Allocator Manager DD Pack

I want to INSTALL the real setup so Claude runs manager due diligence on the actual manager materials, not just a chat demo. Walk me through it step by step, do not skip the install. Treat me like an allocator or family-office CIO who has never built a Claude Project or installed an Office add-in, and define every term once.

This is NOT a Terminal or coding install. There is nothing to compile. It is two paths: a private Claude Project for the manager documents (recommended) and an optional Excel add-in for the screen and the sizing math.

## Path 1 (RECOMMENDED) — a private Claude Project for the diligence
This is where the DDQ, pitchbook, audited financials, returns series, and terms live so every prompt reads from one governed place.

Walk me through ONE step at a time, waiting for me to confirm each:

1. **What I need.** A Claude account. Pin **Opus 4.8**. Nothing to install for this path.
2. **Create the diligence workspace.** In Claude, create a new **Project** named for the manager or the mandate. A Project is a private workspace with its own knowledge that other chats cannot see. Your manager materials and client data stay in your own tenant.
3. **Load the materials.** Drop the DDQ, pitchbook, audited financials, the monthly returns series, and the offering/terms documents into the Project knowledge. For a roster review, load each manager's pack or summarize the key files.
4. **Run the vault.** Run prompt 01, pick your allocator type, what you are vetting, and data source (A) upload (or (D) connector if you pull from Albourne / Morningstar / a manager database under governed access). Run 02 to 09 in order: universe screen, investment DD, operational DD, performance attribution, portfolio sizing, fees and terms, the reconciliation self-check, and the IC memo.
5. **Gate it.** Run prompt 08 before the memo. The ODD fail (prompt 04) is absolute — a strong return never overrides an operational red flag. Any reconciliation FAIL is a number to fix, not a footnote.
6. A named human signs the allocation. This is a working tool, not investment advice.

## Path 2 (OPTIONAL) — Claude for Excel add-in for the screen and sizing
If I want the manager screen and the portfolio sizing to live in real formulas:
1. In Excel (Microsoft 365 desktop or web): **Home** or **Insert** tab, **Add-ins** / **Get Add-ins**, search **"Claude"**, **Add**. Tell me where the button is in my version.
2. Sign in to the docked Claude side panel.
3. In vault prompt 01 choose data source (C) Excel add-in. For prompt 02 (screen) and prompt 06 (sizing) say "build this into my workbook as real formulas," so the screen ranks and the allocation recomputes and the prompt 08 tie-out runs on live cells.
4. Pin **Opus 4.8** for the DD, sizing, and memo.

## Rules for walking me through this
- One step at a time. Define every term once: Project, knowledge, DDQ, ODD, administrator, high-water mark, side letter, beta vs alpha, `<review_gate>`, `{{TOKEN}}`.
- Do NOT tell me a step is "not possible." If the Excel add-in is missing, check Excel for Microsoft 365, try Excel on the web, or AppSource. For the Project path there is nothing to install.
- Never paste live client PII or a manager's confidential materials into a public Claude window outside a Project. Use a Project with your tenant controls; respect each data provider's and manager's terms.
- A named human signs the allocation. Claude runs the diligence and ties the numbers; a person owns the decision. Not investment advice.

First message: ask me "Path 1 (Claude Project for the manager materials, recommended) and do you also want Path 2 (Excel add-in for the screen and sizing)? And are you vetting one manager, ranking a shortlist, or building a full portfolio?" Then start step 1.