manager-dd-private-equity

What problem does it solve?

A family office needs a rigorous, structured due diligence memo for a prospective private equity fund, but doing it manually is slow, inconsistent, and often misses critical terms and context like vintage, track record, fees, and J-curve assumptions.

Core Features & Use Cases

• Private Equity Manager DD Memo generation: Produces a structured due diligence memo that captures fund vintage, track record metrics, sector focus, fee terms, and J-curve expectations.
• Interview-driven personalization: Collects the minimum viable set of advisor inputs to tailor the memo without unnecessary back-and-forth.
• Artifact-ready outputs: Writes a markdown deliverable plus a structured interview.json capturing every advisor input for traceability and downstream rendering or workflow routing.

Use case example: Before allocating capital, compile manager and fund specifics (e.g., fee terms, sector focus, TVPI/DPI context, and minimum commitment) into a decision-ready memo that a review committee can evaluate quickly.

Quick Start

Ask your assistant to run the manager-dd-private-equity skill to produce a Private Equity Manager DD Memo using your provided fund manager and fund terms.