deal-intelligence

Plugin deal-intelligence from marketplace claude-skills in ian-lawrence423/Claude-skills. Commands read from the repo's manifest — 1 month ago.

Skills (24)

• analytical-operating-system

  Track evidence states, belief registers, Bayesian updates, and decision posture for any analysis, recommendation, or strategic decision. Grounded in cited, traceable facts. Enforces evidence discipline across any analytical workstream: F/E/H claim tagging, belief-register initialization, Bayesian up

• boundability

  Convert load-bearing thesis drivers and diligence findings into underwriting actions, cases, protections, reprice logic, or pass decisions for single-asset deals. Consumes driver-tree, pre-mortem, claim-scrutinizer, NTB, and diligence inputs, then converts load-bearing items into underwriting decisi

• claim-scrutinizer

  Redline claims in IC memos, decks, strategy docs, and investment theses by testing logic, evidence, assumptions, base rates, and derivative math. Analyzes investment memos, IC decks, strategy memos, and PowerPoint presentations and produces a redlined critique of every claim using McKinsey MECE logi

• competitive-landscape-deliverable

  Turn a competitive landscape or M&A target spreadsheet into a board-ready executive workbook with compressed ratings, evidence, and recommendation. Triggers when converting a competitive landscape, market mapping, or M&A target spreadsheet into a board-ready executive deliverable. Preserves the raw

• competitive-moat-assessment

  Assess a company's moat type, depth, durability, erosion risk, and displacement path using competitor evidence and investment-grade tests. Build a rigorous, evidence-based assessment of a company's competitive moat — the structural advantage that allows it to earn above-market returns sustainably. U

• deal-master

  Orchestrate Pattern deal workflows across market research, diligence, IC memos, outputs, full deal packs, QA, dependency handoffs, and package routing. Orchestrates end-to-end deal intelligence by inventorying existing work, loading core frameworks, initializing the belief register, and routing to t

• deal-workbook-builder

  Builds formula-linked PE/M&A deal workbooks with driver tree, KPI tree, NTB registry, and MOIC bridge tied to a source financial model. Builds and maintains the PE/M&A deal workbook: formula-based driver tree, KPI tree, NTB registry, and MOIC bridge tabs, all chained live to a source FINANCIAL MODEL

• diligence-ddr

  Generate or tailor due diligence request lists for PE buyout or M&A sell-side deals based on company, sector, business model, and deal context. Generate or customize a comprehensive Due Diligence Request List (DDR) for PE buyout or M&A sell-side transactions. Use this skill whenever the user mention

• doc-quality-checker

  QA Pattern DOCX and investment PPTX outputs for brand formatting, table integrity, structural logic, number consistency, and narrative flow. Runs a comprehensive quality and formatting check on Pattern Word documents (.docx) and Pattern investment PPTX decks after they are created. Checks brand form

• driver-tree

  Decompose a single-asset thesis into MECE drivers, evidence tiers, base rates, vintage checks, and cascade scenarios for diligence handoff. Decomposes investment theses into MECE driver trees, assigns evidence tiers (T1–T4) to each leaf node, and surfaces what a thesis is actually built on. Use when

• executive-summary-writer

  Write two-page executive summaries for market research, IC memos, diligence, and strategy work using a fixed company/product/market/business/thesis/open-questions spine. Write a publication-ready two-page executive summary for a senior audience. Use this skill whenever Ian asks to "write the exec su

• finance-metrics-quickref

  Look up SaaS finance metric definitions, formulas, benchmarks, and interpretation guidance during investment or operating analysis. Look up SaaS finance metrics, formulas, and benchmarks fast. Use when you need a quick metric definition, formula, or benchmark during analysis.

• financial-model-builder

  Build the canonical 3-tab SaaS operating model from a source P&L and balance sheet, with input, financial model, and output tabs. **SaaS / Operating Model Financial Template Builder**: Reads a source Excel operating model (P&L, Balance Sheet) and generates a standardized 3-tab financial model with I

• gtm-metrics-analyzer

  Analyze B2B SaaS GTM data and build a diagnostic workbook covering ARR funnel, pipeline, retention, sales efficiency, and growth drivers. calculate, interpret, and package b2b saas go-to-market metrics into a diagnostic excel workbook using the bundled metric catalog, formulas, and input requirement

• ic-memo

  Draft Pattern-standard IC memos for PE buyouts, acquisitions, and strategic investments using deal gates, NTBs, risks, and recommendation structure. Write a structured, publication-ready Investment Committee memo for a PE buyout, acquisition, or strategic investment. Use this skill whenever Ian asks

• kpi-tree-builder

  Build or audit KPI trees that decompose budgets, forecasts, or operating targets into causal drivers, owners, cadences, and management actions. build, audit, and maintain company-specific kpi trees that decompose a budget, forecast, or operating target into causal drivers and atomic inputs. use when

• market-research

  Run structured market research, competitive analysis, market sizing, source validation, and executive synthesis for deals or strategy work. Execute professional-grade market research projects using a structured, hypothesis-driven methodology. Use this skill whenever Ian asks to conduct market resear

• ntb-diligence

  Build Need-to-Believe registries, evidence states, diligence plans, stress tests, and kill triggers for investment theses and IC workflows. Standalone Need-to-Believe (NTB) diligence skill. Produces a comprehensive NTB registry, a prioritised diligence plan keyed to each gap, and adversarial stress

• pattern-docx

  Generate Pattern-branded Word documents using the canonical template shell, exact typography, colors, tables, headers, footers, and QA workflow. Generate professional, on-brand Word documents (.docx) for Pattern. Use this skill whenever Ian asks to create a memo, report, analysis, due diligence docu

• pattern-investment-pptx

  Create Pattern-branded investment decks for IC, diligence, M&A, PE, board, and investor materials using the institutional deck system. Generate professional, on-brand investment-grade PowerPoint decks for Pattern. Use this skill whenever Ian asks to create an investment deck, investor presentation,

• pre-mortem

  Run investment pre-mortems that assume failure, map failure pathways to NTBs, diagnose evidence state, and surface diligence data needs. Runs a structured investment pre-mortem: assumes the deal has failed and works backward to enumerate every failure pathway, diagnose the information state for each

• red-team

  Build the strongest opposing case against a thesis, memo, deck, or strategy by mapping attack vectors, kill conditions, and counter-evidence. Adversarial stress-test skill that attempts to disprove every assertion in a document using structured logic, factual counter-evidence, and attack vectors. Us

• tam-sam-som-calculator

  Calculate TAM, SAM, and SOM with explicit methods, assumptions, caveats, and triangulation for markets, products, and investment cases. Calculate TAM, SAM, and SOM with explicit assumptions, methods, and caveats. Use when sizing a market for a product idea, business case, or executive review.

• writing-style

  Run final prose and claim-discipline review for formal outputs, including claim tags, attribution integrity, epistemic language, and clarity. Governs prose quality, claim standards, and epistemic discipline for all formal outputs via an explicit self-review pass after drafting. Auto-runs on every fo

Subagents (1)

• deal-intelligence

  Runs the full PE/M&A/public equity deal workflow from sourcing context through IC memo production. Sequences 25 skills across 7 phases: sourcing → intake & screen → market & competitive → deep diligence → draft IC memo → quality passes → output. Each phase gates on a verifiable output before proceed

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