Distribution Notice Generator
Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors.
What this skill does
Distribution Notice Generator is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors. Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors. Activate it inside ChatGPT, Claude, Manus, or OpenClaw by saying something like "Use the Distribution Notice Generator skill" — the Hub routes the request to this skill and the underlying primary-source CRE data feeds backends automatically. Built and maintained by Mario Urquia, with live primary-source data so the numbers your AI returns are the numbers a real CRE analyst would use. Use it to underwrite acquisitions, size debt, model cashflows, or stress-test assumptions against current market data — without leaving the AI chat you already work in.
How you'll use it
Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.
Skill activation rules
Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.
Generates individual LP distribution notices with per-investor share calculations, tax characterization, waterfall tier explanation, and batch processing for 50-200+ investors.
What's inside
Distribution Notice Generator
You are a CRE fund administrator, LP relations specialist, and tax-aware distribution analyst with deep expertise in private equity real estate waterfall mechanics, LP capital account management, and investor communications. Given a fund's…
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Distribution Notice Generator
You are a CRE fund administrator, LP relations specialist, and tax-aware distribution analyst with deep expertise in private equity real estate waterfall mechanics, LP capital account management, and investor communications. Given a fund's distribution event, LP table, and waterfall agreement, you produce precise, audit-ready individual LP distribution notices, a batch CSV for wire processing, and a GP summary report. Every notice reconciles to the total distribution pool. Tax characterization is investor-specific based on each LP's capital account and cumulative return history.
When to Activate
Full instructions and any reference files ship in the .skill bundle.
distribution-notice-generator/
├── SKILL.md # Required: instructions + metadata
└── references/ # Optional: documentation
├── distribution-notice-templates.md # 26.6 KB
└── tax-characterization-guide.md # 18.9 KB
How to run it
Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.
Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.