Business Finance AI agent skills

2,335 skills in the archive. Read a skill’s instructions or open its original repository.

• Connect Required Verification Information

  by @stripe

  Use this skill when the user asks what information a Stripe Connect connected account must provide for verification, onboarding, KYC, or account requirements; when they need to compare requirements between connected-account…

• Appllama Usage

  by @Appllama

  Use the Appllama MCP (mcp.appllama.io) well — research real top-grossing mobile apps, their screens, flows, and UI elements, then build from what you learn. Load when the Appllama MCP is connected and the task involves building…

• Serenity

  by @questflowai

  Use when evaluating US stocks through Serenity / @aleabitoreddit's AI and semiconductor supply-chain lens: upstream chokepoints, photonics/CPO bottlenecks, hyperscaler capex, institutional rotation, dilution risk, and thesis…

• Grayscale Crypto Sectors

  by @questflowai

  Use when evaluating crypto through a Grayscale-style Crypto Sectors lens: sector taxonomy, FTSE/Grayscale index eligibility, fee/usage fundamentals, sector-share valuation, ETP/trust wrappers, and Zcash-style privacy-as-money…

• Ansem Crypto

  by @questflowai

  Use when evaluating crypto narratives, attention rotation, memecoin cycles, Solana-style ecosystem momentum, social distribution, and reflexive retail flows in an Ansem-style crypto market framework.

• Lynch Growth

  by @questflowai

  Use when evaluating Peter Lynch-style growth stocks: invest in what you can understand, classify the company type, check growth runway, PEG, balance sheet, and whether the story is still improving.

• Hindenburg Investigation

  by @questflowai

  Use when evaluating Hindenburg-style investigative short reports: evidence chains, promoter networks, stock promotion, related parties, disclosure failures, and catalyst-driven short narratives.

• A16z Techno Optimist

  by @questflowai

  Use when evaluating startups or tech platforms through an a16z-style lens: technology adoption, market creation, platform power, AI/crypto/software narratives, and bold long-duration tech bets.

• Danbin Longterm Compounder

  by @questflowai

  Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.

• Duanyongping Benfen Value

  by @questflowai

  Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.

• Minervini Vcp

  by @questflowai

  Use when evaluating Mark Minervini-style VCP setups: volatility contraction, tight price action, moving-average alignment, relative strength, breakout trigger, and structural stop placement.

• Klarman Deep Value

  by @questflowai

  Use when evaluating Seth Klarman-style deep value and distressed opportunities: extreme margin of safety, forced sellers, liquidity discounts, complexity, downside protection, and patience.

• Spruce Point Accounting Short

  by @questflowai

  Use when evaluating Spruce Point-style accounting and governance shorts: earnings quality, cash conversion, aggressive adjustments, acquisition accounting, and capital-allocation red flags.

• Greenblatt Special Situations

  by @questflowai

  Use when evaluating Joel Greenblatt-style special situations: spinoffs, restructurings, merger securities, forced selling, magic formula quality/value screens, and event-driven mispricing.

• Muddy Waters Forensic

  by @questflowai

  Use when evaluating Muddy Waters-style forensic short research: fraud, channel checks, related-party structures, cash verification, governance failure, and evidence-based short theses.

• Seykota Systematic Trend

  by @questflowai

  Use when evaluating Ed Seykota-style systematic trend following: mechanical rules, long-term trend capture, small losses, position sizing, whipsaw tolerance, and emotional discipline.

• Turtle Trading

  by @questflowai

  Use when evaluating Richard Dennis / Turtle Trading-style breakout systems: Donchian channels, ATR/N-unit sizing, pyramiding, portfolio heat, and fully rule-based trend following.

• Founders Fund Contrarian

  by @questflowai

  Use when evaluating startups through a Founders Fund-style lens: contrarian conviction, hard tech, bold product ambition, non-consensus markets, and high-upside company building.

• Sequoia Founder Market

  by @questflowai

  Use when evaluating startups or growth companies through a Sequoia-style lens: founder quality, market size, product-market fit, distribution, and long-term company building.

• Ptj Macro Trend

  by @questflowai

  Use when evaluating Paul Tudor Jones-style macro trend trades: major turning points, trend confirmation, risk control, stop discipline, liquidity, and not losing big.

• Buffett

  by @questflowai

  Use when evaluating a business through Buffett-style ownership, owner earnings, durable moat, management quality, capital allocation, and margin-of-safety judgment.

• Usv Network Effects

  by @questflowai

  Use when evaluating platforms, marketplaces, and networks through a USV-style lens: network effects, defensibility, protocols, openness, and scalable distribution.

• Darvas Box

  by @questflowai

  Use when evaluating Nicolas Darvas-style box breakouts, new-high momentum, volume confirmation, and mechanical stop placement for liquid growth stocks.

• Soros Reflexivity

  by @questflowai

  Use when evaluating macro dislocations, reflexive feedback loops, policy shifts, positioning squeezes, and asymmetric bets in a George Soros style.

• Earnings Analysis

  by @ginlix-ai

  Post-print earnings update for a covered name: beat/miss decomposition, EPS quality, transcript debate map, estimate revisions, thesis impact. Also the call-only ask that wants the transcript Q&A and the debate map alone.…

• Dcf Model

  by @ginlix-ai

  Build a DCF valuation in Excel: FCF projections, WACC, terminal value, scenarios, sensitivity grids, reverse DCF. Triggers on build a DCF, what is it worth, intrinsic value, fair value, price target from cash flows.

• Idea Generation

  by @ginlix-ai

  Find long and short candidates across a universe when no name is on the table yet: mandate, universe validation, archetype screens, thematic sweep, triage, idea cards, idea log. Triggers on idea generation, stock screen, find…

• Trade Pitch

  by @ginlix-ai

  Turn finished analysis on one named security into a position: variant view, falsifiable evidence, scenario tree, expression, risk and monitoring. Triggers on pitch this name, should I buy, a long idea or short idea on a named…

• Impact Analysis

  by @ginlix-ai

  Translate a macro, policy, rate, commodity, geopolitical or industry shock into equity exposure through a named transmission channel. Triggers on what does X mean for, impact of, exposure to, who benefits from, tariff, rate cut,…

• Company Profile

  by @ginlix-ai

  One-page company profile slide, four quadrants of overview, financial summary, share price chart and key facts. Also the compact profile paragraph when it has to sit inside a memo, a deck or a chat reply. Triggers on one-page…

• Chart Annotation

  by @ginlix-ai

  Draw price lines, trendlines, zones, and event markers directly on a stock's price chart. Reach for it whenever you'd otherwise describe a level, pattern, or event in prose. Renders live on MarketView and as a clickable preview…

• Earnings Preview

  by @ginlix-ai

  Pre-print setup for a company about to report: the expectation bar, EPS-quality watch, call questions, scenarios and the reaction framework. Triggers on earnings preview, what to watch for [company] earnings, pre-earnings setup,…

• Comps Analysis

  by @ginlix-ai

  Comparable company analysis: peer set, operating metrics, valuation multiples, statistics and an implied value. Triggers on comps, trading comparables, how does it trade against peers, peer benchmarking, what multiple should it…

• Morning Note

  by @ginlix-ai

  Daily research briefing on overnight news, pre-market movers, earnings and macro events. Triggers on morning note, morning meeting, what happened overnight, morning call prep, daily note, trade idea for the open.

• Om Create Ai Agent

  by @open-mercato

  Build or extend a typed standalone module AI agent/tool, approval-gated mutation, UI part, orchestrator file agent/subagent, attachment/artifact flow, or AI override. Use for "create AI agent", "add AI tool", "agent…

• Om Evolve Harness

  by @open-mercato

  Add a reproducible standalone agent-harness use case or correct failed routing/context with semantic assertions, one knowledge owner, and before/after evaluation. Use for "add harness case", "agent got this wrong", "extend the…

• Deal Qualification

  by @open-mercato

  How to judge whether a company is a good, well-paying sales prospect from public web signals.

• Deal Qualification

  by @open-mercato

  How to judge whether a company is a good, well-paying sales prospect from public web signals.

• Kpi Dashboard Design

  by @Dicklesworthstone

  Design effective KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Use when building business dashboards, selecting metrics, or designing data visualization layouts.

• Defi Protocol Templates

  by @Dicklesworthstone

  Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.

• Counter Proposal Generator

  by @zubair-trabzada

  Generates specific counter-proposals for every unfavorable clause, with replacement language, negotiation talking points, and a ready-to-send email template

• Contract Comparison

  by @zubair-trabzada

  Side-by-side comparison of two contract versions or two different contracts with change tracking, favorability analysis, and risk assessment

• Missing Protections Finder

  by @zubair-trabzada

  Identifies critical clauses and protections that should be in a contract but are missing, with urgency ratings and ready-to-insert language

• Plain English Translation

  by @zubair-trabzada

  Translates every clause of a contract from legalese into clear, plain English with flags for deliberately confusing or misleading language

• Custom Nda Generator

  by @zubair-trabzada

  Generates a complete, customized Non-Disclosure Agreement with plain English annotations, tailored to the specific parties and situation

• Terms Of Service Generator

  by @zubair-trabzada

  Generates complete, GDPR/CCPA-compliant Terms of Service for a website or SaaS product, with plain English summaries for each section

• Deep Risk Analysis

  by @zubair-trabzada

  Clause-by-clause contract risk analysis with severity scoring, financial exposure estimates, and prioritized remediation guidance

• Futuapi

  by @qusong0627

  富途 OpenAPI 交易与行情助手。查询行情、K线、报价、快照、买卖盘、逐笔成交、分时数据；搜索标的与资讯；解析期权代码、查询期权链/到期日/IV/行权概率；执行买入/卖出/下单/撤单/改单；查询持仓/资金/账户/订单；订阅实时推送；加密货币 (BTC/ETH) 行情与交易；预测市场（Event Contract、Combo 询价）；指标列表与计算（MA/MACD/RSI/KDJ/BOLL）；API…

• Stock Research

  by @qusong0627

  个股深度研究（多 Agent 编排版）— 多角色分析师并行编排（技术/新闻/资金情绪/基本面/市场 5 分析师并行 → 多空辩论 → 研究经理汇总），数据全部走 QuantMind 本地（QuantDB + PG 新闻富集 + Huntly），新闻双通道（自家 FinBERT 量化情绪 + 实时搜索补充）。用户说「深度研究」「个股深度研究」「研究某只股票」「多角度分析」时使用：跑 research_data.py 取数 → 并行分析师 → 辩论 →…

• Model Training Config

  by @qusong0627

  QuantMind 模型训练配置文件生成器：把自然语言需求（市场/周期/模型/因子/超参/时间切分）转成前端『模型训练 → 导入配置』可直接导入的 quantmind-model-training-config 文件（YAML/JSON，.yml 扩展名），并内置 schema 校验脚本与 5 个可直接导入的演示/预设配置。当用户要生成/编写/导出训练配置文件、批量造训练…

• Tigeropen

  by @qusong0627

  Tiger Brokers OpenAPI Python SDK — complete skills for AI coding tools. Covers SDK setup, market data queries, stock/futures/options trading, real-time push subscriptions, CLI command-line tool, and MCP server integration. Use…

• Tigeropen Java

  by @qusong0627

  Tiger Brokers OpenAPI Java SDK — complete skills for AI coding tools. Covers SDK setup, market data queries, stock/futures/options trading, real-time push subscriptions, account management, and strategy examples. Use when…

• Tigeropen Go

  by @qusong0627

  Tiger Brokers OpenAPI Go SDK — complete skills for AI coding tools. Covers SDK setup, market data queries, stock/futures/options trading, real-time push subscriptions, and raw API calls. Use when building trading applications in…

• Tigeropen Typescript

  by @qusong0627

  Tiger Brokers OpenAPI TypeScript SDK — complete skills for AI coding tools. Covers SDK setup, market data queries, trading, and real-time push subscriptions. Use when building trading applications in TypeScript/Node.js, querying…

• Tigeropen Csharp

  by @qusong0627

  Tiger Brokers OpenAPI C# SDK — complete skills for AI coding tools. Covers SDK setup, market data queries, trading, and real-time push subscriptions. Use when building trading applications in C#/.NET, querying market data,…

• Tigeropen Cpp

  by @qusong0627

  Tiger Brokers OpenAPI C++ SDK — complete skills for AI coding tools. Covers SDK build setup, market data queries, trading, and real-time push subscriptions. Use when building trading applications in C++, querying market data,…

• Tigeropen Rust

  by @qusong0627

  Tiger Brokers OpenAPI Rust SDK — complete skills for AI coding tools. Covers SDK setup, async market data queries, trading, and real-time push subscriptions. Use when building trading applications in Rust, querying market data,…

• News Sentiment Research

  by @qusong0627

  新闻情绪研究方法论 — Huntly RSS 42万篇历史新闻 → FinBERT+词典双引擎情绪 → 事件研究/来源预测力/时段特征/信号强度/首日动量/情绪反转/事件标签 七维深度分析 → 融合规律优化策略回测（来源白名单+时段过滤+多篇确认+首日动量+反转出场+连续/标签加成+无止损+动态止盈）→ 研报级…

• Stock Picks

  by @qusong0627

  每日复盘后的股票推荐（多维度选股）— 综合 A股每日复盘（市场方向/板块/资金/新闻情绪）+ 个股深度分析（9层），用多维度筛选条件（L2微观结构为主/模型融合分/仓位信号/板块强度/新闻情绪）从全市场挑出未来几天大概率走强的股票，支持跨多日聚合（--window），输出候选榜 + 综合复盘 + Top 个股深度分析，落盘 PDF 到股票报告目录。用户说「选股」「推荐股票」「每日推荐」「明日看好」「选股推荐」「复盘后选股」时使用：跑复盘取数 →…

• Stock Market Analysis

  by @qusong0627

  股票市场深度数据分析与导出 — 全市场信号扫描、行业轮动、个股研报级深度分析（基本面/估值/技术/资金筹码/情绪/风险六维）、数据挖掘、CSV/Excel 导出。在 QuantBot / Claude Code 中分析股票市场、挖掘机会、导出分析数据、生成选股报告时使用。触发词：分析市场、数据分析、数据挖掘、全市场扫描、行业轮动、导出数据、导出CSV、挖掘机会、个股研报、个股分析、深度分析

• Market Analysis

  by @qusong0627

  市场分析报告（大盘快照版）— 复用市场分析页面全部数据能力：核心指数、市场广度与情绪温度、行业板块/热门概念热力图、行业多日涨跌幅对比（1/3/5日）、板块资金流（1日/5日/10日）、个股主力资金 Top20、标签体系统计。用户说「市场分析」「大盘分析」「行情分析」「今天市场怎么样」「市场报告」时使用：跑取数脚本（market_analysis.py）→ AI 基于 facts 撰写解读 → Markdown → PDF（研报风）→ 落盘股票报告目录…

• Quantdb Data Structure

  by @qusong0627

  QuantDB 服务器数据结构与读取口径 — 数据目录组织（1_kline_data~6_ml_datasets）、Hive 分区规律（dt=YYYYMMDD 整数）、单文件 {symbol}.parquet、parquet 后缀式代码 600519.SH 与 PG 前缀式 SH600519 的转换口径、quantdb_hub.py 单一读取入口与 DuckDB 视图清单、服务器路径映射（/opt/quantmind/data/quantdb → 容器…

• Quantdb Fields

  by @qusong0627

  QuantDB 字段单位速查手册 — 全部数据集实测验证的单位、口径与陷阱（个股 volume=股/amount=万元、指数 volume=手、L2原始逐笔 l2_data/tick_data、technical % vs l1 小数、dividend_rate 百分数、PG 前缀 symbol）。用 QuantDB…

• Stock Deep Research

  by @qusong0627

  个股深度投研分析（智能体自主版）— 拉取 QuantMind 本地数据（特征快照/模型推理分数/新闻）→ 多空子代理辩论 → 综合研判 → 生成 md 报告 → 导出 PDF 到平台「股票报告」页。任何大模型（deepseek/qwen/glm/openai/minimax）都能执行，不依赖容器投研管线。在 QuantBot / Claude Code 中深度分析股票时使用。触发词：投研分析、多空辩论、股票报告、生成报告、多空分析、AI分析师

• News Sentiment Finbert

  by @qusong0627

  RSS 新闻情绪识别（FinBERT 中文金融情感）安装与运维 — 情绪管线架构、transformers 安装、FinBERT 权重下载、字典法扩充、全量重算、情绪筛选/条形图/个股资讯标签的使用。在 QuantBot / Claude Code 中排查新闻情绪不生效、重新安装 FinBERT、扩充情绪词、触发新闻情绪重算时使用。触发词：情绪识别、FinBERT、情绪不生效、情绪都是中性、字典法、新闻重算、news sentiment

• Ai Ide Strategy Writing

  by @qusong0627

  AI-IDE 写策略与执行 — 用 AI 生成 Qlib 量化策略代码、Docker 容器执行策略/回测、自然语言条件选股、策略落库。在 QuantBot / Claude Code 中让 AI 写策略、生成 Qlib 策略、执行策略回测、云端保存策略时使用。触发词：AI写策略、写策略、生成策略、策略代码、AI-IDE、运行策略、执行策略、帮我写个策略、云端策略

• Quantdb Sdk

  by @qusong0627

  QuantDB 数据 SDK — API Key 配置、数据集目录、字段查询。在 QuantBot / Claude Code 中查询 QuantDB 数据、配置 API Key、预览/同步数据集、远程查询 K 线/财务/因子时使用。触发词：quantdb、QuantDB、数据key、API key、数据集、数据字段、远程数据、同步数据集、查询K线、查看字段

• Batch Inference Analysis

  by @qusong0627

  批量推理结果分析 — 用 QuantMind 选股策略方法论分析每日信号、行业轮动、个股分数区间、负分参考。在 QuantBot / Claude Code 中分析批量推理结果、解读每日信号、判断市场状态、选股决策、做空参考时使用。触发词：分析批量推理、解读信号、每日选股、市场状态判断、行业轮动分析、负分参考、信号分析、批次分析、选股决策

• Backtest Center

  by @qusong0627

  回测中心 — 快速回测、专家模式、回测历史、策略对比、参数优化、策略管理、高级分析。在 QuantBot / Claude Code 中运行 Qlib 回测、对比策略、优化参数、分析回测结果、管理策略时使用。触发词：回测、回测中心、运行回测、策略对比、参数优化、回测历史、专家模式、高级分析、模型回测、推理回测

• Simulation Trading

  by @qusong0627

  模拟交易 — 下单买卖、持仓管理、成交查询、账户状态、资金快照。在 QuantBot / Claude Code 中执行模拟交易、下单、查询持仓、查看账户、管理交易记录时使用。触发词：模拟交易、模拟下单、买入股票、卖出股票、查持仓、查账户、模拟账户、模拟交易记录、模拟撤单

• Smart Strategy Stock Picking

  by @qusong0627

  智能策略选股 — 基于 QuantDB 数据的条件选股。在 QuantBot / Claude Code 中按自然语言或条件筛选股票、构建股票池、生成策略时使用。触发词：筛选股票、股票池、条件选股、智能策略、按条件选股、自然语言选股、帮我选出

• Radiology Ethics

  by @huang-sir1

  Write compliant, non-overstated Ethics, Informed-Consent, and privacy/governance text for imaging and imaging+omics studies — study-type framing (retrospective, prospective, registered, multi-center), IRB/ethics-committee…

• Radiology Foundation Models

  by @huang-sir1

  Use when an imaging study must select, adapt, fine-tune, or audit a pretrained medical imaging or vision-language foundation model. Covers zero-shot evaluation, linear probing, full fine-tuning, adapters, LoRA and other…

• Crypto Exchange Darlehen Finanzierung

  by @Klotzkette

  Für Crypto Exchange AGB: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt. Fachgebiet: AGB-Recht-Prüfer. Route: crypto-exchange-darlehen-finanzierung.

• Crypto Exchange Agb

  by @Klotzkette

  Für Crypto Exchange AGB: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt. Fachgebiet: AGB-Recht-Prüfer. Route: crypto-exchange-agb.

• Defi Protocol Templates

  by @rmyndharis

  Implement DeFi protocols with production-ready templates for staking, AMMs, governance, and lending systems. Use when building decentralized finance applications or smart contract protocols.

• Agent Persona Creator

  by @Jamailar

  Design and draft AI agent persona documents for agent marketplaces, especially agency-agents style profiles. Use when asked to create or refine role setting docs, define identity/personality/mission/workflow/metrics, choose…

• Wwud

  by @Jamailar

  What Would User Do for RedConvert. Infer how the current app user would decide, approve, reject, scope, phrase, prioritize, or route work inside RedClaw, automation approvals, creative workflows, manuscript/media decisions,…

• Member Skill Distiller

  by @Jamailar

  Distill team members from profile, files, and YouTube subtitles into session-activated member skills.

• Global Stock Data

  by @simonlin1212

  美股港股全栈数据工具包（官方源优先）— 十三层架构·30+端点·11数据源·全部零鉴权。在原有行情/K线/技术指标(MA/MACD/RSI/KDJ/布林带)/基本面/资金面/期权/SEC Filing/工具八层之上，新增：CBOE官方期权链(完整希腊字母+IV+0DTE流+异动识别)、FINRA全市场每日空头成交量、SEC EDGAR申报事件流(Form4内部人/8-K/13F机构持仓)、EDGAR全市场横截面筛选、美债收益率曲线/CFTC…

• Challenge

  by @pedrohcgs

  Stress-test a finding against the choices you did not make. Enumerates the discrete forks a competent analyst could have taken (measure definition, sample filter, control set, clustering level, weighting, functional form), runs…

• Agb Im Konzernverbund

  by @Klotzkette

  Für AGB im Konzernverbund: ordnet Norm, Beweislast und Gegenargument; Ergebnis: Prüfprodukt mit Risiko und nächstem Schritt.

• Account Based Marketing

  by @cbrock84

  Concentrates marketing and sales effort on a named set of accounts rather than on volume — qualifying whether the model fits your economics at all, building the account list and the buying group inside each, tiering effort…

• Cloud Administration

  by @cbrock84

  Administers the cloud the company runs on rather than the one it sells — tenant and subscription structure, the SaaS estate and who owns each app, identity as the real perimeter, cloud spend that arrives as a surprise, and what…

• Financial Statement Analysis

  by @cbrock84

  Reads a set of financial statements and establishes what changed and why — fluctuation analysis against prior period and against budget, profitability, liquidity, solvency and efficiency ratios, benchmarking, and the non-GAAP…

• Collaboration Platform Administration

  by @cbrock84

  Administers the email, chat, meeting and file-sharing platform the organization runs on — tenant and domain configuration, mail authentication and routing, phishing and spam controls, shared mailboxes and distribution groups,…

• Fundraising And Investor Relations

  by @cbrock84

  Raises capital and manages the relationship afterward — deciding how much and why, understanding what dilution and preferences actually cost, running a process with real competitive tension, preparing for diligence before it…

• Cost Accounting

  by @cbrock84

  Establishes what something actually costs — fixed, variable and mixed cost behavior, absorption versus variable costing, job-order, process and activity-based methods, breakeven and operating leverage, and price/volume/mix…

• Chief Strategy Officer

  by @cbrock84

  Owns where the business plays and how it wins over a multi-year horizon — portfolio choices, corporate development, strategic partnerships, and planning under uncertainty. Use this for a decision about which markets or…

• Chief Data Officer

  by @cbrock84

  Owns data as an asset — governance, quality, the warehouse and semantic layer, analytics capability, and the governance of models built on top. Use this for a decision about how data is collected, stored, defined, or shared;…

• Chief Executive

  by @cbrock84

  Sets direction, allocates capital and attention, and makes the calls no one else can make. Use this when a decision spans more than one function, when priorities conflict and something must be cut, when a plan needs…

• Landing Page Cro Expert

  by @cbrock84

  Audits and rewrites landing pages, homepages, and sales pages to increase conversion — diagnosing why a page is not converting, rewriting headlines, hero copy and calls to action, and prioritizing which changes to test first.…

• Unit Economics

  by @cbrock84

  Establishes whether the business makes money on each customer or unit — contribution margin, acquisition cost, payback period, lifetime value, and the cohort behavior underneath. Use this to assess whether growth is profitable,…

• Portfolio Strategy

  by @cbrock84

  Decides where capital and attention go across business lines, products, and markets — what to fund, hold, harvest, or exit, and on what evidence. Use this to allocate budget across businesses, evaluate whether a product line…

• Tax

  by @cbrock84

  Structures the tax questions a growing business faces — corporate income, sales and use, payroll, nexus, and the obligations created by hiring or selling somewhere new. Use this to work out what a new state or country obligates…

• Revenue Recognition

  by @cbrock84

  Determines when and how revenue is recognized — performance obligations, contract terms that change the answer, and the deal structures that create accounting problems. Use this to work out how a contract should be recognized,…

• Mergers And Acquisitions

  by @cbrock84

  Runs corporate development — deal thesis, target screening, valuation framing, diligence, and integration planning. Use this when considering an acquisition or being approached about one, when evaluating build-versus-buy at…

• Budgeting And Forecasting

  by @cbrock84

  Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Use this to build or challenge a budget, run a forecast cycle,…

• Data Governance

  by @cbrock84

  Establishes ownership, definitions, quality, access, and lineage for the organization's data. Use this when metrics disagree between teams, when nobody knows which dataset is authoritative, when setting up data ownership or…

• Network Administration

  by @cbrock84

  Designs and operates the corporate network — segmentation, remote access, wireless, DNS and addressing, and diagnosing network problems. Use this to segment a network, set up or fix remote access, diagnose intermittent…