manager-dd-direct-co-investment

What problem does it solve?

Producing a high-quality due diligence memo for a direct investment or co-investment is time-consuming, and advisors need a consistent structure that captures the sponsor, thesis, terms, and key risks in one place.

Core Features & Use Cases

• Direct / co-investment DD memo generation: Creates a structured markdown deliverable capturing company details, sponsor context, round type, check size, valuation, and concentration risk.
• Advisor input capture via interview: Collects a minimum viable set of fields and saves them as structured interview.json for traceability.
• Artifact packaging with manifest: Writes artifact.md and manifest.json (including content hash) into a canonical, skill-local timestamped artifacts directory.
• Optional memory and push integrations: Can write memory entries to the knowledge store and optionally push outputs to SharePoint, Asana, Snowflake, Outlook email, Gmail, and Google Calendar through the Seren gateway.

Quick Start

Run the skill with a config file and answer the prompts to produce the Direct / Co-Investment DD Memo deliverables in artifacts/family-office/manager-dd-direct-co-investment/.