Use this skill to summarize an administrative, legal, insurance, trust, entity, subscription, or operating document into plain-English notes. Produces a digest covering the document type, a plain-English summary, key parties, key dates, obligations, risks or unusual terms, questions for counsel or an advisor, and action items. It does not provide legal, tax, or accounting advice.
EnglishUse this skill to convert a deal summary, pitch deck notes, CIM excerpt, founder email, or other investment opportunity material into a structured first-pass investment memo. Produces a screening memo with an overview, the thesis as presented, key risks, diligence questions, missing information, potential fit, and a suggested next step. This is a screen, not a recommendation.
EnglishUse this skill to summarize investment manager or fund materials (pitch books, DDQs, factsheets, call notes) into a consistent, diligence-ready format. Produces a structured summary covering strategy, team, track record, fees and liquidity, portfolio construction, risk factors, key questions, and follow-up diligence items. This is a diligence summary, not a recommendation.
EnglishUse this skill to convert raw meeting notes into clear decisions, action items, owners, deadlines, and dependencies, plus an internal follow-up draft for human review. Produces a structured record so meetings turn into reliable follow-through.
EnglishUse this skill to turn a family office principal's calendar items, open decisions, investment updates, operational issues, travel notes, and pending follow-ups into a concise, decision-ready weekly briefing. Produces a structured brief with an executive summary, decisions needed, meetings, investment items, operational issues, risks, and suggested follow-ups.
EnglishEvaluate a vendor — cost analysis, risk assessment, and recommendation. Use when reviewing a new vendor proposal, deciding whether to renew or replace a contract, comparing two vendors side-by-side, or building a TCO breakdown and negotiation points before procurement sign-off.
English
AGENT SKILLS ATLASIncludes Document Digest, Investment Memo Screener, Manager Diligence Summarizer, and other workflows.
Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLISupported by the Atlas install prompt. Skill-specific requirements vary.
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What’s included
Document Digest
Use this skill to summarize an administrative, legal, insurance, trust, entity, subscription, or operating document into plain-English notes. Produces a digest covering the document type, a plain-English summary, key parties, key dates, obligations, risks or unusual terms, questions for counsel or an advisor, and action items. It does not provide legal, tax, or accounting advice.
Investment Memo Screener
Use this skill to convert a deal summary, pitch deck notes, CIM excerpt, founder email, or other investment opportunity material into a structured first-pass investment memo. Produces a screening memo with an overview, the thesis as presented, key risks, diligence questions, missing information, potential fit, and a suggested next step. This is a screen, not a recommendation.
Manager Diligence Summarizer
Use this skill to summarize investment manager or fund materials (pitch books, DDQs, factsheets, call notes) into a consistent, diligence-ready format. Produces a structured summary covering strategy, team, track record, fees and liquidity, portfolio construction, risk factors, key questions, and follow-up diligence items. This is a diligence summary, not a recommendation.
Post Meeting Action Extractor
Use this skill to convert raw meeting notes into clear decisions, action items, owners, deadlines, and dependencies, plus an internal follow-up draft for human review. Produces a structured record so meetings turn into reliable follow-through.
Principal Weekly Brief
Use this skill to turn a family office principal's calendar items, open decisions, investment updates, operational issues, travel notes, and pending follow-ups into a concise, decision-ready weekly briefing. Produces a structured brief with an executive summary, decisions needed, meetings, investment items, operational issues, risks, and suggested follow-ups.
Vendor Review
Evaluate a vendor — cost analysis, risk assessment, and recommendation. Use when reviewing a new vendor proposal, deciding whether to renew or replace a contract, comparing two vendors side-by-side, or building a TCO breakdown and negotiation points before procurement sign-off.
Quick start
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After installation, start with a request like:
Use the Document Digest skill to help with my task.
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