Field-built skills for hedge funds, private equity, wealth managers and family offices. Covering investment teams, legal, operations, finance, IR, chiefs of staff and executive assistants. Hover a card to preview it. Click to read the full skill, copy it or download it upload-ready.
Each card downloads as a ready-to-install .zip with the full skill scaffold or copy the SKILL.md directly.
Claude: Settings → Capabilities → Skills → upload the zip. ChatGPT Skills: New skill → Upload from your computer where enabled by your plan and workspace. Claude Code: drop the folder into your skills directory.
In native skills clients, skills activate automatically when a request matches. If your assistant does not support skills yet, paste SKILL.md into a Custom GPT, Project, Gem or equivalent.
Skills follow the open Agent Skills format. A folder with a SKILL.md file. Under the hood each skill is plain markdown, which makes it portable: native install in Claude and ChatGPT Skills where available or drop-in instructions for a Custom GPT, ChatGPT Project, Gemini Gem or any assistant that accepts custom instructions.
Most AI prompts die on deployment. They assume tools you don't have and data they can't reach. Every skill in this library is designed around four rules learned from real deployments inside investment firms.
No shell access, no API keys, no environment assumptions. Every skill works with pasted text and uploaded files from minute one.
Skills never invent numbers, always cite sources, bracket unverified figures and flag what needs compliance review. Guardrails are part of the design, not an afterthought.
Where a Microsoft 365 connection genuinely adds value, the skill says so in a clearly marked optional section and works fully without it.
Over-engineered skills break in unfamiliar environments. These are written tight on purpose, then tailored to your firm’s templates and systems when you’re ready.
Tailored versions of these skills. Wired to your templates, your document libraries, your Microsoft 365 tenant and your compliance workflow. Plus the training to make them stick across your team.
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