The DD + deal-memo + LP-report + red-team stack — 5 skills covering the full alt-investment operational loop.
Five Claude skills for hedge funds, private equity, and angel investors: deal memo generator, due diligence packet assembler, LP quarterly report generator, angel startup screening rubric, and thesis red-team challenger. Every one of these is the difference between a 3-hour analyst task and a 20-minute review-and-sign.
Coming soon — content is being finalized. Email josh@thetalkinghedge.com to be notified when this pack ships.
Angel Startup Screening Rubric
Consistent scoring rubric Claude applies to every inbound deck: founder quality (8 sub-scores), market quality (6), product quality (5), traction (5), terms (4). Generates a normalized score + narrative rationale + suggested next-step (pass / second look / term sheet). Learns from YOUR prior investments — high-scoring winners vs. missed-opportunities — to calibrate to your actual thesis, not a generic one.
Deal Memo Generator (HF / PE / VC)
Structured deal memo: executive summary, market size + growth, team assessment, competitive landscape, financials + unit economics, deal terms + capital structure, thesis + anti-thesis, recommendation. Pulls data from pitch decks + data room + prior memos on similar-stage deals via MCP. 3-hour analyst memo in 20 minutes.
Due Diligence Packet Assembler
End-to-end DD packet: financial audit cross-reference, customer reference synthesis (from call transcripts), competitive threat map, team background check consolidation, regulatory/litigation search summary, technology DD (for tech deals), and a risk-weighted red-flag list. Ingests the data room and prior deals via RAG to spot pattern-matched issues the human DD team might miss.
LP Quarterly Report Generator
Fund-to-LP quarterly: fund performance (IRR, MOIC, DPI, RVPI), attribution by deal, capital calls + distributions summary, portfolio company updates, market commentary, specific follow-on activity, and next-quarter outlook. Pulls from fund admin (SS&C / Juniper Square / Carta) + portco updates via MCP. Turns a week of ops-team effort into a day.