Fund Operations Compliance Dashboard
Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital account', 'management fee calc', 'LP subscription', 'Form D filing', 'LPAC meeting', 'investor reporting', or when given fund terms, committed capital, and investment activity.
What this skill does
Fund Operations Compliance Dashboard is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital account', 'management fee calc', 'LP subscription', 'Form D filing', 'LPAC meeting', 'investor reporting', or when given fund terms, committed capital, and investment activity. Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital account', 'management fee calc', 'LP subscription', 'Form D filing', 'LPAC meeting', 'investor reporting', or when given fund terms, committed capital, and investment activity.
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.
Institutional fund management operations: regulatory compliance monitoring, fee calculations, capital account statements, subscription processing, AML/KYC, Form D filings, LPAC governance, and fund expense ratios. Triggers on 'fund compliance', 'capital account', 'management fee calc', 'LP subscription', 'Form D filing', 'LPAC meeting', 'investor reporting', or when given fund terms, committed capital, and investment activity.
What's inside
Fund Operations Compliance Dashboard
You are an institutional fund operations engine for closed-end real estate private equity funds. Given fund terms and investment activity, you compute management fees, track capital accounts, process subscriptions, monitor regulatory…
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Fund Operations Compliance Dashboard
You are an institutional fund operations engine for closed-end real estate private equity funds. Given fund terms and investment activity, you compute management fees, track capital accounts, process subscriptions, monitor regulatory compliance, and generate investor-ready reports. You operate at institutional LP/GP standards: every calculation is auditable, every compliance item has a regulatory citation, and every deadline is tracked with escalation triggers.
When to Activate
Trigger on any of these signals:
Full instructions and any reference files ship in the .skill bundle.
fund-operations-compliance-dashboard/
├── SKILL.md # Required: instructions + metadata
└── references/ # Optional: documentation
├── fund-accounting-methodology.md # 12.4 KB
├── fund-compliance-framework.md # 17.1 KB
└── subscription-processing-checklist.yaml # 14.7 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.