Everything from the talk, ready to use

---
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.

---
name: capital-call-reader
description: Use when a capital call notice arrives. Pulls the details into our capital call tracker.
---

1. Read the notice. Pull the fund, amount, and due date.
2. Add one row to the capital call tracker.
3. Check the amount against our commitment and calls to date.
4. Flag if any of these are true:
   - Due in less than 10 days
   - Wire instructions differ from last time
   - Amount does not match the fund's math
5. Never send the wire. A person approves every payment.

---
name: manager-letter-digest
description: Use when a fund manager's quarterly letter arrives. Turns it into a one-page brief for the investment committee.
---

1. Read the letter and our notes on this manager.
2. Write one page with these sections:
   - What changed since last quarter
   - Performance against the stated strategy
   - Red flags: style drift, key-person changes, new fees
   - Three questions for our next call
3. Cite the page number for every claim.
4. If the letter does not say it, write "not stated."
   Never guess.

---
name: wire-request-check
description: Use when a wire or payment request comes in. Checks it before a person approves it.
---

1. Compare the request to the invoice or capital call notice.
2. Check the bank details against our approved payee list.
3. Flag if any of these are true:
   - New or changed bank account
   - Urgent tone or pressure to skip steps
   - Amount differs from the source document
4. Write a one-line verdict: CLEAR or HOLD, with the reason.
5. Never send the wire. A person calls back and approves it.

---
name: family-letter-voice
description: Use when drafting letters, updates, or next-gen briefings that go to family members.
---

1. Read our voice guide and the last three family letters.
2. Write the way the family patriarch speaks:
   short sentences, plain words, no jargon.
3. Explain any financial term the first time it appears.
4. Keep it under one page.
5. Never mention account numbers, balances by person,
   or anything marked confidential.
6. End with one clear next step for the reader.

---
name: quarterly-family-report
description: Use at quarter end. Turns custodian statements into the family's plain-English quarterly report.
---

1. Pull balances from each custodian statement.
2. Reconcile to last quarter. Flag any gap over $10,000.
3. Write the report:
   - One-paragraph summary a family member can read in a minute
   - Allocation versus target, by entity
   - Cash coming in and going out next quarter
4. Use our report template and the family's names
   for each entity, not account numbers.
5. Mark it DRAFT. The CFO signs off before it goes out.

---
name: capital-call-stress-test
description: Use when someone asks "can we cover our commitments if...?" Runs a liquidity stress test.
---

1. Load unfunded commitments and expected call timing.
2. Load cash, credit lines, and liquid holdings.
3. Run three cases:
   - Base: calls arrive on schedule
   - Stress: calls arrive twice as fast, no distributions
   - Severe: stress case plus a 25% drop in public equities
4. Show the month cash runs short in each case, if it does.
5. Show every assumption in a table. Do not hide math.