manager-dd-esg-impact

What problem does it solve?

Producing a high-quality due diligence memo on a prospective ESG or impact-investing manager is time-consuming, and critical requirements like mandate fit, measurable impact, and reporting expectations often get missed or inconsistent.

Core Features & Use Cases

• Captures key DD inputs: Gathers manager identity, mandate type, impact metrics, concessionary-return posture, reporting cadence, and fee terms.
• Produces a structured deliverable: Outputs an ESG / Impact Manager DD Memo in markdown plus an interview.json that records every advisor input for traceability.
• Supports downstream execution: Can optionally write memories (when configured), and push the deliverable to external sinks like SharePoint, Asana, Snowflake, Outlook, Gmail, and Google Calendar based on provided configuration.

Quick Start

Use the skill to produce a complete ESG/impact manager due diligence memo for a prospective manager by asking an advisor question like "Create the due diligence memo for an ESG manager named Horizon Growth with mandate blended, impact metrics on emissions and jobs, concessionary-return posture moderate, reporting cadence quarterly, and fee terms 2% plus carry."