What's on the bench.
Deal Tracker
description: Track multiple live deals with milestones, deadlines, action items, and status updates. Maintains a deal pipeline view and surfaces upcoming deadlines and overdue items. Use when managing a book of business, tracking process milestones, or preparing for weekly deal reviews. Triggers on "deal tracker", "deal status", "where are we on", "process update", "deal pipeline", or "weekly deal review".
Deal Screening
description: Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".
Dd Meeting Prep
description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".
Dcf Model
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
Client Review
description: Prepare for client review meetings with portfolio performance summary, allocation analysis, talking points, and action items. Pulls together account data into a concise meeting-ready format. Use before quarterly reviews, annual checkups, or ad-hoc client meetings. Triggers on "client review", "meeting prep for [client]", "quarterly review", "prep for [client name]", or "client meeting".
Client Report
description: Generate professional client-facing performance reports with portfolio returns, allocation breakdowns, and market commentary. Suitable for quarterly or annual distribution. Triggers on "client report", "performance report", "quarterly report for [client]", "generate reports", or "client statement".
Cim Builder
description: Structure and draft a Confidential Information Memorandum for sell-side M&A processes. Organizes company information into a professional, investor-ready document with consistent formatting and narrative flow. Use when preparing sell-side materials, drafting a CIM, or organizing company data for a sale process. Triggers on "CIM", "confidential information memorandum", "offering memorandum", "info memo", "draft CIM", or "sell-side materials".
Check Model
description: Debug and audit financial models for errors — circular references, broken formulas, hardcoded overrides, balance sheet imbalances, cash flow mismatches, and logic gaps. Use when a model isn't tying, producing unexpected results, or before sending to a client or IC. Triggers on "debug model", "model check", "audit model", "model won't balance", "something's off in my model", "check my model", "QA model", or "model review".
Catalyst Calendar
description: Build and maintain a calendar of upcoming catalysts across a coverage universe — earnings dates, conferences, product launches, regulatory decisions, and macro events. Helps prioritize attention and position ahead of events. Triggers on "catalyst calendar", "upcoming events", "what's coming up", "earnings calendar", "event calendar", or "catalyst tracker".
Buyer List
description: Build and organize a universe of potential acquirers for sell-side M&A processes. Identifies strategic and financial buyers, assesses fit, and prioritizes outreach. Use when preparing for a sell-side mandate, building a buyer universe, or evaluating potential partners. Triggers on "buyer list", "buyer universe", "potential acquirers", "who would buy this", "strategic buyers", or "financial sponsors".
3 Statements
Complete, populate and fill out 3-statement financial model templates (Income Statement, Balance Sheet, Cash Flow Statement) . Use when asked to fill out model templates, complete existing model frameworks, populate financial models with data, complete a partially filled IS/BS/CF framework, or link integrated financial statements within an existing template structure. Triggers include requests to fill in, complete, or populate a 3-statement model template
Task Management
Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.
Strategic Planning
ACTIVATE when developing long-term strategy, setting OKRs, creating vision statements, building SWOT analyses, designing strategic frameworks, defining company direction, planning multi-year initiatives, or aligning organizational strategy with business goals. Executive must think through market positioning, competitive advantage, and measurable strategic objectives.
Kpi Dashboard
ACTIVATE when building executive dashboards, tracking business metrics, creating executive scorecards, monitoring organizational KPIs, setting up health metrics, building dashboards for real-time monitoring, or establishing systems to track and measure business performance. Critical for any executive who needs to monitor company health, make data-driven decisions, or track progress toward strategic goals.
Knowledge Synthesis
Combines search results from multiple sources into coherent, deduplicated answers with source attribution. Handles confidence scoring based on freshness and authority, and summarizes large result sets effectively.
Competitive Analysis
Framework for competitive landscape analysis across any industry. Use when creating competitor analysis, market positioning assessments, investment memos, strategic reviews, or any analysis requiring systematic evaluation of competitive dynamics. Triggers include requests for competitive landscape decks, peer comparisons, market structure analysis, strategic positioning assessments, and investment recommendations.
Change Management
Plan and execute organizational or technical changes. Trigger with "we're changing", "rolling out", "migration plan", "how do we communicate this change", "change management plan", or when the user is planning a change that affects people, processes, or systems.
Board Meeting Prep
ACTIVATE when preparing for board meetings, creating board decks, drafting board materials, developing executive summaries for directors, writing talking points, crafting board agendas, addressing governance matters, preparing for investor questions, or managing board communication. Critical for any board-facing materials, shareholder communication, or governance compliance.
Azure Monitor Opentelemetry Exporter Py
Azure Monitor OpenTelemetry Exporter for Python. Use for low-level OpenTelemetry export to Application Insights.
Azure AI Vision Imageanalysis Py
Azure AI Vision Image Analysis SDK for captions, tags, objects, OCR, people detection, and smart cropping. Use for computer vision and image understanding tasks.
Azure AI Document Intelligence Ts
Extract text, tables, and structured data from documents using prebuilt and custom models.
Zustand Store Ts
Create Zustand stores following established patterns with proper TypeScript types and middleware.
Zoom Automation
Automate Zoom meeting creation, management, recordings, webinars, and participant tracking via Rube MCP (Composio). Always search tools first for current schemas.
Zoho Crm Automation
Automate Zoho CRM tasks via Rube MCP (Composio): create/update records, search contacts, manage leads, and convert leads. Always search tools first for current schemas.