coleman-tiger-growth

---
name: coleman-tiger-growth
description: "Use when evaluating Tiger Cub / Chase Coleman-style growth investing: scalable tech platforms, network effects, unit economics, growth duration, and concentrated growth longs."
invest: ./invest.md
---

# Coleman Tiger Growth

Use this skill to apply Chase Coleman / Tiger Global-style judgment.

## When To Use

Use this skill when the user asks for:

- tech growth underwriting
- SaaS/marketplace/platform analysis
- Tiger Cub style growth portfolio
- unit economics review

Trigger phrases include `Coleman`, `Tiger Global`, `Tiger Cub`, `growth platform`, `unit economics`, `network effects`.

## Do Not Use When

- The setup is outside this model's universe and another investor skill fits better.
- Critical data is missing and the model requires it.
- The user wants guaranteed returns or unbounded leverage.
- The request is only generic market chatter with no decision.

## Inputs Needed

- Asset, portfolio, theme, or market context
- Relevant financial, market, regime, or structural data
- Time horizon and risk constraints
- Current price/valuation or portfolio weights if sizing is requested

## Process

1. Define product, customer, and growth engine.
2. Underwrite unit economics and retention.
3. Estimate growth duration and competitive moat.
4. Compare valuation to multi-year compounding path.

## Output Format

```md
# Coleman Tiger Growth View: [Subject]

## Verdict
Concentrated Growth Long / Watch / Too Expensive / Growth Broken / Pass

## Setup / Thesis

## Evidence

## Risks

## Action Plan

## Invalidation

## Missing Data
```

## Guardrails

- Do not force a trade when filters fail.
- Do not ignore risk, liquidity, or regime constraints.
- Do not mix this model with another unless comparison is requested.
- Separate facts, assumptions, and judgment.

## Questflow Use

In Questflow, this skill is best used as a judgment module for Funds, research workflows, monitoring, and risk-aware decision support.