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Use when drafting an internal limited-partner update or fund report — aggregates portfolio and fund-level facts into a sourced, informational update draft, framed as reporting and never as advice or solicitation.
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it.
Use when a client request is ready to become production work and you must brief creative or media — turning a vague ask into an objective, an audience, and constraints the team can build against.
Use when responding to an RFP or writing a new-business proposal — to decide whether to pursue it, shape the offer, and produce a document a client can say yes to.
Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.
Use when you need to write or change a statement of work — turning an agreed offer into a scope, deliverables, price, and terms that both protect the client and defend the agency's margin.
Use when reviewing compensation for a role, a team, or the whole population — checks where people sit against defensible bands, finds equity gaps, and produces a ranked, costed set of adjustments.
| name | lp-update |
| description | Use when drafting an internal limited-partner update or fund report — aggregates portfolio and fund-level facts into a sourced, informational update draft, framed as reporting and never as advice or solicitation. |
The firm's format for reporting to limited partners. Every update produced with it is a draft pending the General Partner's approval, and every one is informational reporting — never advice, never a solicitation, never a promised return.
A draft LP update: fund-level summary, portfolio highlights and concerns, sourced figures with their record references, and (for question responses) a direct sourced answer — all stamped draft-pending-approval until the General Partner signs off.
