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From wealth-management
Creates a personalized investment proposal for a prospect by loading the investment-proposal skill. Uses provided prospect name or prompts for details.
npx claudepluginhub anthropics/financial-services --plugin wealth-managementHow this command is triggered — by the user, by Claude, or both
Slash command
/wealth-management:proposal [prospect name]The summary Claude sees in its command listing — used to decide when to auto-load this command
Load the `investment-proposal` skill to create a personalized investment proposal for a prospective client. If a prospect name is provided, use it. Otherwise ask for prospect details.
/proposal-writerWrites a client proposal or quote using the optional [client-name] argument; prompts for project details if none provided.
/write-proposalGenerates a technical proposal or proof-of-concept plan for a prospective customer, with executive summary, technical approach, implementation plan, risks, mitigations, and optional pricing.
/fundraiseCreates pitch deck outline, one-pager, and investor email templates for fundraising, using prior project research in 01-03 folders.
/pitchGenerates customized sales pitch for prospect company and use-case via interactive questionnaire on scope, format, audience, and length, using loaded product context.
/proposalGenerates a professional business proposal from an idea brief or feature breakdown — covering scope, timeline, infrastructure, and pricing with role- and length-adaptive output.
/ic-memoDrafts a structured IC memo for [company name], synthesizing due diligence findings, financial analysis, and deal terms. Prompts for company if not provided.
Share bugs, ideas, or general feedback.
Load the investment-proposal skill to create a personalized investment proposal for a prospective client.
If a prospect name is provided, use it. Otherwise ask for prospect details.