Results for “investment-report”

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials that stay internally consistent across multiple assets.

Build board and investor update decks with structured narratives, metrics dashboards, and C-suite perspectives for board meetings, quarterly reviews, and fundraising.

Create and update pitch decks, one-pagers, investor memos, accelerator applications, financial models, and fundraising materials. Use when the user needs investor-facing documents, projections, use-of-funds tables, milestone plans, or materials that must stay internally consistent across multiple fundraising assets.

Record buy rationale and structured sell conditions for stock positions, with automatic monitoring to detect when exit triggers fire.

roi reference tool

Analyzes earnings-season implied volatility: historical IV crush, implied move forecast, IV Rank strategy tag, and a priced Iron Condor quote ready to trade.

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

AI CFO briefings from QuickBooks exports, burn/runway, scenario modeling, and build-cost estimates. Use for CFO briefing, runway analysis, or development cost estimates.

Track weekly funding rounds across configurable verticals with primary-source verification, per-round analysis, and risk assessment.

This skill calculates key financial ratios and metrics from financial statement data for investment analysis

Tracks institutional investor ownership changes and portfolio flows using 13F filings data to identify stocks with significant smart money accumulation or distribution.

Outreach triggered by funding events with post-funding needs analysis and personalized drafts

AI-powered financial analysis suite. Generates executive CFO briefings from QuickBooks exports (P&L, Balance Sheet, General Ledger, Cash Flow, etc.) with anomaly detection, burn rate, runway analysis, and scenario modeling. Also estimates codebase development costs with organizational overhead and AI ROI analysis. Triggers on: 'CFO briefing', 'financial analysis', 'cost briefing', 'expense review', 'runway analysis', 'burn rate', 'cost estimate', 'how much would this cost to build', 'development cost', 'Claude ROI'.