Purpose
Get the company's investment case written down, and keep it current. The investment case is the argument a company gives investors for why they should own the shares: what the company is for, where it can grow, how it makes money, why it wins, what it is aiming at, and how it will get there. The Investment case page holds that argument as ten short sections. This skill fills those sections when they are empty and refreshes them when the company's published material has moved on.
The point is a case that is true to what the company has actually said in public, tight enough to read at a glance, and consistent across every deliverable that draws on it. It is not a rewrite for its own sake: where a section already reads well and still matches the latest evidence, leave it.
This skill does not judge a deck and it imports no outside facts about the company. Its evidence is the company's own published record plus the figures the platform already holds. When it cannot support a section from that record, it says so and leaves the gap visible rather than inventing a claim.
Output package
| Output | Content |
|---|---|
| Investment-case plan | The ten sections proposed in chat, each new / updated / unchanged, with wording, rationale and any data gaps |
| Updated investment case | The approved sections written back to the Investment case page, with their KPI links intact |
| Open items for the adviser | Sections the published record cannot support, with what input is needed |