client-sourced-deal-review-memo

To generate a family-office deal review memo, the Skill captures sponsor, structure, key terms, conflicts, and recommendation inputs through an interview process, then outputs a decision-ready markdown artifact for client-sourced investment review.

Documenting conflicts of interest in a principal-sourced deal memo involves capturing specific advisor inputs during the interview process, ensuring consistent documentation and traceability of all conflict disclosures within the final decision-ready review artifact.

Yes, you can publish the investment review memo to configured external sinks like SharePoint or Asana using optional execution-pipeline publishing, which pushes the artifact and follow-up tasks through configured gateway publishers.

Yes, the deal memo generator enforces confidentiality redaction by removing sensitive identifiers before sending any external sink payloads, and it avoids logging interview answers or artifact contents at the INFO level.

You preserve advisor inputs for traceability by generating an interview.json file alongside the markdown memo, which records every advisor input captured during the client-sourced deal intake to ensure full process traceability.

You need Snowflake, PostgreSQL, or Requests dependencies configured if you intend to use the optional external-sink publishing features, though the core memo generation itself focuses on local artifact and JSON file creation.