[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"skill:01M718DBMP98CFSJJW7RJAA9RE":3,"skill-same:01M718DBMP98CFSJJW7RJAA9RE":74},{"skillNo":4,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":16,"categories":17,"keywords":26,"publishedAt":47,"linkOnly":48,"markdownContent":49,"markdownBody":50,"frontMatter":51,"refName":52,"commitSha":53,"skillDirectory":54,"forksCount":55,"repositoryHtmlUrl":56,"repositoryHomepageUrl":6,"ownerHtmlUrl":57,"ownerBlogUrl":58,"ownerDescription":6,"updatedAt":59,"install":60,"resources":73},"01M718DBMP98CFSJJW7RJAA9RE","portfolio-monitoring",null,"Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".","anthropics\u002Ffinancial-services","anthropics","https:\u002F\u002Favatars.githubusercontent.com\u002Fu\u002F76263028?v=4","01M697XGDPXJAVQ8391V2BCYTE","Anthropic","01M7188Y8CSYMMZ40A4B4N518V",41229,"Apache-2.0","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fvaluation-reviewer\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[18,23],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000002","文档处理","SCENARIO","使用场景",{"categoryNo":24,"categoryName":25,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000004","电子表格",[27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44,45,46],"monitoring","portfolio monitoring","portfolio","check","when","financials","company","track","materials","triggers","use","PDF","analyze","plan","how","covenant","packages","performance","review","xlsx","2026-11-10 10:12:30",false,"---\nname: portfolio-monitoring\ndescription: Track and analyze portfolio company performance against plan. Ingests monthly\u002Fquarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on \"review portfolio company\", \"monthly financials\", \"how is [company] performing\", \"covenant check\", or \"portfolio update\".\n---\n\n# Portfolio Monitoring\n\n## Workflow\n\n### Step 1: Ingest Financial Package\n\n- Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV)\n- Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital\n- Identify the reporting period and compare to prior period and budget\u002Fplan\n\n### Step 2: KPI Extraction & Variance Analysis\n\nKey metrics to track (adapt to the company's sector):\n\n**Financial KPIs:**\n- Revenue vs. budget ($ and %)\n- EBITDA and EBITDA margin vs. budget\n- Cash balance and net debt\n- Leverage ratio (Net Debt \u002F LTM EBITDA)\n- Interest coverage ratio\n- Capex vs. budget\n- Free cash flow\n\n**Operational KPIs** (ask user or infer from data):\n- Customer count \u002F revenue per customer\n- Employee headcount \u002F revenue per employee\n- Backlog \u002F pipeline\n- Churn \u002F retention rates\n\n### Step 3: Flag & Summarize\n\n- **Green**: Within 5% of plan\n- **Yellow**: 5-15% below plan — flag for discussion\n- **Red**: >15% below plan or covenant breach risk — immediate attention\n\nOutput a concise summary:\n1. One-paragraph executive summary (\"Company X is tracking [ahead\u002Fbehind\u002Fon] plan...\")\n2. KPI table with actual vs. budget vs. prior period\n3. Red\u002Fyellow flags with context\n4. Covenant compliance status (if applicable)\n5. Questions for management\n\n### Step 4: Trend Analysis\n\nIf multiple periods are provided:\n- Chart key metrics over time (revenue, EBITDA, cash)\n- Identify trends — accelerating, decelerating, or stable\n- Compare vs. underwriting case\n\n## Important Notes\n\n- Always ask for the budget\u002Fplan to compare against if not provided\n- Don't assume sector-specific KPIs — ask what matters for this company\n- If covenant levels aren't known, ask the user for the credit agreement terms\n- Output should be board-ready — concise, factual, no fluff\n","# Portfolio Monitoring\n\n## Workflow\n\n### Step 1: Ingest Financial Package\n\n- Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV)\n- Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital\n- Identify the reporting period and compare to prior period and budget\u002Fplan\n\n### Step 2: KPI Extraction & Variance Analysis\n\nKey metrics to track (adapt to the company's sector):\n\n**Financial KPIs:**\n- Revenue vs. budget ($ and %)\n- EBITDA and EBITDA margin vs. budget\n- Cash balance and net debt\n- Leverage ratio (Net Debt \u002F LTM EBITDA)\n- Interest coverage ratio\n- Capex vs. budget\n- Free cash flow\n\n**Operational KPIs** (ask user or infer from data):\n- Customer count \u002F revenue per customer\n- Employee headcount \u002F revenue per employee\n- Backlog \u002F pipeline\n- Churn \u002F retention rates\n\n### Step 3: Flag & Summarize\n\n- **Green**: Within 5% of plan\n- **Yellow**: 5-15% below plan — flag for discussion\n- **Red**: >15% below plan or covenant breach risk — immediate attention\n\nOutput a concise summary:\n1. One-paragraph executive summary (\"Company X is tracking [ahead\u002Fbehind\u002Fon] plan...\")\n2. KPI table with actual vs. budget vs. prior period\n3. Red\u002Fyellow flags with context\n4. Covenant compliance status (if applicable)\n5. Questions for management\n\n### Step 4: Trend Analysis\n\nIf multiple periods are provided:\n- Chart key metrics over time (revenue, EBITDA, cash)\n- Identify trends — accelerating, decelerating, or stable\n- Compare vs. underwriting case\n\n## Important Notes\n\n- Always ask for the budget\u002Fplan to compare against if not provided\n- Don't assume sector-specific KPIs — ask what matters for this company\n- If covenant levels aren't known, ask the user for the credit agreement terms\n- Output should be board-ready — concise, factual, no fluff\n",{"name":5,"description":7},"main","60565064557ca77b12f62aa7877f365d111c129d","plugins\u002Fagent-plugins\u002Fvaluation-reviewer\u002Fskills\u002Fportfolio-monitoring",5744,"https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services","https:\u002F\u002Fgithub.com\u002Fanthropics","https:\u002F\u002Fanthropic.com","2026-10-29 01:23:24",{"source":8,"skillName":5,"commands":61,"prompt":71,"zipAvailable":72},[62,65,68],{"tool":63,"command":64},"npx","npx skills add anthropics\u002Ffinancial-services --skill portfolio-monitoring",{"tool":66,"command":67},"bunx","bunx skills add anthropics\u002Ffinancial-services --skill portfolio-monitoring",{"tool":69,"command":70},"pnpm","pnpm dlx skills add anthropics\u002Ffinancial-services --skill portfolio-monitoring","安装技能，技能地址：https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fagent-plugins\u002Fvaluation-reviewer\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",true,[],[75,97,120,142,149,167],{"skillNo":76,"name":77,"nameZh":6,"description":78,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":79,"categories":80,"keywords":81,"publishedAt":47},"01M718K18RVV0Z7T7JR4DDYCR9","value-creation-plan","Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on \"value creation plan\", \"100-day plan\", \"post-close plan\", \"EBITDA bridge\", \"operating plan\", or \"value creation levers\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fvalue-creation-plan\u002FSKILL.md",[],[82,83,84,40,85,86,87,88,89,90,36,91,92,37,93,31,35,94,95,96],"value","creation","value creation plan","operating","ready","bridge","planning","frameworks","kpi","execution","plans","roadmap","with","cost","acquisition",{"skillNo":98,"name":99,"nameZh":6,"description":100,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":101,"categories":102,"keywords":103,"publishedAt":47},"01M718JXVXRBT0736V7KDW3EHC","unit-economics","Analyze unit economics for PE targets — ARR cohorts, LTV\u002FCAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software\u002FSaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on \"unit economics\", \"cohort analysis\", \"ARR analysis\", \"LTV CAC\", \"net retention\", \"revenue quality\", or \"customer economics\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Funit-economics\u002FSKILL.md",[],[104,105,106,107,108,109,110,111,36,112,37,31,113,114,39,115,116,117,118,119],"unit","economics","unit economics","cohort analysis","recurring","essential","for","retention","recurring revenue","saas","analysis","targets","arr","customer","revenue","cohort",{"skillNo":121,"name":122,"nameZh":6,"description":123,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":124,"categories":125,"keywords":126,"publishedAt":47},"01M718JV1463SCF8XND52PRN03","returns-analysis","Build quick IRR\u002FMOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on \"returns analysis\", \"IRR sensitivity\", \"MOIC table\", \"what's the return at\", \"model the returns\", or \"back of the envelope\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Freturns-analysis\u002FSKILL.md",[],[127,114,128,129,130,131,132,110,133,134,135,36,136,37,31,137,138,139,140,141],"returns analysis","returns","back","leverage","quick","model","sensitivity","testing","up","exit","growth","across","deal","build","models",{"skillNo":143,"name":5,"nameZh":6,"description":7,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":144,"categories":145,"keywords":148,"publishedAt":47},"01M718JRJYHENXRTAS2WES2J4E","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fportfolio-monitoring\u002FSKILL.md",[146,147],{"categoryNo":19,"categoryName":20,"taxonomyType":21,"taxonomyTypeDesc":22},{"categoryNo":24,"categoryName":25,"taxonomyType":21,"taxonomyTypeDesc":22},[28,27,29,32,38,46,44,33,36,37,31,45,30,39,35,43,34,40,42,41],{"skillNo":150,"name":151,"nameZh":6,"description":152,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":153,"categories":154,"keywords":155,"publishedAt":47},"01M718JPCC86RSTX0ZH4XK26J7","ic-memo","Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on \"write IC memo\", \"investment committee memo\", \"deal write-up\", \"prepare IC materials\", or \"recommendation memo\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fic-memo\u002FSKILL.md",[],[156,157,158,86,159,110,160,135,36,161,37,162,31,114,35,163,139,164,165,166],"ic memo","memo","recommendation memo","professional","recommendation","writing","document","draft","write","financial analysis","investment",{"skillNo":168,"name":169,"nameZh":6,"description":170,"descriptionZh":6,"repositoryFullName":8,"ownerLogin":9,"ownerAvatarUrl":10,"ownerAccountNo":11,"ownerDisplayName":12,"repositoryNo":13,"starsCount":14,"licenseSpdxId":15,"licenseFileUrl":6,"sourceHtmlUrl":171,"categories":172,"keywords":176,"publishedAt":47},"01M718JK2B01WZQPFHVHKY25PD","deal-sourcing","PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on \"find companies\", \"source deals\", \"draft founder email\", \"check if we've seen this company\", or \"outreach to founder\".","https:\u002F\u002Fgithub.com\u002Fanthropics\u002Ffinancial-services\u002Fblob\u002Fmain\u002Fplugins\u002Fvertical-plugins\u002Fprivate-equity\u002Fskills\u002Fdeal-sourcing\u002FSKILL.md",[173],{"categoryNo":174,"categoryName":175,"taxonomyType":21,"taxonomyTypeDesc":22},"01JBSEEDCAT000000000000005","邮件与沟通",[177,178,139,179,180,181,110,33,36,182,183,184,37,185,31,186,187,30,163,188],"sourcing","deal sourcing","target","discover","email","emails","prospecting","new","Existing","workflow","founders","find"]