-PCT and EPO quality checks, and EPC/PCT rule research with citations. Use

• pitch-deck-web

  Builds a pitch deck as a responsive scrolling website (Vite, React, TypeScript, Tailwind, motion) from a brand book plus a PRD or existing deck, then validates and optionally deploys it. Use when the user wants a web deck, deck website, interactive pitch site, a deck as a React app, or a deck deploy

• pitch-deck

  Builds investor-ready pitch decks as branded PPTX files from meeting notes, transcripts, old decks and DD reports, or improves an existing deck; scores inputs and output on a 15-dimension rubric and marks gaps as [NEEDS INPUT]. Use when the user wants a pitch deck, investor deck, syndication or co-i

• ppt-template-to-skill

  Turns a company's PowerPoint template (.pptx or .potx) into a reusable skill: extracts layouts, placeholders and dimensions, writes the SKILL.md and packages the template with it. Use only when the user wants a skill built from their slide template, e.g. "make a skill from our PPT template" or "so C

• reference-class-forecasting

  Anchors a forecast on the outside view: picks a reference class of similar past cases, finds their base rate, then adjusts for case specifics. Use when starting a forecast, asking "how often do deals like this succeed", needing a base rate, testing a "this time is different" claim, or the user menti

• research-claim-map

  Fact-checks claims by triangulating sources, rating evidence quality and source credibility, and giving a confidence-rated verdict per claim. Use when verifying a founder's or market claim before a decision, the user says "fact-check", "verify this", "is this true", "evaluate these sources", or evid

• scout-mindset-bias-check

  Checks a judgment or forecast for cognitive bias with reversal tests, scope-sensitivity and status-quo checks, confidence-interval audits or a full bias audit. Use when a prediction feels emotional or stuck at 50/50, the user wants a bias check on an investment view, asks "am I fooling myself", or m

• tear-sheet

  Produces a company tear sheet: a one-page Word profile (equity research, IB/M&A, corp dev or BD) or 1-4 PowerPoint strip-profile slides, with financials, segments, valuation, peers and M&A, every figure cited. Use when the user asks for a tear sheet, company one-pager, company profile, strip profile

• technical-dd

  Writes an investment-grade technical due diligence report as a branded .docx for IC: architecture, AI/ML claims, code quality, security, scalability, tech debt, team, IP, claims audit and risk register, from decks and docs or a repo audit. Use when the user mentions technical due diligence, tech DD,

• trend-scanning-foresight

  Scans external trends across PESTLE dimensions, spots weak signals, builds scenario futures and sets signposts for early warning. Use for strategic planning, horizon scanning, trend analysis, scenario planning, "what trends could hit this market", or setting indicators to watch for a thesis. Not for

• valuation-narrative

  Builds a Damodaran-style story-to-numbers valuation narrative: life-cycle stage, TAM, and the five value drivers (growth, margin, sales-to-capital, cost of capital, failure risk) with an alternative narrative. Use when asked for a valuation narrative, what has to be true for a valuation, a company's

• valuation-reconciler

  Reconciles DCF and multiples valuations into one value and a buy/sell/hold call: explains divergence, reverse-engineers what the market prices in (implied growth, ROIC), computes margin of safety and names catalysts. Use when combining valuation methods, making an investment recommendation, or the u

• what-if-scenario-analysis

  Runs what-if analysis on a decision or past event: counterfactuals ("what if we had..."), three- scenario and 2x2 scenario sets, assumption reversal and stress tests against alternative futures. Use when the user asks "what would have happened if", "what if X changes", wants scenarios for a decision

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