Agent skill

Ljg Invest

by lijigang in lijigang/ljg-skills

投资分析。给一个项目(公司名、BP、创始人对话记录),写一份深度投资分析报告。不走传统投资分析的路——核心判断只有一个:这个项目是不是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur…

MITAuto-check passedProductivity & Automation

Install Ljg Invest

skills CLI
$ npx skills add lijigang/ljg-skills --skill ljg-invest -a claude-code

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

GitHub CLI
$ gh skill install lijigang/ljg-skills ljg-invest --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/lijigang/ljg-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/ljg-invest .claude/skills/ljg-invest && 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/

Facts

Skill name
ljg-invest
GitHub stars
7.5k
Token cost
~721 tokens
SKILL.md length
109 words
Files
1
Skills in repo
26
Repo updated
First seen
Licence
MIT

At a glance

投资分析。给一个项目(公司名、BP、创始人对话记录),写一份深度投资分析报告。不走传统投资分析的路——核心判断只有一个:这个项目是不是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur…

  • Works in 6 steps: 只用真实信息。查不到的直接标注,不硬撑,不编。 → 敢下判断。「既可能好也可能坏」这种话一句不许有。 → 每个判断带证据:数据、引用、具体事实。 → …
  • Investment report
  • SKILL.md covers 地基, 输入, 报告结构 and 输出, plus 1 more section
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Ljg Invest is an agent skill from lijigang/ljg-skills. 投资分析。给一个项目(公司名、BP、创始人对话记录),写一份深度投资分析报告。不走传统投资分析的路——核心判断只有一个:这个项目是不是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur conversation records wanting investment evaluation. Also trigger when user pastes or references meeting notes, pitch decks, or founder interviews and asks for analysis.

Its SKILL.md is about 720 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Productivity & Automation, covering Meeting notes and agendas and Fundraising and pitch decks. The licence is MIT.

When your agent uses it

  • Investment report
  • Invest analysis
  • Provides entrepreneur conversation records wanting investment evaluation
  • References meeting notes

Example prompts

  • “分析这个项目”
  • “investment report”
  • “invest analysis”
  • “/ljg-invest”

Workflow steps

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

  1. 只用真实信息。查不到的直接标注,不硬撑,不编。
  2. 敢下判断。「既可能好也可能坏」这种话一句不许有。
  3. 每个判断带证据:数据、引用、具体事实。
  4. 这些词禁用:赛道很大、团队优秀、前景广阔、蓝海市场。
  5. 篇幅以说透为准。两千字说得清就两千字,要七千字就七千字。
  6. 中文撰写。

What it can do on your machine

Read from SKILL.md and the folder at commit 9e75497. 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

    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.

  • 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

Ljg Invest loads about 721 tokens when it runs. Until then it costs about 94 tokens; SKILL.md has 109 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~94
When it runs · the whole SKILL.md, loaded when a task matches
~721

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); files beside SKILL.md are not scanned.

SKILL.md

The full file from lijigang/ljg-skills at commit 9e75497, republished under its MIT licence (© lijigang). 109 words, ~721 tokens.

Download SKILL.mdSave it as .claude/skills/ljg-invest/SKILL.md (or your agent's skills folder).
name
ljg-invest
description
投资分析。给一个项目(公司名、BP、创始人对话记录),写一份深度投资分析报告。不走传统投资分析的路——核心判断只有一个:这个项目是不是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur conversation records wanting investment evaluation. Also trigger when user pastes or references meeting notes, pitch decks, or founder interviews and asks for analysis.

ljg-invest: 投资报告

给一个项目,写一份投资分析。整份报告只回答一个问题:这个东西在创造新秩序,还是在搬运旧秩序。

地基

一个定义撑着整份报告:财富不是钱,是被欲望照亮的秩序,钱只是秩序的计量单位。投资,是拿手里的秩序,去换一台更好的秩序生成器。

从这个定义出发,报告的问法和市场惯例不一样:

惯常问法这份报告问
这个公司值多少钱这台机器转不转得起来
市场有多大市场在用什么过时的标签看它
能涨多少我拿什么换什么,换完之后谁更聪明

输入

公司名、BP、文字介绍、对话记录,任何描述项目的材料都行。知名公司只给名字就够——用 Research skill 或 subagent 抓最新财报和行业数据,别凭旧印象写。

报告结构

五个区块是骨架,不是填空题。哪个区块对这个项目最有料,哪个就多写;没料的一两句带过,或者干脆跳过。报告为判断服务,凑完整没有意义。

一、这是什么

一张表,加一句自己下的赛道定义。

维度内容
项目名称
赛道定义用我们自己的话说,不抄市场标签
阶段
融资情况金额 / 估值 / 条款(有则填,无则标注)
数据快照关键运营数据

赛道定义要说出这家公司真正在做什么——市场标签说不出的那一层。叫它「搜索引擎公司」等于什么都没说;说它是「人类认知基础设施的垄断运营商」,它靠什么赚钱、怕什么,全在这一句里。

二、秩序创造机器判定

整份报告的分量都压在这一节。不逐项打分,回答一个问题就够:这台机器转不转得起来? 从三个角度看。

飞轮在不在转? 先找系统里那个越用越好的循环:用户多了数据多,数据多了产品好,产品好了用户更多。找到了,看它走到哪一步——停着、刚起步、已经转起来;转着的,再看转了多久、是在加速还是走平;停着的,写出卡住它的那一环。

冲击后变强还是变弱? 竞争杀进来、技术换代、市场塌方,这台机器会碎掉、扛住,还是把冲击吃成自己的燃料。翻它的历史:挨过打没有,挨打之后是弱了还是壮了。

资源是被推过来的,还是自己来的? 扩张靠一个一个谈、一块一块买,那是推;别人主动涌过来、不来就吃亏,那是引力。找「不推而聚」的迹象。

综合判定,三档取一:

  • 秩序创造机器——飞轮在转,冲击后变强,资源自己来
  • 有潜力——飞轮的结构在,还没验证转得起来
  • 秩序搬运——把已有的东西重新排列,没有生出新秩序
三、创生公式

每台秩序创造机器都有一个核心算法,用一句话写出来。参考:

  • 亚马逊 = 利润→再投资→降成本→降价→更多用户→更多利润
  • 特斯拉 = 硬件采数据→数据训练算法→算法重新定义硬件
  • Google = 每次人类找答案的方式迁移时,成为新方式的默认基础设施

写完追两问:这个公式验证过几次、验证到什么程度;有没有别人在跑相似的公式,差在哪。

四、市场看见的 vs 我们看见的

投资时机在这一节里定。

它在 S 曲线的哪里? 积累期、拐点、加速期、平台期,落在哪一段。落在拐点之前的,写清什么条件会触发拐点。

市场在用什么旧眼睛看它? 市场给它贴了什么标签,这个标签遮住了什么,我们的框架多看到了什么。这个认知差有多大——超额收益从这里来。认知折价,看三个信号:得费很大劲解释别人才听得懂;定价长期反常,部分加起来不等于整体;现成的类比全对不上,像 X 又不像 X。

它控制了什么别人拿不走的东西? 它攥着的是数据、分发、标准,还是网络效应。这种控制是静态的(品牌、专利),还是越变越强的。再往前看一步:这种稀缺以后会不会挪窝,项目跟不跟得上。

它在搭哪趟便车? 三种成本正在坍缩:理解成本、协作成本、行动成本。这个项目骑在哪一种上,坍缩放出来的能量它接住了多少。

五、换不换
  • 交换建议:建议投资 / 建议观察 / 建议放弃
  • 如果投资:建议金额范围、关键条款
  • 核心假设:这个决策押在哪几个假设上。每个假设配一个退出信号——什么数据出现,说明假设错了,该走了。
  • 未解问题:3-5 个对决策要紧但还没有答案的问题,按轻重排。
最后一句

一句话回答:这个项目的本质是什么——创造新秩序,还是搬运旧秩序。

输出

  • 格式:org-mode
  • 目录:~/Documents/notes/
  • 命名按 denote:YYYYMMDDTHHMMSS==z--投资分析-PROJECT_NAME.org,如 20260326153000==z--投资分析-example-ai.org
  • 用 Write 工具写入,写完把完整路径报给用户

生成规则

  1. 只用真实信息。查不到的直接标注,不硬撑,不编。
  2. 敢下判断。「既可能好也可能坏」这种话一句不许有。
  3. 每个判断带证据:数据、引用、具体事实。
  4. 这些词禁用:赛道很大、团队优秀、前景广阔、蓝海市场。
  5. 篇幅以说透为准。两千字说得清就两千字,要七千字就七千字。
  6. 中文撰写。

© lijigang, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/ljg-invest of lijigang/ljg-skills.

Open the folder on GitHubat commit 9e75497

Compare with similar skills

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Meeting Notesoutline/outline41k—~551Automated safety check: PassCustom licence
Management Talkthananon/9arm-skills3.2k—~3.2kAutomated safety check: PassNone
Challenge Baseline ModelAgibotTech/genie_sim1.4k—~2.4kAutomated safety check: PassCustom licence
Handwriting Stand Uplimin112/min-skill454—~2.5kAutomated safety check: PassNone

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Questions about Ljg Invest

What does Ljg Invest do?

投资分析。给一个项目(公司名、BP、创始人对话记录),写一份深度投资分析报告。不走传统投资分析的路——核心判断只有一个:这个项目是不是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur…. Ljg Invest is an agent skill from lijigang/ljg-skills. 投资分析。给一个项目(公司名、BP、创始人对话记录),写一份深度投资分析报告。不走传统投资分析的路——核心判断只有一个:这个项目是不是一台「秩序创造机器」。Use when user says '投资报告', '投资分析', '分析这个项目', '写投资报告', 'investment report', 'invest analysis', or provides entrepreneur conversation records wanting investment evaluation.

When should I use Ljg Invest?

Ljg Invest fits situations like: investment report; invest analysis; provides entrepreneur conversation records wanting investment evaluation; references meeting notes.

How do I install Ljg Invest in Claude Code?

Run `npx skills add lijigang/ljg-skills --skill ljg-invest -a claude-code`. Or copy the skill folder (skills/ljg-invest in lijigang/ljg-skills) into .claude/skills/ljg-invest in your project. Claude Code loads it when a task matches its description.

How do I install Ljg Invest in Codex?

Run `npx skills add lijigang/ljg-skills --skill ljg-invest -a codex`. Or copy the skill folder (skills/ljg-invest in lijigang/ljg-skills) into .agents/skills/ljg-invest in your project. Codex loads it when a task matches its description.

Can I use Ljg Invest 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 lijigang/ljg-skills --skill ljg-invest -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/ljg-invest, .gemini/skills/ljg-invest, .github/skills/ljg-invest and .opencode/skills/ljg-invest in your project.

What does Ljg Invest need to run?

SKILL.md names no scripts, command-line tools or credentials: Ljg Invest is instructions for the agent only.

Does Ljg Invest 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 Ljg Invest 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. Review the folder before installing.

What licence does Ljg Invest use?

Ljg Invest is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Ljg Invest use?

About 721 tokens (SKILL.md is roughly 2.9k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Ljg Invest?

Skills that share tags, products or a category with Ljg Invest: Communication Playbook (LeoYeAI/openclaw-master-skills, 2.2k stars), Meeting Notes (outline/outline, 41k stars), Management Talk (thananon/9arm-skills, 3.2k stars) and Challenge Baseline Model (AgibotTech/genie_sim, 1.4k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Ljg Invest?

lijigang (a GitHub user) maintains it in lijigang/ljg-skills, which has 7,481 GitHub stars. The repository holds 26 skills in this directory. The repository was last updated on October 8, 2026.

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