
Extract and structure financial data from public sources — SEC filings, market data feeds, industry benchmarks, and reference databases. Supplements workspace documents with external context for PE/VC analysis.
Generate Word documents (DOCX) from structured report data using python-docx. Creates professional PE/VC reports with consistent formatting, tables, headers, and footers. Handles LP reports, IC memos, and analysis documents. Always read the design-system skill first.
Generate Excel workbooks (XLSX) from structured financial data using openpyxl. Creates formatted spreadsheets with multiple tabs for fund performance, portfolio data, cash flows, and waterfall calculations. Includes formulas, conditional formatting, and charts. Always read the design-system skill first.
ACSR research lifecycle — the core methodology that drives every PE/VC research task. Triggers on any research, analysis, or report request. Orchestrates the Aggregate → Compute → Synthesize → Repeat loop with provenance tracking, confidence scoring, and gap identification.
Compute PE/VC fund performance metrics — IRR (gross/net), TVPI, DPI, RVPI, PME (Kaplan-Schoar, Direct Alpha, Long-Nickels), J-curve analysis, and vintage year performance. Shows all intermediate steps with full traceability from source data.
Generate PowerPoint presentations (PPTX) from structured report data using python-pptx. Creates professional PE/VC presentations with consistent formatting, charts, and tables. Handles board decks, LP summaries, and IC presentations. Always read the design-system skill first.
MANDATORY workspace file-writing rules for the containerized agent environment. Triggers whenever files are created, written, saved, or generated. All deliverables MUST go to output/ subdirectory. Absolute paths like /home/user/ will fail.
This skill should be used whenever generating any file output — DOCX, PPTX, XLSX, PDF, or formatted text. Triggers on: "generate report", "create presentation", "build spreadsheet", "write document", "produce PDF", "format output", or any use of the docx-generator, pptx-generator, or xlsx-generator skills. Provides the mandatory visual design system, color tokens, component patterns, and PE/VC language standards for all deliverables.
Parse and extract structured data from PDF, XLSX, DOCX, and CSV files in the workspace. Handles financial statements, LP reports, fund documents, data rooms, and other PE/VC materials. Outputs structured facts with full provenance metadata.
Use this skill whenever a user wants to research a portfolio company and generate an ILPA-compliant Portfolio Company Metrics (PortCo) report. Triggers include: any mention of "ILPA", "portfolio company report", "PortCo template", "PE fund reporting", "GP reporting", "LP reporting", "buyout company metrics", "growth equity metrics", or when a user asks to "research a company for private equity", "compute KPIs for a portco", "generate fund performance metrics", or "fill out a portfolio company template". Also triggers when a user provides a company name and asks for financial analysis in a PE/VC context, including requests for EBITDA multiples, IRR, MOIC, ownership metrics, or debt analysis. Output formats supported: Excel (.xlsx), PowerPoint (.pptx), or PDF report.
Perform fair value analysis for PE/VC portfolio companies — comparable company analysis, precedent transactions, DCF modeling, ASC 820 / IFRS 13 fair value hierarchy classification, and valuation reconciliation. Ensures compliance with accounting standards.
Artifact delivery protocol for generating file deliverables (DOCX, PPTX, XLSX). Triggers when [OUTPUT_FORMAT: xxx] appears in the prompt. The file is saved as report.{format} in the workspace and automatically detected by the agent runtime in the QUERY_COMPLETED event.