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diligence-fund

Consolidate fund documents into a structured diligence profile with risk and terms notes.

Updated Apr 24, 2026
Search Tags:#risk-analysis#investment-analysis#fund#diligence#ppm#lpa#manager-database
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill diligence-fund
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: diligence-fund
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/diligence-fund
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill diligence-fund

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill runs a thorough diligence pass on a fund opportunity, producing a structured profile that informs IC decisions. It is tailored for fund vehicles and integrates with the manager database so future engagements with the same manager build on prior work.

Core Features & Use Cases

  • Reads PPM/OM, LPA, track record, Form ADV, letters, and references to assemble a fund profile.
  • Evaluates strategy, terms, risk factors, and team through a structured, cite-driven synthesis.
  • Updates the manager database and drafts fund-section content for IC memos.

Quick Start

Load the fund's materials and run the diligence pass to generate the structured fund profile.

Frequently Asked Questions about diligence-fund

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

FAQPage Schema
How do I run fund diligence on PPM, LPA, and track record documents?▼

Fund diligence consolidates PPM/OM, LPA, track record, Form ADV, and letters into a structured profile. The skill reads these materials and applies factors-based assessment to produce cite-driven synthesis for investment decisions.

What is included in a fund diligence profile for investment committee review?▼

A fund diligence profile includes strategy evaluation, terms analysis, risk factors, and team assessment. It generates cite-driven synthesis and drafts fund-section content directly for IC memos.

How do I assess fund risk factors and terms across different managers and vintages?▼

Assessing fund risk and terms requires reading family rules, manager database data, and legal documents. The skill assembles a factors-based assessment with risk and terms notes across managers and vintages.

Can I update the manager database with new fund information during the diligence process?▼

Yes, the diligence workflow updates the manager database so future engagements with the same manager build on prior work. This integrates tracked fund opportunities with historical manager data.

What documents do I need to prepare before starting a fund diligence analysis?▼

You need PPM/OM, LPA, track records, Form ADV, letters, and references. The skill reads these alongside family rules and overlay data to assemble a comprehensive fund diligence profile.

Does fund diligence work for both new fund opportunities and tracked funds?▼

Yes, the diligence workflow applies to fund opportunities across new and tracked funds. It enables IC-style analysis by integrating existing manager database entries with current document sets.

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