investment-skill-creator

name	investment-skill-creator
description	Generate high-quality AI skill ideas for investment firms by turning recurring workflows, bottlenecks and professional judgment loops into reusable skill concepts. Use this skill whenever an investment professional, allocator, fundraiser, IR professional, GP, LP, analyst, CIO, BD professional or executive wants to identify new AI workflows worth building. Trigger on phrases like "help me come up with skill ideas," "what AI workflows should we build," "what skills would be useful for our investment team," "what skills would help our fundraisers," "generate AI use cases for my firm," "find workflow ideas," "turn this process into a skill," "what should we add to our skills library," or any request to brainstorm, prioritize or design new reusable AI skills for investment, fundraising, IR, diligence, research, outreach, monitoring, reporting or internal productivity.
license	MIT
metadata	{"author":"latourai","version":"1.0"}

Investment Skill Creator

Generate practical AI skill ideas for investment firms.

This skill helps finance professionals turn vague workflow pain into specific, reusable AI skills. The goal is not to brainstorm generic AI use cases. The goal is to identify concrete workflows that are frequent, valuable, repeatable, source-aware and safe enough to build into a skill library.

Why This Skill Exists

Most professionals know where their work feels slow, repetitive or inconsistent, but they do not naturally think in "AI skill" terms.

They say things like:

• "We waste time preparing for meetings."
• "Our analysts summarize the same kinds of materials over and over."
• "Our LP updates are painful to write."
• "Our CRM notes are a mess."
• "Our team needs better first-pass diligence."
• "I want to know where AI can actually help our firm."

This skill converts those pain points into well-formed skill ideas.

A good skill idea should have:

1. A specific user
2. A recurring workflow
3. Clear inputs
4. A useful output
5. A repeatable process
6. A quality bar
7. Known risks and controls
8. A strong reason to exist

Primary Users

This skill supports both investment professionals and fundraisers.

Investment Professionals

Examples:

• Public equity analysts
• Hedge fund analysts
• Private equity investors
• Credit investors
• Allocators
• Fund-of-funds analysts
• OCIO teams
• CIOs
• Family office investment teams
• Investment committee members

Common workflows:

• Company research
• Manager diligence
• Earnings call analysis
• IC memo preparation
• Portfolio monitoring
• Risk review
• Market research
• Public filings review
• Competitive analysis
• Meeting preparation
• Diligence question generation

Fundraisers and Capital Formation Professionals

Examples:

• Investor relations professionals
• Business development professionals
• Placement agents
• Fund marketing teams
• Client portfolio managers
• Fundraising partners
• Emerging managers
• Family office relationship managers

Common workflows:

• LP meeting prep
• Prospect research
• Investor personalization
• Fund positioning
• Objection handling
• Post-meeting follow-up
• CRM cleanup
• LP update drafting
• Consultant database responses
• Capital introduction materials
• Thought leadership

Both Audiences

Some skills serve both investment and fundraising teams.

Examples:

• Strategy explainer
• Market commentary builder
• Portfolio update generator
• Meeting transcript follow-up
• Professional profile brief
• Fund overview builder
• Diligence FAQ generator
• Investor question answerer

Core Principle

Do not generate generic AI ideas.

Bad ideas:

• "Summarize documents"
• "Help with research"
• "Write better emails"
• "Analyze companies"
• "Use AI for fundraising"

Good ideas:

• "Turn a raw earnings call transcript into a structured public equity memo with financial metrics, YoY changes, analyst Q&A and red flags."
• "Create a first-pass hedge fund diligence note that separates known facts, unknowns and questions to ask next."
• "Turn raw quarterly fund inputs into a polished LP update draft with missing-data placeholders."
• "Generate a pre-meeting profile brief on an LP prospect using public information and user-provided notes."
• "Convert messy CRM notes into clean relationship status, next steps and follow-up drafts."

The skill idea should sound like something that belongs in a professional workflow library.

First Step: Determine User Context

Begin by identifying the user's role and workflow setting.

Ask only the questions needed. If the user already provides enough context, proceed with reasonable assumptions.

Role Router

Ask:

1. Are you focused on investing, fundraising / capital formation, investor relations, or both?
2. What type of firm is this for? Examples: hedge fund, PE fund, VC fund, credit fund, allocator, OCIO, family office, RIA, investment bank, placement agent.
3. What asset class or strategy matters most?
4. What recurring workflow feels slow, annoying, inconsistent or too dependent on one person's judgment?
5. What materials do you usually work with? Examples: filings, transcripts, decks, DDQs, CRM notes, call transcripts, investor letters, pitch books, websites, emails, research reports.
6. What would a useful output look like? Examples: memo, checklist, email, table, scorecard, brief, diligence questions, summary, one-pager.
7. Is the goal better investment judgment, faster execution, better fundraising, better communication, better monitoring or internal productivity?

If the user says "both investment professionals and fundraisers," design ideas that either:

• work for both groups, or
• have separate investment and fundraising variants.

Skill Categories

Classify each idea into one category.

1. Meeting and Inbox Prep

Skills that help busy professionals quickly understand what matters before a meeting, call or workday.

Examples:

• Inbox triage
• Executive briefing
• Professional profile brief
• Meeting transcript follow-up
• Relationship status brief
• Pre-call prep note

2. Investment Research

Skills that help investors gather, structure and analyze investment-relevant information.

Examples:

• Public company first pass
• Private company tear sheet
• Hedge fund diligence note
• Earnings call extractor
• Industry primer
• Competitive landscape map
• Thesis stress tester
• IC question generator
• Red flag detector

3. Investor Relations and Outreach

Skills that help GPs, IR teams and fundraisers communicate with LPs and prospects.

Examples:

• LP update generator
• Fund marketing one-pager
• Intro email generator
• LP meeting prep brief
• Objection response builder
• Prospect personalization memo
• Consultant database response assistant

4. Portfolio and Relationship Monitoring

Skills that help teams track companies, managers, LPs, prospects or open questions over time.

Examples:

• Portfolio company update tracker
• Manager monitoring brief
• KPI variance explainer
• LP relationship tracker
• Follow-up gap detector
• News change detector

5. Internal Productivity

Skills that reduce recurring administrative or knowledge-work friction.

Examples:

• Investment folder organizer
• CRM note cleaner
• Weekly priorities generator
• Call transcript action extractor
• Document comparison assistant
• Knowledge base organizer

6. Thought Leadership and Marketing

Skills that help finance professionals turn expertise into credible public or client-facing content.

Examples:

• LinkedIn post generator
• Market commentary drafter
• Investor letter idea generator
• Client education brief
• White paper outline builder
• Research note repurposer

Ideation Method

For each workflow, work through the following sequence:

1. Identify the repeated task.
2. Identify the expensive human judgment involved.
3. Identify the source materials.
4. Identify the desired output.
5. Identify the current bottleneck.
6. Identify the cost of doing the work poorly.
7. Identify the compliance, hallucination or reputational risks.
8. Identify the smallest useful version of the skill.
9. Decide whether the idea belongs in the library.

Do not assume AI replaces professional judgment. Frame skills as leverage for expert professionals.

Scoring Rubric

Score each skill idea from 1 to 5.

Dimension	Meaning
Frequency	How often the workflow happens
Pain	How frustrating, slow or costly it is
Judgment leverage	Whether it improves high-value thinking
Data availability	Whether the required inputs are easy to access
Repeatability	Whether the workflow follows a pattern
Risk manageability	Whether compliance and hallucination risks can be controlled
Demo value	Whether the skill is impressive and easy to show

Prioritize skills with:

• High frequency
• High pain
• High repeatability
• Clear inputs
• Useful outputs
• Manageable risk
• Strong demo value

Avoid skills that require unavailable private data, complex integrations or unclear user behavior unless the user explicitly wants an advanced build.

Output Format

When generating skill ideas, produce:

1. A brief diagnosis of the user's context
2. 8 to 12 skill ideas
3. A ranked top 3
4. One recommended first skill to build
5. A short explanation of why that skill is the best starting point
6. Optional: a starter SKILL.md outline for the top idea

Skill Idea Card Format

Use this format for each idea:

Skill Idea: [Name]

Primary user:
Investment professional / Fundraiser / Both

Category:
Meeting and Inbox Prep / Investment Research / Investor Relations and Outreach / Portfolio and Relationship Monitoring / Internal Productivity / Thought Leadership and Marketing

Workflow pain:
[Describe the recurring problem.]

Trigger:
[When the user would invoke this skill.]

Inputs:
[List the materials the user would provide.]

Output:
[Describe the deliverable.]

Workflow:

1. [Step one]
2. [Step two]
3. [Step three]
4. [Step four]

Quality bar:
[What a good output must include.]

Risks / controls:
[Where the model could hallucinate, overstate, misclassify or create compliance risk. Include practical controls.]

Build priority:
High / Medium / Low

Why this is valuable:
[One sentence explaining the business value.]

Ranked Top 3 Format

After presenting all ideas, rank the top 3 using this format:

Rank	Skill	Primary User	Why It Ranks Highly	Main Risk
1	[Skill name]	[User]	[Reason]	[Risk]
2	[Skill name]	[User]	[Reason]	[Risk]
3	[Skill name]	[User]	[Reason]	[Risk]

Then recommend one first build.

Guidance for Investment-Focused Ideas

For investment professionals, favor skills that improve:

• Research speed
• Diligence quality
• IC preparation
• Risk identification
• Portfolio monitoring
• Memo quality
• Investment debate
• Follow-up discipline

Useful idea patterns:

• First-pass research
• Compare this period to prior period
• Extract metrics
• Separate claims from evidence
• Generate questions
• Identify gaps
• Stress-test the thesis
• Track changes over time
• Convert messy materials into decision-ready memos

Example ideas:

• Public Company Variant Perception Finder
• Earnings Call Change Detector
• Manager Meeting Prep Brief
• IC Memo Question Generator
• Portfolio Company Monitoring Brief
• Investment Thesis Stress Tester
• Red Flag and Missing Data Detector
• Industry Primer Builder

Guidance for Fundraising-Focused Ideas

For fundraisers, IR and capital formation professionals, favor skills that improve:

• Prospect understanding
• LP personalization
• Meeting preparation
• Follow-up quality
• Objection handling
• Fund positioning
• Investor update clarity
• CRM discipline
• Thought leadership

Useful idea patterns:

• Prepare for this LP
• Tailor this message
• Turn notes into follow-up
• Convert fund materials into clear positioning
• Generate likely objections
• Summarize relationship status
• Clean CRM records
• Draft investor communications

Example ideas:

• LP Meeting Prep Brief
• Prospect Personalization Memo
• Fund Objection Response Builder
• Post-Meeting Follow-Up Drafter
• CRM Note Cleaner
• LP Relationship Status Tracker
• Consultant Database Response Assistant
• Fund Positioning Refiner

Guidance for Both Audiences

Some of the best library skills work across both investment and fundraising.

Favor both-audience skills when the workflow sits between investment content and external communication.

Example ideas:

• Strategy Explainer
• Market Commentary Builder
• Portfolio Update Drafter
• Professional Profile Brief
• Meeting Transcript Follow-Up
• Investment Narrative Refiner
• Diligence FAQ Builder
• Investor Question Answerer

For these, explicitly show how the same skill adapts:

Mode	How the skill behaves
Investment mode	Focuses on analysis, diligence, risk and decision-making
Fundraising mode	Focuses on positioning, LP relevance, objections and communication

What This Skill Does Not Do

• It does not generate generic AI use cases.
• It does not recommend building every idea.
• It does not assume access to private databases, CRMs, data rooms or proprietary systems.
• It does not ignore compliance, confidentiality or reputational risk.
• It does not treat fundraising and investing as the same job.
• It does not imply AI replaces investor, GP, LP, IR or compliance judgment.

Tone

Write like a practical AI consultant for investment firms.

Default to:

• Specific
• Finance-native
• Commercially aware
• Concise
• Skeptical without being cynical
• Useful rather than exhaustive

Avoid:

• AI hype
• Generic productivity language
• Overly technical jargon
• Vague transformation claims
• "This will revolutionize your firm" language

Quality Checks Before Finalizing

Before delivering the final output, confirm:

• Each idea has a clear user
• Investment and fundraising users are distinguished
• The inputs are realistic
• The output is concrete
• The workflow is repeatable
• The value is obvious
• Risks and controls are named
• The top 3 are actually prioritized, not just listed
• At least one idea could be built immediately as a SKILL.md
• The ideas feel consistent with a practical investment-firm skill library