Changes at priority accounts
Identifies leadership changes and restructures that may shift a client's priorities. The opportunity brief connects the development to relevant advisory support and a grounded reason for a conversation.
— Markets & Intelligence
Keeps a standing watch on leadership changes, restructures, acquisitions, funding and regulation, and when a trigger fires it matches the event to the service it creates demand for and emails the play.
3–4 days → ~15 minutes
For one complete, review-ready pass
No coding required
— USE CASES
Identifies leadership changes and restructures that may shift a client's priorities. The opportunity brief connects the development to relevant advisory support and a grounded reason for a conversation.
Highlights transactions and funding events that may create demand for integration, growth or organisational advice. It explains the potential service fit alongside the evidence behind the event.
Flags regulatory developments with potential implications for target organisations. It frames the likely advisory need and a relevant commercial approach without treating every change as a qualified opportunity.
Filters market developments for their relevance to the firm's offering. Teams receive concise opportunity briefs that distinguish a meaningful buying signal from general company news.
— HOW IT BEHAVES
The mechanics behind this specific template — what it reads, what it calculates, and where a human stays in the loop.
Signals are sorted into your categories using the same rules each time, which is what makes a large volume of live market signals and current research readable.
Findings on the market being watched are written up as a document that reads like professional output, with each claim tied back to a signal.
The run works from live market signals and current research you supply, so conclusions about the market being watched are anchored to your evidence rather than general model knowledge.
Content is restructured into the form your deliverable or downstream system expects, with each signal kept intact.
Leadership changes, restructures, acquisitions, funding and regulatory developments can create demand for advice, but their commercial significance is often buried in market noise. In practice it shows up as changes at priority accounts: identifies leadership changes and restructures that may shift a client's priorities. The opportunity brief connects the development to relevant advisory support and a grounded reason for a conversation. It is the kind of work that decides whether a recommendation survives scrutiny — and the kind that quietly eats 3–4 days of senior time whenever it comes round.
As a Skill, the work is already sequenced. You bring the evidence, and the run produces buying-trigger opportunity briefs plus supporting market evidence. The judgement is built in — how items are broken up, what standard they are held to, and where the run stops for a human review. In effect, 3–4 days of senior time compresses into ~15 minutes — and the output is comparable across clients, quarters and colleagues instead of shaped by whoever ran it.
Client Trigger Detector exports as a structured SKILL.md file and is MCP-ready, so the same method runs in ChatGPT, Claude, Copilot or your own AI products. Adapt it to your methodology, and the intelligence stays yours — not locked to one vendor.
Pulls live market signals across news, companies, investment, regulation and market activity, deduplicates the same story told twice, and clusters the rest into themes with the genuinely accelerating ones named.
Cross-reads live market signals and fresh research against a value creation plan to surface the pricing, expansion, product, partnership and operational moves the outside world has just made possible.
Reconciles live market signals for a product, service or category against fresh external research to rule on whether demand is strengthening, softening or shifting elsewhere.
Tests each assumption behind an investment thesis against live market signals and current research, ruling every one strengthened, weakened, unchanged or invalidated with the evidence attached.
Groups and summarises the market signals flowing into Skillsize into a focused, filtered digest for a chosen audience.
Monitors live market signals around a portfolio company across customers, competitors, suppliers, regulation, talent and capital, classifying each as opportunity, risk or watch with the board action for the material ones.