AGENT SKILL

investment-appraisal

Evaluate capital and strategic investments using NPV, IRR, payback, and strategic fit — with disciplined assumptions and kill criteria. Use when assessing projects, capex, new markets, or major initiatives for go/no-go decisions.

License 许可
MIT
最近更新
2026-07-22
Stars
★ 7
Forks
1

01 前言 Front Matter

name
investment-appraisal
description
Evaluate capital and strategic investments using NPV, IRR, payback, and strategic fit — with disciplined assumptions and kill criteria. Use when assessing projects, capex, new markets, or major initiatives for go/no-go decisions.

03 SKILL.md 正文

Investment Appraisal

Overview

Investment appraisal decides whether committing capital today is justified by future returns and strategic value. It combines quantitative metrics with judgment about risk and alternatives.

When to Use

  • Capex and project approval
  • Build vs buy vs partner decisions
  • New market or product investments
  • Portfolio prioritization of initiatives

Core Methods

  • NPV (net present value)
  • IRR / modified IRR
  • Payback and discounted payback
  • Strategic and option-value considerations
  • Sensitivity and scenario analysis

Principles

  • Incremental cash flows only — ignore sunk costs
  • Riskier projects need higher hurdles or wider sensitivities
  • Strategic fit does not excuse arithmetic fantasy
  • Compare against realistic alternatives, including “do nothing”

Verification

  • [ ] Cash flows are incremental and timed correctly
  • [ ] Hurdle rate / WACC rationale is stated
  • [ ] Sensitivities cover the real uncertainties

04 同仓库更多 Skills

itsual
itsual/agent-skills-collection

compliance-monitoring

Design compliance monitoring and testing programs that verify controls work in practice and surface issues before regulators do. Use when building monitoring plans, compliance testing, or continuous control monitoring.

★ 7
itsual
itsual/agent-skills-collection

complaints-handling

Operate complaints-handling processes that meet regulatory standards — logging, timely resolution, root-cause analysis, and fair outcomes. Use when designing or improving regulated complaints frameworks or analyzing complaint themes for conduct risk.

★ 7
itsual
itsual/agent-skills-collection

aml-kyc-basics

Apply AML/KYC fundamentals — customer due diligence, monitoring, suspicious activity escalation, and recordkeeping — for financial crime compliance. Use when designing onboarding controls, transaction monitoring concepts, or AML program components in financial services.

★ 7
itsual
itsual/agent-skills-collection

ai-model-compliance

Apply compliance controls to AI and automated decision systems — transparency, fairness, human oversight, documentation, and regulatory alignment. Use when deploying AI in regulated processes (credit, fraud, customer decisions) or responding to AI governance expectations.

★ 7
itsual
itsual/agent-skills-collection

data-quality-management

Manage data quality end-to-end — dimensions, rules, remediation, and prevention — beyond one-off cleaning scripts. Use when building sustained data quality programs or fixing systemic accuracy, completeness, or consistency problems.

★ 7
itsual
itsual/agent-skills-collection

data-lineage

Capture and use data lineage — where data comes from, how it transforms, and what depends on it — for impact analysis, debugging, and trust. Use when tracing metric origins, assessing change impact, or diagnosing broken pipelines.

★ 7