serenorg/capital-allocation-router
family-office/capital-allocation-router/SKILL.md
Family office: Pillar router for Capital Allocation. Classifies a natural-language advisor ask into the matching leaf skill inside the Capital Allocation pillar. Catalog rebuild tracked in issue #427.
$ install --global
skillsauthnpx skillsauth add serenorg/seren-skills capital-allocation-routerInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
Security Scan Results
3 of 9 scanners reported clean
Some scanners were skipped, did not run, or reported a non-clean status. Review each row below.
3
Scanners Passed
9
Scanners in report
Clean
TrivyContainer and dependency vulnerability scanner
95%
Clean
SemgrepStatic code analysis for vulnerabilities
95%
Clean
mcp-scan (Snyk)Model Context Protocol security validation
95%
Skipped
Snyk (dep)Open source security scanning
50%
Skipped
Socket.devSupply chain security analysis
50%
Skipped
VirusTotalMulti-engine malware detection
50%
Skipped
CrowdStrikeAdvanced threat intelligence
50%
Skipped
OSV-ScannerOpen Source Vulnerability database check
50%
Skipped
OWASP Dep-Check
50%
Last scanned: May 6, 2026, 4:58 AM110.3s2 files scanned
SKILL.md
- name:
- capital-allocation-router
- description:
- Family office: Pillar router for Capital Allocation. Classifies a natural-language advisor ask into the matching leaf skill inside the Capital Allocation pillar. Catalog rebuild tracked in issue #427.
Family Office · Capital Allocation Router
For Claude: How to Use This Skill
Skill instructions are preloaded in context when this skill is active.
When to Use
Invoke when the advisor asks a natural-language question about Capital Allocation without naming a specific leaf skill. Representative phrases:
- long-term portfolio strategy
- investment policy statement
- asset allocation
- target allocation
- portfolio risk
- risk register
- business exit
- sell business
- new business diligence
- acquire business
Dispatch Table
This router maps advisor prompts to the matching leaf skill inside the
Capital Allocation pillar. The table is embedded here (authoring source of truth)
and mirrored in DISPATCH.yml for programmatic consumers.
| Leaf slug | Artifact | Example triggers |
|---|---|---|
| family-office-long-term-portfolio-strategy-plan | Long-Term Portfolio Strategy Plan | long-term portfolio strategy; investment policy statement; portfolio plan; long horizon allocation |
| family-office-target-asset-allocation-model | Target Asset Allocation Model | asset allocation; target allocation; allocation model; portfolio weights |
| family-office-portfolio-risk-register | Portfolio Risk Register | portfolio risk; risk register; risk management memo; portfolio risks |
| family-office-business-exit-strategy | Exit Tax Minimization Plan | business exit; sell business; minimize taxes before selling; exit planning; operating business sale |
| family-office-new-business-diligence-memo | New Business Diligence Memo | new business diligence; acquire business; evaluate new business; business investment memo |
| family-office-investment-operations-review-checklist | Investment Operations Review Checklist | investment operations review; ops review; custody check; reconciliation review |
| family-office-client-sourced-deal-review-memo | Client-Sourced Deal Review Memo | client sourced deal; principal brought a deal; friend referral investment; review this deal |
| family-office-manager-dd-hedge-fund | Hedge Fund Manager DD Memo | hedge fund manager DD; hedge fund due diligence; HF allocation memo; evaluate hedge fund |
| family-office-manager-dd-private-equity | Private Equity Manager DD Memo | private equity manager DD; PE fund due diligence; buyout fund memo; PE allocation |
| family-office-manager-dd-private-debt | Private Debt Manager DD Memo | private debt DD; private credit manager; direct lending fund; private debt allocation |
| family-office-manager-dd-venture-capital | Venture Capital Manager DD Memo | venture capital manager DD; VC fund due diligence; seed fund memo; VC allocation |
| family-office-manager-dd-real-assets | Real Assets Manager DD Memo | real assets manager DD; infrastructure fund; natural resources fund; commodities allocation |
| family-office-manager-dd-real-estate | Real Estate Manager DD Memo | real estate manager DD; RE fund due diligence; property fund memo; real estate allocation |
| family-office-manager-dd-direct-co-investment | Direct / Co-Investment DD Memo | direct investment DD; co-investment memo; SPV memo; direct co-invest |
| family-office-manager-dd-esg-impact | ESG / Impact Manager DD Memo | ESG manager DD; impact fund due diligence; impact investing memo; ESG allocation |
| family-office-esg-impact-investing-mandate | ESG / Impact Investing Mandate | ESG mandate; impact mandate; impact investing policy; ESG investment policy |
Workflow
- The router reads the advisor's prompt.
- It matches trigger phrases to the leaf skill whose artifact best fits.
- It confirms the match with the advisor if confidence is borderline ("Nearest skill is X — run it?").
- If no leaf matches, it returns a clear "not built in this iteration" message and suggests logging the ask as an open question.
Non-goals for this iteration
This router does not programmatically invoke the leaf skill's Python agent. Cross-skill invocation is handled by the Claude Code harness: the router's job is to name the right leaf so the harness invokes it. The programmatic orchestration pipeline ships under the execution-pipeline PR tracked in issue #427.
Composition
If the advisor's ask implies more than one leaf artifact (example: "exit the business AND plan the philanthropic vehicle that catches the proceeds"), the router proposes a two-leaf sequence with a shared interview that minimizes duplicate questions.
Reference
- Design spec:
20260419_Family_Office_Skill_Claude_Desigh.md - Catalog rebuild tracking: https://github.com/serenorg/seren-skills/issues/427
Related Skills
serenorg/seren-bucks-affiliates
testing
VerifiedTrustedCommunity
Review-first outreach skill for the default Seren Bucks affiliate program. It bootstraps affiliate context via /programs/discover, mines sent-mail history and address books for candidates, persists them into a skill-owned CRM, proposes an editable daily top-10, drafts outbound and reply batches for approval, reconciles affiliate and reply signals, enforces hard DNC, and returns a manual daily digest.
5SKILL.mdUpdated May 6, 2026
serenorg/affiliates
data-ai
VerifiedTrustedCommunity
Lean partner-link distribution skill for the seren-affiliates publisher program portfolio. Operates one publisher program per run. Bootstraps the affiliate profile (registering on first run), caches joined programs in serendb, ingests contacts from a pasted list or from Gmail/Outlook address books, drafts a pitch once per run via seren-models for operator approval, sends approved copy through Gmail (preferred) or Microsoft Outlook, enforces per-program dedupe plus a global unsubscribe list, and reports local plus live conversion and commission stats from seren-affiliates.
5SKILL.mdUpdated May 6, 2026
serenorg/cap-call-notification-workflow
development
VerifiedTrustedCommunity
Family office: Process an incoming GP capital call notice end-to-end — confirm, fund, log, reconcile.
5SKILL.mdUpdated May 6, 2026
serenorg/seren-bounty
development
VerifiedTrustedCommunity
Work with Seren Bounty affiliate bounties: customers create and fund verifier-backed bounties; agents join to receive a referral_code and accrue earnings as qualifying events are verified; a release sweep pays matured earnings out of escrow.
5SKILL.mdUpdated Apr 29, 2026