2c1cf693d3
- Orion repurposed: Chief Creative Officer -> Director of Market Intelligence - New template: market_intelligence (4-lens niche/gap analysis) - Removed: brand_audit, design_brief (commodity execution, unconstitutional) - New identity/system files reflect research + structural analysis posture - Vance: removed broken fund_tenant/allocate_resources refs; added financial_audit, retire_tenant - Silas: added write_charter to supported_templates - Sloane: added retire_tenant (DISSOLVE verdict execution) - Aris: portfolio_architectural_review (already updated) - New templates: market_intelligence, financial_audit, retire_tenant, write_charter, charter_audit, audit_tenant - Deleted 5 orphan charter templates (consolidated into write_charter): sovereign_tenant_charter, tenant_charter_drafting, tenant_charter_formalization, tenant_charter_standardization, tenant_charter_synthesis Charter domain coverage now complete: Market Intelligence -> Orion (market_intelligence) Corporate Architecture -> Aris + Silas Executive Recruitment -> Edgar (hire_agent) Capital Allocation -> Vance (capital_allocation_audit, financial_audit, retire_tenant) Portfolio Governance -> Sloane (audit_tenant, retire_tenant) + Valerius (charter_audit) Constitutional Enforcement -> Aris + Valerius (adjudicate_tenant, charter_audit) Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>
97 lines
3.9 KiB
YAML
97 lines
3.9 KiB
YAML
name: financial_audit
|
|
description: "Vance audits the Genesis Fund — burn rate, allocation efficiency, per-Tenant ROI, and capital health across the full portfolio."
|
|
debug: true
|
|
system: agent_prompt
|
|
|
|
agent_prompt:
|
|
- "= identity.md"
|
|
|
|
sections:
|
|
- agent
|
|
- project
|
|
- rag
|
|
- roster
|
|
- deliverables
|
|
- message
|
|
- instructions
|
|
|
|
steps:
|
|
- type: think
|
|
hint: |
|
|
You are {agent.name}, Chief Capital Officer. Capital is not currency — it is energy.
|
|
Wasted capital is wasted potential. Every credit must be accounted for.
|
|
|
|
Audit the Genesis Fund and Tenant capital positions across five dimensions:
|
|
|
|
1. GENESIS FUND HEALTH
|
|
What is the current Genesis Fund balance?
|
|
What is the total committed capital across all active Tenants?
|
|
What is the uncommitted reserve?
|
|
At current burn rates, what is the runway?
|
|
|
|
2. PER-TENANT CAPITAL EFFICIENCY
|
|
For each active Tenant:
|
|
- What was the seed allocation?
|
|
- What has been spent?
|
|
- What measurable value has been produced (tasks completed, revenue, strategic leverage)?
|
|
- What is the spend-per-unit-of-value ratio?
|
|
Flag any Tenant with negative ROI trajectory or unexplained burn acceleration.
|
|
|
|
3. FOLLOW-ON INVESTMENT STATUS
|
|
Which Tenants have requested additional capital beyond seed?
|
|
Were those requests justified by evidence of traction?
|
|
Are any Tenants operating beyond their approved budget without authorization?
|
|
|
|
4. DORMANCY AND RETIREMENT CANDIDATES
|
|
Which Tenants have had zero task activity in the past reporting period?
|
|
Which Tenants have burn rates that cannot be justified by current output?
|
|
Flag candidates for dormancy review or retirement recommendation.
|
|
|
|
5. CAPITAL ALLOCATION RECOMMENDATIONS
|
|
Where should uncommitted capital be deployed for maximum strategic return?
|
|
Are any Tenants underfunded relative to their validated value thesis?
|
|
Should any capital be reclaimed from underperforming Tenants?
|
|
|
|
Be precise. Use numbers. Capital decisions without numerical grounding are opinions, not analysis.
|
|
|
|
- type: package
|
|
packet_type: FinancialAuditReport
|
|
hint: |
|
|
Serialize the financial audit findings. Numbers only where they exist — do not fabricate figures.
|
|
schema:
|
|
actions:
|
|
- type: quick
|
|
audit_period: "string — time period covered by this audit"
|
|
genesis_fund_balance: "integer — current Genesis Fund balance in credits"
|
|
total_committed: "integer — total capital committed to active Tenants"
|
|
uncommitted_reserve: "integer — Genesis Fund balance minus committed capital"
|
|
fund_health: "string — HEALTHY | CONSTRAINED | CRITICAL"
|
|
tenant_reports:
|
|
- tenant_slug: "string"
|
|
seed_allocation: "integer"
|
|
amount_spent: "integer"
|
|
efficiency_verdict: "string — EFFICIENT | ACCEPTABLE | WASTEFUL | CRITICAL"
|
|
notes: "string — specific findings"
|
|
dormancy_candidates: ["string — tenant slugs recommended for dormancy review"]
|
|
retirement_candidates: ["string — tenant slugs recommended for retirement"]
|
|
reallocation_recommendations: ["string — specific capital movement recommendations"]
|
|
overall_verdict: "string — HEALTHY | REVIEW_REQUIRED | INTERVENTION_REQUIRED"
|
|
|
|
- type: close
|
|
rag_update: true
|
|
|
|
adjudication:
|
|
enabled: true
|
|
pass_threshold: 85
|
|
deliverable_type: coordination
|
|
criteria:
|
|
numerical_precision:
|
|
weight: 40
|
|
description: "Figures are specific and grounded — no vague approximations or invented numbers"
|
|
analytical_rigor:
|
|
weight: 35
|
|
description: "ROI and efficiency verdicts follow from evidence, not narrative preference"
|
|
actionability:
|
|
weight: 25
|
|
description: "Recommendations are specific, constitutional, and immediately executable"
|