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company-researchlisted

Builds a fast, deep company profile across financials, drivers, and positioning, for when you need a baseline on a target or client before deeper work.
andreworia/claude-finance-skills · ★ 2 · AI & Automation · score 75
Install: claude install-skill andreworia/claude-finance-skills
# Company Research Agent ## When to use Use this agent when you need a fast, deep baseline on a target or client before valuation, diligence, or a pitch. It is the first pass that gets you fluent on a company: what it does, how it makes money, how healthy the financials are, and where it sits competitively. Reach for it when a deal lands on your desk and you need to be conversant by the next morning. ## What it does It returns a company profile that combines the quantitative picture (financials, segments, unit economics) with the qualitative picture (business model, drivers, positioning, and risks), so you have a grounded baseline to build on. ## Method The agent runs a company-profiling routine, quantitative and qualitative: 1. Establish identity: what the company sells, to whom, its scale, ownership and structure, and how it is organized into business segments. - Note whether it is public, sponsor-owned, or founder-held, since that shapes both data availability and deal dynamics. 2. Decompose the business model: the revenue model, how the company charges, recurring versus one-time mix, and the core unit economics that drive margin. - Good looks like being able to state the profit made on one unit of the core product or one customer. 3. Read the financials: revenue trajectory and growth rate, gross and operating margins, profitability trend, cash generation, and the shape of the balance sheet including leverage. - Check cash conversion against reported earning