Open-source AI workflows
A growing collection of reusable AI workflows for investment professionals — battle-tested prompts for inbox triage, diligence, research, and investor relations. Browse, filter, and copy them into Claude, ChatGPT, or Gemini.
Every skill is open source. Each card links straight to its SKILL.md file on GitHub.
Estimated, assuming ~30 minutes saved each time a skill is run.
Go from raw materials to a first-pass view, fast.
ai-workflow-audit
Maps your team's work to its highest-leverage AI opportunities.
cim-first-pass
Screens a PE deal straight from the offering materials.
ddq-red-flag-scanner
Flags vague answers and inconsistencies in due diligence questionnaires.
earnings-call-extractor
A structured equity memo built from an earnings call transcript.
fund-news-alert
Weekly, risk-focused news monitoring for a hedge fund watchlist.
hedge-fund-diligence
An initial diligence assessment for allocators and family offices.
investment-folder-organizer
A standardized filing system for messy deal materials.
investment-podcast-analyzer
A citation-backed brief distilled from a podcast episode.
investment-skill-creator
Brainstorm and prioritize new AI workflow ideas for your firm.
market-map-builder
Sector segmentation with players identified and whitespace surfaced.
tear-sheet-private-co
Investor-grade analysis of a venture-backed private company.
public-company-first-pass
An 11-section tearsheet on any US-listed company.
public-co-unit-economics
A two-page sourced memo on a company's underlying unit economics.
quarterly-letter-synthesizer
Cross-manager analysis of shared themes and positioning.
teach-me
Structured, on-demand learning about a company, industry, or concept.
thesis-red-team
An adversarial pre-mortem that stress-tests your investment assumptions.
Walk into every meeting and morning already prepared.
call-transcript-followup
A post-call summary with action items and clear next steps.
conference-prep-planner
Tiered target lists, talking points, and follow-up tracking for events.
executive-briefing
Turns dense source material into a concise summary of 500 words or less.
ic-minutes-generator
Formal investment committee minutes generated from a transcript.
inbox-triage
Filters your executive inbox down to the priorities before market open.
professional-profile-brief
Pre-meeting research on a person, complete with conversation starters.
Draft the letters, one-pagers, and outreach that keep LPs close.
fund-marketing-one-pager
A clean overview document built for LP outreach.
intro-email-generator
Warm, well-framed introduction emails in seconds.
linkedin-post-generator
Turns rough notes into polished thought-leadership posts.
lp-update-generator
Drafts the quarterly LP letter from your fund inputs.
marketing-compliance-prescreen
Flags potential SEC Marketing Rule violations before you send.
relationship-status-summarizer
Assesses a professional relationship from your email history.
side-letter-term-extractor
Summarizes the commercial and legal terms buried in a side letter.
weekly-market-recap-writer
A client-ready market recap built from your source materials.