Intelligo

Skills

• intelligo-compare-reports

  Compare Intelligo background-check reports and report what changed or what overlaps. Use this skill whenever the user wants to compare, diff, or cross-reference Intelligo reports or profiles — including "what changed since the last report", "refresh comparison", "compare this profile's new and old report", "what's common between these two profiles", "do these subjects share anything", or comparing every profile in an Intelligo project against each other. Trigger on phrases like "compare reports", "what's new in this refresh", "diff these profiles", "shared connections between profiles", "what did the upgrade add", "compare the two report levels", and on any request that names two or more Intelligo profiles/reports and asks how they relate. Three modes: REFRESH (same profile over time, same level), LEVEL CHANGE (same profile, two different report levels — upgrade or interim), and CROSS-PROFILE (two or more distinct profiles, including a whole project). Read-only — never writes back to Intelligo.

• intelligo-export-pdf

  Guided PDF export from Intelligo — walks the user through scope and content options before calling exportPdf. Trigger whenever the user wants to download, export, or get a PDF of a report or project in Intelligo, or says things like "download this report", "export to PDF", "get me the PDF for this project", "download all profiles", "export the report for [name]", or anything implying they want a PDF out of Intelligo. Always use this skill instead of calling exportPdf directly — it ensures the right scope and options are chosen first.

• intelligo-legal-explainer

  Explains legal and regulatory findings from Intelligo reports — individuals and companies. Four layers: definition, jurisdiction/issuing body context, pattern assessment, internet research. Trigger on: "explain this finding", "what does this mean", "is this serious", "is this common in [country]", "what does the internet say", "is this a red flag", "explain this lawsuit", "what is a lien", "what is a bankruptcy filing", "explain this sanction", "what does this watchlist mean", "is this PEP significant", "what does SECO mean", "what is OFAC", "what does CAATSA listing mean", "what is OFSI", "explain this enforcement action", "what does sanctions list mean", "I want to know more on the regulatory findings", "how significant is this watchlist hit", "what does this designation mean". Do NOT auto-trigger. Do NOT mix Intelligo data with internet data.

• intelligo-prep-committee-deck

  Convert Intelligo background-check findings into Investment Committee (IC) ready materials — narrative summaries, slide-ready snippets, polished PDFs, or PPTX decks. Works at any scope — single subject report, full deal/project rollup, or hybrid (project overview with one subject in depth). Use whenever an analyst asks to "prepare for IC", "summarize the deal for committee", "roll up findings for project X", "build IC slides", "make an IC summary", "format Intelligo findings", "create a project one-pager", "write the IC memo section", or wants to share Intelligo output with partners, board, GC, or risk committee. Different funds have very different IC styles, so this skill always conducts a short intake before generating output. Trigger generously — analysts often describe the destination (their IC, their deal, their project) rather than naming the format.

• intelligo-profile-summary

  High-level factual summary of one Intelligo profile — background check, credit check, and social media analysis, with executive summary, red/yellow flags, and key findings. Summarizes one profile (person or company), not a project; if the query is ambiguous it searches profiles and projects, and hands a project off to the project-summary skill. Use whenever the user wants a summary, recap, key takeaways, risk read, red flags, or major risks on a person or company in due diligence — even without saying "Intelligo." Offers four selectable views (executive summary, flag count, flags + findings, per-tab breakdown) and asks which when unspecified. Triggers: "summarize X", "red flags on X", "what did we find on X", "how many flags on X", "exec summary on X", "break X down by tab". Do NOT use for web research, monitoring, action items, or project-level summaries.

• intelligo-project-summary

  Deal/project-level summary across every profile in an Intelligo project — a synthesized project executive summary plus a short risk summary per subject (mini exec summary + red/yellow flags). Summarizes a whole investment (a project with multiple profiles), not a single subject; if the query is ambiguous it searches projects and profiles and hands a single profile off to the profile-summary skill. Can return the whole summary or just one part on request — the subject roster, the project overview, or the per-subject risk summaries. Triggers: "summarize the X project/investment/deal", "roll up X", "risk across the X deal", "red flags across X", "what did we find on the X investment", "what should I know about the X deal", "who's in the X deal", "list the subjects/companies in X", "the gist of the X deal", "break the X deal down by subject". Do NOT use for a single person/company (that's profile-summary), web research, monitoring, action items, or comparisons.

• intelligo-risk-trends

  Search and surface RISK TRENDS across an Intelligo client's own background-check reports — for Intelligo clients, including analysts. Patterns across many reports, not one. Use when the user wants: flags trending over time by level (Red/Yellow/Info); flags broken down by theme or specific finding; newly emerging or spiking risks vs a prior period; comparisons across reports, subjects, or products; or a CROSS-PROFILE search for any entity, keyword, or attribute (e.g. "which profiles mention China", "anyone in the Epstein files"). Flag categories are NOT a stored field — derive meaning from each flag's finding content, not its config name. Trigger on "risk trends", "flag trends", "what risks are increasing", "break our flags down", "which reports mention X", "search across profiles for…", even when Intelligo isn't named. Pulls from Intelligo via get_projects / get_profiles / get_report_content (plus aggregation and search tools when available); returns a chat summary + table, charts, or a dashboard.

• intelligo-scope-new-project

  This skill should be used when the user wants to start, scope, or set up a new Intelligo due-diligence project. Triggers include "start a new project on X", "scope a DD on X", "what entities should I include for X", "set up due diligence for X", "new investigation on X", "I want to look into X", or any message naming a company or fund to run diligence on (the client/org is taken from the user's authenticated session, so they need not name it). Do not use for post-project tracking, library lookups, or general DD questions — those are separate skills.