ESG, Tax & Specialized
/fundadmin:fund esg-report <data>
ESG reporting & SFDR compliance
ESG report across SFDR (Art. 6/8/9, PAI), TCFD, EDCI, UN PRI and EU Taxonomy, scoring data gaps. Use for /fundadmin:fund esg-report or an SFDR/PAI disclosure.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund esg-report <data> |
| Claude Code / Cowork, direct | /fundadmin:fund-esg-report <data> |
| Codex | $fund-esg-report <data> |
Writes ESG-REPORT-[fund]-[date].md · Skill source
/fundadmin:fund tax-review <file>
K-1/tax document review & analysis
Analyzes a K-1 or tax package for UBTI, ECI, 199A, 163(j), state apportionment, PFIC and capital account ties. Use for /fundadmin:fund tax-review or K-1 tax effects.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund tax-review <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-tax-review <file> |
| Codex | $fund-tax-review <file> |
Writes TAX-REVIEW-[fund]-[date].md · Skill source
/fundadmin:fund board-memo <type>
Board/LPAC memo & resolution drafting
Board, LPAC or annual meeting memo: agenda, performance, conflicts, resolutions, Q&A prep. Use for /fundadmin:fund board-memo <type> or LPAC meeting materials.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund board-memo <type> |
| Claude Code / Cowork, direct | /fundadmin:fund-board-memo <type> |
| Codex | $fund-board-memo <type> |
Writes BOARD-MEMO-[type]-[date].md · Skill source
/fundadmin:fund wire-verify <data>
Payment anomaly detection & verification
Checks new wire instructions against history for bank or beneficiary changes, FATF risk and timing anomalies, with a verification checklist. Use for /fundadmin:fund wire-verify or new bank details.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund wire-verify <data> |
| Claude Code / Cowork, direct | /fundadmin:fund-wire-verify <data> |
| Codex | $fund-wire-verify <data> |