Intelligent Alpha
Official@intelligent-alpha
The future of intelligent investing.
Agent Skills by Intelligent Alpha
Showing 31 vetted skills indexed across 2 GitHub repositories.
intelligent-alpharesearch-librarian
Gather and organize sourced information into evidence packets with facts, inferences, and gaps.
intelligent-alphainvestment-analyst
Separate evidence from assumptions in investment theses and identify downside risks.
intelligent-alphacompare-investments
Compare investment opportunities into a structured matrix with narrative synthesis.
intelligent-alphalog-deal-intro
Log new opportunities with stable deal-ids and source attribution.
intelligent-alphaaudit-overlays
Audit overlays and family customizations for integrity after plugin updates.
intelligent-alphadecision-log
Capture structured Investment Committee decisions with outcomes, rationale, dissent, and conditions.
intelligent-alphaexplain-this-investment
Explain investment positions to recipients using sophistication levels and family voice.
intelligent-alphadata-room-synthesis
Analyze data room artifacts and generate a structured diligence assessment with follow-up questions.
intelligent-alphaphilosophy-walkthrough
Guide learners through family investment philosophy with portfolio examples.
intelligent-alphadiligence-fund
Consolidate fund documents into a structured diligence profile with risk and terms notes.
intelligent-alphapipeline-status
Retrieve a tabular snapshot of active deal pipeline with owner, stage, age, last touch, and next steps.
intelligent-alphaaudit-cowork-setup
Inventory Cowork data sources, settings, and risks with source citations.
intelligent-alphaingest-fund-letter
Update manager profiles in shared memory from fund letter data.
intelligent-alphaexplore-ia-process
Explain IA's investment process for a family topic using rules and portfolio docs.
intelligent-alphacapital-call-tracker
Identify pending and overdue capital calls and distributions across fund commitments.
intelligent-alphadiarize-meeting
Extracts structured intelligence from meeting transcripts into actionable memory records and notes.
intelligent-alphascenario-analysis
Generate bull, base, and bear scenarios with assumptions and metrics for IC memos.
intelligent-alpharelationship-memory
Capture and surface professional relationship texture in managers/{manager-id}.md files.
intelligent-alphaconcentration-monitor
Monitor portfolio concentration across sectors, factors, geography, asset class, and manager overlap.
intelligent-alphaopportunity-fit
Evaluate investment opportunities against family philosophy and portfolio fit criteria.
intelligent-alphaportfolio-pulse
Summarize portfolio activity across managers and direct holdings for a specified time window.
intelligent-alphaimprove
Capture corrections from interactions and codify them into customization overlays.
intelligent-alphawhat-can-you-help-with
Generate personalized capability summaries for family office workflows in chat.
intelligent-alphaonboard-family-office
Coordinates a seven-stage onboarding process to capture family office identity, data sources, philosophy, and house style into memory artifacts.
Frequently Asked Questions About Intelligent Alpha
FAQPage SchemaWhat specific financial tasks can Intelligent Alpha perform?▼
Intelligent Alpha enables structured investment analysis, including capital call tracking, liquidity forecasting, and portfolio concentration monitoring. It synthesizes data room artifacts into diligence assessments, drafts Investment Committee memos, and generates narrative updates tailored to specific recipient sophistication levels and family office house styles.
Who is the target persona for these investment capabilities?▼
The primary users are family office investment professionals, portfolio managers, and analysts. These individuals utilize the platform to streamline diligence processes, maintain institutional memory of investment decisions, and ensure consistent communication of portfolio performance and strategy to stakeholders.
What are the prerequisites for deploying these investment capabilities?▼
Deployment requires completing the seven-stage onboarding process to establish family office identity, integrate relevant data sources, and define house style preferences. Users must provide access to fund documents, meeting transcripts, and historical decision logs to populate the memory artifacts required for accurate synthesis and analysis.