SKILL.md playbooks
for portfolio operations
Browse SKILL.md playbooks for pricing leakage, month-end close, maverick spend, fund administration, and other cataloged use cases. Review each playbook before you install or adapt it.
How the library is organized
Filter the playbooks by operating context.
Catalog-derived
The catalog generates each skill and tags it by vertical, segment, value driver, complexity, readiness, and ROI timeframe.
Linked to use cases
Each skill describes work associated with a cataloged use case. Review the use case, prerequisites, and expected output before installation.
Defined file format
Each SKILL.md file contains structured metadata and task instructions. Installation creates an editable draft that your team can review.
An honest gate
18 playbooks are public from start to finish. A free beta account unlocks the remaining playbook bodies.
Browse the catalog
Open playbooks first
How unlocking works
Review, unlock, and adapt the playbooks
Read the open playbooks
18 playbooks are public from start to finish. Review their instructions before you create an account.
Create a free beta account
A free beta account unlocks the remaining playbook bodies and install controls. No credit card is required during beta.
Derive skills of your own
Run an assessment to derive draft skills from your systems and workflows. Review each draft in your private catalog.
182 playbooks.
One free account.
Unlock the remaining playbook bodies and install controls. You can also run an assessment to derive editable draft skills from your own operating context.