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opportunity-fit

Evaluate investment opportunities against family philosophy and portfolio fit criteria.

Updated Apr 24, 2026
Search Tags:#philosophy#portfolio#diversification#risk-management#diligence#ic-memo#opportunity-fit
One-click install
npx skills add https://github.com/intelligent-alpha/plugins --skill opportunity-fit
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: opportunity-fit
Source: https://github.com/intelligent-alpha/plugins/tree/main/intelligent-alpha/skills/opportunity-fit
Command: npx skills add https://github.com/intelligent-alpha/plugins --skill opportunity-fit

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Evaluates whether an incoming investment opportunity aligns with the family's philosophy and current portfolio exposures, helping ensure disciplined decision-making and avoidance of concentration risks.

Core Features & Use Cases

  • Reads diligence outputs, philosophy, and portfolio models to produce a structured fit assessment.
  • Evaluates alignment with the family's investment themes, diversification impact, and risk considerations.
  • Produces a concise, decision-ready summary suitable for IC memos and governance reviews.

Quick Start

Provide the deal's diligence trail and current portfolio data, then run opportunity-fit to generate a structured fit assessment.

Frequently Asked Questions about opportunity-fit

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I assess an investment opportunity for portfolio fit and diversification impact?▼

Assessing portfolio fit requires evaluating an incoming deal against your family's philosophy and current portfolio exposures. The process generates a structured fit assessment covering philosophy alignment, diversification impact, and a clear summary for decision-making.

What is an investment fit assessment and how does it support IC memo preparation?▼

An investment fit assessment is a structured evaluation of a deal's alignment with portfolio strategy and diversification goals. It reads diligence outputs and family rules to produce a decision-ready verdict suitable for IC memo preparation and governance reviews.

How do I use diligence trail data to evaluate risk management for a new deal?▼

You use diligence trail data by applying it alongside your family's philosophy and current portfolio model. This evaluates the opportunity's risk considerations and alignment with investment themes, producing a clear summary for governance reviews.

Does opportunity-fit require current portfolio model files to run an assessment?▼

Yes, generating an accurate fit assessment requires current portfolio data and the deal's diligence trail. The tool reads family rules, philosophy documents, and portfolio files to produce a verdict on diversification impact and philosophy alignment.

When should I run a portfolio fit assessment during the investment diligence process?▼

You should run a portfolio fit assessment after completing the deal's diligence trail and before final IC memo preparation. It evaluates whether the opportunity aligns with your family's philosophy and current portfolio exposures to avoid concentration risks.

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