diligence-fund
OfficialEnd-to-end fund diligence workflow.
Authorintelligent-alpha
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: diligence-fund Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#diligence-fund Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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