skills
Investment research, diligence, compliance, and investor relations workflows
All Skills in This Repository (29)
Pure Emerald Level Indicatorsmarketing-compliance-prescreen
Screen fund marketing materials for SEC Marketing Rule compliance pitfalls.
tear-sheet-private-co
Generate structured 11-section investor tear sheets for private venture-backed companies.
fund-marketing-one-pager
Translate fund information into a Markdown one-pager outline for LP review.
weekly-market-recap-writer
Transform weekly links, notes, and data points into a sourced market recap.
investment-folder-organizer
Organize investment documents into an eight-folder dated structure with non-destructive copies.
investment-podcast-analyzer
Identify investment-relevant companies in podcast transcripts and generate a citation-backed HTML brief.
thesis-red-team
Attack investment theses with a structured red-team framework.
inbox-triage
Filter unread Gmail messages to surface urgent items before markets open.
executive-briefing
Summarize articles, PDFs, memos, and transcripts into concise executive briefings.
intro-email-generator
Research two LinkedIn profiles and draft a structured Gmail introduction email.
public-company-first-pass
Generate an 11-section tear sheet for a US-listed public company from filings.
market-map-builder
Generate sourced market maps with dated funding data and segmentation.
Frequently Asked Questions
FAQPage SchemaHow to install LaTour AI Skills?▼
Run `npx skills add latour-ai/skills --all -g -y` in your terminal to install all 40 investment workflow skills globally.
What tasks do these investment skills cover?▼
They span deal screening, hedge fund diligence, IC memos and minutes, LP updates, DDQ responses, covenant extraction, compliance pre-screening, and meeting prep for investment professionals.
Do these skills work with Claude and ChatGPT?▼
Yes. Each skill is a reusable instruction file that works in Claude Code, ChatGPT, Gemini, Cursor, and any assistant that supports skill-style workflows.
Can non-technical finance professionals use these skills?▼
Yes. You simply describe the task in plain English and provide your documents; the skill handles the structured analysis and drafting.
Do these skills replace compliance or legal review?▼
No. Skills like the marketing pre-screen and NDA review are first-pass screens that flag issues for your compliance officer or counsel, not substitutes for them.
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