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Plan and execute organizational or technical changes. Trigger with "we're changing", "rolling out", "migration plan", "how do we communicate this change", "change management plan", or when the user is planning a change that affects people, processes, or systems.

A set of resources to help me write all kinds of internal communications, using the formats that my company likes to use. Claude should use this skill whenever asked to write some sort of internal communications (status reports, leadership updates, 3P updates, company newsletters, FAQs, incident reports, project updates, etc.).

Identify, assess, and mitigate operational risks. Trigger with "what are the risks", "risk assessment", "risk register", "what could go wrong", or when the user is evaluating risks associated with a project, vendor, process, or decision.

Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.

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

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format. **Perfect for:** - Public company valuation (M&A, investment analysis) - Benchmarking performance vs. industry peers - Pricing IPOs or funding rounds - Identifying valuation outliers (over/under-valued) - Supporting investment committee presen

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee mater

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

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

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/

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

Create institutional-quality equity research initiation reports through a 5-task workflow. Tasks must be executed individually with verified prerequisites - (1) company research, (2) financial modeling, (3) valuation analysis, (4) chart generation, (5) final report assembly. Each task produces specific deliverables (markdown docs, Excel models, charts, or DOCX reports). Tasks 3-5 have dependencies

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

This skill should be used when completing LBO (Leveraged Buyout) model templates in Excel for private equity transactions, deal materials, or investment committee presentations. The skill fills in formulas, validates calculations, and ensures professional formatting standards that adapt to any template structure.

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

Populates investment banking pitch deck templates with data from source files. Use when: user provides a PowerPoint template to fill in, user has source data (Excel/CSV) to populate into slides, user mentions populating or filling a pitch deck template, or user needs to transfer data into existing slide layouts. Not for creating presentations from scratch.

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

Generate a concise 4-5 page equity research earnings preview for a single company. Analyzes the most recent earnings transcript, competitor landscape, valuation, and recent news to produce a professional HTML report.

Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and notable capital markets activity across a user's watched sectors or companies. Use this skill when the user asks for a deal flow summary, weekly recap, funding digest, transaction roundup, or capital markets briefing. Triggers on: 'deal flow digest', 'weekly funding recap', 'deal roundup', 'trans

Generate professional company tear sheets using S&P Capital IQ data via the Kensho LLM-ready API MCP server. Use this skill whenever the user asks for a tear sheet, company one-pager, company profile, fact sheet, company snapshot, or company overview document — especially when they mention a specific company name or ticker. Also trigger when users ask for equity research summaries, M&A company pro

Creates professional investment banking strip profiles (company profiles) for pitch books, deal materials, and client presentations. Generates 1-4 information-dense slides with quadrant layouts, charts, and tables.

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

166 production-ready Claude AI skills organized by corporate role — executive leadership, finance, HR, marketing, sales, legal, operations, engineering, product, data, customer success, procurement & document processing

TRIGGER THIS when researching market salaries, building compensation strategies, creating salary bands, analyzing pay equity, conducting salary reviews, preparing compensation proposals, or ensuring competitive compensation. Analyzes market data, builds equity-focused salary structures, identifies pay gaps, and creates data-driven compensation recommendations.

TRIGGER THIS when building DEI strategy, creating diversity goals, designing inclusive programs, building equity analyses, developing training, addressing inclusion issues, or tracking DEI metrics. Develops comprehensive diversity, equity, and inclusion strategies aligned to business goals with measurable outcomes, training programs, metrics frameworks, and accountability systems.

TRIGGER THIS when designing employee engagement surveys, analyzing employee feedback, creating action plans based on survey results, tracking engagement trends, planning pulse surveys, or improving employee experience. Designs comprehensive surveys that measure engagement, belonging, and satisfaction with actionable insights and accountability-driven improvement plans.

TRIGGER THIS when creating or updating employee handbooks, documenting HR policies, developing code of conduct, building benefits guides, or creating leave/PTO policies. Creates comprehensive, legally compliant, accessible employee handbooks covering company policies, culture, benefits, code of conduct, and all required disclosures.

TRIGGER THIS when preparing interviews, planning hiring processes, creating interview questions, building evaluation frameworks, developing interviewer guides, or standardizing interview approaches. Builds complete interview kits with competency-based questions, scorecards, rubrics, interviewer training, and structured evaluation protocols.

TRIGGER THIS when crafting job descriptions, posting new roles, defining position requirements, creating hiring briefs, updating JDs, or structuring role expectations. Creates compelling, inclusive, DEI-focused job descriptions with clear requirements, responsibilities, qualifications, salary transparency, and modern hiring language.

TRIGGER THIS when preparing for new hires, planning first-day/week/month activities, creating onboarding schedules, building 30-60-90 day plans, designing welcome programs, organizing training schedules, or setting up buddy/mentorship programs. Designs comprehensive, engaging onboarding experiences that accelerate time-to-productivity and build belonging.

TRIGGER THIS when conducting performance reviews, writing manager feedback, creating self-assessments, building peer feedback, developing PIPs, creating development plans, or handling difficult performance conversations. Helps write constructive, specific, actionable feedback that develops performance and documents performance management appropriately.