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# Earnings Preview
---
name: earnings-preview
description: "Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on \"earnings preview\", \"what to watch for [company] earnings\", \"pre-earnings\", \"earnings setup\", or \"preview Q[X] for [company]\"."
---

description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
# Earnings Preview

## Workflow

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# Model Update
---
name: model-update
description: "Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on \"update model\", \"plug earnings\", \"refresh estimates\", \"update numbers for [company]\", \"new guidance\", or \"revise estimates\"."
---

description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
# Model Update

## Workflow

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# Morning Note
---
name: morning-note
description: "Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on \"morning note\", \"morning meeting\", \"what happened overnight\", \"trade idea\", \"morning call prep\", or \"daily note\"."
---

description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
# Morning Note

## Workflow

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# Idea Generation
---
name: idea-generation
description: "Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on \"idea generation\", \"stock screen\", \"find ideas\", \"what looks interesting\", \"screen for\", \"new ideas\", or \"pitch me something\"."
---

description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
# Idea Generation

## Workflow

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# Sector Overview
---
name: sector-overview
description: "Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on \"sector overview\", \"industry report\", \"market landscape\", \"sector analysis\", \"industry deep dive\", or \"thematic research\"."
---

description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
# Sector Overview

## Workflow

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# Client Report
---
name: client-report
description: "Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on \"client report\", \"performance report\", \"quarterly report for [client]\", \"generate reports\", or \"client statement\"."
---

description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
# Client Report

## Workflow

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# Client Review Prep
---
name: client-review
description: "Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on \"client review\", \"meeting prep for [client]\", \"quarterly review\", \"prep for [client name]\", or \"client meeting\"."
---

description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
# Client Review Prep

## Workflow

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# Investment Proposal
---
name: investment-proposal
description: "Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on \"investment proposal\", \"prospect presentation\", \"pitch new client\", \"proposal for [client]\", or \"new client presentation\"."
---

description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
# Investment Proposal

## Workflow

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# Sector Overview
---
name: sector-overview
description: "Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on \"sector overview\", \"industry report\", \"market landscape\", \"sector analysis\", \"industry deep dive\", or \"thematic research\"."
---

description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
# Sector Overview

## Workflow

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# Investment Committee Memo
---
name: ic-memo
description: "Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\"."
---

description: Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".
# Investment Committee Memo

## Workflow

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# Portfolio Monitoring
---
name: portfolio-monitoring
description: "Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\"."
---

description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
# Portfolio Monitoring

## Workflow

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# Returns Analysis
---
name: returns-analysis
description: "Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\"."
---

description: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".
# Returns Analysis

## Workflow

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# Catalyst Calendar
---
name: catalyst-calendar
description: "Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on \"catalyst calendar\", \"upcoming events\", \"what's coming up\", \"earnings calendar\", \"event calendar\", or \"catalyst tracker\"."
---

description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
# Catalyst Calendar

## Workflow

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# Earnings Preview
---
name: earnings-preview
description: "Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on \"earnings preview\", \"what to watch for [company] earnings\", \"pre-earnings\", \"earnings setup\", or \"preview Q[X] for [company]\"."
---

description: Build pre-earnings analysis with estimate models, scenario frameworks, and key metrics to watch. Use before a company reports quarterly earnings to prepare positioning notes, set up bull/bear scenarios, and identify what will move the stock. Triggers on "earnings preview", "what to watch for [company] earnings", "pre-earnings", "earnings setup", or "preview Q[X] for [company]".
# Earnings Preview

## Workflow

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# Idea Generation
---
name: idea-generation
description: "Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on \"idea generation\", \"stock screen\", \"find ideas\", \"what looks interesting\", \"screen for\", \"new ideas\", or \"pitch me something\"."
---

description: Systematic stock screening and investment idea sourcing. Combines quantitative screens, thematic research, and pattern recognition to surface new long and short ideas. Use when looking for new ideas, running screens, or conducting thematic sweeps. Triggers on "idea generation", "stock screen", "find ideas", "what looks interesting", "screen for", "new ideas", or "pitch me something".
# Idea Generation

## Workflow

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# Model Update
---
name: model-update
description: "Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on \"update model\", \"plug earnings\", \"refresh estimates\", \"update numbers for [company]\", \"new guidance\", or \"revise estimates\"."
---

description: Update financial models with new data — quarterly earnings, management guidance, macro changes, or revised assumptions. Adjusts estimates, recalculates valuation, and flags material changes. Use after earnings, guidance updates, or when assumptions need refreshing. Triggers on "update model", "plug earnings", "refresh estimates", "update numbers for [company]", "new guidance", or "revise estimates".
# Model Update

## Workflow

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# Morning Note
---
name: morning-note
description: "Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on \"morning note\", \"morning meeting\", \"what happened overnight\", \"trade idea\", \"morning call prep\", or \"daily note\"."
---

description: Draft concise morning meeting notes summarizing overnight developments, trade ideas, and key events for coverage stocks. Designed for the 7am morning meeting format — tight, opinionated, actionable. Triggers on "morning note", "morning meeting", "what happened overnight", "trade idea", "morning call prep", or "daily note".
# Morning Note

## Workflow

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# Sector Overview
---
name: sector-overview
description: "Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on \"sector overview\", \"industry report\", \"market landscape\", \"sector analysis\", \"industry deep dive\", or \"thematic research\"."
---

description: Create comprehensive industry and sector landscape reports covering market dynamics, competitive positioning, key players, and thematic trends. Use for client requests, sector initiations, thematic research pieces, or internal knowledge building. Triggers on "sector overview", "industry report", "market landscape", "sector analysis", "industry deep dive", or "thematic research".
# Sector Overview

## Workflow

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# Thesis Tracker
---
name: thesis-tracker
description: "Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on \"update thesis for [company]\", \"is my thesis still intact\", \"thesis check\", \"add data point to [company]\", or \"review my positions\"."
---

description: Maintain and update investment theses for portfolio positions and watchlist names. Track key data points, catalysts, and thesis milestones over time. Use when updating a thesis with new information, reviewing position rationale, or checking if a thesis is still intact. Triggers on "update thesis for [company]", "is my thesis still intact", "thesis check", "add data point to [company]", or "review my positions".
# Thesis Tracker

## Workflow

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# Buyer List
---
name: buyer-list
description: "Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on \"buyer list\", \"buyer universe\", \"potential acquirers\", \"who would buy this\", \"strategic buyers\", or \"financial sponsors\"."
---

description: Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".
# Buyer List

## Workflow

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# CIM Builder
---
name: cim-builder
description: "Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on \"CIM\", \"confidential information memorandum\", \"offering memorandum\", \"info memo\", \"draft CIM\", or \"sell-side materials\"."
---

description: Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
# CIM Builder

## Workflow

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# Deal Tracker
---
name: deal-tracker
description: "Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on \"deal tracker\", \"deal status\", \"where are we on\", \"process update\", \"deal pipeline\", or \"weekly deal review\"."
---

description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".
# Deal Tracker

## Workflow

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