Portfolio Onboarding & 100-Day Plan

Converts closing-stage investments into onboarding plans and handoff artifacts.

2|Updated Apr 30, 2026

Search Tags:#onboarding #reporting #portfolio #handoff #milestones #100-day-plan

Ready to run

npx skills add https://github.com/alludium/alludium-packs --skill portfolio-onboarding-100-day-plan

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Portfolio Onboarding & 100-Day Plan
Source: https://github.com/alludium/alludium-packs/tree/main/plugins/vc/skills/portfolio-onboarding-and-100-day-plan
Command: npx skills add https://github.com/alludium/alludium-packs --skill portfolio-onboarding-100-day-plan

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Create a practical handoff from investment approval/closing into portfolio work, translating deal context into actionable operations for portfolio teams.

Core Features & Use Cases

Converts closing context into a structured onboarding plan and 100-day value-creation agenda.
Outputs artifacts such as portfolio_handoff_summary, board_setup_notes, and open_risks for executive and operations teams.
Provides milestone planning, owner assignments, and support-intake design with guardrails to avoid premature monitoring or external communications.

Quick Start

Provide the closing summary and milestones to generate the onboarding handoff and 100-day plan.

Frequently Asked Questions about Portfolio Onboarding & 100-Day Plan

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

FAQPage Schema

How do I create a portfolio onboarding plan after an investment closes?▼

To create a portfolio onboarding plan, you provide the closing summary and milestones to generate a structured handoff summary, 100-day value-creation agenda, and reporting cadence for portfolio teams.

What is included in a post-investment handoff for portfolio teams?▼

A post-investment handoff includes the portfolio handoff summary, board setup notes, reporting cadence, 100-day plan, owner assignments, open risks, and support request intake for operations teams.

How do I set up board reporting and governance for a new portfolio company?▼

Board reporting and governance setup is handled by translating deal context into board setup notes and a structured reporting cadence, ensuring executive and operations teams receive actionable communication artifacts.

Can I generate a 100-day value creation plan from a deal closing summary?▼

Yes, you can generate a 100-day value creation plan by inputting the approved closing summary and milestones, which the system converts into an actionable agenda with assigned owners.

Does portfolio onboarding work without external monitoring or communications tools?▼

Portfolio onboarding operates independently within CRM and project contexts, applying guardrails to prevent premature external communications and monitoring before the structured handoff is complete.

What is the best way to assign owners and track open risks during portfolio onboarding?▼

The best way to assign owners and track open risks is by generating owner assignments and open risk artifacts directly from the closing context, embedding risk tracking into the 100-day plan.