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CaseMark

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• 2.1k skills
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• 34 repo stars
• 3 weeks ago last updated

1. ▌
   Drafting Offering Memoranda Debt · casemark

   Creates debt offering memoranda with credit overview, financial analysis, industry section, and risk factors for investor marketing. Use when preparing debt OMs, writing credit marketing materials, or structuring lender presentations.
   34 repo stars
2. ▌
   Drafting Transaction Term Sheets · casemark

   Structures preliminary transaction terms including price, consideration, conditions, reps/warranties, and indemnification. Use when drafting LOIs, preparing term sheets, or summarizing negotiated deal points.
   34 repo stars
3. ▌
   Evaluating Concession Agreements · casemark

   Analyzes concession terms with revenue sharing, performance requirements, hand-back conditions, and termination provisions. Use when evaluating concessions, analyzing PPP contracts, or assessing concession economics.
   34 repo stars
4. ▌
   Evaluating Founder Team Dynamics · casemark

   Assesses founding team composition, complementarity, equity split rationale, and execution capability. Use when evaluating founding teams, assessing management risk, or conducting reference checks.
   34 repo stars
5. ▌
   Evaluating Sum Of Parts Activism · casemark

   Assesses conglomerate break-up activism with segment valuation, separation feasibility, and tax-free qualification analysis. Use when evaluating SOTP activism, analyzing break-up proposals, or modeling separation value.
   34 repo stars
6. ▌
   Managing Bridge Loan Commitments · casemark

   Structures bridge financing with commitment terms, flex provisions, and permanent takeout analysis for acquisition financing. Use when arranging bridge facilities, analyzing flex economics, or managing bridge-to-bond transitions.
   34 repo stars
7. ▌
   Managing Co Investment Reporting · casemark

   Structures co-investment reporting with deal-level performance, fee/carry calculations, and co-invest program aggregate analysis. Use when reporting co-invest performance, tracking deal-level returns, or preparing co-invest summaries.
   34 repo stars
8. ▌
   Managing Debt Private Placements · casemark

   Coordinates private placement execution with investor targeting, NAIC designation analysis, and shelf registration requirements. Use when managing PP offerings, targeting insurance company investors, or structuring private notes.
   34 repo stars
9. ▌
   Managing Investor Portal Content · casemark

   Structures investor portal organization with document hierarchy, access permissions, and communication archive management. Use when managing investor portals, organizing LP documentation, or maintaining investor communication records.
   34 repo stars
10. ▌
    Managing Ipo Execution Processes · casemark

    Structures IPO execution from organizational meeting through pricing with workstream coordination and timeline management. Use when managing IPOs, coordinating offering processes, or tracking ECM execution milestones.
    34 repo stars
11. ▌
    Modeling Carbon Credit Economics · casemark

    Builds carbon credit models with offset generation analysis, verification costs, and market pricing dynamics for carbon-linked investments. Use when modeling carbon credits, analyzing offset economics, or evaluating carbon market exposure.
    34 repo stars
12. ▌
    Planning Post Merger Integration · casemark

    Structures Day 1 readiness, 100-day plans, and long-term integration workstreams with synergy realization tracking. Use when planning PMI, building integration timelines, or tracking workstream execution.
    34 repo stars
13. ▌
    Preparing Fund Valuation Reports · casemark

    Structures fund NAV reporting with investment-level valuations, methodology disclosure, and fair value hierarchy classification. Use when preparing NAV reports, documenting valuation methodology, or presenting fair value analysis.
    34 repo stars
14. ▌
    Analyzing Health Insurance Plans · casemark

    Evaluates health insurance plan structures with actuarial value, network analysis, and cost projection. Use when analyzing health plans, comparing coverage, or projecting healthcare costs.
    34 repo stars
15. ▌
    Analyzing Industry Supply Chains · casemark

    Maps industry supply chain dynamics with upstream/downstream exposure and competitive positioning. Use when analyzing supply chains, assessing industry structure, or evaluating competitive moats.
    34 repo stars
16. ▌
    Analyzing Inflation Linked Bonds · casemark

    Evaluates TIPS and inflation-linked securities with breakeven analysis and real yield assessment. Use when analyzing inflation bonds, calculating breakeven inflation, or evaluating real return.
    34 repo stars
17. ▌
    Analyzing Multi Asset Strategies · casemark

    Evaluates multi-asset investment strategies with regime analysis and dynamic allocation models. Use when analyzing multi-asset funds, evaluating tactical allocation, or assessing regime-based strategies.
    34 repo stars
18. ▌
    Analyzing Secondary Transactions · casemark

    Evaluates secondary market transactions with NAV assessment, discount/premium analysis, and portfolio evaluation. Use when analyzing secondary deals, pricing LP interests, or evaluating GP-led secondaries.
    34 repo stars
19. ▌
    Building Equity Valuation Models · casemark

    Constructs DCF, comparable company, and precedent transaction valuation models with sensitivity analysis. Use when valuing public companies, building financial models, or estimating fair value ranges.
    34 repo stars
20. ▌
    Building Monte Carlo Simulations · casemark

    Constructs Monte Carlo simulation frameworks with variance reduction and convergence analysis. Use when building MC simulations, implementing variance reduction, or assessing simulation accuracy.
    34 repo stars
21. ▌
    Conducting Benchmarking Analysis · casemark

    Structures financial and operational benchmarking against industry peers with gap identification. Use when benchmarking performance, comparing to industry metrics, or identifying improvement opportunities.
    34 repo stars
22. ▌
    Conducting Country Risk Analysis · casemark

    Structures sovereign and country risk assessment with economic, political, and financial system evaluation. Use when assessing country risk, evaluating sovereign creditworthiness, or analyzing political risk.
    34 repo stars
23. ▌
    Generating Client Reports Wealth · casemark

    Creates wealth management client reports with performance, net worth, and planning progress documentation. Use when preparing client reviews, creating wealth reports, or documenting planning progress.
    34 repo stars
24. ▌
    Managing Capital Allocation Fpna · casemark

    Structures capital allocation analysis with project prioritization, ROI evaluation, and portfolio optimization. Use when prioritizing investments, evaluating capital projects, or managing capital budgets.
    34 repo stars
25. ▌
    Managing Clearing And Settlement · casemark

    Structures central clearing analysis with CCP margin methodology and default waterfall assessment. Use when managing clearing relationships, analyzing CCP margins, or evaluating default waterfalls.
    34 repo stars
26. ▌
    Managing Co Investment Processes · casemark

    Structures co-investment offerings with allocation, terms, and LP communication documentation. Use when managing co-investments, structuring co-invest terms, or documenting LP allocations.
    34 repo stars
27. ▌
    Managing Consolidation Reporting · casemark

    Structures multi-entity consolidation reporting with elimination entries and intercompany reconciliation. Use when consolidating financial results, managing eliminations, or preparing consolidated reports.
    34 repo stars
28. ▌
    Managing Cross Border Compliance · casemark

    Structures cross-border compliance with multi-jurisdictional regulatory requirements and conflict resolution. Use when managing international compliance, navigating multi-jurisdictional rules, or resolving regulatory conflicts.
    34 repo stars
29. ▌
    Managing Due Diligence Processes · casemark

    Structures buy-side and sell-side due diligence with workstream coordination and findings documentation. Use when managing due diligence, coordinating DD workstreams, or documenting diligence findings.
    34 repo stars
30. ▌
    Managing Esg Reporting Standards · casemark

    Structures ESG disclosure with TCFD, SASB, GRI, and ISSB framework alignment and gap analysis. Use when preparing ESG disclosures, aligning to reporting frameworks, or analyzing ESG reporting gaps.
    34 repo stars
31. ▌
    Managing Fund Expense Allocation · casemark

    Structures fund expense allocation with methodology documentation, compliance, and investor disclosure. Use when allocating fund expenses, documenting allocation methods, or managing expense ratios.
    34 repo stars
32. ▌
    Managing Lease Accounting Asc842 · casemark

    Structures ASC 842 compliance with lease identification, classification, measurement, and transition documentation. Use when implementing ASC 842, classifying leases, or calculating lease liabilities.
    34 repo stars
33. ▌
    Managing Performance Calculation · casemark

    Structures portfolio performance calculation with GIPS compliance, composite management, and attribution. Use when calculating returns, managing GIPS composites, or performing attribution analysis.
    34 repo stars
34. ▌
    Managing Private Banking Reviews · casemark

    Structures private banking relationship reviews with service assessment, fee analysis, and strategy evaluation. Use when reviewing banking relationships, analyzing fees, or evaluating service quality.
    34 repo stars
35. ▌
    Managing Regulatory Examinations · casemark

    Structures regulatory exam preparation with document production, findings response, and remediation tracking. Use when preparing for regulatory exams, responding to examination findings, or managing exam timelines.
    34 repo stars
36. ▌
    Managing Reit Portfolio Analysis · casemark

    Structures REIT portfolio evaluation with property-level analysis, geographic diversification, and tenant concentration. Use when analyzing REIT portfolios, evaluating property mix, or assessing concentration risk.
    34 repo stars
37. ▌
    Modeling Sum Of Parts Valuations · casemark

    Builds SOTP valuations for conglomerates and multi-segment companies with segment-appropriate methodologies. Use when valuing diversified companies, calculating conglomerate discounts, or modeling segment breakups.
    34 repo stars
38. ▌
    Answer With Invalidity Contentions · casemark

    Drafts a defendant's Answer with Invalidity Contentions responding to a U.S. patent infringement complaint. Covers FRCP 8(b) admissions/denials, affirmative defenses, and PLR 3-3 invalidity contentions with claim charts under 35 U.S.C. §§ 101, 102, 103, 112. Use when representing a defendant in the pleadings phase of federal patent litigation who must respond to an infringement suit and assert prior art, anticipation, obviousness, or § 112 defenses.
    34 repo stars
39. ▌
    Appellate Formatting Certification · casemark

    Generates appellate-brief TOC, TOA, and Certificate of Compliance with defensible word-count methodology. Triggers on TOC/TOA rebuilds, certificate of compliance drafting, FRAP 32(g) compliance, word-count certification, or final brief formatting before filing.
    34 repo stars
40. ▌
    Collateral Assignment Of Contracts · casemark

    Drafts a Collateral Assignment of Contracts assigning a borrower's contractual rights as security for debt under UCC Article 9. Triggers when securing lender interests in contract rights, drafting pre-closing security documents, or structuring collateral packages for U.S. commercial credit facilities.
    34 repo stars
41. ▌
    Confidentiality Security Agreement · casemark

    Drafts enforceable U.S. Employee Confidentiality and Security Agreements protecting proprietary information, trade secrets, and digital assets, with layered confidential-information definitions, security and acceptable-use obligations, incident reporting protocols, termination property-return procedures, and post-employment restrictive covenants. Incorporates state-specific enforceability standards, DTSA whistleblower immunity notice, and NLRA Section 7 savings clauses. Use when onboarding employees, updating confidentiality policies, or drafting NDA-style employment agreements (trigger keywords: confidentiality agreement, employee NDA, security agreement, trade secret, acceptable use, incident reporting, post-employment restrictions).
    34 repo stars
42. ▌
    Director Indemnification Agreement · casemark

    Drafts U.S. director indemnification agreements maximizing protection under state corporate law, with advancement of expenses and determination procedures. Use when drafting or updating a director indemnification agreement, onboarding directors, strengthening governance beyond bylaws, or coordinating with D&O coverage. Triggers: indemnification agreement, director advancement, corporate governance, D&O, DGCL 145.
    34 repo stars
43. ▌
    Employee Confidentiality Agreement · casemark

    Drafts enforceable Employee Confidentiality and Security Agreements protecting trade secrets, proprietary information, and digital assets. Incorporates DTSA whistleblower notice, state-specific enforceability, NLRA carveouts, and data privacy compliance. Use when onboarding employees, updating confidentiality policies, or creating security agreements for data privacy and cybersecurity contexts.
    34 repo stars
44. ▌
    Environmental Regulation Summaries · casemark bundle

    Generates structured summaries of U.S. environmental laws, compliance obligations, and permitting requirements for specific industries or projects. Covers federal statutes (CAA, CWA, RCRA, CERCLA, NEPA as amended by FRA 2023, ESA, TSCA), state analogs, and local requirements. Maps regulations to business activities including permitting, reporting, monitoring, and penalties (referencing 40 CFR § 19.4 inflation-adjusted maximums). Reflects post-Sackett WOTUS scope, PFAS CERCLA designation, CEQ regulation rescission (effective April 11, 2025), and TSCA PFAS reporting. Use when advising on environmental compliance, assessing regulatory exposure, onboarding to a regulated industry, or building compliance programs for manufacturing, energy, construction, agriculture, mining, or waste management.
    34 repo stars
45. ▌
    Shareholder Resolution To Dissolve · casemark

    Drafts a shareholder resolution authorizing voluntary dissolution of a corporation with state-specific compliance, voting documentation, recitals, winding-up authorizations, and certification. Use when shareholders formally approve voluntary dissolution, corporate wind-down, or entity liquidation.
    34 repo stars
46. ▌
    Written Consent In Lieu Of Meeting · casemark

    Drafts U.S. corporate written-consent instruments (board, shareholder, member) as substitutes for formal meetings. Triggers when counsel requests board consent, shareholder written consent, unanimous consent, consent-in-lieu approvals, or "action without meeting" for contracts, financing, equity issuance, officer delegation, or governing-document amendments. Produces jurisdiction-aware approval records with threshold validation and execution mechanics.
    34 repo stars
47. ▌
    Conducting Antimicrobial Stewardship · casemark

    Reviews antibiotic appropriateness with spectrum optimization, de-escalation, and duration recommendations. Use when reviewing antibiotic use, recommending de-escalation, or conducting antibiotic time-outs.
    34 repo stars
48. ▌
    Conducting Health Economics Research · casemark

    Structures cost-effectiveness and health economic analyses with QALY calculations and model validation. Use when conducting health economics research, calculating QALYs, or building economic models.
    34 repo stars
49. ▌
    Conducting Health Impact Assessments · casemark

    Structures health impact assessment with exposure evaluation and risk characterization. Use when assessing health impacts, evaluating environmental exposures, or characterizing population risk.
    34 repo stars
50. ▌
    Conducting Pre Operative Evaluations · casemark

    Structures pre-surgical risk assessment using ACC/AHA guidelines with cardiac and pulmonary clearance. Use when performing preop evaluations, assessing surgical risk, or providing medical clearance.
    34 repo stars
51. ▌
    Creating Treatment Plans Psychiatric · casemark

    Structures psychiatric treatment plans with diagnoses, goals, interventions, and measurable outcomes. Use when creating psychiatric treatment plans, setting therapeutic goals, or documenting treatment modalities.
    34 repo stars
52. ▌
    Interpreting Cardiac Catheterization · casemark

    Structures cath lab report interpretation with hemodynamics, angiographic findings, and intervention documentation. Use when reviewing cath reports, documenting PCI procedures, or interpreting hemodynamic data.
    34 repo stars
53. ▌
    Interpreting Musculoskeletal Imaging · casemark

    Structures MSK imaging interpretation with fracture classification and joint assessment protocols. Use when reading MSK imaging, classifying fractures, or documenting orthopedic findings.
    34 repo stars
54. ▌
    Managing Attention Deficit Disorders · casemark

    Structures ADHD evaluation in children with behavioral rating scales and medication trials. Use when evaluating pediatric ADHD, interpreting Vanderbilt/Conners scales, or managing stimulant therapy.
    34 repo stars
55. ▌
    Managing Conditions Of Participation · casemark

    Monitors CMS Conditions of Participation compliance with survey readiness documentation. Use when preparing for CMS surveys, tracking CoP compliance, or managing survey readiness.
    34 repo stars
56. ▌
    Managing Enhanced Recovery Protocols · casemark

    Implements ERAS pathway elements with compliance tracking across preop, intraop, and postop phases. Use when applying ERAS protocols, tracking pathway compliance, or optimizing surgical recovery.
    34 repo stars
57. ▌
    Managing Hereditary Cancer Syndromes · casemark

    Guides hereditary cancer risk assessment with genetic testing criteria and management recommendations. Use when evaluating hereditary cancer risk, ordering genetic testing, or managing high-risk patients.
    34 repo stars
58. ▌
    Managing Infectious Disease Programs · casemark

    Structures infectious disease control programs with prevention, testing, and treatment access protocols. Use when managing ID programs, implementing STI prevention, or coordinating TB control.
    34 repo stars
59. ▌
    Managing Informed Consent Compliance · casemark

    Evaluates informed consent practices against state law requirements and institutional policies. Use when auditing consent processes, reviewing consent form adequacy, or managing consent compliance.
    34 repo stars
60. ▌
    Managing Medical Staff Credentialing · casemark

    Structures credentialing verification with primary source documentation and privilege delineation. Use when processing credentials, verifying qualifications, or managing privilege requests.
    34 repo stars
61. ▌
    Managing Neurological Rehabilitation · casemark

    Structures neurorehab assessment with standardized scales (FIM, Barthel, NIHSS) and recovery tracking. Use when managing neurological rehab, documenting recovery progress, or applying neurorehab scales.
    34 repo stars
62. ▌
    Managing Palliative Care Integration · casemark

    Guides palliative care consultation timing and symptom management integration with curative therapy. Use when integrating palliative care, managing cancer symptoms, or coordinating concurrent curative and palliative treatment.
    34 repo stars
63. ▌
    Managing Pediatric Behavioral Health · casemark

    Screens for and manages common pediatric behavioral and emotional conditions with school coordination. Use when screening pediatric mental health, coordinating with schools, or managing behavioral concerns.
    34 repo stars
64. ▌
    Managing Peripheral Vascular Disease · casemark

    Guides PVD assessment with ABI interpretation and intervention referral criteria. Use when evaluating peripheral vascular disease, interpreting ABI studies, or managing claudication.
    34 repo stars
65. ▌
    Managing Population Health Analytics · casemark

    Structures population health analysis with risk stratification and care gap identification. Use when analyzing population health, stratifying patient risk, or identifying care gaps.
    34 repo stars
66. ▌
    Managing Range Of Motion Assessments · casemark

    Documents goniometric measurements with active/passive ROM and comparison to normative values. Use when measuring joint ROM, documenting mobility assessments, or tracking ROM progress.
    34 repo stars
67. ▌
    Managing State Regulatory Compliance · casemark

    Monitors state-specific healthcare regulatory requirements including licensing, reporting, and scope of practice. Use when tracking state regulations, managing licensure requirements, or monitoring regulatory changes.
    34 repo stars
68. ▌
    Managing Workplace Safety Healthcare · casemark

    Tracks OSHA healthcare requirements including bloodborne pathogen, TB, and violence prevention programs. Use when managing OSHA compliance, implementing safety programs, or documenting exposure incidents.
    34 repo stars
69. ▌
    Performing Quality Assurance Reviews · casemark

    Structures radiology peer review and quality assurance with discrepancy classification. Use when conducting peer review, classifying discrepancies, or documenting QA findings.
    34 repo stars
70. ▌
    Analyzing Claims Trading Dynamics · casemark

    Evaluates claims trading market with trading levels, holder identification, and blocking position analysis. Use when analyzing claims markets, tracking distressed debt trading, or evaluating ad hoc group dynamics.
    34 repo stars
71. ▌
    Analyzing Credit Fund Performance · casemark

    Evaluates credit fund returns with yield attribution, mark-to-market dynamics, and performance comparison across credit strategies. Use when analyzing credit fund performance, decomposing returns, or benchmarking credit strategies.
    34 repo stars
72. ▌
    Analyzing Cross Border Insolvency · casemark

    Evaluates multi-jurisdictional restructuring with Chapter 15 recognition, COMI analysis, and parallel proceeding coordination. Use when analyzing cross-border insolvency, assessing jurisdiction selection, or coordinating multi-country restructurings.
    34 repo stars
73. ▌
    Analyzing Esoteric Abs Collateral · casemark

    Evaluates non-traditional securitization collateral including solar, data centers, digital infrastructure, and IP royalties. Use when analyzing esoteric ABS, evaluating non-standard collateral, or structuring novel asset classes.
    34 repo stars
74. ▌
    Analyzing Go To Market Efficiency · casemark

    Evaluates sales efficiency with CAC payback, sales cycle analysis, channel economics, and pipeline conversion metrics. Use when assessing GTM efficiency, analyzing sales productivity, or evaluating distribution strategy.
    34 repo stars
75. ▌
    Analyzing Lock Up Period Dynamics · casemark

    Evaluates lock-up expiration impact with float analysis, insider selling patterns, and supply overhang assessment. Use when analyzing lock-up expirations, modeling supply dynamics, or assessing post-IPO trading patterns.
    34 repo stars
76. ▌
    Analyzing Power Market Structures · casemark

    Evaluates electricity market design with capacity payments, energy margins, ancillary services, and renewable intermittency management. Use when analyzing power markets, evaluating merchant exposure, or assessing capacity market dynamics.
    34 repo stars
77. ▌
    Analyzing Real Estate Secondaries · casemark

    Evaluates real estate fund secondary transactions with NAV validation, property-level assessment, and sector/vintage analysis. Use when pricing RE secondaries, analyzing property portfolios, or evaluating REIT fund interests.
    34 repo stars
78. ▌
    Analyzing Section 363 Asset Sales · casemark

    Evaluates 363 sale processes with stalking horse protections, bid procedures, and credit bidding mechanics. Use when analyzing 363 sales, structuring stalking horse bids, or evaluating asset sale alternatives.
    34 repo stars
79. ▌
    Analyzing Structured Note Payoffs · casemark

    Deconstructs structured note payoffs with embedded option identification, issuer credit risk, and all-in cost analysis. Use when analyzing structured notes, evaluating embedded options, or assessing structured product costs.
    34 repo stars
80. ▌
    Building Roic Analysis Frameworks · casemark

    Constructs ROIC decomposition with invested capital measurement, operating return analysis, and value creation vs destruction assessment. Use when analyzing ROIC, building capital return frameworks, or assessing value creation.
    34 repo stars
81. ▌
    Conducting Buy Side Due Diligence · casemark

    Structures comprehensive buy-side diligence across financial, legal, commercial, and operational workstreams. Use when coordinating DD processes, building diligence checklists, or synthesizing DD findings.
    34 repo stars
82. ▌
    Evaluating Growth Stage Companies · casemark

    Assesses scaling companies with product-market fit validation, unit economics maturity, and growth trajectory sustainability analysis. Use when evaluating growth-stage investments, analyzing scaling businesses, or assessing expansion readiness.
    34 repo stars
83. ▌
    Evaluating Strategic Alternatives · casemark

    Structures strategic alternatives analysis with status quo, sale, merger, spin-off, and recapitalization scenario comparison. Use when evaluating strategic options, preparing board-level alternatives, or analyzing corporate transformations.
    34 repo stars
84. ▌
    Evaluating Upstream Energy Assets · casemark

    Assesses upstream oil and gas assets with reserve estimation, production decline curves, and net asset value modeling. Use when evaluating E&P assets, analyzing reserve reports, or modeling upstream economics.
    34 repo stars
85. ▌
    Managing Direct Listing Processes · casemark

    Structures direct listing execution with opening auction mechanics, reference price methodology, and market maker coordination. Use when executing direct listings, analyzing DL mechanics, or comparing DL vs IPO economics.
    34 repo stars
86. ▌
    Managing Fund Formation Processes · casemark

    Coordinates fundraising execution with PPM preparation, DDQ completion, legal documentation, and closing mechanics. Use when managing fund launches, coordinating formation processes, or tracking fundraising milestones.
    34 repo stars
87. ▌
    Modeling Clo Cash Flow Waterfalls · casemark

    Builds CLO waterfall models with coverage tests, reinvestment criteria, and distribution allocation across tranches. Use when modeling CLO structures, analyzing OC/IC tests, or projecting tranche returns.
    34 repo stars
88. ▌
    Modeling Construction Period Risk · casemark

    Analyzes construction risk with EPC contract review, delay and cost overrun scenarios, and completion guarantee structures. Use when modeling construction risk, evaluating EPC terms, or stress testing project timelines.
    34 repo stars
89. ▌
    Modeling Contingent Consideration · casemark

    Structures earnout and contingent payment mechanisms with milestone definitions, measurement periods, and payout scenarios. Use when modeling earnouts, designing milestone-based payments, or valuing contingent consideration.
    34 repo stars
90. ▌
    Modeling Dilution Impact Analysis · casemark

    Calculates dilutive impact of equity issuance on existing shareholders with EPS, ownership, and NAV per share analysis. Use when modeling dilution, communicating shareholder impact, or comparing capital raise alternatives.
    34 repo stars
91. ▌
    Modeling Economic Profit Analysis · casemark

    Builds economic profit (EVA) models with capital charge calculation, value spread analysis, and long-term value creation measurement. Use when calculating economic profit, analyzing EVA trends, or measuring value creation.
    34 repo stars
92. ▌
    Modeling J Curve Adjusted Pricing · casemark

    Builds pricing models incorporating J-curve positioning with blind pool risk, early-vintage assessment, and age-weighted adjustments. Use when pricing early-vintage funds, analyzing J-curve risk, or adjusting for fund maturity.
    34 repo stars
93. ▌
    Modeling Merger Arbitrage Spreads · casemark

    Calculates merger arb risk/reward with annualized spread, deal break probability, and downside scenario analysis. Use when analyzing merger arb, calculating spread returns, or evaluating deal completion probability.
    34 repo stars
94. ▌
    Modeling Mining Project Economics · casemark

    Builds mining project financial models with resource estimation, mine plan integration, and commodity price sensitivity analysis. Use when modeling mining investments, analyzing feasibility studies, or evaluating mineral assets.
    34 repo stars
95. ▌
    Planning Exit Timing And Strategy · casemark

    Evaluates exit alternatives (strategic sale, IPO, secondary, continuation) with market conditions, buyer universe, and return optimization. Use when planning exits, evaluating exit timing, or comparing exit routes.
    34 repo stars
96. ▌
    Preparing Derivative Risk Reports · casemark

    Structures derivative portfolio risk reporting with Greeks aggregation, scenario analysis, and limit monitoring. Use when preparing derivative risk reports, aggregating portfolio Greeks, or monitoring risk limits.
    34 repo stars
97. ▌
    Structuring Inflation Derivatives · casemark

    Designs inflation swap and option structures with zero-coupon and year-on-year mechanics and seasonal adjustment analysis. Use when structuring inflation derivatives, pricing inflation swaps, or evaluating inflation hedging.
    34 repo stars
98. ▌
    Structuring Investor Segmentation · casemark

    Designs LP segmentation with tiered communication, access differentiation, and relationship management frameworks. Use when segmenting investor base, designing communication strategies, or managing LP relationships.
    34 repo stars
99. ▌
    Structuring Spin Off Transactions · casemark

    Designs corporate spin-off execution with Remainco/SpinCo capitalization, Form 10 preparation, and tax-free qualification analysis. Use when structuring spin-offs, analyzing separation mechanics, or evaluating Remainco impact.
    34 repo stars
100. ▌
     Analyzing Alternative Investments · casemark

     Evaluates alternative investment strategies (hedge funds, real assets, private markets) with risk-return and liquidity analysis. Use when analyzing alternatives, evaluating fund strategies, or assessing illiquidity premiums.
     34 repo stars