marketing-compliance-prescreen
Skill69 starsChanged 27 days agoNo licenceView on GitHub
Pre-screen fund marketing material against common SEC Marketing Rule pitfall categories — gross performance without net, cherry-picked track records, hypothetical/backtested performance without required context, testimonials and endorsements, unsubstantiated claims like "best-in-class", and missing disclosures — producing severity-ranked flags with the exact quoted language and what a compliance officer would likely require. Trigger on "pre-screen this deck for compliance", "check this pitch deck against the Marketing Rule", "compliance review of this one-pager", "anything in here compliance will flag?", "scrub this marketing material", "is this LP letter compliant", or when a user shares fund marketing material (pitch deck, one-pager, website copy, DDQ marketing sections, LP letter excerpts) and asks about compliance risk. This is a pre-screen to save compliance time — explicitly NOT legal advice and never a substitute for review by the firm's compliance officer or counsel. Do NOT use for creating marketing material — use the fund-marketing-one-pager skill. Do NOT use for drafting DDQ answers — use the ddq-response-drafter skill.
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The file
We split this skill into the rules it gives an agent
5 rules. About 0 are common, 5 are distinctive, and 0 are very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈5
Distinctive · estimate
This author's own choices. Worth a look.
0
Very specific
Tied to their project's names, files or tools. Probably skip.
No licence file, so all rights are reserved — read it at the source. We count its rules but don't quote them. Read them on GitHub.
≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
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