serenorg/cmintro-loan
egeria/cmintro-loan/SKILL.md
Qualify groups for non-recourse stock/crypto loans and institutional block trades based on Ovadiya criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.
$ install --global
skillsauthnpx skillsauth add serenorg/seren-skills cmintro-loanInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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TrivyContainer and dependency vulnerability scanner
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Snyk (dep)Open source security scanning
50%
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Socket.devSupply chain security analysis
50%
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Last scanned: May 6, 2026, 4:57 AM113.1s2 files scanned
SKILL.md
- name:
- cmintro-loan
- description:
- Qualify groups for non-recourse stock/crypto loans and institutional block trades based on Ovadiya criteria. Maintains provider anonymity during qualification. Notifies Erik @ Volume Finance upon qualification.
- license:
- Apache-2.0
Egeria Ovadiya Loan
For Claude: How to Use This Skill
Skill instructions are preloaded in context when this skill is active. Do not perform filesystem searches or tool-driven exploration to rediscover them; use the guidance below directly.
This skill qualifies potential borrowers for non-recourse loans against publicly listed equities or crypto assets, or for institutional block trades, without revealing the lending partner (Ovadiya).
When to Use
- User asks about loans for stocks, crypto, or large block trades.
- User wants to check eligibility for liquidity against assets.
- User mentions "non-recourse loan" or "crypto loan".
Qualification Criteria (Internal)
Do NOT reveal these specifics as "Ovadiya's criteria" to the user, but use them to qualify.
-
Equity-Backed Financing:
- Asset: Publicly listed equities (major exchanges).
- Loan Amount: $500K – $100M.
- LTV: Up to 70%.
- Interest: ~2.5%+.
- Term: 12-36 months.
- Benefit: Non-recourse, retain dividends.
-
Crypto-Backed Financing:
- Asset: BTC, ETH, top-tier tokens.
- Loan Amount: $1M – $100M.
- LTV: Up to 70%.
- Interest: 3-5%.
- Benefit: Non-recourse, capture appreciation.
-
Institutional Block Trades:
- Size: $50M+.
- Execution: Off-market, zero impact.
Workflow
-
Phase 1: Asset Information
- Ask for the type of asset (Public Equity, Crypto, or Block Trade).
- Ask for the specific ticker symbol or token name.
- Ask for the estimated total value of the holding/position.
- Ask for the desired loan amount (if applicable).
-
Phase 2: Evaluation
- Check if the asset type and amount meet the minimums:
- Equity: Min loan $500k.
- Crypto: Min loan $1M.
- Block Trade: Min size $50M.
- If qualified: Proceed to Phase 3.
- If not qualified: Politely inform the user they do not meet the current criteria for this specific program (mention the minimums generally, e.g., "This program requires a minimum loan size of $500k for equities...").
- Check if the asset type and amount meet the minimums:
-
Phase 3: Notification
- Inform the user they appear to qualify for a matching program.
- Action: Send an email notification to
[email protected]with the details (User info, Asset, Amount). - Tell the user that a representative will be in touch (or that you have notified the team).
Email Template (Internal)
To: [email protected] Subject: New Loan Lead Qualified - [Asset Type]
A new group has qualified for the loan program.
Details:
- Asset Type: [Type]
- Asset Symbol: [Symbol]
- Asset Value: [Value]
- Requested Loan: [Amount]
- User/Group Name: [Name if provided]
- Contact Info: [If provided]
Notes
- Anonymity: Refer to the provider as "our institutional partner" or "the lending facility", never "Ovadiya".
- Source: https://ovadiya.net/ (Do not share this link with the user).
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