---
name: meeting-prep-brief
description: Use before we meet a fund manager, company, or deal sponsor. Researches public sources and builds our one-page brief.
---

1. Ask who we're meeting and when. Names and dates only.
   Never type in our holdings, terms, or plans.
2. Search the web for public sources from the last 12 months:
   - Filings: 10-K, 10-Q, 8-K, S-1, proxy (SEC EDGAR)
   - Managers: Form ADV, Form D, BrokerCheck, SEC actions
   - Their own site, earnings calls, reputable news
3. Build the one-page brief in our format:
   - Who they are (3 lines)
   - What changed in the last 90 days
   - Key numbers
   - Red flags
   - 5 questions to ask, most important first
   - What we don't know
4. Cite every fact with a link and date. If sources disagree, show both.
5. Label short-seller reports, rumors, and opinions as claims, not facts.
6. Draft only. A person checks it before the meeting.