private-markets-analyst

Financial analysis workflows: model audit, data hygiene, XLSX and PPTX authoring, competitive analysis, deal document standards, and deck review

26 skills · 6 commands · hooks

Equity research workflows: initiating coverage, earnings updates, morning notes, model updates, thesis tracking, idea screening, and sector overviews

7 skills · 12 commands

Private equity deal lifecycle workflows: deal sourcing, due diligence, IC memos, LBO returns analysis, unit economics, value creation plans, and portfolio monitoring

8 skills · 11 commands

Investment banking deal execution workflows: CIM drafting, teasers, process letters, buyer lists, merger models, pitch decks, and datapack assembly

7 skills · 6 commands

Wealth management client workflows: client meeting prep, financial planning, portfolio rebalancing, tax-loss harvesting, client reports, and investment proposals

6 skills · 7 commands

Fixed income workflows: bond analysis, yield curve, credit spreads, FX carry, and swap curve construction (stub — skills populated in a future phase)

7 skills · 5 commands

Official Bigdata.com plugin providing financial research, analytics, and intelligence tools powered by Bigdata MCP.

24 skills · 1 MCP server

The official CCXT MCP server plus the ccxt-mcp usage skill — market data, balances and opt-in trading across 100+ crypto exchanges and prediction markets, with keys kept local.

1 MCP server

Quantitative analysis, algorithmic trading strategies, financial modeling, portfolio risk management, and backtesting

2 skills · 2 agents

Fund administration and finance ops: GL reconciliation, break tracing, accruals, roll-forwards, variance commentary, NAV tie-out

6 skills

Pre-built small business workflows to help you run and grow your business. Supports a majority of the tools you already use. You approve every step that touches money or customers. Install and then ask Claude to help you get onboarded.

44 skills · 35 MCP servers

Per-deal-and-packaging Commercial domain. v2.8.0 ships 8 skills: orchestrator + pricing-strategist (model picker + Van Westendorp WTP + packaging) + deal-desk (deal scorer + discount approval routing + redline) + partnerships-architect (5-tier classifier + joint GTM + revshare modeler) + channel-economics (cost-to-serve + ROI + mix optimizer) + commercial-policy (data-backed discount matrix + exception flow + linter) + rfp-responder (Shipley structured RFP/RFI/RFQ + win-theme + winrate predictor, context: fork) + commercial-forecaster (4Q-weighted bookings + cohort NRR/GRR + funnel-confidence with mandatory assumption disclosure). Hard rules: pricing outputs model+range (never a single number), deal outputs route to named human approver (never auto-approve), forecast outputs surface conversion assumption, RFP never invents claims for GAP requirements. 21 stdlib Python tools, 28+ reference docs. Distinct from business-growth (sales execution), c-level-advisor/cro-advisor (strategic), finance (close+report).

8 skills · 9 commands · 1 agent