Agent skill

Business Investment Advisor

This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or…

MITAuto-check passedBusiness, Finance & HR

Install Business Investment Advisor

skills CLI

$ npx skills add borghei/Claude-Skills --skill business-investment-advisor -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install borghei/Claude-Skills business-investment-advisor --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/finance/business-investment-advisor .claude/skills/business-investment-advisor && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "business-investment-advisor" agent skill from https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor into .claude/skills/business-investment-advisor/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "business-investment-advisor", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add borghei/Claude-Skills --skill business-investment-advisor -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install borghei/Claude-Skills business-investment-advisor --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/finance/business-investment-advisor .agents/skills/business-investment-advisor && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "business-investment-advisor" agent skill from https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor into .agents/skills/business-investment-advisor/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "business-investment-advisor", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add borghei/Claude-Skills --skill business-investment-advisor -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install borghei/Claude-Skills business-investment-advisor --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/finance/business-investment-advisor .cursor/skills/business-investment-advisor && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "business-investment-advisor" agent skill from https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor into .cursor/skills/business-investment-advisor/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "business-investment-advisor", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/borghei/Claude-Skills.git --path finance/business-investment-advisor

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add borghei/Claude-Skills --skill business-investment-advisor -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install borghei/Claude-Skills business-investment-advisor --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/finance/business-investment-advisor .gemini/skills/business-investment-advisor && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "business-investment-advisor" agent skill from https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor into .gemini/skills/business-investment-advisor/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "business-investment-advisor", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install borghei/Claude-Skills business-investment-advisor

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add borghei/Claude-Skills --skill business-investment-advisor -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/finance/business-investment-advisor .github/skills/business-investment-advisor && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "business-investment-advisor" agent skill from https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor into .github/skills/business-investment-advisor/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "business-investment-advisor", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add borghei/Claude-Skills --skill business-investment-advisor -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install borghei/Claude-Skills business-investment-advisor --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/borghei/Claude-Skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/finance/business-investment-advisor .opencode/skills/business-investment-advisor && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "business-investment-advisor" agent skill from https://github.com/borghei/Claude-Skills/tree/main/finance/business-investment-advisor into .opencode/skills/business-investment-advisor/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "business-investment-advisor", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: business-investment-advisor
GitHub stars: 891
Token cost: ~1.3k tokens
SKILL.md length: 396 words
Files: 7 (incl. scripts, references)
Skills in repo: 354
Repo updated: Oct 7, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or…

Works in 5 steps: Compile investment opportunities into… → Run investment_screener.py with your… → Review ranked results focusing on… → …
Asks to screen investments
SKILL.md covers Overview, Clarify First, Quick Start and Tools Overview, plus 3 more sections
Runs Python scripts from its folder; calls python

What it does

Business Investment Advisor is an agent skill from borghei/Claude-Skills. This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. The skill folder holds 9 other files, including scripts and reference files (for example `examples/opportunities.json`, `examples/portfolio.json` and `references/investment-frameworks.md`).

It sits in Business, Finance & HR, covering Fundraising and pitch decks. The repository describes itself as: 385 AI skills, 77 expert agents, and 900 stdlib Python tools for every team: engineering, PM, marketing, C-level, compliance, business ops, research, and a LinkedIn toolkit… The licence is MIT.

When your agent uses it

Asks to screen investments
Analyze a portfolio
Evaluate investment opportunities
Run due diligence

Example prompts

“screen investments”
“analyze a portfolio”
“evaluate investment opportunities”
“/business-investment-advisor”

Requirements

Python 3

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

Compile investment opportunities into JSON format (see Common Patterns)
Run investment_screener.py with your criteria filters
Review ranked results focusing on composite score
For top candidates, run due_diligence_checklist.py to generate investigation plan
After DD completion, update portfolio model and run portfolio_analyzer.py

What it can do on your machine

Read from SKILL.md and the folder at commit 4a698e8. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 3 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
- python
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Business Investment Advisor loads about 1.3k tokens when it runs, and up to ~2.5k if it reads all its reference files. Until then it costs about 64 tokens; SKILL.md has 396 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~64
When it runs · the whole SKILL.md, loaded when a task matches: ~1.3k
With references · SKILL.md plus every file in references/, read only if the agent opens them: ~2.5k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from borghei/Claude-Skills at commit 4a698e8, republished under its MIT licence (© borghei). 396 words, ~1,279 tokens.

Download SKILL.mdSave it as .claude/skills/business-investment-advisor/SKILL.md (or your agent's skills folder). This skill also uses 6 other files; get the full folder from GitHub.

name: business-investment-advisor
description: This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".
license: MIT + Commons Clause
metadata.version: 1.0.0
metadata.author: borghei
metadata.category: finance
metadata.domain: investment
metadata.updated: 2026-04-02
metadata.tags: investment, portfolio, due-diligence, roi, risk-analysis, diversification

Business Investment Advisor Skill

Overview

Production-ready investment analysis toolkit for screening opportunities, analyzing portfolio composition, and generating due diligence checklists. Designed for business owners, angel investors, and corporate development teams evaluating investments from $50K to $50M.

Clarify First

Before the analysis, confirm these inputs. If any is unknown or vague, ASK — do not assume:

Which task — screen opportunities, analyze a portfolio, or generate a DD checklist (selects the script and the required input JSON)
Screening thresholds — minimum ROI, maximum payback, and acceptable risk level (drives which opportunities pass and how they rank)
Target profile for DD — investment type, stage, and check size (drives which items and weights the due-diligence checklist generates)
Risk tolerance / concentration limits — max exposure per holding or sector (drives portfolio rebalancing recommendations)

Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.

Quick Start

bash

# Screen investments by criteria (ROI, risk, payback)
python scripts/investment_screener.py opportunities.json --min-roi 15 --max-payback 36

# Analyze portfolio diversification and risk exposure
python scripts/portfolio_analyzer.py portfolio.json

# Generate due diligence checklist for an investment target
python scripts/due_diligence_checklist.py --type saas --stage series-a --amount 500000

Tools Overview

Tool	Purpose	Input	Output
`investment_screener.py`	Filter & rank investments	JSON with opportunity data	Ranked opportunities + scores
`portfolio_analyzer.py`	Portfolio risk & diversification	JSON with holdings	Risk report + recommendations
`due_diligence_checklist.py`	DD checklist generation	Investment parameters	Structured checklist + scoring

Workflows

Workflow 1: Opportunity Evaluation Pipeline

Compile investment opportunities into JSON format (see Common Patterns)
Run investment_screener.py with your criteria filters
Review ranked results focusing on composite score
For top candidates, run due_diligence_checklist.py to generate investigation plan
After DD completion, update portfolio model and run portfolio_analyzer.py

Show full SKILL.md (153 more words)Show less

Workflow 2: Portfolio Health Check

Export current holdings to JSON format
Run portfolio_analyzer.py to assess diversification
Review concentration risk, sector exposure, and liquidity analysis
Use recommendations to identify rebalancing opportunities
Screen new opportunities with investment_screener.py to fill gaps

Workflow 3: Due Diligence Sprint

Run due_diligence_checklist.py with target parameters
Assign checklist items to team members with deadlines
Score each item as investigation progresses (0-10)
Re-run with --score-file to get weighted DD score
Use composite score to support go/no-go decision

Reference Documentation

See references/investment-frameworks.md for detailed frameworks including:

Investment scoring methodology
Risk assessment matrix
Portfolio diversification guidelines
Due diligence phase frameworks
Industry-specific evaluation criteria

Common Patterns

Pattern: Investment Opportunities JSON

json

{
  "opportunities": [
    {
      "name": "TechCo SaaS",
      "type": "equity",
      "sector": "technology",
      "stage": "series-a",
      "amount": 250000,
      "expected_roi_pct": 25.0,
      "risk_level": "high",
      "payback_months": 36,
      "revenue": 1200000,
      "revenue_growth_pct": 85.0,
      "gross_margin_pct": 78.0,
      "burn_rate_monthly": 80000,
      "runway_months": 18
    }
  ]
}

Pattern: Portfolio Holdings JSON

json

{
  "portfolio": {
    "total_invested": 2000000,
    "holdings": [
      {
        "name": "Investment A",
        "type": "equity",
        "sector": "technology",
        "invested": 250000,
        "current_value": 375000,
        "date_invested": "2024-06-15",
        "stage": "series-a",
        "liquidity": "illiquid",
        "status": "active"
      }
    ]
  }
}

Risk Level Definitions

Level	Expected Return	Loss Probability	Typical Payback
Low	5-10%	< 10%	< 24 months
Medium	10-20%	10-30%	24-48 months
High	20-40%	30-50%	36-60 months
Very High	40%+	> 50%	48+ months

Files

SKILL.md and 6 other files (scripts, references) in finance/business-investment-advisor of borghei/Claude-Skills.

SKILL.md
examples/opportunities.json
examples/portfolio.json
references/investment-frameworks.md
scripts/due_diligence_checklist.py
scripts/investment_screener.py
scripts/portfolio_analyzer.py

Open the folder on GitHubat commit 4a698e8

Compare with similar skills

Business Investment Advisor next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Business Investment Advisor compared with similar skills
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Business Investment Advisor this skillborghei/Claude-Skills	891	—	~1.3k	Automated safety check: Pass	MIT	4 days ago
Virtuals Protocol AcpVirtual-Protocol/openclaw-acp	168	1 repos	~6.4k	Automated safety check: Pass	None	4 mo ago
Yc Applypedronauck/skills	634	—	~1.3k	Automated safety check: Pass	None	26 days ago
Storyline Buildersruthir28/enterprise-ai-skills	148	1 repos	~1.9k	Automated safety check: Pass	MIT	1 mo ago
Startup Pitchferdinandobons/startup-skill	1.2k	—	~6.4k	Automated safety check: Pass	MIT	3 mo ago
Dd SourcingAbilityai/trinity	636	—	~664	Automated safety check: Pass	Apache-2.0	yesterday

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Questions about Business Investment Advisor

What does Business Investment Advisor do?

This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or…. Business Investment Advisor is an agent skill from borghei/Claude-Skills. This skill should be used when the user asks to "screen investments", "analyze a portfolio", "evaluate investment opportunities", "run due diligence", "assess investment risk", "calculate ROI", or "diversify portfolio holdings".

When should I use Business Investment Advisor?

Business Investment Advisor fits situations like: asks to screen investments; analyze a portfolio; evaluate investment opportunities; run due diligence.

How do I install Business Investment Advisor in Claude Code?

Run `npx skills add borghei/Claude-Skills --skill business-investment-advisor -a claude-code`. Or copy the skill folder (finance/business-investment-advisor in borghei/Claude-Skills) into .claude/skills/business-investment-advisor in your project. Claude Code loads it when a task matches its description.

How do I install Business Investment Advisor in Codex?

Run `npx skills add borghei/Claude-Skills --skill business-investment-advisor -a codex`. Or copy the skill folder (finance/business-investment-advisor in borghei/Claude-Skills) into .agents/skills/business-investment-advisor in your project. Codex loads it when a task matches its description.

Can I use Business Investment Advisor in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add borghei/Claude-Skills --skill business-investment-advisor -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/business-investment-advisor, .gemini/skills/business-investment-advisor, .github/skills/business-investment-advisor and .opencode/skills/business-investment-advisor in your project.

What does Business Investment Advisor need to run?

Going by SKILL.md and its folder, Business Investment Advisor needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Business Investment Advisor access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Business Investment Advisor safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Business Investment Advisor use?

Business Investment Advisor is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Business Investment Advisor use?

About 1.3k tokens (SKILL.md is roughly 5.1k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 1.2k tokens, read only when the agent opens those files.

What are the alternatives to Business Investment Advisor?

Skills that share tags, products or a category with Business Investment Advisor: Virtuals Protocol Acp (Virtual-Protocol/openclaw-acp, 168 stars), Yc Apply (pedronauck/skills, 634 stars), Storyline Builder (sruthir28/enterprise-ai-skills, 148 stars) and Startup Pitch (ferdinandobons/startup-skill, 1.2k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Business Investment Advisor?

borghei (a GitHub user) maintains it in borghei/Claude-Skills, which has 891 GitHub stars. The repository holds 354 skills in this directory. The repository was last updated on October 7, 2026.

Source: borghei/Claude-Skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Business Investment Advisor

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Business Investment Advisor Skill

Overview

Clarify First

Quick Start

Tools Overview

Workflows

Workflow 1: Opportunity Evaluation Pipeline

Workflow 2: Portfolio Health Check

Workflow 3: Due Diligence Sprint

Reference Documentation

Common Patterns

Pattern: Investment Opportunities JSON

Pattern: Portfolio Holdings JSON

Risk Level Definitions

Files

Compare with similar skills

Similar skills

More from borghei/Claude-Skills

Related

Questions about Business Investment Advisor