
by Family Office
No reviews yetFamily office: Produce a due diligence memo for a prospective private equity fund. Captures fund vintage, track record, sector focus, fee terms, and J-curve expectations.
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 Equity 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-equity/<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 — GP / manager name?fund_name — Fund name / vintage?sector_focus — Sector focus?fund_size — Target fund size?prior_fund_tvpi — Prior fund TVPI?prior_fund_dpi — Prior fund DPI?fee_terms — Fee terms (mgmt / carry / hurdle)?minimum_commit — Minimum commitment size?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-equity"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 Equity Manager DD Memo” when prompted
openclaw install family-office-manager-dd-private-equitySee install page for setup instructions
Family Office
Added April 21, 2026