opportunity-fit
OfficialAssess deals for portfolio fit and diversification.
Finance & Accounting#philosophy#portfolio#diversification#risk-management#diligence#ic-memo#opportunity-fit
Authorintelligent-alpha
Version1.0.0
Installs0
System Documentation
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.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 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: opportunity-fit Download link: https://github.com/intelligent-alpha/plugins/archive/main.zip#opportunity-fit Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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