Allocate. Diligence.Construct. Stress.

The Ten Prompts Diligence Engine

Name a fund. The engine pulls the filings and quarterly commentary, runs the ten diligence progressions from the book, and returns a citation-anchored report: flags in red, a plain-English briefing for the client conversation, and a saved PDF. Private drawdown funds work too, so upload the PPM and LPA.

Opens a free public artifact on Claude. Report depth depends on the account you are signed into: free and standard plans run fewer searches and can hit limits partway through a long fund. Pro returns the full report.

The Allocation Lab

Model an alternatives sleeve against a traditional portfolio. Objective presets, sliders for five asset classes, side-by-side return, volatility, Sharpe, and max drawdown, plus growth of $100,000 and how each mix rode past market events like 2008 and 2022. Built on illustrative asset-class history, with the honest caveats the fact sheets skip.

Portfolio Lens

Add two to five funds with their weights and the engine writes the look-through: what the client actually owns by asset type and geography, how the funds move together including shared borrowers and stacked exit doors, and where the gaps are. Four funds in, one answer out.

Lens mode lives inside the Diligence Engine. Open the engine and switch modes.

The Portfolio Stress Lab

Score the wrapper, not just the market. Build a mixed public and private portfolio from tickers, CSV, or PPM language and get a Structure Score across market, credit, liquidity, leverage, opacity, and concentration. Replay 2000, 2008, and 2020, test a cash need against real liquidity terms, compare current against proposed, and export four client-ready briefs.