A public library of reusable skills for investment professionals.
Overview
— practical AI workflows for investment firms created by LaTour AI. These skills are reusable instruction files you can copy into ChatGPT, Claude, Gemini, or any AI assistant that supports custom instructions or skill-style workflows. Before you begin: These skills are working examples and not finished products. Run your own tests and evaluations with your data and connectors, and modify them accordingly using your LLM's "skill-creator" skill. 1. Open a skill folder. 2. Copy the SKILL.md file. 3. Paste it into your AI as a skill file. 4. Add your source material (if necessary). 5. Run the workflow. Some skills include extra reference files alongside SKILL.md (the Earnings Call Extractor, Side Letter Term Extractor, and Teach Me have references/ folders; the Investment Podcast Analyzer includes a YouTube transcript script and HTML report template; the Fund News Alert includes an editable funds-to-monitor.md watchlist). For these, download the packaged .
README
LaTour AI Skills Library
40 skills — practical AI workflows for investment firms created by LaTour AI.
These skills are reusable instruction files you can copy into ChatGPT, Claude, Gemini, or any AI assistant that supports custom instructions or skill-style workflows.
Before you begin: These skills are working examples and not finished products. Run your own tests and evaluations with your data and connectors, and modify them accordingly using your LLM’s “skill-creator” skill.
Start here
Meeting & Inbox Prep
| Skill | Use case |
|---|---|
| Inbox Triage | Pre-market inbox triage for hedge fund executives — ruthlessly filters hundreds of emails down to what matters before the trading day starts |
| Executive Briefing | Turn messy source material into a concise executive briefing (500 words or fewer) — source-agnostic, built for busy decision-makers |
| Professional Profile Brief | Pre-meeting prep note on any person — who they are, what they care about, relationship hooks, and smart conversation openers |
| Call Transcript Follow-Up | Turn a meeting or sales call transcript into a post-call package with summary, action items, and next steps |
| Conference Prep Planner | Turn a conference attendee or speaker list plus your goals into a tiered target list, pre-event outreach drafts, per-day scheduling logic, talking points, and a post-conference follow-up tracker |
| IC Minutes Generator | Turn an investment committee transcript or detailed notes into formal minutes — balanced per-item discussion summaries, decisions with vote outcomes, action items with owners, and documents referenced |
Investment Research
| Skill | Use case |
|---|---|
| Public Company First Pass | Generate a concise first-pass tear sheet on any US-listed public company — 11-section structured analysis from public sources, no fabricated data |
| Public Company Unit Economics | Build a neutral, sourced two-page HTML unit economics memo from public filings — identify the best unit of analysis, explain the economic engine, and flag disclosure gaps |
| Private Company Tear Sheet | Generate investor-grade tear sheets on venture-backed private companies — funding history, operating metrics, competitive landscape, and investor perspective |
| CIM First Pass | Turn a CIM, teaser, or management presentation into a first-pass PE deal screen memo — business model, financial snapshot with page references, banker emphasis vs. avoidance, red flags, and fit-vs-mandate checklist |
| Hedge Fund Diligence | First-pass diligence note on a hedge fund manager for allocators, FOFs, OCIOs, and family offices — separates known from unknown, surfaces gaps, generates meeting questions |
| Fund News Alert | Monitor a watchlist of hedge funds for recent, diligence-relevant public news and produce an email-ready alert summary — risk-first weekly scan for allocators, FOFs, OCIOs, and family offices |
| DDQ Red-Flag Scanner | Scan a completed DDQ or RFP response for vague answers, missing disclosures, internal inconsistencies, and contradictions with the manager’s deck or letters — severity-ranked findings with follow-up questions |
| Quarterly Letter Synthesizer | Synthesize a stack of manager quarterly letters into one cross-manager memo — shared themes, divergences, positioning shifts, and contradictions with quoted receipts |
| Market Map Builder | Build a sourced market map of a sector for VC and growth investors — segmentation logic, players per segment with dated funding data, recent entrants and exits, and whitespace observations |
| Thesis Red Team | Run an adversarial pre-mortem on an investment thesis — steelman the opposite case, rank assumptions by fragility, define falsification evidence and kill criteria, and surface cognitive traps |
| Earnings Call Extractor | Turn a raw earnings call transcript into a structured public equity memo — financial metrics, YoY changes, full analyst Q&A, and red flags |
| Investment Podcast Analyzer | Turn an investment podcast episode into a skimmable, citation-backed HTML brief — companies, theses, metrics, and themes with speaker attribution |
| Investment Folder Organizer | Organize a messy deal or diligence folder into eight standardized subfolders with a consistent, sortable filename convention — non-destructive, works for any asset class |
| Teach Me | Learn any company, industry, technology, or professional concept fast — structured lessons with mental models, concrete examples, and templates for cheat sheets, quizzes, and more |
| Investment Skill Creator | Brainstorm, score and prioritize new AI skill ideas for investment teams and fundraisers — turn recurring workflow pain into concrete, buildable skill concepts |
| AI Workflow Audit | Interview a team about recurring workflows, bottlenecks, and tools — then map the work to AI opportunities scored on impact × feasibility and deliver a prioritized adoption roadmap |
| Expert Call Synthesis | Synthesize 5–20 expert network transcripts into one view — consensus, genuine disagreements weighted by vantage point, every number in a sourced table, view drift over time, and the open questions that become your next call list |
| Performance Attribution Narrator | Turn raw attribution output into the month-end narrative — alpha vs. factor beta, contributors assessed against the thesis that justified them, “right for the wrong reasons” flagged, and a drafted investor-letter commentary |
| FOMC Statement Diff | Word-level redline of a central bank statement against the prior meeting, with every change classified hawkish/dovish, dot-plot shifts, and a read on whether the market is trading the text or something else |
Investor Relations & Outreach
| Skill | Use case |
|---|---|
| LP Update Generator | Draft a polished quarterly LP update letter from raw fund inputs — performance data, portfolio updates, exits, and market commentary |
| Fund Marketing One-Pager | Draft a polished fund overview document for LP outreach from any inputs — pitch deck, bullet points, or a few sentences |
| Marketing Compliance Pre-Screen | Pre-screen fund marketing material against common SEC Marketing Rule pitfalls — gross-without-net, cherry-picked track records, unsubstantiated claims, and missing disclosures — with severity-ranked flags and quoted language |
| Side Letter Term Extractor | Summarize a hedge fund side letter and extract key commercial, operational, and legal terms from the GP’s perspective — economics, liquidity, MFN, capacity, and reporting, with risk flags and a Word review memo |
| Intro Email Generator | Write warm, high-signal introduction emails between two people |
| LinkedIn Post Generator | Turn a rough idea, notes, or article into a polished LinkedIn post — optimized for executives building thought leadership, zero AI tells |
| Relationship Status Summarizer | Surface where a professional relationship stands by pulling from Gmail — last touchpoint, open threads, relationship temperature, and suggested next move |
| Weekly Market Recap Writer | Turn a batch of links, notes, and data points into a client-ready weekly market recap — what happened, why it matters, neutral tone, every claim sourced, no predictions or advice |
| DDQ Response Drafter | Draft an incoming LP DDQ or consultant RFP from your approved answer library — adapted to the asker’s format, every answer carrying its source and approval date, no-match questions flagged rather than improvised, and compliance-sensitive answers routed |
Deal Execution & Credit
| Skill | Use case |
|---|---|
| IC Memo Drafter | Draft a full investment committee memo from the CIM, diligence, model, and call notes — with every claim tagged by evidence quality, so management assertions never read as verified facts |
| PE NDA Review | Review an inbound process NDA from the buy side — non-solicits, standstills, portfolio company attribution, and competing-deal restrictions — severity-ranked with drafted markup language and a sign / mark up / send-to-counsel call |
| Hundred Day Plan Drafter | Turn diligence findings and the deal model into a post-close 100-day plan with named owners and weekly milestones — and flag every value-creation assumption in the model that no workstream actually owns |
| Credit Agreement Covenant Extractor | Extract the full covenant package from a credit agreement or indenture into a page-cited abstract — financial covenants, basket capacity, every EBITDA add-back — and flag what’s off-market |
Fund Operations & Compliance
| Skill | Use case |
|---|---|
| Waterfall Carry Checker | Independently recompute the distribution waterfall and carry from raw cash flows and the LPA, reconcile against the administrator line by line, and compute the current clawback position |
| Regulatory Exam Binder | Turn an SEC document request list into an indexed production and an honest gap list — including the policy-with-no-testing-evidence gaps — or run it as a mock exam before any letter arrives |
How to use
Most skills are a single SKILL.md file:
- Open a skill folder.
- Copy the
SKILL.mdfile. - Paste it into your AI as a skill file.
- Add your source material (if necessary).
- Run the workflow.
Multi-file skills
Some skills include extra reference files alongside SKILL.md (the Earnings Call Extractor, Side Letter Term Extractor, and Teach Me have references/ folders; the Investment Podcast Analyzer includes a YouTube transcript script and HTML report template; the Fund News Alert includes an editable funds-to-monitor.md watchlist). For these, download the packaged .skill bundle — a single file containing everything — and upload it directly to Claude:
- Download
earnings-call-extractor.skill - Download
investment-podcast-analyzer.skill - Download
teach-me.skill - Download
fund-news-alert.skill
You can also browse the folder to read the files individually.
Who this is for
These skills are designed for smart, busy professionals who want better AI outputs without becoming prompt engineers.
Maintained by
Created by Khe Hy, founder of LaTour AI.
Want this customized for your firm?
LaTour AI helps investment firms build practical AI workflows.
- Website: https://latourai.com
- Contact: [email protected]
- Newsletter: https://khemaridh.substack.com/
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Install
npx skillfish add latour-ai/skills