expedited-funding-access-plan
CommunityGenerate a rapid liquidity access plan for your family office
Finance & Accounting#liquidity#artifact generation#financial workflow#SBLOC#credit lines#collateral planning
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Family offices need a clear, decision-ready plan for obtaining large, time-sensitive liquidity when standard funding routes are too slow or uncertain.
Core Features & Use Cases
- Expedited liquidity planning: Produces a structured plan covering margin, SBLOC, art loan, and credit line pathways.
- Advisor interview capture: Collects only the minimum inputs needed to tailor the plan to the situation and constraints.
- Execution-ready artifact: Outputs a single named deliverable plus an interview transcript and manifest metadata for downstream processing and storage.
Quick Start
Use the expedited-funding-access-plan skill to produce an Expedited Funding Access Plan for your target liquidity amount and timing requirements.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scripts
💻 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: expedited-funding-access-plan Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#expedited-funding-access-plan Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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