carta-compliance-routing

SKILLWorkflowCommunity
v0.0.0cartaApache-2.0Aktualisiert vor 1 Mon.Quelle →

Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how muc

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vor 1 Mon.Letzte Aktualisierung
Skill
Autorcarta
Version0.0.0
LizenzApache-2.0
KategorieWorkflow
Formateskill.md
PromptNicht veröffentlicht
Kompatibilität
Claude✓ Unterstützt
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Copilot—
ChatGPT—
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Routes to Form ADV for regulatory filing data. Trigger on any of: "Form ADV", "Schedule D", "regulatory AUM", "Form PF", "annual filing", "annual amendment", "SEC filing", "total AUM", "AUM for filing", "AUM for the SEC", "regulatory assets", "AUM across all funds", "filing season", "RAUM", "how much AUM to report", "pull our Form ADV data", /carta-compliance-routing. NOT FOR: 409A valuations, cap

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