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CaseMark

@casemark source repo

2,101 published skills · page 5 of 22

  1. ▌
    Managing Investor Roadshow Logistics · casemark
    Coordinates roadshow scheduling with institutional investor targeting, presentation materials, and feedback tracking. Use when managing roadshows, organizing investor meetings, or tracking investor engagement.
    34 repo stars
  2. ▌
    Managing Loan Trading And Settlement · casemark
    Coordinates loan trading with LSTA standard documentation, delayed settlement compensation, and trade settlement mechanics. Use when managing loan trades, processing LSTA documentation, or coordinating trade settlement.
    34 repo stars
  3. ▌
    Managing Secondary Transfer Requests · casemark
    Processes LP interest transfer requests with GP consent evaluation, ROFR administration, and transfer documentation requirements. Use when managing LP transfers, evaluating transfer requests, or coordinating interest assignments.
    34 repo stars
  4. ▌
    Managing Sell Side Auction Processes · casemark
    Coordinates competitive auction workflows from teaser distribution through definitive agreement execution. Use when running sell-side processes, managing bid rounds, or tracking buyer engagement.
    34 repo stars
  5. ▌
    Managing Sponsor Portfolio Reporting · casemark
    Structures portfolio company monitoring with monthly financial packages, KPI dashboards, and management assessment frameworks. Use when monitoring portfolio companies, building reporting templates, or tracking financial performance.
    34 repo stars
  6. ▌
    Managing Stabilization And Greenshoe · casemark
    Structures post-offering stabilization with overallotment option exercise, market support, and penalty bid mechanisms. Use when managing stabilization, exercising greenshoe options, or analyzing aftermarket support.
    34 repo stars
  7. ▌
    Modeling Capital Budgeting Decisions · casemark
    Builds NPV, IRR, and payback models for capital investment decisions with hurdle rate calibration and risk adjustment. Use when evaluating capital investments, comparing project returns, or building capital allocation frameworks.
    34 repo stars
  8. ▌
    Modeling Organic Vs Inorganic Growth · casemark
    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.
    34 repo stars
  9. ▌
    Modeling Portfolio Rebalancing Rules · casemark
    Designs rebalancing triggers with calendar-based, threshold-based, and hybrid approaches with tax and cost optimization. Use when designing rebalancing rules, optimizing rebalancing frequency, or modeling turnover impact.
    34 repo stars
  10. ▌
    Modeling Regime Switching Strategies · casemark
    Builds regime detection models with hidden Markov, threshold, and Bayesian change-point methodologies for strategy adaptation. Use when modeling regime changes, detecting market shifts, or adapting strategies to market conditions.
    34 repo stars
  11. ▌
    Modeling Revolving Period Structures · casemark
    Builds revolving securitization models with replenishment criteria, early amortization triggers, and portfolio composition limits. Use when modeling revolving structures, analyzing credit card ABS, or evaluating asset purchase criteria.
    34 repo stars
  12. ▌
    Modeling Securities Lending Dynamics · casemark
    Analyzes securities lending market with borrow cost, short interest dynamics, and fail-to-deliver monitoring. Use when analyzing lending markets, tracking borrow costs, or evaluating short selling dynamics.
    34 repo stars
  13. ▌
    Modeling Strip And Tail Transactions · casemark
    Builds strip and tail-end fund models with remaining portfolio analysis, unfunded obligation treatment, and duration-adjusted pricing. Use when modeling strip deals, evaluating tail-end portfolios, or analyzing remaining value.
    34 repo stars
  14. ▌
    Structuring Annual Meeting Materials · casemark
    Prepares annual meeting presentations with fund performance review, market outlook, pipeline discussion, and LP Q&A preparation. Use when preparing AGM materials, structuring LP presentations, or coordinating annual meetings.
    34 repo stars
  15. ▌
    Structuring Clo Reinvestment Periods · casemark
    Designs CLO reinvestment criteria with portfolio quality tests, trading guidelines, and concentration limits. Use when structuring CLO reinvestment, setting portfolio constraints, or analyzing manager flexibility.
    34 repo stars
  16. ▌
    Structuring Cross Border Investments · casemark
    Designs international investment structures with holding company selection, treaty benefits, and repatriation pathway optimization. Use when structuring cross-border deals, optimizing holding structures, or planning repatriation strategies.
    34 repo stars
  17. ▌
    Structuring Employee Stock Offerings · casemark
    Designs ESPP and directed share programs with eligibility, pricing mechanics, and regulatory compliance requirements. Use when structuring employee offerings, designing share purchase plans, or managing directed share allocations.
    34 repo stars
  18. ▌
    Structuring Global Fund Distribution · casemark
    Designs international fund distribution with UCITS/AIFMD compliance, passporting, and local registration requirements. Use when planning international distribution, structuring cross-border fund access, or navigating regulatory requirements.
    34 repo stars
  19. ▌
    Structuring Joint Venture Governance · casemark
    Designs JV governance frameworks with decision-making rights, deadlock resolution, and exit mechanisms for corporate partnerships. Use when structuring JV governance, designing partnership agreements, or planning JV operations.
    34 repo stars
  20. ▌
    Structuring Pairs Trading Strategies · casemark
    Designs statistical arbitrage pairs with cointegration analysis, spread dynamics, and entry/exit signal calibration. Use when building pairs trades, analyzing cointegration, or designing mean-reversion strategies.
    34 repo stars
  21. ▌
    Structuring Real Asset Fund Vehicles · casemark
    Designs fund structures for real asset strategies with long-dated commitments, NAV-based mechanics, and co-investment programs. Use when structuring resource funds, designing natural resource vehicles, or analyzing real asset fund terms.
    34 repo stars
  22. ▌
    Tracking 13d And 13g Filing Patterns · casemark
    Monitors beneficial ownership filings with accumulation pattern analysis, intent assessment, and historical activist progression. Use when tracking 13D filings, analyzing accumulation patterns, or identifying potential activist situations.
    34 repo stars
  23. ▌
    Analyzing Business Cycle Positioning · casemark
    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.
    34 repo stars
  24. ▌
    Analyzing International Tax Planning · casemark
    Evaluates international tax structures with BEPS considerations, treaty analysis, and repatriation planning. Use when planning international tax, analyzing tax treaties, or structuring cross-border operations.
    34 repo stars
  25. ▌
    Analyzing Partnership Tax Structures · casemark
    Evaluates partnership tax arrangements with allocation waterfall, basis tracking, and carried interest treatment. Use when analyzing partnership tax, modeling distribution waterfalls, or tracking outside basis.
    34 repo stars
  26. ▌
    Analyzing Private Market Allocations · casemark
    Structures private market allocation strategy with commitment pacing, J-curve modeling, and liquidity planning. Use when allocating to private markets, modeling commitment pacing, or planning illiquid allocations.
    34 repo stars
  27. ▌
    Building Quantitative Trading Models · casemark
    Structures systematic trading strategy development with signal generation, backtesting, and validation. Use when building quant models, backtesting strategies, or validating trading signals.
    34 repo stars
  28. ▌
    Conducting Operational Due Diligence · casemark
    Structures operational diligence with management assessment, systems evaluation, and integration planning. Use when evaluating target operations, assessing management capabilities, or planning post-close integration.
    34 repo stars
  29. ▌
    Managing Alternative Fund Operations · casemark
    Structures operational processes for hedge fund, PE, and real estate fund specific workflows. Use when managing alternative fund ops, processing capital calls, or handling commitment tracking.
    34 repo stars
  30. ▌
    Managing Foreign Currency Accounting · casemark
    Structures foreign currency transaction and translation accounting with hedge documentation. Use when accounting for FX transactions, translating foreign operations, or documenting FX hedges.
    34 repo stars
  31. ▌
    Managing Portfolio Company Reporting · casemark
    Structures portfolio company monitoring with KPI tracking, budget variance, and management assessment. Use when monitoring portfolio companies, tracking financial performance, or preparing portfolio reviews.
    34 repo stars
  32. ▌
    Managing Separately Managed Accounts · casemark
    Structures SMA operations with customization, compliance overlay, and performance composites. Use when managing SMAs, implementing custom portfolios, or maintaining performance composites.
    34 repo stars
  33. ▌
    Managing Transfer Pricing Compliance · casemark
    Structures transfer pricing documentation with comparable analysis, method selection, and intercompany agreement review. Use when managing transfer pricing, documenting arm's-length pricing, or preparing TP reports.
    34 repo stars
  34. ▌
    Breach Of Purchase Agreement Complaint · casemark
    Drafts a filing-ready U.S. complaint for breach of a purchase agreement. Trigger when the user requests a breach-of-contract complaint, forum-selection analysis, or remedy package for a real-estate or asset purchase dispute.
    34 repo stars
  35. ▌
    Certificate Of Withdrawal Foreign Corp · casemark
    Drafts a Certificate of Withdrawal for a foreign corporation surrendering its authority to transact business in a US state. Use when a foreign corporation is withdrawing its certificate of authority, ceasing in-state operations, or completing dissolution in a non-home jurisdiction.
    34 repo stars
  36. ▌
    Insurance Certificate Compliance Check · casemark
    Performs contract-driven compliance review of insurance certificates and endorsements against CRE/site-access and vendor agreement requirements. Produces pass/fail/conditional determinations, deficit lists, and broker-ready remediation instructions. Use when reviewing COI packets, ACORD 25 forms, or endorsements for additional insured, primary and non-contributory, waiver of subrogation, completed operations, umbrella alignment, limits adequacy, or insurer rating compliance. Trigger terms: COI, ACORD, additional insured, certificate holder, cancellation notice.
    34 repo stars
  37. ▌
    Insurance Correspondence Summarization · casemark
    Produces structured summaries of insurance claims correspondence including coverage letters, reservation of rights (ROR), denial letters, and claim file documents. Extracts policy details, coverage positions, claims chronology, settlement posture, and liability exposure. Use when summarizing claim files, coverage disputes, ROR letters, denial letters, or multi-document insurance correspondence threads.
    34 repo stars
  38. ▌
    Conducting Literature Reviews Systematic · casemark
    Performs systematic literature review following PRISMA guidelines with search strategy documentation. Use when conducting systematic reviews, documenting search strategies, or performing PRISMA analyses.
    34 repo stars
  39. ▌
    Managing Congenital Heart Disease Adults · casemark
    Structures ACHD evaluation with lesion-specific monitoring and pregnancy risk assessment. Use when managing adult congenital heart disease, evaluating ACHD patients, or assessing pregnancy risk in CHD.
    34 repo stars
  40. ▌
    Managing Sexually Transmitted Infections · casemark
    Guides STI screening, treatment, and partner notification using CDC guidelines. Use when managing STIs, selecting treatment regimens, or documenting STI screening.
    34 repo stars
  41. ▌
    Managing Substance Abuse Confidentiality · casemark
    Applies 42 CFR Part 2 substance abuse confidentiality requirements with consent and disclosure protocols. Use when managing SUD records, applying Part 2 requirements, or handling substance abuse confidentiality.
    34 repo stars
  42. ▌
    Analyzing Competitive Moat Durability · casemark
    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.
    34 repo stars
  43. ▌
    Analyzing Debt Capacity And Structure · casemark
    Evaluates target leverage capacity with cash flow coverage, stress testing, and optimal debt structure across term loans, revolver, and mezzanine. Use when analyzing debt capacity, structuring acquisition financing, or stress testing leverage.
    34 repo stars
  44. ▌
    Analyzing Decommissioning Obligations · casemark
    Evaluates asset retirement and decommissioning liabilities with cost estimation, timing analysis, and funding adequacy assessment. Use when analyzing decommissioning costs, evaluating ARO exposure, or assessing abandonment liability.
    34 repo stars
  45. ▌
    Building Real Estate Pro Formas · casemark
    Constructs property pro forma models with rent roll analysis, expense projections, and cash flow forecasting. Use when building real estate models, projecting property cash flows, or analyzing investment returns.
    34 repo stars
  46. ▌
    Managing Advertising Compliance · casemark
    Reviews marketing materials against SEC, FINRA, and state regulatory requirements. Use when reviewing investment advertising, ensuring compliance of marketing materials, or managing ad review.
    34 repo stars
  47. ▌
    Managing Community Reinvestment · casemark
    Structures CRA compliance monitoring with lending, investment, and service test analysis. Use when managing CRA compliance, analyzing lending patterns, or documenting community investment.
    34 repo stars
  48. ▌
    Managing Concentrated Positions · casemark
    Structures diversification strategies for concentrated single-stock positions with tax and risk considerations. Use when managing concentrated holdings, planning diversification, or evaluating exchange funds.
    34 repo stars
  49. ▌
    Managing Estimated Tax Planning · casemark
    Structures quarterly estimated tax planning with safe harbor calculations and penalty avoidance strategies. Use when planning estimated taxes, calculating safe harbor payments, or avoiding underpayment penalties.
    34 repo stars
  50. ▌
    Managing Eu Taxonomy Compliance · casemark
    Structures EU Taxonomy alignment assessment with technical screening criteria and DNSH evaluation. Use when assessing Taxonomy alignment, applying technical criteria, or evaluating substantial contribution.
    34 repo stars
  51. ▌
    Managing Fair Value Measurement · casemark
    Applies ASC 820 fair value framework with hierarchy classification and valuation technique documentation. Use when measuring fair values, classifying in the fair value hierarchy, or documenting valuation approaches.
    34 repo stars
  52. ▌
    Managing Fund Audit Preparation · casemark
    Structures fund audit preparation with financial statement drafting, confirmation management, and workpaper organization. Use when preparing for fund audits, drafting fund financials, or managing audit confirmations.
    34 repo stars
  53. ▌
    Managing Insurance Distribution · casemark
    Structures insurance distribution analysis with channel economics, producer management, and compensation modeling. Use when analyzing distribution, evaluating producer performance, or modeling commission structures.
    34 repo stars
  54. ▌
    Managing Loan Loss Provisioning · casemark
    Structures CECL/ACL estimation with model methodology, qualitative factors, and forecast integration. Use when calculating loan loss provisions, implementing CECL, or estimating credit losses.
    34 repo stars
  55. ▌
    Managing Property Due Diligence · casemark
    Structures real estate due diligence with physical inspection, environmental review, and title analysis coordination. Use when conducting property DD, reviewing environmental reports, or coordinating due diligence workstreams.
    34 repo stars
  56. ▌
    Managing Real Estate Debt Funds · casemark
    Structures real estate debt fund analysis with loan origination, portfolio management, and credit metrics. Use when analyzing RE debt funds, evaluating loan portfolios, or managing debt fund performance.
    34 repo stars
  57. ▌
    Managing Risk Transfer Analysis · casemark
    Structures risk transfer evaluation with economic efficiency, capacity optimization, and alternative risk transfer assessment. Use when evaluating risk transfer, optimizing risk financing, or assessing captive/ART structures.
    34 repo stars
  58. ▌
    Managing Whistleblower Programs · casemark
    Structures whistleblower program operations with intake, investigation, and anti-retaliation documentation. Use when managing whistleblower reports, investigating complaints, or documenting anti-retaliation measures.
    34 repo stars
  59. ▌
    Atm Equity Distribution Agreement · casemark
    Drafts a market-standard At-The-Market (ATM) Equity Distribution Agreement for public issuers conducting continuous shelf offerings under Rule 415(a)(4). Use when establishing or renewing an ATM program under an effective Form S-3, drafting a sales agent agreement, or structuring a continuous equity offering program.
    34 repo stars
  60. ▌
    Attorney Representation Agreement · casemark
    Drafts U.S. litigation attorney representation agreements for client onboarding, covering scope, fees, retainers, confidentiality, conflicts, duties, withdrawal, and dispute resolution. Use when converting consultations into enforceable engagement terms for civil litigation matters including personal injury. Trigger: engagement letter, litigation retainer, representation agreement, fee contract, conflict disclosure, attorney withdrawal, client acknowledgment.
    34 repo stars
  61. ▌
    Bad Actor Disqualification Review · casemark
    Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each disqualifying event category, a documented reasonable-care diligence record, and classification analysis of flagged events with remediation or disclosure recommendations. Use this skill when conducting Rule 506(d) diligence, identifying covered persons for a Regulation D offering, drafting bad actor questionnaires, or analyzing potential disqualifying events involving criminal convictions, SEC orders, SRO sanctions, or state regulatory actions. Also trigger when the user mentions bad actor screening, covered persons analysis, Rule 506(d) questionnaire, disqualification waiver, or reasonable care defense. Even if the user just says "bad actor check" or "506(d) diligence," use this skill.
    34 repo stars
  62. ▌
    Certificate Of Interested Persons · casemark
    Drafts a FRAP 26.1-compliant Certificate of Interested Persons identifying all parties, entities, and affiliates with financial or legal interests in a federal appeal. Adapts to circuit-specific local rules. Use when filing appeals, corporate disclosure statements, or conflict-of-interest certificates in U.S. Courts of Appeals.
    34 repo stars
  63. ▌
    Copyright License Agreement Media · casemark
    Drafts a Copyright License Agreement for media content between a Licensor and Licensee. Covers exclusive/non-exclusive grants, enumerated §106 rights, territory, term, compensation, audit rights, attribution, termination, and sell-off periods. Use when the user needs an IP license for media assets (images, video, music, software, written works, multimedia).
    34 repo stars
  64. ▌
    Corporate Resolution Bank Account · casemark
    Drafts a board resolution authorizing the opening and management of corporate bank accounts, including signatory designation, account types, borrowing authority, and secretary certification. Triggers when a financial institution requires formal board authorization to establish or manage accounts, when updating authorized signatories, or when documenting banking authority during entity formation or reorganization.
    34 repo stars
  65. ▌
    Deficiency Corrective Action Plan · casemark
    Drafts U.S. healthcare corrective action plans (CAPs / plans of correction) responding to survey deficiencies, audits, or inspections. Produces deficiency statements, root cause analysis, corrective actions, accountability assignments, timelines, monitoring, and validation aligned to CMS, Joint Commission, and state health department standards. Triggers on CAP, plan of correction, statement of deficiencies, survey findings, accreditation response, regulatory remediation, QAPI corrective action.
    34 repo stars
  66. ▌
    Deposition Questioning Techniques · casemark
    Generates deposition question sequences using six core examination techniques (Funnel, Boxing-In, Looping, Three C's impeachment, evasive witness handling, admission ladders). Use when preparing deposition outlines, building question sequences for specific topics, impeaching with prior inconsistent statements, or controlling evasive witnesses.
    34 repo stars
  67. ▌
    Discovery And Bill Of Particulars · casemark
    Drafts a combined Demand for Discovery and Bill of Particulars for U.S. criminal or civil litigation. Extracts case details, identifies underspecified allegations or evidence gaps, and produces numbered discovery requests paired with particularization demands. Use after initial pleadings or return date when charges or claims lack specificity, evidence is opaque, or trial-preparation disclosures are incomplete. Trigger keywords include discovery demand, bill of particulars, motion to compel, FRCP 16, FRCP 26, FRCP 33, FRCP 34, FRCP 37, particularity.
    34 repo stars
  68. ▌
    Environmental Indemnity Agreement · casemark
    Drafts and revises U.S. environmental indemnity agreements for real estate lending and acquisition transactions, allocating contamination and environmental-law liability to protect lenders, secured parties, or buyers. Covers indemnity scope, reps/warranties, covenants, remediation rights, escrows, insurance, survival, and assignment aligned to loan or acquisition documents. Use when drafting an environmental indemnity agreement, environmental liability allocation, lender environmental rider, or Phase I/II ESA-driven risk terms.
    34 repo stars
  69. ▌
    Historic Preservation Law Summary · casemark
    Produces a structured U.S. historic preservation law summary covering federal, state, and local authorities, key cases, takings analysis, designation procedures, enforcement, and zoning intersections. Use when asked about historic preservation law, NHPA, Section 106, preservation ordinances, landmark designation, demolition review, takings challenges, or Penn Central analysis.
    34 repo stars
  70. ▌
    Security Deposit Letter Of Credit · casemark
    Drafts an irrevocable standby letter of credit securing a commercial lease deposit under ISP98 and UCC Article 5. Covers documentary draw conditions, evergreen/expiry mechanics, transferability, and partial draws. Use when drafting standby LCs for lease security deposits, replacing cash deposits with LC instruments, or structuring beneficiary draw requirements.
    34 repo stars
  71. ▌
    Trademark Cease And Desist Letter · casemark
    Drafts a U.S. trademark cease-and-desist letter for pre-litigation enforcement. Converts case facts into a demand letter that establishes standing, documents likelihood-of-confusion or dilution exposure, sets cure demands, and preserves Lanham Act remedies. Use when drafting a "trademark cease and desist", "pre-suit trademark demand", "trademark infringement notice", or "notice before litigation".
    34 repo stars
  72. ▌
    Designing Clinical Decision Support · casemark
    Creates CDS rule specifications with trigger conditions, evidence base, and alert fatigue mitigation. Use when designing CDS alerts, specifying clinical rules, or optimizing alert systems.
    34 repo stars
  73. ▌
    Designing Health Education Programs · casemark
    Structures health education program design with behavior change theory and outcome evaluation. Use when designing health education, planning health promotion, or evaluating educational programs.
    34 repo stars
  74. ▌
    Managing Bariatric Surgery Pathways · casemark
    Structures bariatric surgery evaluation with insurance requirements, preoperative optimization, and post-surgical nutrition protocols. Use when evaluating bariatric candidates, documenting insurance criteria, or managing post-bariatric care.
    34 repo stars
  75. ▌
    Managing Clinical Trial Eligibility · casemark
    Screens patients against clinical trial inclusion/exclusion criteria with documentation. Use when screening trial candidates, checking eligibility criteria, or documenting trial enrollment decisions.
    34 repo stars
  76. ▌
    Managing Critical Laboratory Values · casemark
    Tracks critical value notification with documentation requirements and clinical correlation. Use when reporting critical lab values, verifying notification, or documenting critical result acknowledgment.
    34 repo stars
  77. ▌
    Managing Dental Medical Integration · casemark
    Evaluates medical-dental interactions with systemic disease impact on dental treatment planning. Use when managing medically complex dental patients, adjusting treatment for systemic disease, or coordinating medical-dental care.
    34 repo stars
  78. ▌
    Managing Digital Health Evaluations · casemark
    Evaluates digital health tools and apps with clinical evidence assessment and integration planning. Use when evaluating health apps, assessing digital therapeutics, or planning digital health integration.
    34 repo stars
  79. ▌
    Managing Home Health Rehabilitation · casemark
    Structures home health therapy documentation with homebound status justification and discharge criteria. Use when documenting home health therapy, justifying homebound status, or planning home-based rehab.
    34 repo stars
  80. ▌
    Managing Interoperability Standards · casemark
    Tracks and implements healthcare interoperability standards (ONC, TEFCA, Information Blocking). Use when ensuring interoperability compliance, implementing TEFCA, or managing information blocking rules.
    34 repo stars
  81. ▌
    Managing Laboratory Quality Control · casemark
    Tracks QC data with Westgard rules and corrective action documentation. Use when managing lab QC, interpreting Westgard violations, or documenting corrective actions.
    34 repo stars
  82. ▌
    Managing Medical Records Compliance · casemark
    Evaluates medical records practices against retention, access, and amendment requirements. Use when auditing medical records, managing record retention, or processing amendment requests.
    34 repo stars
  83. ▌
    Managing Medication Use Evaluations · casemark
    Structures medication use evaluations with criteria development, data collection, and intervention tracking. Use when conducting MUEs, evaluating prescribing patterns, or measuring medication use quality.
    34 repo stars
  84. ▌
    Managing Pediatric Growth Disorders · casemark
    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.
    34 repo stars
  85. ▌
    Managing Radiation Therapy Planning · casemark
    Structures radiation treatment planning documentation with dose constraints and target volumes. Use when documenting radiation plans, reviewing dose constraints, or coordinating radiation therapy.
    34 repo stars
  86. ▌
    Managing Risk Management Healthcare · casemark
    Structures healthcare risk management with incident investigation, claims analysis, and loss prevention strategies. Use when managing healthcare risk, investigating incidents, or developing loss prevention programs.
    34 repo stars
  87. ▌
    Managing Speech Therapy Assessments · casemark
    Structures speech-language evaluation with articulation, language, swallowing, and cognitive-communication assessment. Use when conducting speech evaluations, assessing swallowing function, or documenting communication disorders.
    34 repo stars
  88. ▌
    Writing Grant Applications Research · casemark
    Structures NIH/foundation grant applications with specific aims, significance, and innovation sections. Use when writing research grants, preparing NIH applications, or structuring grant proposals.
    34 repo stars
  89. ▌
    Writing Surgical Consultation Notes · casemark
    Creates structured surgical consultation responses with assessment and surgical candidacy determination. Use when responding to surgical consults, evaluating surgical candidates, or documenting surgical recommendations.
    34 repo stars
  90. ▌
    Analyzing Competitive Landscapes · casemark
    Maps competitive dynamics with market positioning, feature comparison, funding histories, and differentiation assessment. Use when analyzing startup competition, mapping market landscapes, or identifying competitive threats.
    34 repo stars
  91. ▌
    Analyzing Credit Agreement Terms · casemark
    Evaluates credit agreement provisions with borrower flexibility, lender protections, and documentation comparison analysis. Use when reviewing credit agreements, analyzing doc terms, or comparing loan documentation.
    34 repo stars
  92. ▌
    Analyzing Credit Rating Advisory · casemark
    Prepares credit rating agency presentations with methodology alignment, peer positioning, and target rating analysis. Use when advising on credit ratings, preparing rating agency meetings, or analyzing rating methodology impact.
    34 repo stars
  93. ▌
    Analyzing Insider Buying Signals · casemark
    Evaluates insider purchase patterns with cluster buying identification, historical signal analysis, and conviction scoring. Use when analyzing insider buying, assessing management confidence signals, or tracking insider activity patterns.
    34 repo stars
  94. ▌
    Analyzing Leveraged Loan Markets · casemark
    Monitors leveraged loan market conditions with new issue activity, technical dynamics, and CLO demand analysis. Use when analyzing loan markets, tracking CLO activity, or assessing market technical conditions.
    34 repo stars
  95. ▌
    Analyzing Market Size And Timing · casemark
    Structures TAM/SAM/SOM analysis with bottom-up and top-down methodology and market timing assessment. Use when sizing markets, validating market opportunity, or assessing timing risk.
    34 repo stars
  96. ▌
    Analyzing Proxy Contest Dynamics · casemark
    Evaluates proxy fight mechanics with shareholder base analysis, ISS/Glass Lewis recommendations, and vote probability modeling. Use when analyzing proxy contests, assessing vote outcomes, or evaluating director nomination campaigns.
    34 repo stars
  97. ▌
    Analyzing Startup Unit Economics · casemark
    Deconstructs unit economics with CAC, LTV, payback period, gross margin, and contribution margin analysis. Use when analyzing unit economics, validating SaaS metrics, or assessing business model efficiency.
    34 repo stars
  98. ▌
    Analyzing Tender Offer Economics · casemark
    Evaluates tender offer structures with premium analysis, proration risk, and conditional tender strategies. Use when analyzing tender offers, calculating tender economics, or evaluating proration scenarios.
    34 repo stars
  99. ▌
    Analyzing Tranche Relative Value · casemark
    Evaluates structured product tranche pricing with spread analysis, yield attribution, and comparable structure benchmarking. Use when assessing tranche value, comparing structured product pricing, or analyzing spread components.
    34 repo stars
  100. ▌
    Building Leveraged Buyout Models · casemark
    Constructs LBO models with sources/uses, debt schedules, operating projections, and returns analysis across entry/exit scenarios. Use when modeling leveraged buyouts, calculating sponsor returns, or analyzing leverage capacity.
    34 repo stars