manager-dd-direct-co-investment

The skill creates a structured markdown memo by capturing sponsor and deal inputs during an interactive interview, saving them as interview.json for traceability, and rendering a final artifact.md file.

An investment memo includes company details, sponsor context, round type, check size, valuation, and concentration risk. It packages these into a markdown artifact with a manifest containing a content hash for tracking.

You can push the completed due diligence memo to Snowflake, SharePoint, Asana, Outlook, Gmail, and Google Calendar. This is optionally handled through the Seren gateway after generating the artifact.

The due diligence memo generator requires Python dependencies including requests, psycopg, and snowflake-connector-python. You execute a YAML-frontmatter-defined skill entry and run agent.py to process the interview and render outputs.

The best way to structure SPV direct co-invest memo preparation is to use a consistent markdown format capturing the sponsor, thesis, terms, and key risks. This skill generates that structured artifact into a timestamped directory for internal review.

Your direct investment DD memo needs interview.json for traceability of the captured advisor inputs and manifest.json to record a content hash. These files ensure the generated markdown artifact remains traceable and verifiable within the family office knowledge store.