Foreword

When conducting strategic investment for State-Owned Enterprises (SOEs), the most time-consuming part is not calculating valuations, but stringing together compliance requirements, due diligence key points, and investment decision materials. While general large language models can write reports, they are often unfamiliar with constraints such as the “Three Majors and One Large” (三重一大), Order No. 32, and the Investment Negative List, leading to frequent rework. The Skill introduced below fixes the process: screening targets and conducting compliance analysis pre-investment; structuring transactions, assisting due diligence, and generating investment decision memos during investment; and tracking performance, creating early warnings, and conducting reviews post-investment.

What is this

The “SOE Strategic Investment Assistant” (coordinate @user_869f311d/soe-strategic-investment) is a full-process strategic investment assistant for entities with SOE or state-owned backgrounds. It is published and maintained by community developer user_869f311d. The current version is 1.5.0, categorized under business-ops, and tagged as community source. It solves the problems of long strategic investment processes, numerous compliance requirements, and complex report types: by handing over the analysis and document generation for pre-investment, mid-investment, and post-investment stages to a single Skill, it ensures consistent standards and eliminates the need to switch between multiple tools.

Core Functions

The functions introduced below are consistent with the official description and are divided by stage.

Pre-investment stage:

  1. Target screening and evaluation;
  2. Industry track research;
  3. Policy compliance analysis, covering three types of constraints: Investment Negative List, main responsibilities and core businesses, and state-owned asset supervision;
  4. Financial modeling and valuation, including DCF, comparable company/transaction analysis, and sensitivity analysis;
  5. Risk prediction.

Mid-investment stage:

  1. Transaction structure design;
  2. Legal, financial, and business due diligence assistance;
  3. Negotiation support;
  4. Investment decision memorandum and briefing generation.

Post-investment stage:

  1. Investment portfolio tracking and performance evaluation, with metrics including IRR, MOIC, and DPI;
  2. Risk monitoring and early warning;
  3. Post-investment management recommendations;
  4. Exit strategy analysis;
  5. Project review.

Additionally, there are two general capabilities: historical case analogy reference and risk alerts; on-demand generation of project initiation reports, due diligence reports, investment decision reports, quarterly review reports, and retrospective reports.

Trigger conditions are specified in the official description: Users from SOE/state-owned backgrounds requesting strategic investment, equity investment, M&A, fund contribution, project initiation, investment committee materials, due diligence, post-investment management, exit, or investment review; or mentioning state-owned asset supervision concepts such as “Three Majors and One Large,” Order No. 32, asset valuation filing, or the Investment Negative List.

Installation and Activation

Since the official materials do not provide specific installation commands, directory paths, or configuration file fields, this section does not provide executable instructions to avoid misleading users.

The verifiable information is as follows:

  • Official Page: https://api.skillhub.cn/user_869f311d/soe-strategic-investment
  • SkillHub Page: https://www.skillhub.cn/skills/user_869f311d/soe-strategic-investment
  • Coordinate: @user_869f311d/soe-strategic-investment
  • API Key Required: No (tag requires_api_key=false)

This Skill is based on the general SKILL.md format. Attempts to scrape the above two addresses failed during this session; please refer to the content displayed on the SkillHub page at the time for installation methods.

Typical Usage

The following examples are derived from the requirement types listed in the official description. Actual output should be based on the materials you provide and manual review.

Pre-investment Project Initiation:

> Our group plans to contribute capital to an industrial fund. Please first explain what project initiation materials are required, and verify whether this contribution touches the Investment Negative List or deviates from our main responsibilities and core businesses.

Mid-investment Due Diligence and Investment Decision:

> This equity investment goes to the investment committee next week. Please assist in sorting out due diligence focus points from legal, financial, and business perspectives, and generate an investment decision memorandum and a committee briefing.

Post-investment Review:

> Based on the following project data, please calculate IRR, MOIC, and DPI, provide exit strategy recommendations, and output according to the structure of a retrospective report.

The usage method involves providing the Skill with the project background, target information, and constraints together, allowing it to output according to the corresponding stage; specific judgments involving state-owned asset supervision still need to be confirmed by personnel familiar with the unit’s internal systems.

Applicable Scenarios and Notes

Suitable for: Teams and individuals from SOEs and state-owned backgrounds involved in investment, strategic investment, M&A, and fund contributions who need to quickly produce compliance analyses, valuation models, due diligence checklists, investment decision materials, and post-investment tracking documents.

Points to note:

  1. This Skill provides process assistance and document drafts; it does not replace the formal decision-making procedures of the investment committee;
  2. Specific requirements such as the Investment Negative List, the catalog of main responsibilities and core businesses, and Order No. 32 are adjusted with regulatory policies and enterprise systems; citations must be verified against the latest documents;
  3. Historical case analogies are for reference only and cannot serve as compliance conclusions for current projects;
  4. Valuation and performance metrics depend on the quality of input data; when data is missing, request supplements rather than making direct estimates;
  5. The official page shows 0 installations, a rating of 100000, and 1141 downloads. Due to the small sample size, it is recommended to pilot run it on small-scale projects before promoting it widely.

Conclusion

The value of this Skill lies in solidifying the complete chain of SOE strategic investment into a reusable process, reducing repetitive labor on compliance checklists, valuation templates, and report formats. If your team is handling pre-investment, mid-investment, or post-investment matters, you can view and try it via the official address: https://api.skillhub.cn/user_869f311d/soe-strategic-investment