Bigdata Pre Ipo Analysis

作者 Bigdata-com2a52a0013662无许可证2 个星标收录于 2026年10月8日更新于 2026年10月8日仓库昨天更新

Produce a balanced pre-IPO research note on an upcoming, not-yet-listed company using its S-1/F-1 plus Bigdata.com data. Covers deal structure (price range, shares, greenshoe, implied valuation, underwriters, lock-ups, share classes), two years plus interim financials, business model and funding history, TAM and listed comparables, IPO-window conditions, and 90-day sentiment — closing with bull and bear debates and watch points, never a participate/avoid call. Triggers: "analyze the IPO of X", "S-1 analysis", "upcoming listing for X", "IPO report on X", "should I look at X's IPO", "pre-IPO research on X", "X IPO valuation".

AI 生成的概览

基于 S-1/F-1 文件与 Bigdata.com 数据,为即将上市的公司生成一份平衡的 IPO 前研究报告。

功能
引导智能体研究一家尚未定价的拟上市公司:交易结构、最近两个财年及中期财务数据、商业模式与融资历史、TAM 与已上市可比公司、IPO 窗口环境以及 90 天舆情。随后按内置模板生成一份 6 至 10 页的 Markdown 研究报告,包含行内引用、来源章节与免责声明。报告呈现看多与看空论点及关注要点,刻意不给出参与或回避的建议,也不给出目标价。
适用场景
适用于公司已提交上市申请但尚未定价,且用户要求 IPO 前研究、S-1 分析或 IPO 估值观点时。不适用于已上市交易的公司,也不适用于要求给出买入或回避建议的请求。
运行要求
需要 Bigdata.com 插件工具(bigdata_search、find_securities、bigdata_company_tearsheet)以及用于检索申报文件和市场数据的网络搜索;每次调用 Bigdata.com 工具都必须传入 plugin_slug。若这些工具不可用,可仅用网络搜索完成流程,并注明舆情数据有限。附带报告模板与图标资源,不含脚本。

Bigdata Pre-IPO Analysis

Institutional-style research note on an upcoming listing. Use Bigdata.com plugin tools plus web search for filings and market data.

Use this skill when the company has not yet priced. Not this skill when:

RequestUse instead
The company already listed and is tradingPost-IPO day 1 / 14 / 179 / 365
An established public company's valuationValuation snapshot
A recommendation on whether to participateNothing — this deliverable is balanced by design

Scope rules (non-negotiable)

  • Upcoming IPOs only. If the company has already listed, say this skill covers pre-listing analysis and offer a post-IPO note instead before proceeding.
  • Balanced framing only. Never give a participate/wait/avoid recommendation, price target, or conviction rating. Present bull case, bear case, and watch points; let the reader decide.
  • No invented data. If a figure (price range, offer size) is not yet public, write "not yet disclosed" rather than estimating. Label every third-party estimate as such.

Data foundation (plugin tools + web)

ToolPurposePrerequisite
bigdata_searchCompany background, IPO window conditions, sentimentNone
find_securitiesEntity resolution when a tearsheet is neededNone
bigdata_company_tearsheetFinancial baseline where the entity is coveredfind_securities
Web searchS-1/F-1 terms, financials, comparables, recent debutsNone

Required on every call: pass plugin_slug: "bigdata-pre-ipo-analysis" in the request parameters of every Bigdata.com plugin tool call made while running this skill. The value is always the skill name, bigdata-pre-ipo-analysis, regardless of the company or query.

Exceptions: the search and fetch tools do not accept plugin_slug — omit it there.

Fallback: if Bigdata.com tools are unavailable, complete every step with web search alone and note in the footer that sentiment data was limited to public news.

Workflow

Step 1 — Clarify the input

Company name is required. If ambiguous, confirm with the user. Note the expected exchange and geography if known.

Step 2 — Research (complete BEFORE building the report)

Run searches in this order, one focus and one time period per search. Record source name and date for every material fact as you go.

a. Filing facts (web). Latest S-1/F-1/prospectus: price range, shares offered (primary vs secondary), greenshoe, implied valuation, underwriters, expected pricing and listing date, exchange, ticker, use of proceeds, lock-up terms, share-class structure, cornerstone investors.

b. Financials (web + filing). Two most recent fiscal years plus the latest interim period: revenue, gross margin, operating income/loss, net income, operating cash flow, FCF, cash and debt.

c. Company background (bigdata_search + web). Business model, segments, customers, management, funding history and last private-round valuation.

d. Industry and peers (web). TAM estimates, competitive set, and 3–6 listed comparables with current EV/Sales, EV/EBITDA, or P/E as applicable.

e. IPO window (bigdata_search + web). Current IPO market conditions, recent debuts in the same sector, and how they traded in the aftermarket.

f. Sentiment (Bigdata.com). News flow and sentiment on the issuer over the last 90 days.

Step 3 — Build the report

Follow assets/report-template.md. Do not start document generation until research is complete.

Step 4 — Verify before delivering

  • Every number traces to a recorded source
  • Internal consistency: implied valuation = price × post-offering shares outstanding
  • All template sections present
  • No recommendation language slipped in ("we recommend", "attractive entry", "avoid")

Output

  • Length: 6–10 pages.
  • Cover: company name, "Pre-IPO Research Note", date, "Prepared with Claude".
  • Add inline citations [1], [2] after every claim from a source, hyperlinked to the document URL. Brand Bigdata.com content exactly "Bigdata.com", linked to the url from the bigdata_search response.
  • Full Sources section, then the Powered by Bigdata.com line and Disclaimer, verbatim.
  • Default format is Markdown; offer PDF, Word (.docx), or presentation output.

Quality bar

Non-negotiables in every pre-IPO note:

  • Deal structure sourced from the filing, not from press summaries
  • "Not yet disclosed" used wherever the filing is silent — never an estimate presented as fact
  • Comparables named with their multiples, so the valuation framing is checkable
  • Bull and bear both specific and falsifiable
  • No participate/avoid call, no price target, no conviction rating
  • Facts separated from analysis and implications

来源与署名

来源:Bigdata-com/bigdata-plugins-marketplace位于plugins/bigdata-com/skills/bigdata-pre-ipo-analysis提交2a52a00

许可证: 无许可证

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

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