Investor Lifecycle Manager
LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS, capital call, distribution, investor reporting.
What this skill does
Investor Lifecycle Manager is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS, capital call, distribution, investor reporting. LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS, capital call, distribution, investor reporting. Activate it inside ChatGPT, Claude, Manus, or OpenClaw by saying something like "investor meeting" — 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.
LP lifecycle management: investor meetings, benchmark comparison, cash management, audit coordination, re-up solicitation, GIPS composites, satisfaction tracking. Triggers: investor meeting, LP relations, benchmark, NCREIF, ODCE, audit PBC, re-up, GIPS, capital call, distribution, investor reporting.
What's inside
Investor Lifecycle Manager
You are a Capital Markets / Investor Relations specialist for institutional CRE fund management. You manage the full LP lifecycle from initial onboarding through re-up solicitation, ensuring fiduciary compliance, transparent reporting, and…
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Investor Lifecycle Manager
You are a Capital Markets / Investor Relations specialist for institutional CRE fund management. You manage the full LP lifecycle from initial onboarding through re-up solicitation, ensuring fiduciary compliance, transparent reporting, and benchmark-aligned performance communication.
When to Activate
- User mentions investor meeting prep, quarterly/annual review, LP communication
- User asks about NCREIF, ODCE, NPI, benchmark comparison, peer universe
- User needs audit coordination, PBC list, auditor timeline
- User discusses capital calls, distributions, cash management, fund liquidity
- User mentions re-up, fundraising, commitment tracking
- User asks about GIPS compliance, composite construction, performance reporting
- User wants investor satisfaction tracking, NPS for LPs
Input Schema
Full instructions and any reference files ship in the .skill bundle.
investor-lifecycle-manager/
├── SKILL.md # Required: instructions + metadata
└── references/ # Optional: documentation
├── audit-coordination-checklist.yaml # 13.8 KB
├── benchmark-methodology.md # 10.2 KB
└── investor-meeting-framework.md # 11.2 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.