capital-allocation-router

Route natural-language advisor questions to matching capital allocation leaf artifacts.

2|Updated Feb 25, 2026
One-click install
npx skills add https://github.com/terraleiloa/seren-skills --skill capital-allocation-router
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: capital-allocation-router
Source: https://github.com/terraleiloa/seren-skills/tree/main/family-office/capital-allocation-router
Command: npx skills add https://github.com/terraleiloa/seren-skills --skill capital-allocation-router

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Family office advisors often need the correct capital-allocation deliverable, but their prompts can be vague and span multiple potential documents; this router interprets the ask and directs it to the matching leaf skill and artifact.

Core Features & Use Cases

  • Capital Allocation intent routing: Classifies natural-language advisor requests into the right “Capital Allocation pillar” leaf document.
  • Dispatch-to-artifact mapping: Selects the correct target output (e.g., portfolio strategy, target allocation model, risk register, exit strategy).
  • Borderline confirmation behavior: Requests confirmation when intent is ambiguous by proposing the nearest matching leaf skill.

Quick Start

Use this skill when an advisor asks for a capital allocation deliverable, like "Help me create a long-term portfolio strategy and outline our investment policy direction."

Frequently Asked Questions about capital-allocation-router

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I route vague family office capital allocation requests to the correct deliverable?

Capital allocation routing interprets natural-language advisor questions and directs them to matching pillar leaf artifacts like portfolio strategy, target allocation models, or risk registers. It uses prompt-to-trigger matching to classify intent and dispatch mapping to select the specific target output document.

What happens when a capital allocation ask is ambiguous between multiple investment policy documents?

When capital allocation intent is ambiguous, the router applies borderline confirmation behavior by proposing the nearest matching leaf skill. It requests advisor confirmation before dispatching to ensure the correct investment policy or target allocation artifact is selected.

Can I use this routing approach for business exit planning and investment manager due diligence?

Yes, capital allocation routing applies to business exit planning and investment manager due diligence across fund types. It classifies these natural-language advisor asks and dispatches them to the appropriate matching leaf skill artifacts within the capital allocation pillar.

How does the router handle a capital allocation prompt that matches no existing leaf artifacts?

When no match exists for a capital allocation prompt, the router executes a fallback behavior that returns a clear not-built message. This ensures advisors know the requested deliverable is outside the current scope of available pillar leaf artifacts.

What is the best way to classify advisor prompts for asset allocation and portfolio strategy generation?

The best way to classify advisor prompts for asset allocation and portfolio strategy is using a prompt-to-trigger matching approach. This mechanism maps natural language requests directly to specific leaf slugs and their corresponding capital allocation artifacts.

Do I need predefined leaf skills to create a risk register through the capital allocation router?

Yes, you need predefined leaf skills for risk register creation, as the router dispatches to existing pillar leaf artifacts. It selects the correct target output by mapping the advisor's request to the specific leaf slug associated with the risk register deliverable.