manager-dd-hedge-fund

What problem does it solve?

The skill turns scattered hedge fund manager due diligence questions into a structured due diligence memo that family offices can review, compare, and distribute confidently.

Core Features & Use Cases

• Due diligence memo drafting: Produces a tailored Hedge Fund Manager DD Memo covering strategy, track record, drawdowns, gates, side pockets, and fee terms.
• Structured interview capture: Collects and preserves the minimum viable advisor inputs (e.g., manager_name, strategy, AUM, inception, returns, max drawdown, gate/lockup/side-pocket terms, fee terms) in an interview.json artifact for auditability.
• Optional secure publishing: Can optionally push the deliverable to external sinks (via Seren gateway publishers) and optionally write memory entries when a DSN is provided.

Use Case: An advisor needs to evaluate whether to allocate capital to a prospective hedge fund manager and wants a consistent memo format that captures key decision inputs for internal review.

Quick Start

Provide the manager name, strategy, AUM, inception year, net return since inception, max drawdown, gate/lockup/side-pocket terms, and fee terms, then ask the skill to generate the Hedge Fund Manager DD Memo and its interview.json.