Marketing & Growth

lev-os Skill

Monitors portfolio company KPIs including burn rate, runway, MRR growth, CAC/LTV, and cohort performance. Use when tracking portfolio metrics, assessing company health, or preparing portfolio reviews.

lev-os Skill

Structures property sale processes with broker opinion of value, marketing strategy, and bid analysis. Use when managing property sales, evaluating offers, or coordinating disposition processes.

lev-os Skill

Self-reinforcing growth systems where outputs become inputs, creating compounding returns versus linear funnel thinking

lev-os Skill

Identify system constraints and feedback loops that create natural ceilings, preventing indefinite exponential growth

lev-os Skill

When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'marketing context,' 'set up context,' 'positioning,' or wants to avoid repeating foundational information across marketing tasks. Creates `.claude/product-marketing-context.md` that other marketing skills reference.

lev-os Skill

Identify maximum sustainable load, population size, or growth limits constrained by available resources to prevent overshoot and collapse - apply capacity planning, scalability analysis, and bottleneck identification when managing infrastructure, organizations, or systems approaching resource constraints

lev-os Skill

Leverage exponential growth by reinvesting gains to earn returns on returns, whether in finance, skills, relationships, or habits—small consistent improvements compound into transformational outcomes

lev-os Skill

Framework for decomposing user growth into New, Retained, Resurrected, and Churned users to diagnose growth health beyond vanity metrics

lev-os Skill

Recognize recurring system behavior patterns like limits-to-growth and tragedy-of-commons to predict failure modes and design interventions

lev-os Skill

Drafts an Adverse Event Reporting Policy compliant with 21 CFR 312.32 (IND safety reporting), 21 CFR 314.80 (postmarketing), and ICH E2A, with multi-jurisdictional overlays (EMA, PMDA, Health Canada). Covers seriousness/causality frameworks, expedited reporting timelines, roles, documentation standards, training mandates, and QA mechanisms. Use when drafting or updating an adverse event reporting policy, pharmacovigilance policy, AE/SAE reporting SOP, or safety reporting framework for a pharmaceutical company, CRO, biotech, or clinical research institution.

lev-os Skill

Coordinates leveraged loan syndication from mandate through closing with lender marketing, commitment tracking, and flex analysis. Use when syndicating loans, managing lender groups, or tracking commitment levels.

lev-os Skill

Evaluates short stature and growth velocity with bone age interpretation and endocrine workup. Use when evaluating growth disorders, interpreting growth curves, or ordering growth workup.

lev-os Skill

Evaluates institutional flow patterns with fund flow analysis, positioning data, and sentiment indicator synthesis. Use when analyzing market flows, tracking institutional positioning, or assessing market sentiment.

lev-os Skill

Decomposes PE returns into revenue growth, margin expansion, multiple expansion, leverage paydown, and multiple contraction components. Use when attributing value creation, analyzing return drivers, or preparing exit case studies.

lev-os Skill

Prioritize resource allocation across business units by classifying them based on market growth rate and relative market share

lev-os Skill

Structures business cycle analysis with phase identification, leading indicator tracking, and sector implications. Use when identifying cycle phase, tracking business cycles, or assessing cyclical positioning.

lev-os Skill

Evaluates PLG dynamics with viral coefficients, freemium conversion, product-qualified leads, and expansion revenue mechanics. Use when analyzing PLG companies, assessing virality, or evaluating product-driven acquisition.

lev-os Skill

Builds growth equity return models with minority/majority economics, participation rights, and preference stack analysis. Use when modeling growth equity returns, projecting minority investment outcomes, or analyzing preference structures.

lev-os Skill

Evaluates 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.

lev-os Skill

Design systems where outputs multiply rather than add, creating compounding returns that accelerate over time

lev-os Skill

Compares build vs buy alternatives with risk-adjusted returns, time-to-value, and execution probability assessment. Use when evaluating growth strategies, comparing M&A vs organic investment, or analyzing make-vs-buy decisions.

lev-os Skill

Structures growth-focused DD with revenue quality, customer concentration, technology scalability, and organizational readiness. Use when conducting growth DD, validating revenue sustainability, or assessing scale capability.

lev-os Skill

Map competitive positioning by clustering rivals with similar strategies when analyzing industry structure

lev-os Skill

Balance current business performance with emerging opportunities and future innovation by allocating resources across three time horizons of growth

lev-os Bundle

Optimize referral loops when evaluating whether viral growth can be a primary acquisition channel

lev-os Skill

Evaluates competitive advantage sustainability with switching costs, network effects, data assets, and brand strength analysis. Use when assessing competitive moats, analyzing defensibility, or evaluating long-term positioning.

lev-os Skill

Reviews marketing materials against SEC, FINRA, and state regulatory requirements. Use when reviewing investment advertising, ensuring compliance of marketing materials, or managing ad review.

lev-os Skill

Evaluates fund performance against peer universes with vintage year comparison, quartile ranking, and strategy-specific benchmarking. Use when benchmarking fund performance, analyzing vintage comparisons, or assessing relative positioning.

lev-os Skill

Creates 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.

lev-os Skill

Creates 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.

lev-os Skill

Evaluates activist investor campaigns with thesis assessment, proposed changes, and likely outcome analysis. Use when analyzing activist situations, evaluating campaign theses, or assessing activist track records.

lev-os Skill

Evaluates dividend policy with payout sustainability, peer comparison, and investor preference analysis across growth and value contexts. Use when analyzing dividend policy, evaluating payout ratios, or designing dividend programs.

lev-os Skill

Structures CDD with market sizing, customer concentration, competitive dynamics, and growth sustainability analysis. Use when conducting commercial DD, validating market assumptions, or assessing revenue durability.

lev-os Skill

Structures 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.

lev-os Skill

Maps institutional investor targeting with AUM analysis, sector allocation preferences, and historical participation patterns. Use when targeting investors, analyzing demand profiles, or building investor marketing lists.

lev-os Skill

Assesses platform investment opportunities with industry positioning, management quality, organic growth potential, and add-on runway. Use when evaluating platform deals, screening PE investments, or analyzing industry leaders.