skills

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.

Build a sourced market map of a sector for VC and growth investors — segmentation logic, players per segment with funding stage and amounts from public sources (each dated), recent entrants and exits, and whitespace observations. Trigger on "market map of [sector]", "map the [space] landscape", "who's building in [category]", "competitive landscape for [sector]", "what companies are in [space]", "whitespace in [market]", "landscape analysis", or when a user names a sector/theme and wants to know the players, funding activity, and gaps. Uses your AI's web search; flags stale or conflicting funding data; never invents companies. Do NOT use for deep research on a single company — use the tear-sheet-private-co or public-company-first-pass skill. Do NOT use for prepping on a specific LP or person — use the lp-prospect-brief or professional-profile-brief skill.

Synthesize a stack of manager quarterly letters into a single cross-manager memo for allocators, fund-of-funds analysts, OCIOs, and family offices. Trigger on phrases like "synthesize these letters," "what are my managers saying this quarter," "summarize the quarterly letters," "cross-manager themes," "compare these investor letters," "read these letters and tell me what stands out," or when the user uploads multiple manager letters (PDFs or text) and wants themes, divergences, positioning shifts, or contradictions surfaced. Do NOT use for a single manager's quarterly check-in — use the manager-monitoring-note skill. Do NOT use for a first look at a new manager — use the hedge-fund-diligence skill. Do NOT use for drafting your own LP letter — use the lp-update-generator skill.

Run an adversarial pre-mortem on an investment thesis: steelman the opposite case, rank the thesis's assumptions by fragility, identify what evidence would falsify each one, define kill criteria, and surface the cognitive traps in the write-up. For any investor — public equities, credit, PE, VC, allocators. Trigger on phrases like "red-team my thesis," "poke holes in this," "what's the bear case I'm missing," "steelman the short," "pre-mortem this investment," "argue against me," "stress-test this memo," "why am I wrong," or when a user pastes an investment write-up and wants it attacked rather than summarized. Do NOT use for building pre-earnings prep — use the earnings-preview-builder skill. Do NOT use for a neutral first look at a company — use the public-company-first-pass skill. Do NOT use for fund-manager evaluation — use the hedge-fund-diligence skill.

Turn a set of links, notes, and data points the user provides into a client-ready weekly market recap — what happened, why it matters, neutral tone, every claim sourced, no predictions, no advice. For IR teams, client advisors, wealth managers, and anyone who sends a weekly note. Trigger on phrases like "write the weekly recap," "market recap from these links," "weekly commentary," "client market update," "turn these notes into the Friday note," "weekly wrap," or when the user provides a batch of market links/data and wants a polished recap. Do NOT use for quarterly LP letters — use the lp-update-generator skill. Do NOT use for curated newsletter link roundups — use the roundup-newsletter skill. Do NOT use when the user wants market analysis researched from scratch — this skill writes from what the user supplies.

Turn an investment podcast episode into a skimmable, citation-backed HTML investment brief for allocators, fund-of-funds analysts, family office CIOs, OCIO analysts, and other investment professionals. Use whenever the user provides a podcast link (YouTube, Spotify, Apple Podcasts, or other public source) or transcript and wants it analyzed through an investing lens — e.g. "analyze this podcast", "break down this episode", "what companies/theses were discussed", "pull the investment ideas from this episode", "turn this episode into a brief", or pastes a podcast URL with a company/ticker/sector/theme focus. Trigger even when the user just drops a podcast URL and asks what was said about investing. Extracts public and private companies, bullish/bearish theses with speaker attribution, explicit metrics, and themes. Produces a neutral, sourced HTML report — NOT a buy/sell recommendation. Do NOT use for earnings-call transcripts (use earnings-call-extractor) or generic non-investment podcasts.

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.

General-purpose learning coach that teaches a smart, busy professional a new concept quickly and practically. Use this skill whenever the user wants to learn, understand, or get up to speed on a company, industry, technology, tool, business model, workflow, market trend, professional concept, or AI/productivity technique — e.g. "teach me X", "help me understand X", "explain how X works", "what is X and why does it matter", "get me up to speed on X", "break down X for me", "I have a meeting about X and need to sound smart", "how does [company] make money", "what's the deal with [industry/trend]", or any request to learn a topic well enough to use it in a real conversation, memo, analysis, or decision. Trigger even when the user just names a topic and says they want to learn it. This is one-on-one self-learning that produces direct, structured lessons — NOT curriculum design for others, training-program design, or manager-coaching plans.

Create a public-source unit economics memo for a US-listed public company, focused on understanding how the business actually makes money using only web-accessible filings and disclosures. Use this skill whenever the user wants to understand a public company's business model, economic engine, revenue build, or "unit economics" — e.g. "how does [company/ticker] make money", "what's the unit economics of [ticker]", "break down [company]'s business model", "what drives revenue/margin for [ticker]", "build me a unit economics memo", "what's the right unit of analysis for [company]", or pastes/links an investor presentation, earnings release, or 10-Q and wants the model explained. Trigger even when the user only gives a ticker plus a model question. Produces a neutral, sourced, two-page HTML memo — NOT a full financial model or an investment recommendation. For private companies, ask for a public ticker instead.

Surface where a professional relationship stands by pulling from Gmail — last touchpoint, what was discussed, open threads, commitments, and a suggested next move. Use whenever a user wants to re-engage someone, prep for outreach, or get a quick status check before reaching out. Trigger on "where do I stand with [Name]", "catch me up on my history with [Name]", "what's my relationship with [Name]", "when did I last talk to [Person]", "what was the last thing discussed with [Name]", "should I reach out to [Person]", "help me re-engage [Name]", "what do I owe [Person]", "any open threads with [Company]", "what's my history with [Name]", or any variation of wanting to understand a relationship's current state before making a move. Also trigger when the user mentions a person's name and asks about follow-ups, last contact, or relationship warmth. Designed for BD, fundraising, and IR professionals managing large networks who need a fast, honest read on where things stand.

Organize a messy folder of investment files into a clean, standardized subfolder structure and rename every file with a consistent, sortable convention. Use this skill whenever the user points at a folder of deal or diligence files and wants it tidied, sorted, structured, or renamed — for a hedge fund (allocator), a public security, a private company (PE buyout), or a startup (VC). Trigger on phrases like "organize this deal folder," "clean up these diligence files," "sort and rename these documents," "structure my data room," "put these investment files in order," "organize this fund's folder," or when the user shares a folder path full of pitch decks, CIMs, financials, DDQs, term sheets, letters, or memos and wants it made navigable. Works on a local filesystem and is non-destructive — it copies originals into a new organized folder, never moves or deletes. Do NOT use for organizing non-investment folders (photos, code repos, personal documents).

Turn a rough idea, notes, or existing article into a polished LinkedIn post. Optimized for executives building brand and thought leadership. Focuses on: curiosity gap, contrarian hook, or value delivery in the first 1-3 sentences; staccato rhythm that is casual and concise without being melodramatic; zero AI tells. Use when the user wants to write, draft, or rewrite a LinkedIn post, or when they share an idea/article and ask to turn it into LinkedIn content.

Prepare a busy executive for a meeting, introduction, networking conversation, or professional interaction by quickly explaining who a person is and how to open the conversation well. Use this skill whenever the user says things like 'brief me on [Name]', 'I'm meeting [Name] tomorrow', 'prep me for a meeting/intro with this person', 'help me understand this person's background', 'profile brief', 'pre-meeting prep', or pastes a LinkedIn profile, bio, company page, article, podcast page, calendar invite, meeting notes, or email and wants to understand the person before talking to them. Trigger even if the user just drops a name or a LinkedIn URL plus a meeting context. This is for understanding an individual person, not for fund-manager diligence calls or company research — those belong to the diligence and company-research skills. It is NOT a sales-automation, scraping, or bulk-prospecting tool and does NOT draft outreach by default.

Draft a fund marketing one-pager in polished markdown from whatever inputs the user provides. Use this skill whenever a fund manager, GP, or IR professional wants to create or improve a fund overview document for LP outreach. Trigger on phrases like "fund one-pager," "fund overview," "marketing doc," "fund summary," "LP marketing materials," "fund pitch summary," "write up our fund," "draft our fund overview," "fund description for LPs," "what do I send prospective LPs," or any request to produce a top-of-funnel document that describes a fund to prospective investors. Also trigger when the user uploads or pastes a pitch deck, DDQ, investor letter, prior marketing document, or strategy description and asks to turn it into a fund overview. This skill is input-agnostic — it works from a few sentences or from a full document upload.

Create a first-pass diligence note on a hedge fund manager for allocators, fund-of-funds analysts, OCIOs, and family offices. Use this skill whenever the user wants to form an initial view on a hedge fund or its manager, prepare for an intro manager meeting, review a pitch deck / DDQ / tear sheet / investor letter, identify diligence gaps, or draft diligence and reference-check questions. Trigger on phrases like "first pass on [manager/fund]", "should I take this meeting", "review this hedge fund deck", "diligence note", "what should I ask this manager", "look into [fund name]", "prep me for a call with [manager]", or when the user pastes/uploads hedge fund marketing materials. Also trigger when given only a manager or fund name and the user wants a starting point. This is NOT full investment diligence, operational due diligence, or an investment recommendation.

Draft a quarterly LP update letter from raw fund inputs. Use this skill whenever the user wants to write or draft an LP update, investor letter, quarterly letter, fund update, or limited partner communication. Trigger on phrases like "draft my LP update," "quarterly investor letter," "write our Q[X] update," "LP communication," "investor update," "write to our LPs," or "quarterly letter to investors." Also trigger when the user provides fund performance data, portfolio updates, or market commentary and asks to turn them into an investor communication. This skill is format-agnostic — it does not depend on attachments, a specific data format, or a fixed set of inputs.

Create a first-pass tear sheet on a US-listed public company from public sources. Trigger on: "tear sheet", "first pass", "company overview", "equity research", "stock analysis", "company profile", "investment overview", "what does [company] do", "tell me about [ticker]", "quick look at [company]", "pull up [ticker]", "company summary", "how does [company] make money", "who competes with [company]", "bull/bear case for [ticker]", "break down [company]", "is [ticker] interesting", "run me through [company]", or any request to understand a US-listed public company's business, financials, valuation, or competitive landscape. Also trigger when the user provides a ticker and expects research, or uploads SEC filings for synthesis. NOT for private companies, crypto, mutual funds, ETFs, or non-US securities.

Turn messy source material into a concise executive briefing (500 words or fewer). For executives, founders, investors, consultants, and operators who need to quickly understand a topic, meeting, company, market, project, or decision context. Use whenever the user says "brief me," "executive summary," "executive briefing," "decision brief," "what do I need to know," "catch me up," "prepare me for," "summarize this for a meeting," "key takeaways," "background context," "what's important here," "TL;DR," "bottom line," "prep me," "distill this," "boil this down," or "what matters here." Also trigger when the user provides articles, meeting notes, PDFs, memos, or pasted text and wants a summary for a busy reader or decision-maker — even without the word "briefing." If the user is preparing for a meeting, board session, or investor call and wants to understand background material quickly, this skill applies. Source-agnostic.

Analyze raw earnings call transcripts for publicly traded companies and produce structured public equity memos. Use this skill whenever the user uploads, pastes, or references an earnings call, quarterly call, conference call transcript, analyst Q&A, management commentary, quarterly results, or earnings summary. Trigger on: "earnings call", "earnings transcript", "Q1/Q2/Q3/Q4 call", "conference call transcript", "earnings memo", "analyst Q&A", "quarterly results", "process this transcript", "summarize the earnings call", "extract the financials", "what did management say", "pull the Q&A", "earnings call memo", or any request involving a company's earnings call. Also trigger when the user provides a long transcript-like text with speaker labels, analyst questions, and financial metrics.

Pre-market inbox triage for hedge fund executives. Scans Gmail and surfaces only the emails that matter before the trading day starts. Use this skill whenever the user asks to triage their inbox for trading day prep, says "pre-market inbox", "morning email scan", "what's urgent before the open", "check my email", "inbox triage", "morning briefing", "email priorities", "what needs my attention", "any urgent emails", "what did I miss overnight", "catch me up on email", "what's waiting for me", "pre-market check", "morning triage", or any variation of wanting to see what emails need attention before markets open. Also trigger when the user says "trading day prep", "what came in overnight", "anything from investors", "LP emails", "compliance emails", "risk alerts", or mentions needing to scan email before the bell. This skill is purpose-built for hedge fund and investment management executives who receive hundreds of emails daily and need a ruthlessly filtered view of what actually matters.

Generate investor-grade tear sheets on venture-backed private companies. Produces a structured, sourced markdown brief covering company snapshot, business model, funding history, operating metrics, management, competitive landscape, and investor perspective. Use this skill whenever the user asks for a "tear sheet," "company overview," "company profile," "investor brief," "due diligence summary," "company research," "private company analysis," "investment memo," or says things like "pull up a tear sheet on [company]," "research [company] for me," "what do we know about [company]," "give me the rundown on [company]," "prep a company overview," or "diligence [company]." Also trigger when the user names a specific startup or venture-backed company and asks for a summary, profile, or overview in an investment context. Do NOT use for public-company equity research (10-K analysis, DCF models) or for simple news lookups — this is for structured private-company tear sheets.

Turn a raw meeting, sales call, client call, or expert-call transcript into a clean post-call package. Produces an executive summary, key decisions and takeaways, action items with owners and due dates, open questions, and risks. Especially useful for investment firms, lead generation, consultants, advisors, investors, executives, and client-facing teams who need to quickly convert conversations into next steps. Load when the user provides a transcript, meeting notes, or asks to process a call recording.

Generate warm introduction emails connecting two people via Gmail draft. Use this skill whenever the user wants to introduce two people over email, says things like 'intro email for X and Y', 'connect these two people', 'make an intro between', 'draft an intro email', 'write an email introduction', or provides two LinkedIn profile URLs and asks to connect them. This skill researches both parties, formats a structured introduction with their names, titles, company hyperlinks, company descriptions, and social/web links, then drafts the email directly in Gmail via the Gmail MCP. Trigger even if the user just pastes two LinkedIn URLs without explicit instructions.