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latour-ailatour-ai/skills/principal-background-brief/SKILL.md

principal-background-brief

Skill69 starsChanged 25 days agoNo licenceView on GitHub

Compile a sourced background brief on a fund's key principals from the public record — Form ADV disclosures, FINRA BrokerCheck and IAPD items, litigation and press coverage, a reconstructed employment timeline compared line by line against the official bio, and departure circumstances from prior firms where the record supports them. Separates verified facts (with sources) from unresolved questions, and feeds the follow-ups into reference calls. For allocators, fund-of-funds and OCIO diligence teams, endowments, foundations, and family offices building the ODD file at initial diligence or on a key-person change. Trigger on phrases like "background check on [principal]," "run the principals," "check the bios against the record," "any regulatory history on this manager," "BrokerCheck and ADV review," or when a user attaches official bios or a DDQ personnel section. Do NOT use for a general pre-meeting brief on a person — use the professional-profile-brief skill. Do NOT use for scanning a full DDQ for red flags — use the ddq-red-flag-scanner skill. Never speculates about non-public conduct; anything unconfirmable is marked as such.

The file

We split this skill into the rules it gives an agent

3 rules. About 0 are common, 3 are distinctive, and 0 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈3

    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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