Investment Proposal
by anthropics574ed3624aebNo license39K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated 2 weeks ago
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".
Only the file list is public. File contents are available once the skill is installed in a workspace.
| Path | Size | Type |
|---|---|---|
| SKILL.md | 3.5 KB | text/markdown |
Source and attribution
Source:anthropics/financial-servicesinplugins/agent-plugins/meeting-prep-agent/skills/investment-proposalat commit574ed36
License: No license
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