manager-dd-private-debt
CommunityGenerate a private debt DD memo in one run.
Finance & Accounting#investment analysis#due diligence#memo generation#deal strategy#private credit#loss history#covenant terms
Authorterraleiloa
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Producing high-quality due diligence for prospective private credit and private debt managers is time-consuming and easy to miss key topics like strategy alignment, seniority, covenants, loss history, and yield mechanics.
Core Features & Use Cases
- Family-office DD memo creation: Produces a structured markdown memo for a prospective private debt manager, including the core analytical sections an advisor expects.
- Interview-driven personalization: Captures only the minimum-viable advisor inputs (manager name, strategy, loss history, seniority, covenant posture, net yield, and fee terms) to tailor the memo.
- Operational artifact packaging: Writes a canonical deliverable set (artifact.md, interview.json, manifest.json) into a timestamped local artifact directory and supports optional memory writing and outbound pushes.
Quick Start
Run the skill to generate a Private Debt Manager DD Memo using your strategy, loss history, seniority, covenant posture, expected net yield, and fee terms.
Dependency Matrix
Required Modules
requestspsycopg[binary]snowflake-connector-python
Components
scriptsreferences
💻 Claude Code Installation
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Please help me install this Skill: Name: manager-dd-private-debt Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#manager-dd-private-debt Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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