Private Company Research
xbtlin/ai-berkshire
Runs a team of parallel agents to research a company with no public listing, rebuilding its business model, finances and competition from scattered sources.
Runs a six-lens research framework on pre-IPO and private companies, labels every data point by confidence, and produces a fair-value range, exit-path analysis and information-gap map.
$ npx skills add HKUDS/Vibe-Trading --skill private-company-research -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install HKUDS/Vibe-Trading private-company-research --agent claude-codeProject scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .claude/skills && cp -r skills-src/agent/src/skills/private-company-research .claude/skills/private-company-research && rm -rf skills-srcUse ~/.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/
Install the "private-company-research" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-research into .claude/skills/private-company-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "private-company-research", 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 install https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-researchType 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.
$ npx skills add HKUDS/Vibe-Trading --skill private-company-research -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install HKUDS/Vibe-Trading private-company-research --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .agents/skills && cp -r skills-src/agent/src/skills/private-company-research .agents/skills/private-company-research && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "private-company-research" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-research into .agents/skills/private-company-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "private-company-research", 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.
$ npx skills add HKUDS/Vibe-Trading --skill private-company-research -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install HKUDS/Vibe-Trading private-company-research --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/agent/src/skills/private-company-research .cursor/skills/private-company-research && rm -rf skills-srcUse ~/.cursor/skills/ instead of .cursor/skills for a personal install.
Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/
Install the "private-company-research" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-research into .cursor/skills/private-company-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "private-company-research", 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 https://github.com/HKUDS/Vibe-Trading.git --path agent/src/skills/private-company-research--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.
$ npx skills add HKUDS/Vibe-Trading --skill private-company-research -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install HKUDS/Vibe-Trading private-company-research --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/agent/src/skills/private-company-research .gemini/skills/private-company-research && rm -rf skills-srcUse ~/.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/
Install the "private-company-research" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-research into .gemini/skills/private-company-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "private-company-research", 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.
$ gh skill install HKUDS/Vibe-Trading private-company-researchInstalls 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).
$ npx skills add HKUDS/Vibe-Trading --skill private-company-research -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .github/skills && cp -r skills-src/agent/src/skills/private-company-research .github/skills/private-company-research && rm -rf skills-srcUse ~/.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/
Install the "private-company-research" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-research into .github/skills/private-company-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "private-company-research", 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.
$ npx skills add HKUDS/Vibe-Trading --skill private-company-research -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install HKUDS/Vibe-Trading private-company-research --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/HKUDS/Vibe-Trading.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/agent/src/skills/private-company-research .opencode/skills/private-company-research && rm -rf skills-srcUse ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.
OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/
Install the "private-company-research" agent skill from https://github.com/HKUDS/Vibe-Trading/tree/main/agent/src/skills/private-company-research into .opencode/skills/private-company-research/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "private-company-research", 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.
private-company-researchRuns a six-lens research framework on pre-IPO and private companies, labels every data point by confidence, and produces a fair-value range, exit-path analysis and information-gap map.
Built for unlisted companies where data is scarce, the skill sets out to estimate what a business is actually worth rather than its last funding valuation. It opens with a bias self-check covering false conservatism, false precision, the comparables trap and survivorship bias, and counters them by leaving blanks instead of speculating, labeling each data point high, medium or low confidence, and keeping fact separate from inference. With very little data it switches to a first-principles mode of four basic questions.
Research then runs six lenses, ideally in parallel through run_swarm with one worker per lens: business model, financial forensics, competitive landscape, risk and governance, technology and IP, and alternative-data signals. Results are cross-checked for consistency before any verdict. The outputs are a fair-value range, exit-path analysis across IPO, M&A and secondary routes, and a map of information gaps.
4 steps, taken from the first numbered list in SKILL.md.
Read from SKILL.md and the folder at commit 8e43007. It shows what the files ask for, not the result of running them.
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.
No scripts in the folder and no shell commands in SKILL.md.
From the folder's file list and the shell code blocks in SKILL.md.
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.
Private Company Research loads about 3.5k tokens when it runs. Until then it costs about 188 tokens; SKILL.md has 1,486 words of instructions outside code blocks.
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.
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); files beside SKILL.md are not scanned.
The full file from HKUDS/Vibe-Trading at commit 8e43007, republished under its MIT licence (© HKUDS). 1,486 words, ~3,509 tokens.
.claude/skills/private-company-research/SKILL.md (or your agent's skills folder).Deep research on an unlisted company (e.g. Ant Group, ByteDance, SpaceX, Stripe).
Ultimate goal: under information scarcity, recover the company's true value — not the market valuation, but what the business is actually worth.
Private vs public research: no standardized financials (multi-source patchwork + cross-validation); few valuation anchors (funding rounds, comparables, scenarios); large information asymmetry ("jigsaw" research); uncertain exit path (IPO / M&A / secondary).
Private companies are where AI bias is worst. Watch for:
Counter: prefer leaving blanks ("I don't know") over filling tables with speculation to fake certainty; label every data point with confidence (🟢high/🟡medium/🔴low); separate verifiable fact from inference; when information is extremely scarce, switch to "first-principles mode" and answer only: ① what real problem does this business solve? ② why this team? ③ ceiling if it succeeds / how it dies if it fails? ④ the key validation node at this stage?
Invert the asymmetry: the market knows little about private companies → pricing is inefficient → that's exactly where alpha may live.
Six lenses, best run in parallel (via run_swarm, one worker per lens; or sequentially via web_search):
| Role | Lens |
|---|---|
| business-decoder | Business model + product/user analysis: "what is this business, essentially" |
| financial-detective | Financial patchwork + valuation: "recover the true financial picture under missing data" |
| competitive-mapper | Industry + competition + substitution: "who competes, who could disrupt" |
| risk-governance-analyst | Risk全景 + management/governance/investors: "what could go wrong, who's at the helm" |
| tech-ip-analyst | Tech stack / patents / R&D / moat: "is the tech barrier real and durable" |
| signal-miner | Alternative data (hiring / patents / litigation / app / supply chain): "clues beyond the usual sources" |
You (team-lead) integrate, patch the picture, cross-validate, output the final report.
No standard financials; multi-source patchwork + cross-validation. Every data point: source, time, confidence, derivation.
Source priority: 🟢 prospectus/regulatory filings, parent-company annual report disclosure, regulatory penalties, bond/ABS offering documents → 🟡 business registry, funding news, third-party reports, deep media (LatePost/The Information/36Kr/Bloomberg) → 🔴 industry extrapolation, ex-employee leaks.
Key metrics: revenue (scale/growth/mix/quantity×price), cost (gross margin/R&D/sales/G&A rates, vs peers), profit (EBITDA/net income/profitability timeline), cash flow (operating/burn rate/runway), efficiency (per-capita revenue, capital efficiency).
Cross-validation: list every source for the same metric; check convergence across methods; flag single-source ("isolated evidence") data.
Funding history: full timeline (round/amount/valuation/lead investor); health of the curve, interval, down-rounds, whether existing investors keep participating; latest-round terms (liquidation preference / anti-dilution / ratchet) and their effect on common-share value.
Valuation (multi-method): ① last-round (adjust for liquidation prefs, 20-40% discount); ② comparable public comps (3-5, PS/PE/EV-EBITDA, liquidity discount 20-30%); ③ DCF scenarios (bear/base/bull, each assumption grounded); ④ terminal-value rollback (5/10y terminal state → implied IRR); ⑤ transaction comps (recent M&A/funding multiples).
Valuation synthesis: do the methods converge? If divergent, explain. Distinguish "fair value" and "conservative (margin-of-safety) value".
Private companies have limited conventional info; alt-data often beats news.
Anomaly list (most important): things inconsistent with the company's narrative; inconsistent with industry norms; sudden changes (hiring freeze / executive departures); unexplained.
Before synthesis, the team-lead must:
Save via write_file to reports/{company}/{company}-private-{YYYYMMDD}.md. Run report_audit on the numbers as a quality gate.
run_swarm, or sequential).© HKUDS, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Just SKILL.md in agent/src/skills/private-company-research of HKUDS/Vibe-Trading.
Open the folder on GitHubat commit 8e43007
Private Company Research 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.
| Skill | Stars | Used in | Tokens | Auto-check | Licence | Repo updated |
|---|---|---|---|---|---|---|
| Private Company Research this skillHKUDS/Vibe-Trading | 35k | — | ~3.5k | Automated safety check: Pass | MIT | |
| Private Company Researchxbtlin/ai-berkshire | 17k | — | ~5.9k | Automated safety check: Pass | MIT | |
| Consulting Analysisbytedance/deer-flow | 84k | 4 repos | ~8.4k | Automated safety check: Pass | MIT | |
| China Market Open Data SearchOpenSenseNova/SenseNova-Skills | 5.7k | — | ~954 | Automated safety check: Notes | MIT | |
| Longbridge Earningshelsome/folio | 271 | 1 repos | ~2.5k | Automated safety check: Pass | None | |
| Management Deep Divexbtlin/ai-berkshire | 17k | — | ~1.7k | Automated safety check: Pass | MIT |
xbtlin/ai-berkshire
Runs a team of parallel agents to research a company with no public listing, rebuilding its business model, finances and competition from scattered sources.
bytedance/deer-flow
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OpenSenseNova/SenseNova-Skills
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helsome/folio
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xbtlin/ai-berkshire
Researches a company's leadership from public sources: statements versus results, capital allocation decisions, governance and pay, and feedback from outside the firm.
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HKUDS/Vibe-Trading
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Categories
Runs a six-lens research framework on pre-IPO and private companies, labels every data point by confidence, and produces a fair-value range, exit-path analysis and information-gap map. Built for unlisted companies where data is scarce, the skill sets out to estimate what a business is actually worth rather than its last funding valuation. It opens with a bias self-check covering false conservatism, false precision, the comparables trap and survivorship bias, and counters them by leaving blanks instead of speculating, labeling each data point high, medium or low confidence, and keeping fact separate from inference.
Private Company Research fits situations like: estimating what an unlisted company is worth from patchy public information; running business, financial, competitive, risk, technology and alternative-data lenses on one target; mapping which key facts about a private company are still unknown; analyzing exit paths such as IPO, M&A or a secondary sale.
Run `npx skills add HKUDS/Vibe-Trading --skill private-company-research -a claude-code`. Or copy the skill folder (agent/src/skills/private-company-research in HKUDS/Vibe-Trading) into .claude/skills/private-company-research in your project. Claude Code loads it when a task matches its description.
Run `npx skills add HKUDS/Vibe-Trading --skill private-company-research -a codex`. Or copy the skill folder (agent/src/skills/private-company-research in HKUDS/Vibe-Trading) into .agents/skills/private-company-research in your project. Codex loads it when a task matches its description.
Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add HKUDS/Vibe-Trading --skill private-company-research -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/private-company-research, .gemini/skills/private-company-research, .github/skills/private-company-research and .opencode/skills/private-company-research in your project.
SKILL.md names no scripts, command-line tools or credentials: Private Company Research is instructions for the agent only. Our summary lists: Web search tools, and run_swarm for running the lenses in parallel.
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.
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. Review the folder before installing.
Private Company Research is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.
About 3.5k tokens (SKILL.md is roughly 14k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.
Skills that share tags, products or a category with Private Company Research: Private Company Research (xbtlin/ai-berkshire, 17k stars), Consulting Analysis (bytedance/deer-flow, 84k stars), China Market Open Data Search (OpenSenseNova/SenseNova-Skills, 5.7k stars) and Longbridge Earnings (helsome/folio, 271 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
HKUDS (a GitHub organization) maintains it in HKUDS/Vibe-Trading, which has 35,163 GitHub stars. The repository holds 89 skills in this directory. The repository was last updated on October 10, 2026.
Source: HKUDS/Vibe-Trading on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.