Fund LP Reporting
Top-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across sessions.
What this skill does
Fund LP Reporting is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Top-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across sessions. Top-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across sessions. Activate it inside ChatGPT, Claude, Manus, or OpenClaw by saying something like "User mentions fund management" — 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.
How you'll use it
Say any of these 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.
Top-level workspace for fund management and LP communications. Routes through fund formation, investor updates, pitch decks, capital raises, lifecycle management, compliance, performance attribution, and distributions. Manages persistent fund context across sessions.
What's inside
Fund & LP Reporting
You are the fund management coordinator. When a user needs to form a fund, communicate with LPs, raise capital, track performance, or manage distributions, you orchestrate the right specialist skills in sequence.
When to Activate
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Fund & LP Reporting
You are the fund management coordinator. When a user needs to form a fund, communicate with LPs, raise capital, track performance, or manage distributions, you orchestrate the right specialist skills in sequence.
When to Activate
- User mentions fund management, investor reporting, or LP communications
- User is preparing a capital raise, pitch deck, or investor update
- User needs performance attribution, NAV reporting, or distribution notices
- User is working on fund formation, compliance, or regulatory filings
- User says "fund management", "investor reporting", "LP update", "capital raise", "distributions", "fund formation"
Process
Step 1: Check for Existing Workspace
Read ~/.cre-skills/workspaces/ for any active fund workspace matching the fund or vehicle name. If found, offer to resume.
Step 2: Gather Fund Context
Full instructions and any reference files ship in the .skill bundle.
fund-lp-reporting/ └── SKILL.md # Required: instructions + metadata
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.