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Regulatory Compliance Audit and Gap Analysis

compliance-audit

jeremylongshore/claude-code-plugins-plus-skills

This skill performs comprehensive regulatory gap analysis across major compliance frameworks, including GDPR, CCPA, ADA, PCI-DSS, and CAN-SPAM. It analyzes live websites and codebases to produce a detailed compliance scorecard, identifies specific non-compliant gaps, and generates a prioritized remediation roadmap with effort estimates. Essential for businesses ensuring legal adherence across multiple global jurisdictions.

Automate CRM Sync And Follow-Up Workflow

fathom-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

This workflow automates post-meeting intelligence management. It syncs detailed meeting notes, summaries, and action items captured by Fathom to major CRMs like Salesforce or HubSpot. It also generates tailored follow-up emails and maintains a structured meeting history database, ensuring seamless follow-through and accurate record-keeping after every meeting.

Send Platform Feedback To Nexu Team

Use this skill to easily submit feedback, report bugs, or provide suggestions for the Nexu platform. Simply use `/feedback <message>` in the chat. The system automatically gathers the conversation history and any attached images, ensuring comprehensive and convenient reporting without manual copying or pasting.

End-to-End Fundraising Pipeline Management

finta-core-workflow-a

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive platform for managing the entire fundraising lifecycle. Users can leverage AI to prospect ideal investors, automate outreach campaigns, establish secure deal rooms for document sharing, track due diligence progress, monitor key performance metrics, and finalize funding commitments, all within a single workflow.

Investor Relations and Fund Management

finta-core-workflow-b

jeremylongshore/claude-code-plugins-plus-skills

Finta is a comprehensive workflow tool designed for managing investor relations post-fundraise. It streamlines the process of sending periodic, data-rich updates (including MRR, ARR, and burn rate) to all investors. Users can track complex cap table changes, model future dilution, and leverage a network feature to find warm introductions, ensuring professional and compliant communication with Limited Partners (LPs).

Finta CRM Diagnostic Debugger

finta-debug-bundle

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive diagnostic bundle for Finta CRM, designed to collect critical operational data. It checks API connectivity, sync status for fundraising rounds and investor pipelines, and verifies integration health. Use it to troubleshoot sync failures, authentication errors, or to provide detailed support logs to the Finta support team.

Finta CRM Setup and Integration Guide

finta-install-auth

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive guide for setting up the Finta fundraising CRM account. This skill assists users with initial onboarding, connecting critical data sources like Gmail, Outlook, and Google Calendar to automatically track investor communications and meeting activities. It is essential for managing the entire fundraising pipeline, from initial research to closing a term sheet.

Finta Fundraising CRM Integration Patterns

finta-sdk-patterns

jeremylongshore/claude-code-plugins-plus-skills

Provides comprehensive integration patterns for Finta fundraising CRM. This skill details how to connect Finta with external services via CSV processing, email APIs (Gmail/Outlook), webhooks (Zapier/Make), and payment gateways. It is essential for automating investor outreach, syncing complex deal data, and building custom fundraising dashboards throughout the investment lifecycle.

Finta Pipeline Event Automation and Webhooks

finta-webhooks-events

jeremylongshore/claude-code-plugins-plus-skills

Automate critical business workflows within the Finta platform using built-in rules and Zapier integrations. This tool allows users to trigger external actions based on key events, such as investor replies, pipeline stage changes, or deal room viewing. Ideal for setting up automated follow-up reminders, syncing CRM data to Slack/Google Sheets, and ensuring seamless communication across your fundraising tech stack.

Fondo Cost Optimization and Tax Credits

fondo-cost-tuning

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive guide for startups to maximize Return on Investment (ROI) by optimizing operational costs and leveraging R&D tax credits. This skill covers strategies for improving bookkeeping efficiency, structuring employment (W-2 vs. contractor), selecting the optimal financial plan, and minimizing overall accounting complexity using Fondo's tools.

Fondo Production Readiness Checklist

fondo-prod-checklist

jeremylongshore/claude-code-plugins-plus-skills

A comprehensive checklist to guide businesses through year-end financial closing, tax preparation, and compliance filing. It verifies the synchronization of data from banking, payroll, and expense platforms, ensuring all integrations are active, records are reconciled, and regulatory requirements are met to prevent missed deadlines or audit risks.

Freelancer Contract Review and Analysis

freelancer-review

jeremylongshore/claude-code-plugins-plus-skills

This specialized skill reviews contracts from a freelancer's perspective. It evaluates agreements using 14 detailed lenses—covering misclassification risk, IP ownership, payment terms, and non-compete clauses—to flag structural imbalances that often favor the client. It helps independent contractors understand potential legal and financial risks within client agreements.

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