Update to Bigdata.com

{
  "description": "Write a day-365 post-IPO note on the 366-day founder and significant-investor lock-up expiry and float expansion toward 15-20%, using Bigdata.com data plus filings and market data. Covers the staggered lock-up structure from the prospectus, float expansion math and days-to-trade, the offsetting float-adjusted index reweight demand netted against new supply, a realistic read on whether founders actually sell, the dual-class governance angle, and a two-sided setup. Balanced, no buy/avoid call. Triggers: \"366-day lock-up for X\", \"founder lock-up expiry\", \"float expansion for X\", \"post-IPO one year lockup\", \"index reweight after float increase\", \"founder selling after IPO\".\n",
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      "relative_path": "README.md",
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    {
      "relative_path": "agents/openai.yaml",
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    },
    {
      "relative_path": "assets/bigdata-icon-black.svg",
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    {
      "relative_path": "assets/report-template.md",
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      "relative_path": "references/post-ipo-common.md",
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  "name": "bigdata-post-ipo-day365",
  "skill_md_contents": "---\nname: bigdata-post-ipo-day365\ndescription: >\n  Write a day-365 post-IPO note on the 366-day founder and significant-investor lock-up expiry\n  and float expansion toward 15-20%, using Bigdata.com data plus filings and market data. Covers\n  the staggered lock-up structure from the prospectus, float expansion math and days-to-trade,\n  the offsetting float-adjusted index reweight demand netted against new supply, a realistic\n  read on whether founders actually sell, the dual-class governance angle, and a two-sided\n  setup. Balanced, no buy/avoid call. Triggers: \"366-day lock-up for X\", \"founder lock-up\n  expiry\", \"float expansion for X\", \"post-IPO one year lockup\", \"index reweight after float\n  increase\", \"founder selling after IPO\".\n---\n\n# Bigdata Post-IPO Day 365 — Founder Lock-Up & Float Expansion\n\nA later **366-day lock-up** tranche releases founder and significant-investor shares, potentially expanding free float toward **15–20%**. Run this note around **day 365** to prepare for the supply increase and the offsetting mechanical demand. Use Bigdata.com plugin tools plus web search.\n\nRead [references/post-ipo-common.md](./references/post-ipo-common.md) first — scope rules, data foundation, reference math, and the verify checklist apply in full.\n\n> **Confirm the staggered structure from the filing.** Multi-tranche lock-ups, exactly which holders the 366-day tranche covers, the share count, and dual-class voting implications are issuer-specific. Pull them from the prospectus and subsequent filings — do not assume a standard structure.\n\n**Use this skill when** the second, founder-level tranche is about to expire. Not this skill when:\n\n| Request | Use instead |\n|---------|-------------|\n| The company has not yet priced | Pre-IPO analysis |\n| Day-1 debut reaction | Post-IPO day 1 |\n| ~Day 14, index inclusion question | Post-IPO day 14 |\n| The earlier 180-day tranche | Post-IPO day 179 |\n\n## What this note answers\n\n- How far does free float expand (toward 15–20%?), and how many founder/investor shares become eligible?\n- Does float-adjusted index re-weighting create mechanical buying that absorbs some of the new supply?\n- How likely are founders and long-horizon investors to actually sell, versus diversify gradually?\n- Does the founder retain control through super-voting shares even after selling economic stake?\n\n## Plugin tool calls\n\n**Required on every call:** pass `plugin_slug: \"bigdata-post-ipo-day365\"` in the request parameters of *every* Bigdata.com plugin tool call made while running this skill. The value is always the skill name, `bigdata-post-ipo-day365`, regardless of the company or query.\n\n**Exceptions:** the `search` and `fetch` tools do not accept `plugin_slug` — omit it there.\n\n## Workflow\n\n### Step 1 — Lock-up structure recap (cite the filing)\n\nThe 366-day tranche: covered holders (founders, major VC/PE, strategic), the share count releasing, and how it stacks on the earlier 180-day unlock. Note any dual-class or super-voting structure.\n\n### Step 2 — Float expansion math (show inputs)\n\n- **Projected post-expiry float** = current float + newly eligible founder/investor shares. Express as a % of shares outstanding and check it against the 15–20% expectation.\n- **Days-to-trade** = newly eligible shares / ADV. Treat this as a **ceiling** — founders rarely sell all at once.\n\n### Step 3 — The offsetting demand: float-adjusted index reweighting\n\nMany indices weight by **free-float** market cap, so a float increase raises the company's float-adjusted weight and triggers **mechanical passive buying** at the next reweight. Estimate the weight change and implied passive demand — show the math, label it an estimate — and **net it against the new supply**.\n\n### Step 4 — Realistic supply assessment\n\nFounders typically diversify gradually, often via 10b5-1 plans, rather than dump. End-of-life VC funds may distribute to LPs instead. Search for disclosed plans, prior selling behavior, and management commentary.\n\n### Step 5 — Governance angle\n\nWhether founders retain voting control via super-voting shares after selling economic stake, and what that means for the alignment narrative.\n\n### Step 6 — Two-sided read and watch points\n\n**Bear:** meaningful new founder and VC supply, plus the signaling effect. **Bull:** float increase improves liquidity, index weight, and institutional accessibility; passive demand offsets supply. Watch points: exact expiry date, index reweight date, disclosed sale plans, next earnings.\n\n## Output\n\nFollow [assets/report-template.md](./assets/report-template.md).\n\n- Length: 4–7 pages — this is a single-catalyst note.\n- Cover line: company name, \"Post-IPO — Founder Lock-Up & Float Expansion\", date, \"Prepared with Claude\".\n- Inline citations `[1]`, `[2]` after every sourced claim, hyperlinked to the document URL. Brand Bigdata.com content exactly \"Bigdata.com\".\n- Full **Sources** section, then the **Powered by Bigdata.com** line and **Disclaimer**, verbatim.\n- Suggested filename: `Post_IPO_Day365_FounderLockUp_<Company>_<YYYY-MM-DD>` in the user's requested format.\n\n## Quality bar\n\nRun the verify checklist in [references/post-ipo-common.md](./references/post-ipo-common.md) before delivering. In particular:\n\n- Staggered lock-up structure cited to the filing — never assumed\n- Supply and index-demand both quantified, with arithmetic shown, then **netted** against each other\n- Days-to-trade presented as a ceiling, not a forecast\n- Governance and voting control addressed explicitly where a dual-class structure exists\n- No recommendation language, no price target, no conviction rating\n"
}