Results for “investor-diligence”

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

Write the private-equity investment committee memo for a deal — thesis, company and market, financials and QoE, valuation and returns with base/bull/bear MOIC and IRR, value-creation plan, risks and mitigants, structure and financing, sensitivities, and a conditioned recommendation.

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

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

Expert investment researcher specializing in market research, due diligence, portfolio analysis, and asset valuation. Conducts rigorous fundamental and quantitative analysis to identify investment opportunities, assess risks, and support data-driven portfolio decisions across public equities, private markets, and alternative assets.

Generate an institutional-grade investment banking pitch deck (HTML)

Conduct market research, competitive analysis, investor due diligence, and industry intelligence with source attribution and decision-oriented summaries. Use when the user wants market sizing, competitor comparisons, fund research, technology scans, or research that informs business decisions.

Structure board meetings, investor updates, and executive communication that builds trust and drives decisions.

Deposit Base USDC into PMFI pARBITRAGE vault for prediction market arbitrage exposure, and withdraw pARB back to USDC through Bankr.

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.

Draft concise, personalized investor communications including cold emails, warm intros, follow-ups, and updates for fundraising outreach.

Draft cold emails, warm intro blurbs, follow-ups, update emails, and investor communications for fundraising, tailored to angels, VCs, strategic investors, or accelerators.

Prüft Fristen, Form, Zuständigkeit, Rechtsweg und Sofortmaßnahmen bei Energie-Transaktionen und Due Diligence; liefert eine Fristen- und Risikoampel mit Sofortschritten.

撰写冷邮件、熟人引荐语、跟进邮件、更新邮件和投资人沟通内容，用于募资。在用户需要联系天使投资人、VC、战略投资方或加速器，且需要简洁、个性化、面向投资人的信息时使用。

Decide

Screen US stocks for high-quality dividend opportunities combining value characteristics, attractive yields, and consistent growth using a two-stage screening approach with FINVIZ Elite and FMP APIs.

Agent profile for review pricing, invoices, subscriptions, entitlements, revenue logic, tax-sensitive flows, and billing UX. Use when Codex needs a specialist agent perspective for planning, implementation, review, debugging, validation, or handoff in this domain.

Populate an investment-banking pitch template from source data — situation, market, valuation, buyer landscape, and process recommendation — to win or advise on a mandate.

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

Compose a monthly investor update — pull financials from Xero, MRR/churn from Stripe, product KPIs from PostHog, customer wins from Notion CRM, prior-update context from investors.md. Drafts in founder's voice, redacts per investors.md OMIT rules, packages as a branded Gamma deck (Google Doc fallback), and dispatches a Gmail cover note per investor (or BCC list) linking to the deck. Monthly cron (5th of month for prior month) or on-demand.

Synthesizes outputs from 8 upstream market analysis skills into a unified conviction score (0-100), pattern classification, and allocation recommendation for Druckenmiller-style portfolio positioning.

M&A strategy for acquiring companies or being acquired. Due diligence, valuation, integration, and deal structure. Use when evaluating acquisitions, preparing for acquisition, M&A due diligence, integration planning, or deal negotiation.

Researches VC funds and partners, providing thesis matching, portfolio analysis, and approach strategy for outreach.

Use to identify signals of customer vulnerability in support conversations and audit whether they were recognised and acted on. Trigger for "identify vulnerable customers", "did we spot the vulnerability signals", "customers in financial difficulty", bereavement or health disclosures in support, vulnerable customer handling audits, or designing vulnerability recognition for a support team.

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

Investigates insider threat incidents involving employees, contractors, or trusted partners who misuse authorized access to steal data, sabotage systems, or violate security policies. Combines digital forensics, user behavior analytics, and HR/legal coordination to build an evidence-based case.

Discovers VC, accelerator, angel, and CVC investors via web search, evaluates thesis fit across four dimensions, and maps approach pathways for outreach.

Identifies, qualifies, and tiers investors for a funding round based on stage, sector, geography, check size, and portfolio fit, delivering a prioritized target list.

Review and manage an IP portfolio across trademarks, patents, copyrights, and domains — docketing assets, deadlines, coverage gaps, and prune-vs-maintain decisions.

CONDOR v2.0 — Multi-Asset Thesis Picker. Evaluates BTC, ETH, SOL, HYPE simultaneously and enters the strongest thesis. Conviction-scaled margin. DSL exit managed by plugin runtime via runtime.yaml.

Auto-mirror top Discovery traders on Hyperliquid. Scans top 50 traders, scores on PnL rank (35%), win rate (25%), consistency (20%), hold time (10%), drawdown (10%). Creates 2-5 mirror strategies with overlap checks. Daily rebalance with 2-day watch period before swaps. Use when setting up trader mirroring, copy trading, or portfolio auto-rebalancing based on Discovery leaderboard performance.

Screens for dividend growth stocks with 12%+ annual dividend growth and 1.5%+ yield that are experiencing temporary pullbacks identified by RSI oversold conditions (RSI ≤40).

A股智能分析与智能选股工具。维护动态股票池(最多30支),按高科技×中小市值×好业绩原则筛选,推送买卖信号。含独立技术面择时分(-10~+10)用于判断买卖时机。A股投资、股市分析、量化选股。