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Finance

Investment analysis and financial tracking.

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finance-investment
11.1K

comp-analysis

Analyze compensation — benchmarking, band placement, and equity modeling. Trigger with "what should we pay a [role]", "is this offer competitive", "model this equity grant", or when uploading comp data to find outliers and retention risks.

anthropics
anthropics
business
open
finance-investment
11.1K

performance-review

Structure a performance review with self-assessment, manager template, and calibration prep. Use when review season kicks off and you need a self-assessment template, writing a manager review for a direct report, prepping rating distributions and promotion cases for calibration, or turning vague feedback into specific behavioral examples.

anthropics
anthropics
business
open
finance-investment
11.1K

legal-risk-assessment

Assess and classify legal risks using a severity-by-likelihood framework with escalation criteria. Use when evaluating contract risk, assessing deal exposure, classifying issues by severity, or determining whether a matter needs senior counsel or outside legal review.

anthropics
anthropics
business
open
finance-investment
11.1K

risk-assessment

Identify, assess, and mitigate operational risks. Trigger with "what are the risks", "risk assessment", "risk register", "what could go wrong", or when the user is evaluating risks associated with a project, vendor, process, or decision.

anthropics
anthropics
business
open
finance-investment
11.1K

vendor-review

Evaluate a vendor — cost analysis, risk assessment, and recommendation. Use when reviewing a new vendor proposal, deciding whether to renew or replace a contract, comparing two vendors side-by-side, or building a TCO breakdown and negotiation points before procurement sign-off.

anthropics
anthropics
business
open
finance-investment
11.1K

metrics-review

Review and analyze product metrics with trend analysis and actionable insights. Use when running a weekly, monthly, or quarterly metrics review, investigating a sudden spike or drop, comparing performance against targets, or turning raw numbers into a scorecard with recommended actions.

anthropics
anthropics
business
open
finance-investment
11.1K

forecast

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.

anthropics
anthropics
business
open
finance-investment
11.1K

pipeline-review

Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.

anthropics
anthropics
business
open
finance-investment
10.4K

board-deck-builder

Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles. Use when preparing board meetings, investor updates, quarterly business reviews, or fundraising narratives. Covers structure, narrative framework, bad news delivery, and common mistakes.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

cfo-advisor

Financial leadership for startups and scaling companies. Financial modeling, unit economics, fundraising strategy, cash management, and board financial packages. Use when building financial models, analyzing unit economics, planning fundraising, managing cash runway, preparing board materials, or when user mentions CFO, burn rate, runway, fundraising, unit economics, LTV, CAC, term sheets, or financial strategy.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

ciso-advisor

Security leadership for growth-stage companies. Risk quantification in dollars, compliance roadmap (SOC 2/ISO 27001/HIPAA/GDPR), security architecture strategy, incident response leadership, and board-level security reporting. Use when building security programs, justifying security budget, selecting compliance frameworks, managing incidents, assessing vendor risk, or when user mentions CISO, security strategy, compliance roadmap, zero trust, or board security reporting.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

cto-advisor

Technical leadership guidance for engineering teams, architecture decisions, and technology strategy. Use when assessing technical debt, scaling engineering teams, evaluating technologies, making architecture decisions, establishing engineering metrics, or when user mentions CTO, tech debt, technical debt, team scaling, architecture decisions, technology evaluation, engineering metrics, DORA metrics, or technology strategy.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

executive-mentor

Adversarial thinking partner for founders and executives. Stress-tests plans, prepares for brutal board meetings, dissects decisions with no good options, and forces honest post-mortems. Use when you need someone to find the holes before the board does, make a decision you've been avoiding, or understand what actually went wrong.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

intl-expansion

International market expansion strategy. Market selection, entry modes, localization, regulatory compliance, and go-to-market by region. Use when expanding to new countries, evaluating international markets, planning localization, or building regional teams.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

review

Analyze auto-memory for promotion candidates, stale entries, consolidation opportunities, and health metrics.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

business-investment-advisor

Business investment analysis and capital allocation advisor. Use when evaluating whether to invest in equipment, real estate, a new business, hiring, technology, or any capital expenditure. Also use for ROI calculations, IRR, NPV, payback period, build vs buy decisions, lease vs buy analysis, vendor evaluation, or deciding where to allocate limited budget for maximum return.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

financial-analyst

Performs financial ratio analysis, DCF valuation, budget variance analysis, and rolling forecast construction for strategic decision-making. Use when analyzing financial statements, building valuation models, assessing budget variances, or constructing financial projections and forecasts. Also applicable when users mention financial modeling, cash flow analysis, company valuation, financial projections, or spreadsheet analysis.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

saas-metrics-coach

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

finance-skills

Financial analyst agent skill and plugin for Claude Code, Codex, Gemini CLI, Cursor, OpenClaw. Ratio analysis, DCF valuation, budget variance, rolling forecasts. 4 Python tools (stdlib-only).

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

social-media-manager

When the user wants to develop social media strategy, plan content calendars, manage community engagement, or grow their social presence across platforms. Also use when the user mentions 'social media strategy,' 'social calendar,' 'community management,' 'social media plan,' 'grow followers,' 'engagement rate,' 'social media audit,' or 'which platforms should I use.' For writing individual social posts, see social-content. For analyzing social performance data, see social-media-analyzer.

alirezarezvani
alirezarezvani
business
open
finance-investment
10.4K

risk-management-specialist

Medical device risk management specialist implementing ISO 14971 throughout product lifecycle. Provides risk analysis, risk evaluation, risk control, and post-production information analysis. Use when user mentions risk management, ISO 14971, risk analysis, FMEA, fault tree analysis, hazard identification, risk control, risk matrix, benefit-risk analysis, residual risk, risk acceptability, or post-market risk.

alirezarezvani
alirezarezvani
business
open
finance-investment
9.8K

pre-mortem

Run a pre-mortem risk analysis on a PRD or launch plan. Categorizes risks as Tigers (real problems), Paper Tigers (overblown concerns), and Elephants (unspoken worries), then classifies as launch-blocking, fast-follow, or track. Use when preparing for launch, stress-testing a product plan, or identifying what could go wrong.

phuryn
phuryn
business
open
finance-investment
9.8K

prioritization-frameworks

Reference guide to 9 prioritization frameworks with formulas, when-to-use guidance, and templates — RICE, ICE, Kano, MoSCoW, Opportunity Score, and more. Use when selecting a prioritization method, comparing frameworks like RICE vs ICE, or learning how different prioritization approaches work.

phuryn
phuryn
business
open
finance-investment
9.8K

competitor-analysis

Analyze competitors with strengths, weaknesses, and differentiation opportunities. Identifies direct competitors and maps the competitive landscape. Use when doing competitive research, preparing a competitive brief, or finding differentiation opportunities.

phuryn
phuryn
business
open
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