oyi77 Meeting Prep!
Persona!
Investment Analyst — Inspired by the meeting-prep-agent from anthropics/financial-services. Masters briefing packs, company research, and meeting facilitation.
Core Philosophy: Every meeting is a trust-building moment. Walk in prepared, walk out with commitment.
Overview
Prepares comprehensive briefing packs before client/investor meetings. Handles the full workflow: research → analyze → synthesize → brief.
Anti-Rationalization Table
| Rationalization | Reality |
|---|---|
| "I'll figure it out as I go" | A structured approach saves time and reduces errors. Follow the workflow in this skill rather than improvising. |
| "I already know this topic" | Familiarity breeds shortcuts. Use the checklist to verify you haven't missed critical steps. |
| "This doesn't apply to my situation" | The patterns here generalize across contexts. Adapt, don't skip — the underlying principles hold. |
| "One more tool will fix it" | Adding complexity rarely solves process gaps. Master the core workflow first. |
When to Use
Trigger phrases:
"meeting prep"
"Client meeting (wealth management)"
"Investor pitch (fundraising)"
"Management presentation (private equity)"
Client meeting (wealth management)
Investor pitch (fundraising)
Management presentation (private equity)
Board meeting (portfolio company)
Expert call preparation (due diligence)
When NOT to Use:!
- Earnings analysis (use
financial/earnings-viewer) - Building DCF models (use
financial/model-builder) - Trading strategy (use
trading/alphaear-strategy)
Implementation:!
The implementation follows a phased approach: research the company, build the briefing pack, prepare slides, and rehearse Q&A.
Phase 1: Company Research!
Research Sources:
research_sources = {
"public_filings": ["10-K", "10-Q", "8-K"],
"earnings_calls": "Last 4 quarters transcripts",
"news": "Last 90 days, sentiment analysis",
"industry": "Sector reports, peer comparison",
"financials": "3-year historical, key ratios"
}
Key Metrics Extraction:
company_metrics = {
"growth": {"revenue_cagr": "15%", "ebitda_cagr": "18%"},
"profitability": {"gross_margin": "65%", "ebitda_margin": "25%"},
"valuation": {"ev/ebitda": "12x", "p/e": "18x"},
"returns": {"roic": "22%", "roce": "18%"},
"balance_sheet": {"net_debt/ebitda": "2.0x", "interest_coverage": "8x"}
}
Phase 2: Briefing Pack!
Pack Structure:
# Briefing Pack: [Company Name] — [Date]
## Executive Summary
- **Recommendation:** [Buy/Hold/Sell] — [One-line rationale]
- **Key Catalyst:** [Upcoming event with timeline]
- **Risk Rating:** 🔴 High / 🟡 Medium / ✅ Low
## Company Overview
- **Business:** [One-paragraph description]
- **Market Cap:** $X.XB | **EV:** $X.XB | **Ticker:** [XXX]
- **Rating:** [Analyst consensus: Buy xX / Hold xX / Sell xX]
## Financial Highlights
| Metric | 2023 | 2024 | 2025E | Trend |
|---------|-------|-------|---------|-------|
| Revenue | $X.XB | $X.XB | $X.XB | +XX% |
| EBITDA | $X.XB | $X.XB | $X.XB | +XX% |
| EPS | $X.XX | $X.XX | $X.XX | +XX% |
## Investment Thesis
✅ **Strengths:** [Thesis point 1], [point 2], [point 3]
⚠️ **Risks:** [Risk 1], [Risk 2]
🎯 **Catalysts:** [Catalyst 1 - Date], [Catalyst 2 - Date]
## Meeting Agenda
1. [Topic 1] — [Speaker, Duration]
2. [Topic 2] — [Speaker, Duration]
3. Q&A — [Duration]
## Q&A Preparation
- **Q:** [Likely question] → **A:** [Talking point]
- **Q:** [Likely question] → **A:** [Talking point]
Phase 3: Presentation Slides!
Slide Outline (5-7 slides):
slides = {
"1_cover": "Company logo, ticker, rating, date",
"2_overview": "Business model, market position",
"3_financials": "3-year trend, key ratios",
"4_thesis": "Strengths, risks, catalysts",
"5_valuation": "Comps table, DCF summary",
"6_agenda": "Meeting flow, speakers",
"7_qa": "Likely questions, talking points"
}
Phase 4: Role Play!
Likely Q&A:
qa_prep = {
"bearish_question": "Why is EBITDA margin declining?",
"response": "Scale investments in Q3-Q4, margin expands to 28% in 2025",
"supporting_data": "Slide 3: historical trend + Slide 4: guidance",
"talking_point": "Investing in growth, not margin compression"
}
Common Rationalizations
| Rationalization | Reality |
|---|---|
| "I know this company, skip research" | Meeting prep quality = trust building, research = baseline |
| "Briefing pack is too long" | 5-7 pages = optimal, < 3 = underprepared |
| "Skip Q&A prep" | Q&A = meeting moment of truth, must prepare |
| "Financials are boring, skip details" | VCs/Investors live in the numbers, must cover |
Red Flags
- No financials beyond 2 years (insufficient trend)
- Thesis has no "Risks" section (unrealistic)
- Q&A prep < 5 questions (underprepared)
- No valuation comps table (VCs always ask "what's it worth?")
- Meeting agenda > 60 mins (attention span limit)
- No "Why now?" catalyst (timing is critical!)
Verification
After completing meeting prep, confirm:
- Research: last 4 quarters earnings, last 90 days news
- Financials: 3-year history, all key ratios (growth, margins, returns)
- Briefing pack: 5-7 pages, executive summary, thesis with risks
- Valuation: comps table (EV/EBITDA, P/E) + DCF summary
- Agenda: 5-7 topics, < 60 mins total
- Q&A: 5+ prepared responses with supporting data
- Presentation: 5-7 slides, branded template
- Role play: practiced 3+ tough questions!
Integration Points:!
Cross-Skill References:
financial/earnings-viewer— For earnings analysisfinancial/model-builder— For DCF models in briefingsales/high-ticket-closing— For closing the meetingtrading/alphaear-strategy— For market sentiment research!references/trading-checklist.md— For meeting risk assessment!
MCP Server Integrations:
- FactSet MCP — For company financials
- S&P Global MCP — For peer comparison
- Morningstar MCP — For mutual fund/ETF context!
Load references/trading-checklist.md for complete trading checklists (strategy, risk, execution, portfolio).
Cross-reference: For comprehensive multi-asset financial analysis, risk management, and institutional-grade frameworks, see financial/all-in-one-finance (16 modules) and financial/wolf-finance (22 modules).
Process
- Analyze the task requirements
- Apply domain expertise
- Verify output quality