What Would Lenny Do
amplitude/builder-skills
Answers product strategy, growth, pricing, hiring, and leadership questions using Lenny Rachitsky's archive.
Analyze S-1 registration statements for IPOs using Octagon MCP.
Install Sec S1 Analysis
$ npx skills add OctagonAI/skills --skill sec-s1-analysis -a claude-codeProject install by default; add -g for ~/.claude/skills/.
$ gh skill install OctagonAI/skills sec-s1-analysis --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/OctagonAI/skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/sec-s1-analysis .claude/skills/sec-s1-analysis && 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 "sec-s1-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-s1-analysis into .claude/skills/sec-s1-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-s1-analysis", 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/OctagonAI/skills/tree/main/skills/sec-s1-analysisType 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 OctagonAI/skills --skill sec-s1-analysis -a codexProject install goes to .agents/skills/; add -g for ~/.codex/skills/.
$ gh skill install OctagonAI/skills sec-s1-analysis --agent codexProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .agents/skills && cp -r skills-src/skills/sec-s1-analysis .agents/skills/sec-s1-analysis && rm -rf skills-srcUse ~/.agents/skills/ instead of .agents/skills for a personal install.
Codex skills documentation · loads skills from .agents/skills/
Install the "sec-s1-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-s1-analysis into .agents/skills/sec-s1-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-s1-analysis", 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 OctagonAI/skills --skill sec-s1-analysis -a cursorProject install goes to .agents/skills/; add -g for ~/.cursor/skills/.
$ gh skill install OctagonAI/skills sec-s1-analysis --agent cursorProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/skills/sec-s1-analysis .cursor/skills/sec-s1-analysis && 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 "sec-s1-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-s1-analysis into .cursor/skills/sec-s1-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-s1-analysis", 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/OctagonAI/skills.git --path skills/sec-s1-analysis--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 OctagonAI/skills --skill sec-s1-analysis -a gemini-cliProject install goes to .agents/skills/; add -g for ~/.gemini/skills/.
$ gh skill install OctagonAI/skills sec-s1-analysis --agent gemini-cliProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/skills/sec-s1-analysis .gemini/skills/sec-s1-analysis && 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 "sec-s1-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-s1-analysis into .gemini/skills/sec-s1-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-s1-analysis", 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 OctagonAI/skills sec-s1-analysisInstalls 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 OctagonAI/skills --skill sec-s1-analysis -a github-copilotProject install goes to .agents/skills/; add -g for ~/.copilot/skills/.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .github/skills && cp -r skills-src/skills/sec-s1-analysis .github/skills/sec-s1-analysis && 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 "sec-s1-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-s1-analysis into .github/skills/sec-s1-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-s1-analysis", 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 OctagonAI/skills --skill sec-s1-analysis -a opencodeOpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.
$ gh skill install OctagonAI/skills sec-s1-analysis --agent opencodeProject scope by default (.agents/skills/); add --scope user for a personal install.
$ git clone --depth 1 https://github.com/OctagonAI/skills.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/skills/sec-s1-analysis .opencode/skills/sec-s1-analysis && 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 "sec-s1-analysis" agent skill from https://github.com/OctagonAI/skills/tree/main/skills/sec-s1-analysis into .opencode/skills/sec-s1-analysis/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "sec-s1-analysis", 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
sec-s1-analysis- GitHub stars
- 127
- Token cost
- ~2.1k tokens
- SKILL.md length
- 724 words
- Files
- 5 (incl. references)
- Skills in repo
- 53
- Repo updated
- First seen
- Licence
- MIT
At a glance
Analyze S-1 registration statements for IPOs using Octagon MCP.
- Works in 4 steps: Identify Analysis Parameters → Execute Query via Octagon MCP → Expected Output → …
- Researching pre-IPO companies
- SKILL.md covers Prerequisites, Workflow, Example Queries and S-1 Key Sections, plus 4 more sections
- Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
What it does
Sec S1 Analysis is an agent skill from OctagonAI/skills. Analyze S-1 registration statements for IPOs using Octagon MCP. Use when researching pre-IPO companies, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.
Its SKILL.md is about 2.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `README.md`, `marketplace.json` and `references/interpreting-results.md`).
It sits in Product & Project Management, covering Product strategy and MCP servers. It works with Model Context Protocol. The repository describes itself as: A collection of Claude skills for agentic financial research by Octagon. The licence is MIT.
When your agent uses it
- Researching pre-IPO companies
- Extracting business models
- Use of proceeds
- Principal shareholders
Example prompts
- “/sec-s1-analysis”
Workflow steps
4 steps, taken from the step headings in SKILL.md.
What it can do on your machine
Read from SKILL.md and the folder at commit 51e938c. 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 (its code samples are json).
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
Sec S1 Analysis loads about 2.1k tokens when it runs, and up to ~4.9k if it reads all its reference files. Until then it costs about 65 tokens; SKILL.md has 724 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.
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 OctagonAI/skills at commit 51e938c, republished under its MIT licence (© OctagonAI). 724 words, ~2,085 tokens.
Download SKILL.mdSave it as
.claude/skills/sec-s1-analysis/SKILL.md (or your agent's skills folder). This skill also uses 4 other files; get the full folder from GitHub.- name
- sec-s1-analysis
- description
- Analyze S-1 registration statements for IPOs using Octagon MCP. Use when researching pre-IPO companies, extracting business models, risk factors, use of proceeds, capitalization, principal shareholders, and growth opportunities from IPO filings.
SEC S-1 Analysis
Analyze S-1 registration statements (IPO filings) for companies going public using the Octagon MCP server.
Prerequisites
Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.
Workflow
1. Identify Analysis Parameters
Determine the following before querying:
- Company Name: Name of the company filing for IPO
- Focus Area (optional): Risks, opportunities, financials, capitalization
- Specific Topics (optional): Use of proceeds, shareholders, governance
2. Execute Query via Octagon MCP
Use the octagon-agent tool with a natural language prompt:
Analyze the S-1 registration statement for <COMPANY> and extract key business risks and opportunities.MCP Call Format:
{
"server": "octagon-mcp",
"toolName": "octagon-agent",
"arguments": {
"prompt": "Analyze the S-1 registration statement for Figma and extract key business risks and opportunities."
}
}3. Expected Output
The agent returns structured S-1 analysis including:
Key Business Risks:
- Customer retention and growth challenges
- Technological and market competition
- Regulatory and operational risks
- Internal management and control concerns
Key Opportunities:
- Product innovation and platform enhancements
- Customer expansion and conversion
- International growth
- Strategic acquisitions
Data Sources: octagon-sec-agent
4. Interpret Results
See references/interpreting-results.md for guidance on:
- Understanding S-1 structure
- Evaluating IPO risks
- Assessing business model viability
- Analyzing capitalization and ownership
Example Queries
Full S-1 Analysis:
Analyze the S-1 registration statement for Figma and extract key business risks and opportunities.Business Model:
Extract the business model and revenue streams from Stripe's S-1 filing.Use of Proceeds:
What are the planned use of proceeds from the IPO in Reddit's S-1?Capitalization:
Analyze the capitalization table and share structure from Instacart's S-1.Principal Shareholders:
Who are the principal shareholders and what are their ownership stakes in Arm's S-1?Financial Performance:
Extract the historical financial performance and growth metrics from Klaviyo's S-1.S-1 Key Sections
Prospectus Summary
| Section | Content |
|---|---|
| Business Overview | What the company does |
| The Offering | Shares offered, price range |
| Risk Factor Summary | Key risks highlighted |
| Use of Proceeds | How IPO funds will be used |
Risk Factors
| Category | Common Risks |
|---|---|
| Business | Competition, customer concentration |
| Financial | Losses, cash burn, liquidity |
| Operational | Scaling, key personnel |
| Regulatory | Compliance, legal proceedings |
| Market | Economic conditions, industry trends |
| Offering | Dilution, stock volatility |
Business Description
| Section | Content |
|---|---|
| Company History | Founding, milestones |
| Products/Services | Offerings, technology |
| Market Opportunity | TAM, SAM, SOM |
| Growth Strategy | Expansion plans |
| Competition | Competitive landscape |
Management's Discussion (MD&A)
| Section | Content |
|---|---|
| Results of Operations | Historical performance |
| Key Metrics | Operating KPIs |
| Liquidity | Cash position, burn rate |
| Critical Policies | Accounting judgments |
Financial Statements
| Statement | Key Metrics |
|---|---|
| Income Statement | Revenue, losses, margins |
| Balance Sheet | Assets, liabilities, equity |
| Cash Flow | Operating, investing, financing |
| Notes | Accounting policies, details |
Capitalization
| Section | Content |
|---|---|
| Pre-IPO Cap Table | Existing ownership |
| Post-IPO Structure | Dilution effects |
| Share Classes | Voting rights, preferences |
| Options/Warrants | Outstanding instruments |
Principal Shareholders
| Disclosure | Content |
|---|---|
| 5%+ Owners | Major shareholders |
| Directors/Officers | Management ownership |
| Selling Shareholders | Who is selling |
| Lock-up | Restrictions on sales |
IPO Analysis Framework
Business Quality Assessment
| Factor | Strong | Weak |
|---|---|---|
| Revenue Growth | >30% YoY | <10% or declining |
| Gross Margin | >60% | <30% |
| Net Revenue Retention | >120% | <100% |
| Customer Concentration | Low (<10% top customer) | High (>25% top customer) |
| Unit Economics | CAC payback <18mo | Never payback |
Market Opportunity
| Factor | Positive | Concern |
|---|---|---|
| TAM Size | Large and growing | Small or saturated |
| Market Position | Leader or fast follower | Late entrant |
| Competitive Moat | Strong differentiation | Commoditized |
| Secular Trends | Tailwinds | Headwinds |
Show full SKILL.md (301 more words)Show less
Financial Health
| Metric | Healthy | Concerning |
|---|---|---|
| Cash Runway | >24 months | <12 months |
| Path to Profitability | Clear, near-term | Unclear, distant |
| Burn Rate | Decreasing | Accelerating |
| Working Capital | Positive | Negative |
Governance Structure
| Factor | Shareholder-Friendly | Concern |
|---|---|---|
| Share Classes | Single class | Multi-class voting |
| Board Independence | Majority independent | Controlled |
| Founder Control | Reasonable | Perpetual control |
| Antitakeover | None/limited | Poison pill, staggered |
Risk Factor Analysis
Risk Prioritization
| Risk Type | Materiality Indicators |
|---|---|
| Critical | First listed, extensive detail |
| Significant | Multiple paragraphs |
| Moderate | Standard disclosure |
| Boilerplate | Generic, brief |
Red Flags in Risk Factors
- Going concern - Questions about survival
- Material weakness - Internal control issues
- Regulatory investigation - Government scrutiny
- Key customer loss - Revenue concentration
- Founder departure - Leadership instability
- Litigation - Significant legal exposure
- Related party - Insider transactions
Use of Proceeds Analysis
Common Uses
| Use | Positive Sign | Concern |
|---|---|---|
| R&D Investment | Growth focus | Unclear allocation |
| Sales Expansion | Market capture | Unproven markets |
| Working Capital | Flexibility | Cash burn funding |
| Debt Repayment | Deleveraging | Refinancing distress |
| M&A | Strategic growth | Vague "opportunities" |
| General Corporate | Flexibility | Lack of specific plan |
Shareholder Liquidity
Watch for:
- Proceeds to company vs. selling shareholders
- Insider selling proportions
- Lock-up terms and expiration
Valuation Context
Pre-IPO Metrics
| Metric | Calculation |
|---|---|
| Revenue Multiple | Valuation / Revenue |
| Gross Profit Multiple | Valuation / Gross Profit |
| Price/Sales | Post-money / Revenue |
| Implied Growth | Embedded expectations |
Comparable Analysis
Compare to:
- Recent IPOs in sector
- Public company peers
- Prior funding rounds
Analysis Tips
Read risk factors carefully: Order and detail indicate materiality.
Track insider participation: Selling vs. holding signals confidence.
Verify TAM claims: Companies often overstate market size.
Check customer metrics: Retention, concentration, churn.
Understand share structure: Multi-class can limit shareholder rights.
Review lock-up terms: Post-IPO supply pressure.
Use Cases
- IPO investing: Evaluate new public offerings
- Private market research: Understand pre-IPO companies
- Competitive intelligence: Analyze emerging competitors
- Industry research: Track sector trends through filings
- Due diligence: Comprehensive company assessment
© OctagonAI, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file
Files
SKILL.md and 4 other files (references) in skills/sec-s1-analysis of OctagonAI/skills.
- SKILL.md
- README.md
- marketplace.json
- references/interpreting-results.md
- references/mcp-setup.md
Open the folder on GitHubat commit 51e938c
Compare with similar skills
Sec S1 Analysis 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 |
|---|---|---|---|---|---|---|
| Sec S1 Analysis this skillOctagonAI/skills | 127 | — | ~2.1k | Automated safety check: Pass | MIT | |
| What Would Lenny Doamplitude/builder-skills | 159 | — | ~2.6k | Automated safety check: Pass | None | |
| Sealeap Amazon Seller Entry Assessmentxjli360/sealeap-amazon-skills | 251 | — | ~533 | Automated safety check: Pass | MIT | |
| Jira Natural Language Interfacejjmartres/opencode | 133 | 3 repos | ~1.7k | Automated safety check: Pass | MIT | |
| JiraVixenLights/Vixen | 114 | — | ~3.4k | Automated safety check: Pass | Custom licence | |
| Repo Genomeruvnet/metaharness | 696 | — | ~772 | Automated safety check: Pass | MIT |
Similar skills
Sealeap Amazon Seller Entry Assessment
xjli360/sealeap-amazon-skills
Assess whether a team should enter or expand on Amazon using unit economics, cash runway, product-market fit, operational capability, compliance, and staged validation.
Jira Natural Language Interface
jjmartres/opencode
Lets an agent view, create, update and transition Jira issues in natural language, automatically choosing between the jira CLI and Atlassian MCP tools.
Jira
VixenLights/Vixen
Manages JIRA issues, projects, and workflows using Atlassian MCP.
Repo Genome
ruvnet/metaharness
7-section readiness scorecard for a LOCAL repo. An agent skill from ruvnet/metaharness.
- Official
Azsdk Common SDK Release
Azure/azure-sdk-for-android
Check release readiness and trigger the release pipeline for Azure SDK packages.
More from OctagonAI/skills
All 53 skills in this repoAnalyst Estimates
OctagonAI/skills
Retrieve analyst financial estimates including Revenue and EPS projections with low/high ranges and analyst coverage.
Balance Sheet
OctagonAI/skills
Retrieve detailed balance sheet statement data including Total Assets, Current Assets, Non-Current Assets, Liabilities, Equity, and Net Debt for public companies.
Balance Sheet Growth
OctagonAI/skills
Retrieve year-over-year growth in balance sheet items including Total Assets, Total Liabilities, Shareholders Equity, Cash, and Inventories.
Batch Market Cap
OctagonAI/skills
Retrieve market capitalization data for multiple companies at once using Octagon MCP.
Cash Flow Growth
OctagonAI/skills
Retrieve year-over-year growth in cash flow metrics including Operating Cash Flow, Free Cash Flow, and Net Cash Flow.
Cash Flow Statement
OctagonAI/skills
Retrieve real-time or historical cash flow statement data including Net Income, Operating Cash Flow, Investing Cash Flow, Financing Cash Flow, Free Cash Flow, and Cash Position for public companies.
Related
Works with
Questions about Sec S1 Analysis
What does Sec S1 Analysis do?
Analyze S-1 registration statements for IPOs using Octagon MCP. Sec S1 Analysis is an agent skill from OctagonAI/skills. Analyze S-1 registration statements for IPOs using Octagon MCP.
When should I use Sec S1 Analysis?
Sec S1 Analysis fits situations like: researching pre-IPO companies; extracting business models; use of proceeds; principal shareholders.
How do I install Sec S1 Analysis in Claude Code?
Run `npx skills add OctagonAI/skills --skill sec-s1-analysis -a claude-code`. Or copy the skill folder (skills/sec-s1-analysis in OctagonAI/skills) into .claude/skills/sec-s1-analysis in your project. Claude Code loads it when a task matches its description.
How do I install Sec S1 Analysis in Codex?
Run `npx skills add OctagonAI/skills --skill sec-s1-analysis -a codex`. Or copy the skill folder (skills/sec-s1-analysis in OctagonAI/skills) into .agents/skills/sec-s1-analysis in your project. Codex loads it when a task matches its description.
Can I use Sec S1 Analysis 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 OctagonAI/skills --skill sec-s1-analysis -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/sec-s1-analysis, .gemini/skills/sec-s1-analysis, .github/skills/sec-s1-analysis and .opencode/skills/sec-s1-analysis in your project.
What does Sec S1 Analysis need to run?
SKILL.md names no scripts, command-line tools or credentials: Sec S1 Analysis is instructions for the agent only.
Does Sec S1 Analysis 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 Sec S1 Analysis 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 Sec S1 Analysis use?
Sec S1 Analysis 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 Sec S1 Analysis use?
About 2.1k tokens (SKILL.md is roughly 8.3k 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 2.9k tokens, read only when the agent opens those files.
What are the alternatives to Sec S1 Analysis?
Skills that share tags, products or a category with Sec S1 Analysis: What Would Lenny Do (amplitude/builder-skills, 159 stars), Sealeap Amazon Seller Entry Assessment (xjli360/sealeap-amazon-skills, 251 stars), Jira Natural Language Interface (jjmartres/opencode, 133 stars) and Jira (VixenLights/Vixen, 114 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.
Who maintains Sec S1 Analysis?
OctagonAI (a GitHub organization) maintains it in OctagonAI/skills, which has 127 GitHub stars. The repository holds 53 skills in this directory. The repository was last updated on June 5, 2026.
Source: OctagonAI/skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.