Monitor a watchlist of hedge funds for recent, diligence-relevant public news and produce an email-ready alert summary. Acts as a lightweight Google News substitute for fund monitoring by allocators, fund-of-funds analysts, OCIOs, family offices, and investment teams overseeing external managers. Use this skill whenever the user wants to check for news on monitored managers, run a weekly fund news scan, asks "any news on my funds?", "did anything happen with [fund]?", "run the fund alerts", "weekly manager monitoring", "check my watchlist", "anything diligence-relevant this week", or maintains a funds-to-monitor list and wants recent risk/performance/personnel/fundraising news surfaced. Trigger even when the user just says "run the alerts" or names a fund and asks what's new, and especially for recurring weekly monitoring digests. The default lens is risk-first, not general news aggregation.
Summarize a hedge fund side letter and extract its key commercial, operational, and legal terms from the GP/manager's perspective, producing a Word (.docx) review memo. Use whenever an IR, fundraising, COO, legal, or compliance professional at a hedge fund manager uploads, pastes, or references a side letter (or folder of side letters) and wants it summarized, reviewed, term-extracted, risk-flagged, or checked for MFN/precedent/operational issues. Trigger on "review this side letter", "summarize this side letter", "what did we promise this investor", "what are our obligations under this side letter", "does this trigger MFN", "flag the risky terms", "side letter review", or any request to understand what a side letter commits the firm to. Works on a single letter (default) or across funds, vintages, or vehicles. Manager-side screen — does NOT give legal advice or make legal conclusions. For inbound NDA review use pe-nda-review; for full contract review against a playbook use legal:review-contract.
Turn a CIM, teaser, or management presentation into a first-pass private equity deal screen memo — what the business does, revenue model, customer concentration, financial snapshot with page references, what the banker is emphasizing vs. avoiding, red flags, fit-vs-mandate checklist, and questions for the banker. Trigger on "first pass on this CIM", "screen this deal", "review this teaser", "what do you think of this CIM", "summarize this management deck", "is this deal worth a look", "deal screen", "should we pursue this", or when the user uploads/pastes a CIM, confidential information memorandum, information memorandum, teaser, or sell-side management presentation. Do NOT use for public companies — use the public-company-first-pass skill. Do NOT use for hedge fund manager materials — use the hedge-fund-diligence skill. Do NOT use for checking what's in a data room — use the data-room-gap-checker skill.
Turn a conference attendee or speaker list plus the user's goals into a working conference plan — a tiered, prioritized target list with why-them one-liners, pre-conference outreach drafts, per-day scheduling logic, talking points per target, and a post-conference follow-up tracker. Built for BD, IR, and fundraising professionals attending industry events (SuperReturn, Milken, SALT, iConnections, sector conferences). Trigger on "prep me for [conference]", "here's the attendee list for [event]", "who should I meet at [conference]", "build my conference target list", "conference game plan", "outreach for [event]", "I'm going to [conference] next month", or when a user shares a speaker/attendee/exhibitor list and a goal. Do NOT use for deep prep on one specific person — use the professional-profile-brief skill. Do NOT use for institution-level LP research — use the lp-prospect-brief skill.
Turn an investment committee meeting transcript or detailed notes into formal IC minutes — attendees, agenda items, balanced per-item discussion summaries including dissent and risks raised, decisions with vote outcomes, action items with owners, and documents referenced. Built for fund operations, compliance, and CCO teams that need a defensible written record. Trigger on "draft IC minutes", "turn this transcript into minutes", "minutes for the investment committee meeting", "formalize these IC notes", "document the committee's decision", "write up Tuesday's IC", or when a user provides an IC/valuation committee/credit committee transcript and needs the formal record. Accuracy over polish — flags inaudible or ambiguous passages rather than guessing. Do NOT use for client/prospect call recaps and follow-up emails — use the call-transcript-followup skill. Do NOT use for portfolio company board packs — use the board-pack-kpi-digest skill.
Pre-screen fund marketing material against common SEC Marketing Rule pitfall categories — gross performance without net, cherry-picked track records, hypothetical/backtested performance without required context, testimonials and endorsements, unsubstantiated claims like "best-in-class", and missing disclosures — producing severity-ranked flags with the exact quoted language and what a compliance officer would likely require. Trigger on "pre-screen this deck for compliance", "check this pitch deck against the Marketing Rule", "compliance review of this one-pager", "anything in here compliance will flag?", "scrub this marketing material", "is this LP letter compliant", or when a user shares fund marketing material (pitch deck, one-pager, website copy, DDQ marketing sections, LP letter excerpts) and asks about compliance risk. This is a pre-screen to save compliance time — explicitly NOT legal advice and never a substitute for review by the firm's compliance officer or counsel. Do NOT use for creating marketing
Interview a team about their recurring workflows, bottlenecks, data sources, and tools — one question batch at a time — then map the workflows to AI opportunities scored on impact × feasibility and deliver a prioritized AI adoption roadmap with quick wins, skill candidates to build, and risks. For investment firms and professional teams of any function. Trigger on phrases like "audit our workflows for AI," "where should we use AI," "AI opportunity assessment," "interview me about our processes," "help us figure out what to automate," "AI readiness review," "build our AI roadmap," or "which of our tasks should AI do." Do NOT use for generating specific skill ideas from an already-known workflow — use the investment-skill-creator skill. Do NOT use for learning what AI can do in general — use the teach-me skill.
Scan a completed DDQ or RFP response for red flags — vague or evasive answers, internal inconsistencies, missing standard disclosures, and answers that contradict the manager's deck or letters. For allocators, fund-of-funds analysts, OCIOs, and ODD teams. Trigger on phrases like "scan this DDQ," "red flags in this DDQ," "review these RFP responses," "anything off in this questionnaire," "check this DDQ against the deck," "what's missing from this DDQ," or when the user uploads a completed due diligence questionnaire or RFP response. Do NOT use for a general first pass on a manager — use the hedge-fund-diligence skill. Do NOT use for ongoing quarterly review of an existing manager — use the manager-monitoring-note skill. Do NOT use for NDAs or contracts — use the pe-nda-review skill.