Internal Thesis Review Skill
The Skill that pressure-tests every open thesis against new filings, news and the firm's own past mistakes — weekly.
Open theses drift; the PM only revisits when something loud happens.
Every thesis is re-scored weekly and decay is flagged before it costs.
What this Skill needs and what it returns
- • Open thesis list
- • New filings, news, market moves
- • Decay score per thesis
- • One-paragraph justification
- • Open thesis library
- • Past thesis outcomes
- • No auto-close of positions
- • Decay catch rate vs realised outcomes
Hedge Funds
skills
Open theses drift; the PM only revisits when something loud happens.
The Skill's job inside your AI-First OS is to make every thesis is re-scored weekly and decay is flagged before it costs.. It reads from the Firm Memory scopes listed above, calls the Model Router with policy-appropriate models, and returns outputs in the firm's own shape — with the guardrails and evals the compliance team can sign.
Ship this Skill
This Skill is one of several we build inside a KJ Capital AI-First OS. Engagements start with a two-week £15k AI Diagnostic. We audit your systems, design the OS across the six layers, and ship the first version of Skills like this one inside the following six to twelve weeks.
FAQ
Does this replace the PM's judgement?
No. It surfaces what the PM would want to know earlier.
Ship this Skill inside your firm
Every KJ Capital engagement begins with a two-week £15k AI Diagnostic. We design your AI-First OS end-to-end, cost the build, and name the first three Skills to ship.