Portfolio Intelligence
/fundadmin:fund portfolio-dashboard <files>
Multi-fund portfolio aggregation & analytics
Rolls several funds into one LP view: TVPI/DPI/RVPI, strategy and GP mix, J-curve stage, unfunded. Use for /fundadmin:fund portfolio-dashboard or book-level status.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund portfolio-dashboard <files> |
| Claude Code / Cowork, direct | /fundadmin:fund-portfolio-dashboard <files> |
| Codex | $fund-portfolio-dashboard <files> |
Writes PORTFOLIO-DASHBOARD-[date].md · Skill source
/fundadmin:fund reconcile <file1> <file2>
Cross-document reconciliation & discrepancy detection
Reconciles two fund documents line by line: call vs statement, distribution vs K-1, or two statements. Use for /fundadmin:fund reconcile or balances that don't tie.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund reconcile <file1> <file2> |
| Claude Code / Cowork, direct | /fundadmin:fund-reconcile <file1> <file2> |
| Codex | $fund-reconcile <file1> <file2> |
Writes RECONCILIATION-[type]-[date].md · Skill source
/fundadmin:fund review-deed <file>
Deed of adherence / equity wrapper review
Reviews a deed of adherence, equity wrapper or MIP agreement: obligations, vesting, leaver terms, access limits. Use for /fundadmin:fund review-deed or leaver terms.
| Host | Invocation |
|---|---|
| Claude Code / Cowork | /fundadmin:fund review-deed <file> |
| Claude Code / Cowork, direct | /fundadmin:fund-review-deed <file> |
| Codex | $fund-review-deed <file> |
Writes DEED-REVIEW-[type]-[date].md · Skill source