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case-study

Synthesize investment case studies from decision logs and diligence trails.

Updated Apr 24, 2026
Search Tags:#learning#post-mortem#decision-log#case-study#due-diligence#portfolio-monitoring#investment-education
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill case-study-intelligent-alpha
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: case-study
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/case-study
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill case-study-intelligent-alpha

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

The Case Study Skill generates clear, honest post-mortems of past investments by compiling information from the decision log, diligence trails, and holding-period records to educate family offices and refine future decision-making.

Core Features & Use Cases

  • Walks through the lifecycle of a past investment: intro, diligence, decision, holding period, outcome, and lessons.
  • Pulls context from deals, decisions, managers, and monitoring history to produce grounded, candid narratives.
  • Supports education curricula, onboarding of new team members, and retrospective learning for investment processes.

Quick Start

Provide a complete, honest case study for a past investment using the decision log, diligence trail, and holding-period records.

Frequently Asked Questions about case-study

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

FAQPage Schema
How do I write an honest investment post-mortem from a decision log and diligence trail?▼

An investment post-mortem synthesizes the decision log, diligence trail, and monitoring history into a candid narrative covering intro, diligence, decision, holding period, outcome, and lessons to refine future decision-making.

What is the best way to create a case study for a missed investment opportunity?▼

Creating a case study for missed opportunities extracts lessons from internal records by reviewing the initial intro, diligence process, and decision logic, producing a grounded retrospective to educate future investment bets.

How do I document the holding period and outcome of a past investment for educational purposes?▼

Documenting an investment holding period involves compiling monitoring history and manager reports into a structured case study, capturing the lifecycle from initial decision to final outcome and extracting actionable lessons.

Can I use portfolio monitoring history to generate retrospective learning reports for new team members?▼

Yes, portfolio monitoring history can be synthesized with decision logs to generate retrospective case studies, serving as an educational curriculum to onboard new team members and refine family office investment processes.

Does generating a case study require a specific file format for the decision log?▼

Generating a case study pulls context from existing internal records like decision logs and diligence trails, outputting the synthesized narrative to a markdown report file while citing all compiled sources.

What sources are needed to compile a complete investment case study?▼

Compiling a complete investment case study requires sourcing context from deals, decisions, managers, and monitoring history to produce a grounded, candid narrative that encapsulates the full investment lifecycle.

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