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Claude Skills by CaseMark
github.com/CaseMark2,057 skills3 installs2,905 views
- Modeling Stub Value AnalysisCalculates stub equity value with subsidiary attribution, holding company discount, and sum-of-parts residual analysis. Use when analyzing stub values, evaluating holding company discounts, or identifying negative stub situations.Votes: 0GitHub stars: 41
- Modeling Tax Attribute PreservationAnalyzes NOL and tax attribute preservation strategies under Section 382 limitations in ownership change scenarios. Use when modeling tax attribute preservation, analyzing 382 limitations, or structuring ownership change thresholds.Votes: 0GitHub stars: 41
- Modeling Transaction Cost AnalysisBuilds TCA frameworks with implementation shortfall, VWAP comparison, and market impact estimation across asset classes. Use when conducting TCA, measuring execution quality, or analyzing trading costs.Votes: 0GitHub stars: 41
- Modeling Transaction Cost OptimizationBuilds transaction cost models with market impact estimation, optimal trade scheduling, and turnover-adjusted returns. Use when modeling trading costs, optimizing turnover, or evaluating net-of-cost alpha.Votes: 0GitHub stars: 41
- Modeling Transaction Financing StructuresConstructs acquisition financing models with debt capacity, leverage analysis, coverage ratios, and capital structure optimization. Use when modeling deal financing, analyzing leverage capacity, or structuring acquisition debt.Votes: 0GitHub stars: 41
- Modeling Variance And Volatility SwapsPrices variance and volatility swaps with replication methodology, convexity adjustment, and discrete monitoring analysis. Use when pricing vol products, modeling variance swaps, or evaluating volatility strategies.Votes: 0GitHub stars: 41
- Modeling Venture Cap TablesBuilds cap table models with round-by-round dilution, ESOP expansion, convertible note conversion, and exit waterfall analysis. Use when modeling cap tables, projecting ownership dilution, or calculating exit proceeds distribution.Votes: 0GitHub stars: 41
- Modeling Venture Fund EconomicsBuilds LP-level fund models with management fees, carried interest, clawback provisions, and waterfall distributions. Use when modeling fund economics, projecting LP returns, or analyzing fund terms.Votes: 0GitHub stars: 41
- Modeling Volatility Targeting StrategiesBuilds volatility targeting models with realized vol estimation, leverage adjustment, and drawdown management mechanics. Use when implementing vol targeting, adjusting portfolio leverage, or managing drawdown limits.Votes: 0GitHub stars: 41
- Modeling Waterfall Distribution MechanicsBuilds distribution waterfall models with European vs American style carry, preferred return accrual, and GP clawback calculation. Use when modeling distribution waterfalls, comparing carry structures, or calculating LP distributions.Votes: 0GitHub stars: 41
- Modeling Xva AdjustmentsCalculates comprehensive XVA including CVA, DVA, FVA, KVA, and MVA with portfolio-level analysis and hedging strategies. Use when computing XVA, modeling valuation adjustments, or analyzing funding costs.Votes: 0GitHub stars: 41
- Planning Exit Timing And StrategyEvaluates exit alternatives (strategic sale, IPO, secondary, continuation) with market conditions, buyer universe, and return optimization. Use when planning exits, evaluating exit timing, or comparing exit routes.Votes: 0GitHub stars: 41
- Planning Post Merger IntegrationStructures Day 1 readiness, 100-day plans, and long-term integration workstreams with synergy realization tracking. Use when planning PMI, building integration timelines, or tracking workstream execution.Votes: 0GitHub stars: 41
- Preparing Credit Investment MemorandaCreates credit investment memos with borrower analysis, structural assessment, risk evaluation, and relative value positioning. Use when writing credit memos, documenting loan decisions, or presenting credit opportunities.Votes: 0GitHub stars: 41
- Preparing Cross Border Investment CasesStructures international investment recommendations with country risk overlay, currency analysis, and structural considerations for IC presentation. Use when preparing cross-border cases, building international IC materials, or documenting cross-border opportunities.Votes: 0GitHub stars: 41
- Preparing Deal Attribution AnalysisStructures investment-level performance attribution with return decomposition, timing analysis, and value driver identification. Use when preparing deal attribution, analyzing investment returns, or building exit case studies.Votes: 0GitHub stars: 41
- Preparing Derivative Risk ReportsStructures derivative portfolio risk reporting with Greeks aggregation, scenario analysis, and limit monitoring. Use when preparing derivative risk reports, aggregating portfolio Greeks, or monitoring risk limits.Votes: 0GitHub stars: 41
- Preparing Disclosure Statement AnalysisEvaluates Chapter 11 disclosure statements with plan description adequacy, feasibility projections, and liquidation analysis comparison. Use when reviewing disclosure statements, analyzing plan feasibility, or preparing objections.Votes: 0GitHub stars: 41
- Preparing Equity Capital Markets UpdatesSynthesizes ECM market conditions with recent pricing, sector performance, and pipeline activity for client communication. Use when preparing market updates, summarizing ECM activity, or advising on market timing.Votes: 0GitHub stars: 41
- Preparing Esg And Impact ReportingStructures ESG and impact reporting for fund investors with metric collection, framework alignment, and progress communication. Use when preparing ESG reports, collecting impact data, or aligning with reporting frameworks.Votes: 0GitHub stars: 41
- Preparing Event Driven Investment CasesStructures event-driven investment recommendations with catalyst identification, timeline analysis, and risk/reward framework for portfolio allocation. Use when preparing event-driven cases, documenting catalyst theses, or presenting special situation opportunities.Votes: 0GitHub stars: 41
- Preparing Fund Valuation ReportsStructures fund NAV reporting with investment-level valuations, methodology disclosure, and fair value hierarchy classification. Use when preparing NAV reports, documenting valuation methodology, or presenting fair value analysis.Votes: 0GitHub stars: 41
- Preparing Fundraising Pipeline ReportsTracks fundraising progress with prospect pipeline, commitment tracking, and closing projection for fund formation processes. Use when monitoring fundraising, tracking LP commitments, or projecting fund closing timelines.Votes: 0GitHub stars: 41
- Preparing Growth Equity Exit MaterialsStructures exit preparation with financial audit readiness, management presentation preparation, and buyer/IPO positioning. Use when preparing for exit, building exit marketing materials, or positioning companies for sale or IPO.Votes: 0GitHub stars: 41
- Preparing Infrastructure Investment CasesStructures infrastructure investment recommendations with regulatory analysis, cash flow modeling, and risk assessment for IC presentation. Use when preparing infra investment cases, building IC materials, or documenting infrastructure opportunities.Votes: 0GitHub stars: 41
- Preparing K1 And Tax Reporting PackagesCoordinates partner tax reporting with Schedule K-1 preparation, PFIC reporting, and state filing requirements. Use when preparing K-1 packages, coordinating tax reporting, or managing partner tax communication.Votes: 0GitHub stars: 41
- Preparing Private Placement MemorandaCreates fund PPM documentation with investment strategy, risk factors, fee disclosure, and regulatory compliance for fund marketing. Use when preparing PPMs, drafting fund marketing materials, or structuring offering documentation.Votes: 0GitHub stars: 41
- Preparing Quantitative Strategy ReportsStructures systematic strategy performance reporting with factor exposure, attribution, and risk analytics for investor communication. Use when preparing quant reports, documenting strategy performance, or presenting systematic strategy results.Votes: 0GitHub stars: 41
- Preparing Quarterly Lp ReportsCreates comprehensive quarterly LP reporting packages with fund performance, portfolio updates, and market commentary. Use when preparing quarterly reports, building LP update packages, or structuring fund communications.Votes: 0GitHub stars: 41
- Preparing Real Asset Investment CasesStructures real asset investment recommendations with commodity thesis, asset-level analysis, and risk assessment for IC presentation. Use when preparing resource investment cases, building IC materials, or documenting real asset opportunities.Votes: 0GitHub stars: 41
- Preparing Secondary Market ReportsSynthesizes secondary market activity with volume trends, pricing benchmarks, and deal type composition for market participants. Use when preparing market reports, analyzing secondary volumes, or tracking market evolution.Votes: 0GitHub stars: 41
- Preparing Strategic Alternatives Board MaterialsCreates board presentation materials with strategic options analysis, financial impact, and recommendation framework for corporate transformation decisions. Use when preparing board strategy materials, presenting alternatives, or documenting strategic recommendations.Votes: 0GitHub stars: 41
- Preparing Trading Desk Risk ReportsStructures trading desk risk reporting with P&L attribution, position summaries, and limit utilization tracking. Use when preparing desk risk reports, attributing trading P&L, or monitoring position limits.Votes: 0GitHub stars: 41
- Preparing Venture Exit AnalysesEvaluates exit scenarios including IPO, M&A, secondary sale, and recapitalization with timing and return analysis. Use when planning exits, comparing exit routes, or modeling exit outcomes for portfolio companies.Votes: 0GitHub stars: 41
- Pricing Lp Interest PortfoliosEvaluates LP interest portfolios with fund-by-fund NAV assessment, J-curve positioning, and portfolio-level pricing methodology. Use when pricing secondary portfolios, evaluating LP interest bids, or analyzing fund vintages.Votes: 0GitHub stars: 41
- Pricing Vanilla Equity OptionsCalculates option values with Black-Scholes, binomial, and Monte Carlo methods including Greeks sensitivity analysis. Use when pricing equity options, calculating Greeks, or evaluating option strategies.Votes: 0GitHub stars: 41
- Screening Acquisition TargetsFilters potential acquisition targets against strategic criteria including size, geography, capability gaps, and synergy potential. Use when building target lists, screening M&A pipelines, or identifying bolt-on candidates.Votes: 0GitHub stars: 41
- Screening Deal Flow PipelineFilters inbound deal flow against fund thesis, stage, sector, and return requirements with structured pass/advance decisions. Use when triaging deal flow, evaluating inbound pitches, or managing sourcing pipelines.Votes: 0GitHub stars: 41
- Structuring Abs TransactionsDesigns asset-backed securitization structures with tranche hierarchy, credit enhancement, and cash flow allocation mechanics. Use when structuring ABS deals, designing tranche waterfall, or analyzing credit enhancement levels.Votes: 0GitHub stars: 41
- Structuring Activist Engagement StrategiesDesigns constructive engagement approaches with value creation proposals, governance improvements, and strategic change recommendations. Use when planning activist engagement, designing value creation proposals, or structuring board discussions.Votes: 0GitHub stars: 41
- Structuring Algorithmic Execution StrategiesDesigns algo trading strategies with TWAP, VWAP, and implementation shortfall approaches tailored to order characteristics. Use when selecting execution algos, designing trading strategies, or optimizing order routing.Votes: 0GitHub stars: 41
- Structuring Annual Meeting MaterialsPrepares annual meeting presentations with fund performance review, market outlook, pipeline discussion, and LP Q&A preparation. Use when preparing AGM materials, structuring LP presentations, or coordinating annual meetings.Votes: 0GitHub stars: 41
- Structuring Asset Based LendingDesigns ABL facilities with borrowing base calculations, collateral eligibility criteria, and field exam requirements. Use when structuring ABL facilities, calculating borrowing availability, or analyzing collateral pools.Votes: 0GitHub stars: 41
- Structuring Bond OfferingsDesigns bond offering structures with tenor, coupon, call provisions, covenant packages, and pricing methodology. Use when structuring bond deals, selecting debt parameters, or comparing issuance alternatives.Votes: 0GitHub stars: 41
- Structuring Clo Reinvestment PeriodsDesigns CLO reinvestment criteria with portfolio quality tests, trading guidelines, and concentration limits. Use when structuring CLO reinvestment, setting portfolio constraints, or analyzing manager flexibility.Votes: 0GitHub stars: 41
- Structuring Co Investment AllocationsDesigns co-invest offerings with allocation methodology, LP terms, and fee/carry structure for direct investment opportunities. Use when structuring co-investments, allocating deal capacity, or managing LP co-invest programs.Votes: 0GitHub stars: 41
- Structuring Co Investment VehiclesDesigns co-investment fund structures with deal-specific and programmatic formats, fee terms, and allocation methodology. Use when structuring co-invest programs, designing deal-specific vehicles, or analyzing co-invest economics.Votes: 0GitHub stars: 41
- Structuring Collar And Prepaid ForwardDesigns equity monetization structures with zero-cost collars, prepaid variable forwards, and exchange fund alternatives. Use when structuring equity monetization, designing collars, or evaluating concentrated stock solutions.Votes: 0GitHub stars: 41
- Structuring Commercial Mortgage SecuritizationDesigns CMBS structures with property-level underwriting, DSCR analysis, and loan-level credit assessment. Use when structuring CMBS deals, underwriting commercial mortgage pools, or analyzing property cash flows.Votes: 0GitHub stars: 41
- Structuring Corporate Hedging ProgramsDesigns enterprise hedging strategies for commodity, FX, and interest rate exposures with hedge accounting qualification. Use when designing hedge programs, selecting hedging instruments, or structuring hedge documentation.Votes: 0GitHub stars: 41