latour-ai·latour-ai/skills/manager-ai-practices-diligence/SKILL.md

manager-ai-practices-diligence

Skill69 starsChanged 25 days agoNo licenceView on GitHub

Add an AI-practices module to the diligence file on an external manager — hedge fund, private markets, or long-only — built from the manager's DDQ responses, ODD questionnaire, vendor and service-provider list, policies, and call notes. It maps where AI sits in the manager's investment and operating process: which workflows are model-assisted, what data goes to which outside vendors and under what stated terms, whether outputs that reach an investment decision or an investor document are reviewed by a person before they are relied on, who owns changes to models, prompts, and tools, and what the record of errors and incidents looks like. Each finding is labeled as stated by the manager or evidenced by a document, missing and evasive answers are flagged, and the output is a one-page summary for the diligence file plus the follow-up question set for the manager call. Run on every name in the pipeline and at re-underwriting. For ODD analysts, research analysts, and compliance staff at fund-of-funds, OCIOs, endowments, foundations, pensions, and family offices. Trigger on phrases like "diligence their AI use," "how is this manager using AI," "AI-enabled strategy diligence," "add the AI module to the ODD file," "what are they sending to model vendors," "build the AI questions for the manager call," or when a user attaches a manager's DDQ and asks about AI, machine learning, or model governance. Do NOT use for the full first look at a new manager — use the hedge-fund-diligence skill. Do NOT use as the complete operational review and findings memo — this module is one section that feeds it. Do NOT use for a red-flag read of the whole DDQ — use the ddq-red-flag-scanner skill. Do NOT use to review your own firm's AI workflows — use the ai-workflow-audit skill. Do NOT use to diligence a vendor your own firm is onboarding; this module covers external managers only. Findings describe the manager's practices as stated and evidenced; questions of data licensing or rights are routed to counsel, and nothing here is a legal conclusion or investment advice.