
by Family Office
No reviews yetFamily office: Produce a due diligence memo for a prospective private credit / private debt manager. Captures strategy, loss history, seniority, covenants, and yield profile.
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
Invoke when the advisor asks about:
This skill produces a single named deliverable:
Private Debt Manager DD Memoartifact.md) plus a structured
interview.json capturing every advisor input. PDF / DOCX / XLSX companion
renders and DMS / Snowflake push land in the execution-pipeline PR tracked
under issue #427.The artifact is written to a skill-local path, not a global directory:
<invocation-cwd>/artifacts/family-office/manager-dd-private-debt/<YYYYMMDD-HHMMSS>/
artifact.md
interview.json
manifest.json
Minimum-viable interview — the skill asks only what is needed to personalize the deliverable. Pre-fill rules against family memory land in the execution- pipeline PR.
manager_name — Manager name?strategy — Strategy (direct lending, mezz, distressed, specialty)?loss_rate_history — Loss rate history?seniority_profile — Typical seniority / security position?covenant_posture — Covenant posture (covenant-lite vs tight)?expected_net_yield — Expected net yield?fee_terms — Fee terms?python scripts/agent.py --config config.json (or invoke via Claude
Code with a config blob).manifest.json with artifact metadata (name, version,
content hash, pillar, skill_name, created_at).memory_objects table via psycopg if config.memory_dsn is provided.
Without a DSN, memory writes are skipped cleanly.Memories written by this skill are tagged with:
subject = the artifact namesource = "manager-dd-private-debt"memory_type ∈ {decision, assumption, commitment, open_question}20260419_Family_Office_Skill_Claude_Desigh.md20260420_FamilyOffice_Skills_Plan.mdFree
npx skills add serenorg/seren-skillsSelect “Family Office · Private Debt Manager DD Memo” when prompted
openclaw install family-office-manager-dd-private-debtSee install page for setup instructions
Family Office
Added April 21, 2026