latour-ai·latour-ai/skills/fund-doc-consistency-checker/SKILL.md

fund-doc-consistency-checker

Skill69 starsChanged 26 days agoNo licenceView on GitHub

Cross-check the firm's governing and disclosure documents — PPM, LPA, Form ADV Parts 1 and 2A, DDQ, pitch deck, website disclosures — against each other whenever any of them changes, and surface every contradiction with the exact conflicting passages side by side, cited to document, page, and section: fee terms and offsets, capacity, strategy and concentration limits, key-person provisions, expense allocation, redemption terms. Rates each conflict as direct contradiction, material inconsistency, or wording drift, recommends conforming edits with a view on which document governs, and summarizes what must change before the revised document is used. For CCOs, compliance teams, and fund counsel liaisons at investment advisers and fund managers. Trigger on phrases like "check the revised PPM against everything," "does the deck match the ADV," "consistency sweep before the amendment," "cross-check our fund docs," "did the fee language drift," "compare the DDQ to the LPA," or when a user uploads multiple fund documents with one revised. Do NOT use for prescreening a single marketing piece against the Marketing Rule — use the marketing-compliance-prescreen skill. Do NOT use for extracting side letter terms — use the side-letter-term-extractor skill. Surfaces conflicts for the compliance officer and counsel to resolve; never rewrites a governing document on its own, and never invents a passage or citation.