manager-dd-real-assets
CommunityGenerate due diligence memos for real assets managers.
System Documentation
What problem does it solve?
Family offices and advisors need a consistent, structured due diligence memo for prospective real assets managers, but gathering and organizing the right information is slow and easy to do inconsistently.
Core Features & Use Cases
- Prospective real assets manager DD memo: Produces a tailored memo covering the manager’s asset class, inflation-hedging profile, expected yield, liquidity/hold period, and fee terms.
- Structured advisor interview capture: Collects required inputs via a minimum-viable interview so the memo is personalized rather than generic.
- Execution-ready artifacts: Writes a local artifact set including a markdown memo and an interview.json file for downstream rendering, approval-gated pipeline actions, and optional external pushes.
Quick Start
Use the manager-dd-real-assets skill to create a Real Assets Manager DD Memo for a prospective infrastructure, commodities, or natural resources manager by answering the interview prompts for manager_name, asset_class, inflation_hedge_profile, expected_yield, liquidity_profile, and fee_terms.
Dependency Matrix
Required Modules
Components
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: manager-dd-real-assets Download link: https://github.com/terraleiloa/seren-skills/archive/main.zip#manager-dd-real-assets Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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