SKILL.md
Load the cim-builder skill and structure a CIM for the specified company.
If a company name is provided, use it. Otherwise ask the user for the target company and available source materials.
d-wwei/openclaw-financial-services · Archived
Draft a Confidential Information Memorandum — usage: /cim [company name]
npx skills add d-wwei/openclaw-financial-services --skill fsi-ib-cmd-cim
This repository is archived — consider an actively maintained alternative.
Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence fi…
3 installsIdentify tax-loss harvesting opportunities across taxable accounts. Finds positions with unreal…
2 installsIdentify tax-loss harvesting opportunities — usage: /tlh [client name or account]
2 installsCreates professional investment banking strip profiles (company profiles) for pitch books, deal…
2 installsOther skills from d-wwei/openclaw-financial-services · top by installs.
npx skills add d-wwei/openclaw-financial-services
Declared targets from SKILL.md / docs. Unmarked agents are not listed — the skill may still install via the CLI.
main
Files included with this skill beyond the listing page.
SKILL.md
348 B
SUMMARY.md
96 B
Load the cim-builder skill and structure a CIM for the specified company.
If a company name is provided, use it. Otherwise ask the user for the target company and available source materials.