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Portfolio Onboarding & 100-Day Plan

Official

Seamless investment-to-portfolio onboarding.

Product & Management#onboarding#reporting#portfolio#handoff#milestones#100-day-plan
Authoralludium
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

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: Portfolio Onboarding & 100-Day Plan
Download link: https://github.com/alludium/alludium-packs/archive/main.zip#portfolio-onboarding-100-day-plan

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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