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SkillsMP has collected 11 skills from gregjonesio/family-office-ai-skills. Open a skill to review its source and details.
Showing 11 of 11 collected skills.
Use this skill after a person has approved and recorded a change in a system of record, to test independently whether the change actually landed and landed correctly. Compares the intended change against evidence read back through a different path and…
Use this skill before preparing any accounting entries from source activity. Where the platform maintains its own review queue or unmatched flag, that flag is taken as a claim to be tested rather than an answer to be adopted. It compares a period's source…
Use this skill to assemble the evidence a person needs to reconcile an account. Reconciles the account populations on each side before comparing any balance, since two aggregates can look comparable and cover different things. Tests two separate assertions,…
Use this skill when source activity spans several accounts, to identify where one economic event has been represented more than once. Groups related source rows across accounts, classifies each group as an internal transfer, an inter-entity transfer, a…
Use this skill to summarize an administrative, legal, insurance, trust, entity, subscription, or operating document into plain-English notes. Produces a digest covering the document type, a plain-English summary, key parties, key dates, obligations, risks or…
Use this skill to convert a deal summary, pitch deck notes, CIM excerpt, founder email, or other investment opportunity material into a structured first-pass investment memo. Produces a screening memo with an overview, the thesis as presented, key risks,…
Use this skill to summarize investment manager or fund materials (pitch books, DDQs, factsheets, call notes) into a consistent, diligence-ready format. Produces a structured summary covering strategy, team, track record, fees and liquidity, portfolio…
Use this skill to prepare a structured meeting brief from prior notes, attendee details, agenda, open issues, and desired outcomes. Produces a meeting prep pack with the objective, attendees, relevant background, open items, suggested questions, desired…
Use this skill to convert raw meeting notes into clear decisions, action items, owners, deadlines, and dependencies, plus an internal follow-up draft for human review. Produces a structured record so meetings turn into reliable follow-through.
Use this skill to turn a family office principal's calendar items, open decisions, investment updates, operational issues, travel notes, and pending follow-ups into a concise, decision-ready weekly briefing. Produces a structured brief with an executive…
Use this skill to evaluate a vendor proposal, renewal notice, service issue, or performance summary into a structured review. Produces a review covering the vendor overview, current relationship, key terms, service issues, cost considerations, risks,…