Document Review

/fundadmin:fund review-lpa <file>
Full LPA review (5 parallel agents)
Flagship LPA review: five agents (terms, risks, compliance, obligations, recommendations) scored into an LPA Safety Score. Use for /fundadmin:fund review-lpa or an LPA.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-lpa <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-lpa <file> |
| Codex | $fund-review-lpa <file> |
Writes LPA-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund review-ppm <file>
PPM/offering document review
Scores a PPM or offering memo on risk factors, fee disclosure, regulatory status (Reg D, 3(c)(1)/(7), ERISA) and LPA fit. Use for /fundadmin:fund review-ppm or a PPM.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-ppm <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-ppm <file> |
| Codex | $fund-review-ppm <file> |
Writes PPM-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund review-subscription <file>
Subscription agreement review
Checks a subscription agreement: qualification, FATCA/CRS forms, AML and ERISA reps, signatures; scores it. Use for /fundadmin:fund review-subscription.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-subscription <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-subscription <file> |
| Codex | $fund-review-subscription <file> |
Writes SUBSCRIPTION-REVIEW-[investor]-[date].md · Skill source
/fundadmin:fund review-side-letter <file>
Side letter obligation extraction
Inventories a side letter's rights and obligations, rates MFN cascade risk, flags LPA and side-letter conflicts. Use for /fundadmin:fund review-side-letter.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-side-letter <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-side-letter <file> |
| Codex | $fund-review-side-letter <file> |
Writes SIDE-LETTER-REVIEW-[investor]-[date].md · Skill source
/fundadmin:fund review-capital-call <file>
Capital call notice validation & scoring
Validates a capital call notice: pro-rata math, fees, wire instructions, due dates, LPA fit; scores 1-10. Use for /fundadmin:fund review-capital-call.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-capital-call <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-capital-call <file> |
| Codex | $fund-review-capital-call <file> |
Writes CAPITAL-CALL-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund review-distribution-notice <file>
Distribution notice validation & tax checks
Validates a distribution notice: tax credits, RWT, return of capital vs income. Use for /fundadmin:fund review-distribution-notice or a distribution notice.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-distribution-notice <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-distribution-notice <file> |
| Codex | $fund-review-distribution-notice <file> |
Writes DISTRIBUTION-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund review-capital-account <file>
Capital account statement review & math check
Validates a capital account statement to the dollar: every field, ending capital math, tranches. Use for /fundadmin:fund review-capital-account or a statement.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-capital-account <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-capital-account <file> |
| Codex | $fund-review-capital-account <file> |
Writes CAPITAL-ACCOUNT-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund review-k1 <file>
Schedule K-1 (Form 1065) review & UBTI/ECI flags
Reviews a Schedule K-1 (Form 1065): every box and Section L, capital account math, UBTI/ECI flags, completeness. Use for /fundadmin:fund review-k1 or a K-1.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-k1 <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-k1 <file> |
| Codex | $fund-review-k1 <file> |
Writes K1-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund review-poa <file>
Power of attorney review & risk assessment
Reviews a power of attorney: grantor, attorneys, authority clauses, breadth of discretion, cross-border gaps. Use for /fundadmin:fund review-poa or a POA or mandate.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-poa <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-poa <file> |
| Codex | $fund-review-poa <file> |
Writes POA-REVIEW-[date].md · Skill source
/fundadmin:fund review-gp-update <file>
GP quarterly activity update analysis
Analyzes a GP update: FPAUM bridge, deployment, realisations, fundraising, MOIC vs plan; scores 1-10. Use for /fundadmin:fund review-gp-update or a GP letter.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-gp-update <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-gp-update <file> |
| Codex | $fund-review-gp-update <file> |
Writes GP-UPDATE-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund compare <file1> <file2>
Side-by-side document comparison
Compares two fund documents, rating each difference material to cosmetic and who it favors. Use for /fundadmin:fund compare or what changed between versions.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund compare <file1> <file2> |
| Claude Code / Cowork, direct | /fundadmin:fund-compare <file1> <file2> |
| Codex | $fund-compare <file1> <file2> |
Writes FUND-COMPARISON-[name]-[date].md · Skill source
/fundadmin:fund extract-terms <file>
Key terms & definitions extraction
Extracts defined terms, fees, key dates, governance and reporting duties with plain-English notes and section refs. Use for /fundadmin:fund extract-terms.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund extract-terms <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-extract-terms <file> |
| Codex | $fund-extract-terms <file> |
Writes TERMS-EXTRACT-[fund]-[date].md · Skill source