lev-os
- 2.8k skills
- 0 followers
- last month last updated
- ▌ Exa Plus · lev-os bundleNeural web search via Exa AI. Search people, companies, news, research, code. Supports deep search, domain filters, date ranges.
- ▌ Analyzing Cross Asset Correlation Dynamics · lev-osMonitors cross-asset correlation patterns with regime-dependent analysis and diversification effectiveness assessment. Use when analyzing correlations, assessing diversification, or evaluating cross-asset relationships.
- ▌ Analyzing Dark Pool And Alternative Venues · lev-osEvaluates alternative trading systems with fill rate analysis, information leakage assessment, and venue toxicity measurement. Use when analyzing dark pools, evaluating ATS venues, or assessing execution venue quality.
- ▌ Analyzing Etf Creation Redemption Dynamics · lev-osEvaluates ETF market mechanics with premium/discount analysis, authorized participant activity, and creation unit arbitrage. Use when analyzing ETF trading, evaluating NAV premiums, or understanding creation/redemption flows.
- ▌ Analyzing Make Whole And Redemption Claims · lev-osEvaluates make-whole premium claims in bankruptcy with contract interpretation, present value disputes, and secured status analysis. Use when analyzing make-whole claims, evaluating redemption disputes, or assessing premium recovery.
- ▌ Analyzing Renewable Energy Project Finance · lev-osEvaluates renewable energy project economics with PPA structures, merchant tail risk, and production profile analysis. Use when analyzing wind/solar projects, evaluating PPA terms, or modeling renewable energy cash flows.
- ▌ Conducting Debt Market Conditions Analysis · lev-osSynthesizes DCM market activity with new issue spreads, fund flows, and market technical analysis for issuance timing. Use when analyzing debt market windows, timing bond issuance, or assessing market receptivity.
- ▌ Conducting Operational Turnaround Analysis · lev-osAssesses operational improvement opportunities with cost rationalization, revenue stabilization, and management changes for distressed businesses. Use when evaluating turnaround plans, identifying operational improvements, or assessing management capability.
- ▌ Conducting Structured Finance Surveillance · lev-osMonitors structured product performance with collateral deterioration triggers, coverage test tracking, and credit migration analysis. Use when conducting ABS surveillance, monitoring CLO performance, or tracking structured product credit.
- ▌ Conducting Manager Track Record Analysis · lev-osAssesses GP track records for secondary pricing with fund-level attribution, unrealized portfolio assessment, and consistency analysis. Use when evaluating GP track records, analyzing fund performance consistency, or assessing manager quality.
- ▌ Conducting Pre Ipo Readiness Assessments · lev-osEvaluates IPO preparedness across financial reporting, governance, compliance, and operational maturity dimensions. Use when assessing IPO readiness, identifying pre-IPO gaps, or planning public market transitions.
- ▌ Conducting Reserve And Resource Analysis · lev-osEvaluates mineral and hydrocarbon reserves with classification methodology, resource conversion rates, and valuation per unit analysis. Use when analyzing reserve reports, validating resource estimates, or assessing depletion profiles.
- ▌ Conducting Risk Control Self Assessments · lev-osDesigns and facilitates RCSA processes with risk identification, control evaluation, and action planning. Use when conducting RCSAs, evaluating internal controls, or identifying emerging risks.
- ▌ Conducting Working Capital Due Diligence · lev-osAnalyzes target company working capital for M&A with normalization, peg calculation, and adjustment mechanics. Use when analyzing WC for transactions, calculating WC pegs, or structuring WC adjustment mechanisms.
- ▌ Disclosure Statement Plan Reorganization · lev-osDrafts a Chapter 11 Disclosure Statement compliant with 11 U.S.C. § 1125 and FRBP 3016(b). Use when preparing the disclosure statement that accompanies a proposed reorganization plan, covering debtor background, class treatments, liquidation analysis, projections, risk factors, and voting procedures.
- ▌ Evaluating Timber And Agriculture Assets · lev-osAssesses timberland and agricultural investments with biological growth rates, harvest economics, and land value appreciation. Use when evaluating timber investments, analyzing farmland, or assessing biological asset returns.
- ▌ Managing Congenital Heart Disease Adults · lev-osStructures 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.
- ▌ Managing Sexually Transmitted Infections · lev-osGuides STI screening, treatment, and partner notification using CDC guidelines. Use when managing STIs, selecting treatment regimens, or documenting STI screening.
- ▌ Managing Substance Abuse Confidentiality · lev-osApplies 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.
- ▌ Managing Transfer Restriction Navigation · lev-osNavigates LP transfer requirements including GP consent, ROFR compliance, and partnership agreement transfer provisions. Use when managing LP transfers, obtaining GP consent, or navigating transfer restrictions.
- ▌ Managing Vendor Due Diligence Compliance · lev-osStructures regulatory vendor due diligence with risk assessment and ongoing monitoring requirements. Use when conducting vendor DD, assessing outsourcing risk, or managing third-party compliance.
- ▌ Modeling Credit Enhancement Requirements · lev-osCalculates required credit enhancement levels with loss modeling, attachment/detachment points, and rating agency methodology. Use when sizing credit enhancement, modeling loss scenarios, or determining tranche subordination.
- ▌ Modeling Volatility Targeting Strategies · lev-osBuilds volatility targeting models with realized vol estimation, leverage adjustment, and drawdown management mechanics. Use when implementing vol targeting, adjusting portfolio leverage, or managing drawdown limits.
- ▌ Preparing Equity Capital Markets Updates · lev-osSynthesizes ECM market conditions with recent pricing, sector performance, and pipeline activity for client communication. Use when preparing market updates, summarizing ECM activity, or advising on market timing.
- ▌ Structuring Equity Derivative Strategies · lev-osDesigns equity derivative strategies with call spreads, put spreads, straddles, and ratio combinations for investment and hedging. Use when structuring equity strategies, designing option combinations, or evaluating strategy payoffs.
- ▌ Structuring Fund Level Credit Facilities · lev-osDesigns subscription credit facilities with LP commitment-based lending, borrowing base mechanics, and advance rate analysis. Use when structuring fund lines, analyzing subscription facilities, or evaluating fund-level leverage.
- ▌ Structuring Gp Led Continuation Vehicles · lev-osDesigns GP-led continuation fund structures with rollover mechanics, new money terms, and existing LP election options. Use when structuring continuation vehicles, designing rollover terms, or analyzing GP-led economics.
- ▌ Structuring Portfolio Trading Strategies · lev-osDesigns portfolio transition strategies with trade list optimization, crossing opportunities, and execution timeline planning. Use when planning portfolio transitions, managing rebalancing trades, or optimizing transition costs.
- ▌ Structuring Revolving Credit Commitments · lev-osDesigns revolver structures with commitment sizing, utilization analysis, and availability management for credit fund portfolios. Use when structuring revolvers, sizing commitments, or managing availability exposure.
- ▌ Hard Thing About Hard Things · lev-os bundleSwitch between peacetime and wartime leadership modes when facing existential threats requiring brutal honesty and hard decisions with no good options
- ▌ Lines Of Operation Vs Effort · lev-os bundleStructure complex campaigns by distinguishing physical objectives from effects-based outcomes when both terrain control and behavioral change matter for success
- ▌ Managing Growth Equity Board Governance · lev-osStructures board engagement for growth equity investments with meeting cadence, committee design, and information rights. Use when establishing board governance, preparing board materials, or managing investor board relationships.
- ▌ Managing Infrastructure Asset Lifecycle · lev-osTracks infrastructure asset performance with maintenance planning, capital expenditure optimization, and end-of-life valuation. Use when managing infrastructure portfolios, planning capex, or evaluating asset condition.
- ▌ Managing Maternal Child Health Programs · lev-osStructures MCH program management with Title V indicators and outcome tracking. Use when managing MCH programs, tracking perinatal outcomes, or monitoring child health indicators.
- ▌ Managing Out Of Court Workout Processes · lev-osStructures exchange offers, consent solicitations, and amend-and-extend transactions as Chapter 11 alternatives. Use when managing out-of-court workouts, designing exchange offers, or structuring pre-negotiated deals.
- ▌ Managing Real Estate Tax Considerations · lev-osStructures real estate tax planning with 1031 exchange, depreciation, and opportunity zone analysis. Use when planning real estate taxes, structuring 1031 exchanges, or analyzing tax implications.
- ▌ Modeling Chapter 11 Recovery Waterfalls · lev-osBuilds recovery waterfall models with absolute priority, secured vs unsecured claims, and plan of reorganization distribution analysis. Use when modeling bankruptcy recoveries, analyzing claim priorities, or estimating creditor distributions.
- ▌ Preparing Cross Border Investment Cases · lev-osStructures international investment recommendations with country risk overlay, currency analysis, and structural considerations for IC presentation. Use when preparing cross-border cases, building international IC materials, or documenting cross-border opportunities.
- ▌ Preparing Disclosure Statement Analysis · lev-osEvaluates Chapter 11 disclosure statements with plan description adequacy, feasibility projections, and liquidation analysis comparison. Use when reviewing disclosure statements, analyzing plan feasibility, or preparing objections.
- ▌ Preparing Event Driven Investment Cases · lev-osStructures event-driven investment recommendations with catalyst identification, timeline analysis, and risk/reward framework for portfolio allocation. Use when preparing event-driven cases, documenting catalyst theses, or presenting special situation opportunities.
- ▌ Preparing K1 And Tax Reporting Packages · lev-osCoordinates partner tax reporting with Schedule K-1 preparation, PFIC reporting, and state filing requirements. Use when preparing K-1 packages, coordinating tax reporting, or managing partner tax communication.
- ▌ Preparing Quantitative Strategy Reports · lev-osStructures systematic strategy performance reporting with factor exposure, attribution, and risk analytics for investor communication. Use when preparing quant reports, documenting strategy performance, or presenting systematic strategy results.
- ▌ Reviewing Biosimilar Interchangeability · lev-osEvaluates biosimilar products for therapeutic interchange with clinical evidence review. Use when evaluating biosimilars, planning therapeutic switches, or analyzing biosimilar evidence.
- ▌ Structuring Deferred Payment Mechanisms · lev-osDesigns deferred and contingent payment structures for secondary transactions with earnout mechanics and escrow arrangements. Use when structuring deferred payments, designing earnout mechanisms, or managing payment timing.
- ▌ Structuring Offshore And Onshore Access · lev-osDesigns market access structures including QFII, Stock Connect, and GDR programs for restricted market entry. Use when structuring market access, evaluating access programs, or analyzing quota-based investment systems.
- ▌ Structuring Public Private Partnerships · lev-osDesigns PPP structures with risk allocation, availability payment mechanisms, and value-for-money analysis for public sponsors. Use when structuring PPPs, analyzing risk allocation, or evaluating VfM for public sector clients.
- ▌ Structuring Revolving Credit Facilities · lev-osDesigns revolver structures with commitment amounts, borrowing base mechanics, letter of credit sub-facilities, and pricing grids. Use when structuring revolvers, designing borrowing bases, or analyzing liquidity facilities.
- ▌ Structuring Royalty And Streaming Deals · lev-osDesigns royalty and streaming agreements with volume projections, delivery schedules, and implied return analysis. Use when structuring royalty deals, analyzing stream economics, or evaluating passive resource exposure.
- ▌ Structuring Tracking Stock Arrangements · lev-osDesigns tracking stock structures with attributed business economics, intergroup arrangements, and value realization mechanics. Use when evaluating tracking stocks, analyzing attributed value structures, or assessing partial separation alternatives.
- ▌ Tracking Net Revenue Retention Dynamics · lev-osMonitors NRR components with expansion, contraction, and churn decomposition across customer segments and cohorts. Use when analyzing revenue retention, decomposing NRR drivers, or assessing expansion revenue quality.
- ▌ Writing Discharge Instructions Surgical · lev-osCreates procedure-specific discharge instructions with activity restrictions, wound care, and return precautions. Use when writing post-surgical discharge instructions, creating patient education materials, or documenting surgical aftercare.
- ▌ Activation Energy Chemistry · lev-osWhen you need to understand why reactions don't happen spontaneously despite being energetically favorable
- ▌ Behavior Driven Development · lev-osBridge communication gap between technical and business stakeholders using Given-When-Then scenarios in plain language
- ▌ Continuous Discovery Habits · lev-osStructured methodology for infusing weekly customer research into product decisions through five interconnected habits
- ▌ Incremental Belief Updating · lev-osAdjust forecasts and beliefs gradually as new evidence arrives rather than making dramatic shifts or anchoring on initial estimates
- ▌ Interaction Design Patterns · lev-osReusable solutions to common interface problems that ensure consistent, intuitive user experiences
- ▌ Marketplace Network Effects · lev-osTwo-sided network effect where supply-side users directly increase value for demand-side users, and vice versa
- ▌ User Research Methodologies · lev-osSystematic approaches for discovering user needs, behaviors, and pain points through interviews, testing, observation, and surveys
- ▌ Visual Hierarchy Principles · lev-os bundleGuide attention with size, contrast, and spacing when users need clear priority and action paths
- ▌ Deep Research · lev-os bundleMulti-mode research agent using Tavily. Quick searches, query expansion, and deep multi-query synthesis with smart stopping. **MANDATE:** Always load exa + valyu for comprehensive research.
- ▌ Analyzing Capital Structure Optimization · lev-osEvaluates optimal leverage with WACC minimization, rating impact, and financial flexibility assessment across market conditions. Use when optimizing capital structure, analyzing target leverage, or evaluating rating implications.
- ▌ Analyzing Conglomerate Discount Dynamics · lev-osEvaluates conglomerate discount with SOTP analysis, segment-level valuation, and separation benefit quantification. Use when analyzing conglomerate value, building SOTP models, or evaluating break-up scenarios.
- ▌ Analyzing Corporate Governance Catalysts · lev-osIdentifies governance-related catalysts with board refreshment, compensation reform, and shareholder proposal analysis. Use when analyzing governance catalysts, evaluating shareholder proposals, or assessing governance improvement potential.
- ▌ Analyzing Crowding And Factor Valuations · lev-osEvaluates factor crowding with positioning analysis, valuation spread monitoring, and unwind risk assessment. Use when analyzing factor crowding, assessing unwind risk, or monitoring factor valuation extremes.
- ▌ Analyzing Middle Market Lending Dynamics · lev-osEvaluates middle-market lending environment with competition analysis, spread trends, and deal structure evolution. Use when analyzing middle-market lending, tracking competitive dynamics, or assessing market conditions.
- ▌ Analyzing Private Credit Market Dynamics · lev-osMonitors private credit market evolution with AUM growth, competitive dynamics, and spread convergence with broadly syndicated markets. Use when analyzing private credit trends, tracking market evolution, or assessing competitive positioning.
- ▌ Analyzing Public To Private Transactions · lev-osEvaluates take-private feasibility with premium analysis, financing capacity, governance considerations, and regulatory requirements. Use when analyzing take-private opportunities, modeling go-private premiums, or assessing delisting mechanics.
- ▌ Analyzing Seed And Anchor Investor Terms · lev-osEvaluates seed/anchor investor economics with revenue sharing, fee discounts, capacity reservations, and governance rights. Use when analyzing seed terms, structuring anchor economics, or evaluating founding investor arrangements.
- ▌ Analyzing Stapled Transaction Structures · lev-osEvaluates stapled secondary structures combining primary commitment with secondary purchase in coordinated transactions. Use when analyzing stapled deals, structuring combined primary/secondary, or evaluating staple economics.
- ▌ Analyzing Vertical Integration Economics · lev-osEvaluates vertical integration decisions with make-vs-buy analysis, supply chain control benefits, and margin capture opportunity assessment. Use when analyzing vertical integration, evaluating supply chain strategy, or assessing integration economics.
- ▌ Analyzing Water And Waste Infrastructure · lev-osEvaluates water treatment, waste management, and environmental services assets with regulatory compliance and growth drivers. Use when analyzing water infrastructure, evaluating waste assets, or assessing utility investments.
- ▌ Conducting Institutional Credit Analysis · lev-osStructures credit underwriting with financial ratio analysis, cash flow quality assessment, and downside scenario modeling. Use when underwriting credit, analyzing borrower quality, or writing credit opinions.
- ▌ Conducting Literature Reviews Systematic · lev-osPerforms systematic literature review following PRISMA guidelines with search strategy documentation. Use when conducting systematic reviews, documenting search strategies, or performing PRISMA analyses.
- ▌ Analyzing Follow On Offering Structures · lev-osEvaluates secondary offering types including overnight blocks, marketed deals, ATMs, and bought deals with dilution analysis. Use when analyzing follow-on options, structuring secondary offerings, or evaluating dilution impact.
- ▌ Analyzing Institutional Investor Demand · lev-osMaps institutional investor targeting with AUM analysis, sector allocation preferences, and historical participation patterns. Use when targeting investors, analyzing demand profiles, or building investor marketing lists.
- ▌ Analyzing International Expansion Plans · lev-osEvaluates geographic expansion strategies with market entry sequencing, localization requirements, and international unit economics. Use when analyzing expansion plans, assessing international readiness, or modeling geo-expansion costs.
- ▌ Analyzing Machine Learning In Investing · lev-osEvaluates ML applications in investment with feature engineering, model selection, and implementation considerations for alpha generation. Use when evaluating ML for investing, designing ML pipelines, or assessing ML strategy feasibility.
- ▌ Analyzing Social Determinants Of Health · lev-osMaps social determinants affecting health outcomes with intervention strategy development. Use when analyzing SDOH, mapping community resources, or designing social health interventions.
- ▌ Analyzing Transportation Infrastructure · lev-osEvaluates transportation assets with ridership analysis, fare structure assessment, and operating efficiency benchmarking. Use when analyzing transportation projects, evaluating mass transit, or assessing toll road economics.
- ▌ Conducting Buyout Operational Diligence · lev-osEvaluates target company operations with management assessment, systems review, process maturity, and improvement opportunity identification. Use when conducting ops DD, assessing operational risk, or identifying value creation levers.
- ▌ Conducting Infrastructure Due Diligence · lev-osStructures infrastructure DD with technical assessment, regulatory review, environmental analysis, and community impact evaluation. Use when conducting infra DD, evaluating asset condition, or assessing regulatory risk.
- ▌ Conducting Quality Of Earnings Analysis · lev-osAdjusts reported earnings for non-recurring items, accounting policy choices, and run-rate normalizations. Use when performing QofE analysis, adjusting EBITDA, or validating seller financial presentations.
- ▌ Conducting Resource Asset Due Diligence · lev-osStructures technical and commercial DD for resource assets with geological review, operational assessment, and regulatory evaluation. Use when conducting resource DD, evaluating technical reports, or assessing operational risk.
- ▌ Creating Rehabilitation Treatment Plans · lev-osDevelops rehabilitation treatment plans with goals, interventions, and measurable outcome milestones. Use when creating rehab plans, setting therapy goals, or planning intervention progressions.
- ▌ Documenting Surgical Pathology Requests · lev-osStructures surgical pathology requisitions with clinical history, specimen description, and specific diagnostic questions. Use when submitting pathology specimens, writing pathology requisitions, or requesting special studies.
- ▌ Drafting Limited Partnership Agreements · lev-osStructures LPA terms with investment period, harvesting period, key person provisions, and investor governance rights. Use when preparing LPA terms, negotiating fund documents, or summarizing partnership provisions.
- ▌ Evaluating Platform Acquisition Targets · lev-osAssesses platform investment opportunities with industry positioning, management quality, organic growth potential, and add-on runway. Use when evaluating platform deals, screening PE investments, or analyzing industry leaders.
- ▌ Managing Alternative Investments Wealth · lev-osEvaluates alternative investment suitability for wealthy clients with liquidity analysis and portfolio fit assessment. Use when recommending alternatives, assessing suitability, or evaluating illiquid investments.
- ▌ Managing Cardiac Rehabilitation Therapy · lev-osStructures cardiac rehab exercise prescription with monitoring parameters and progression criteria. Use when prescribing cardiac rehab exercise, monitoring exercise response, or documenting rehab progression.
- ▌ Managing Commercial Real Estate Lending · lev-osStructures CRE loan underwriting with property valuation, cash flow analysis, and environmental review. Use when underwriting CRE loans, analyzing property cash flows, or evaluating loan collateral.
- ▌ Managing Credit Facility Administration · lev-osTracks revolving credit facility compliance with borrowing base, covenant calculations, and amendment documentation. Use when managing credit facilities, calculating borrowing availability, or tracking covenants.
- ▌ Managing Dental Laboratory Coordination · lev-osStructures dental lab communications with prescription specifications and quality assessment. Use when coordinating with dental labs, writing lab prescriptions, or evaluating lab work quality.
- ▌ Managing Equity Compensation Accounting · lev-osStructures stock-based compensation accounting with fair value measurement and expense recognition. Use when accounting for equity comp, calculating Black-Scholes values, or documenting share-based payments.
- ▌ Managing Follow On Investment Decisions · lev-osEvaluates pro-rata and follow-on investment decisions with portfolio construction, signaling effects, and reserve management. Use when making follow-on decisions, managing reserves, or evaluating pro-rata rights.
- ▌ Structuring Minority Protection Rights · lev-osDesigns minority investor protections including board seats, information rights, consent provisions, and anti-dilution mechanisms. Use when negotiating minority terms, structuring protective provisions, or analyzing governance rights.
- ▌ Structuring Permanent Capital Vehicles · lev-osDesigns permanent capital structures including listed vehicles, evergreen funds, and non-traded REITs with perpetual-life governance. Use when structuring permanent capital, analyzing evergreen mechanics, or designing listed fund vehicles.
- ▌ Structuring Preferred Equity Solutions · lev-osDesigns NAV-based and structured preferred equity facilities with overcollateralization, coverage tests, and waterfall mechanics. Use when structuring preferred equity, analyzing NAV lending, or evaluating fund-level leverage.
- ▌ Design Patterns Behavioral · lev-osManage algorithms, relationships, and responsibilities between objects using eleven behavioral patterns from the Gang of Four
- ▌ Design Patterns Creational · lev-osControl object creation mechanisms using five creational patterns from the Gang of Four to increase flexibility and reuse
- ▌ Design Patterns Structural · lev-osCompose objects and classes into larger structures while keeping them flexible and efficient using seven structural patterns from the Gang of Four