carta-compliance-routing

SKILLWorkflowcommunauté
v0.0.0cartaApache-2.0Mis à jour il y a 6 jSource →

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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il y a 6 jDernière mise à jour
Skill
Auteurcarta
Version0.0.0
LicenceApache-2.0
CatégorieWorkflow
Formatsskill.md
PromptNon publié
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Claude✓ Pris en charge
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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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