Help us improve
Share bugs, ideas, or general feedback.
From meeting-prep-agent
Creates professional investment proposals covering firm approach, allocation, outcomes, and fees. Use for pitching new clients or new investment strategies.
npx claudepluginhub anthropics/financial-services --plugin meeting-prep-agentHow this skill is triggered — by the user, by Claude, or both
Slash command
/meeting-prep-agent:investment-proposalThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
Creates professional investment proposals covering firm approach, allocation, outcomes, and fees. Use for pitching new clients or new investment strategies.
Generates end-to-end investment proposals for wealth management firms, including risk profiling, model portfolio recommendations, fee illustrations, projections, portfolio analysis, and SEC compliance reviews.
Generates formal business proposals as customer-facing HTML documents with ROI framing, implementation details, sticky TOC, and print-friendly layout. Activates on 'create a proposal', 'business case', or 'formal pitch' requests.
Share bugs, ideas, or general feedback.
description: Create professional investment proposals for prospective clients. Covers the firm's approach, proposed allocation, expected outcomes, and fee structure. Use when pitching new clients or presenting a new investment strategy. Triggers on "investment proposal", "prospect presentation", "pitch new client", "proposal for [client]", or "new client presentation".
Gather:
I. About Our Firm (1 page)
II. Understanding Your Needs (1 page)
III. Proposed Investment Strategy (2-3 pages)
Proposed allocation:
| Asset Class | Allocation | Vehicle | Rationale |
|---|---|---|---|
IV. Expected Outcomes (1-2 pages)
V. Fee Structure (1 page)
VI. Getting Started (1 page)