CN Investment Banking Skills
Eleven skills for sponsor work on Chinese IPOs: diligence, source checks, document reconciliation and regulator replies.
- 98 ★ on the repository
- Last commit
- Apache-2.0
Extended access
Why this level
- IPO materials contain confidential deal information, and passing it to a model or external databases needs approval
Install
- Works in
In your terminal, with SkillFoxx CLI
npx skillfoxx add skills/cn-investment-banking-skillsDetects the agents on your machine, shows the access level and pins the version.
Other ways to install
Access and checks
How we reviewExtended accessThe tool runs code or makes network calls and only reads external data.
- IPO materials contain confidential deal information, and passing it to a model or external databases needs approval
This is third-party code. Review the repository files before installing.
What it does
CN Investment Banking Skills is a set of 11 skills organised around the stages of a Chinese IPO: issuer diligence, filing production, pre-submission control, regulator inquiries and filing refresh. The entry point, `cn-ib-ipo-workflow`, identifies the stage and picks the smallest useful set of other skills. The skills keep diligence workpapers, find comparable regulatory cases, reconcile facts between the prospectus and opinions, proofread documents and control versions, signatures and seals. Edits to existing Word files default to tracked changes. Secondary-market analysis and investment recommendations are outside the set.
Who it is for. Investment bank staff and lawyers who handle filing materials for a Chinese IPO.
Good fit when
- Diligence workpapers with an exception log and source references.
- Before submission, a check of figures, dates and amounts across the whole document set.
- A regulator inquiry: split it into sub-questions and check what supports each answer.
- After an audit report update, finding leftovers of the old period in the materials.
Not a fit when
- Equity analysis, secondary-market valuation and investment recommendations: the set does not cover them.
- A filing outside Chinese IPO rules: terminology and document order are Chinese.
- A legal or accounting opinion without review by a qualified professional.
Example request
Review these related-party materials, flag anomalies and find comparable regulator inquiries on the same topics.Limitations
The skills draft analyst work product, not legal, accounting or regulatory opinions. The lifecycle ends at filing refresh: listing committee, registration and offering stages are not covered yet. Licensed databases and MCP connectors are not configured automatically, and access and licences remain the user's responsibility. Version `0.9.0-rc.1` has not been through external review ahead of 1.0. Deal data is confidential, so check your organisation's rules before passing it to a model.
How to disable. Delete the `cn-ib-*` folders from the agent skills directory. Your documents and their tracked-change versions stay with you.
FAQ
Where should I start?
With the `cn-ib-ipo-workflow` skill: it identifies the IPO stage, dependency order and the minimal skill set for the task.
How do the skills edit Word files?
With native Word tracked changes, keeping the original. A clean accepted version is created only on request.
Are there examples to test with?
Yes: `examples/` holds one synthetic scenario per stage and `evals/` has test data and evaluation criteria.
Does the set connect databases?
The source registry covers official websites, licensed databases and optional MCPs, but no connector is assumed configured. Every claim still needs an exact source locator.
What is the licence?
Apache License 2.0.
Discussion
No questions or reviews yet.
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README in short
The README walks through IPO stages and names the goal, skills and a typical request for each. It separately describes Word redline rules and the data-source connection layer.