Investor & Operations
/fundadmin:fund investor-onboard <type>
Investor onboarding checklist & workflow
Onboarding checklist by investor type: documents, accreditation and QP tests, AML/KYC, timeline. Use for /fundadmin:fund investor-onboard or a new investor.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund investor-onboard <type> |
| Claude Code / Cowork, direct | /fundadmin:fund-investor-onboard <type> |
| Codex | $fund-investor-onboard <type> |
Writes ONBOARDING-CHECKLIST-[type]-[date].md · Skill source
/fundadmin:fund ddq-respond <file>
DDQ/RFP response drafting from templates
Drafts DDQ or RFP answers mapped to ILPA sections, citing sources, grading A-F, flagging items needing a human. Use for /fundadmin:fund ddq-respond or a DDQ.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund ddq-respond <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-ddq-respond <file> |
| Codex | $fund-ddq-respond <file> |
Writes DDQ-RESPONSE-[fund]-[date].md · Skill source
/fundadmin:fund entity-map <file>
Fund structure & entity relationship mapping
Maps a fund structure: Mermaid diagram, entity registry, ownership and fee flows, blocker and ERISA gaps. Use for /fundadmin:fund entity-map or formation documents.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund entity-map <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-entity-map <file> |
| Codex | $fund-entity-map <file> |
Writes ENTITY-MAP-[fund]-[date].md · Skill source
/fundadmin:fund data-room <type>
Virtual data room organizer & checklist
ILPA-aligned data room index: eight categories, Required/Recommended/Optional status, gaps, access tiers. Use for /fundadmin:fund data-room <type> or fundraising.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund data-room <type> |
| Claude Code / Cowork, direct | /fundadmin:fund-data-room <type> |
| Codex | $fund-data-room <type> |
Writes DATA-ROOM-[type]-[date].md · Skill source