Sec S1 Analysis

This is a structured workflow for analyzing S-1 IPO filings through the Octagon MCP server. You get a natural language interface to query SEC registration statements and extract business models, risk factors, financials, cap tables, and shareholder data. The skill includes comprehensive reference tables covering everything from risk prioritization to unit economics benchmarks, which is genuinely helpful if you're digging through pre-IPO companies. It assumes you already have Octagon MCP configured in your editor. The framework sections on red flags and valuation context are solid, though you'll still need to interpret results yourself. Most useful when you need quick extraction from dense IPO paperwork without manually parsing hundred-page filings.

skills.sh installs: 256
GitHub stars: 130
last updated: Aug 21, 2026

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Install

$ npx -y skills add octagonai/skills --skill sec-s1-analysis --agent claude-code

Installs into .claude/skills of the current project.

Files

SEC S-1 Analysis

Analyze S-1 registration statements (IPO filings) for companies going public using the Octagon MCP server.

Prerequisites

Ensure Octagon MCP is configured in your AI agent (Cursor, Claude Desktop, Windsurf, etc.). See references/mcp-setup.md for installation instructions.

Workflow

1. Identify Analysis Parameters

Determine the following before querying:

Company Name: Name of the company filing for IPO
Focus Area (optional): Risks, opportunities, financials, capitalization
Specific Topics (optional): Use of proceeds, shareholders, governance

2. Execute Query via Octagon MCP

Use the octagon-agent tool with a natural language prompt:

Analyze the S-1 registration statement for <COMPANY> and extract key business risks and opportunities.

MCP Call Format:

{
  "server": "octagon-mcp",
  "toolName": "octagon-agent",
  "arguments": {
    "prompt": "Analyze the S-1 registration statement for Figma and extract key business risks and opportunities."
  }
}