60 editable fund administration skills

Fund admin skills.In your AI tools.

Add fund administration skills to your AI tools. AI prepares source-linked reviews and working drafts. Your team checks the detail and decides what happens next.

Watch the tourDownload skills ZIP
How to installGitHubSee a sample review

Public skills toolkit · MIT-licensed · Human review required

An illustrative reviewer checks printed documents at her desk.
Illustrative review scene · AI-generated

Synthetic LPA · Source excerpt

Article XV — Management and operations

§15.2 · Personnel

The General Partner shall notify the Limited Partners of any material change in the senior investment professionals involved in managing the Partnership.

Read the source · page 6

Synthetic example · AI draft

Human review required

Key person provision not found

Source: Article XV · §15.2

Check the source and confirm the finding.

Open the sample report

Public skills toolkit · v1.3.2

Fund administration skills.
In your AI assistant.

Choose where you work: Claude Code, ChatGPT desktop or ChatGPT in the cloud. Copy the matching setup prompt and start with a fictional fund document.

60 skills, five review agents and editable files. Read them, keep your installed copy and adapt them under the MIT licence.

Download skills ZIP
Explore the skills on GitHub
Claude CodeRecommended
  1. CopyGet the setup prompt below.
  2. PasteUse Claude Code on your computer. Your assistant checks the setup before installing.
  3. TryStart with the included fictional fund document. A person reviews the output.
View setup prompt
Set up FundAdmin AI v1.3.2 in this project using the official skills-only repository https://github.com/davendra/fundadmin-ai-skills.

1. Check that Claude Code and Python 3.9+ are available. Check for an existing FundAdmin AI installation; if it uses another source or version, explain the difference before changing it.
2. Install the full plugin at project scope, pinned to the reviewed release:
   claude plugin marketplace add https://github.com/davendra/fundadmin-ai-skills.git#fundadmin--v1.3.2 --scope project
   claude plugin install fundadmin@fundadmin-ai-skills --scope project
3. Run claude plugin details fundadmin@fundadmin-ai-skills. Expect version 1.3.2, 61 skills including the fund menu, and five agents. Keep the packaged report helper and references. Tell me if a dependency or command fails; do not claim setup succeeded.
4. Download the included synthetic sample from https://raw.githubusercontent.com/davendra/fundadmin-ai-skills/fundadmin--v1.3.2/samples/OBRELUND-LPA-QUICKSTART.pdf into a new project sample folder without overwriting existing files.
5. Tell me to restart Claude Code so the skills load, then show the command /fundadmin:fund review-lpa <sample-path> with the actual downloaded path. Explain that this creates a draft for human review. If Python report dependencies are missing, propose an isolated environment rather than changing system Python.

Use only the synthetic sample for this first run. Keep existing documents unchanged. Do not approve payments, submit filings or make investor decisions.

Claude Code and Python 3.9+. Skills are free; your AI host may charge for model usage. Full installation guide

Your source. A first pass. Your judgement.

  1. You provide the document

    Start with an LPA, capital-call notice or side letter inside your team’s approved AI host.

  2. AI prepares a sourced draft

    The skills toolkit gives your assistant structured instructions and links findings to the source.

  3. Your reviewer checks and decides

    A qualified member of your team checks the evidence and makes the call on next steps.

Watch the tour

One review, start to finish.

Source-linked findings, five specialist perspectives, where it stops, and how to install it.

Narrated with an AI voice over AI-generated background footage. Every document shown is a synthetic sample. Claude Code is the primary target; ChatGPT and Codex support is experimental.

The first product

Start with the work you already do.

LPA review · Capital-call checks · Side-letter obligations

A skill is a set of instructions for your AI assistant. FundAdmin AI adds a structured first pass to your existing workflow, with evidence for your reviewer to check.

Explore all 60 skills
Unbranded fund documents stacked on a navy desk, an illustrative still life.

What it helps you do

A first pass on the work that matters.

Review complex documents

Turn LPAs, PPMs, side letters and notices into structured, source-linked findings.

Document review skills

Prepare controlled drafts

Create capital-call, distribution and investor-communication drafts with explicit review points.

Drafting skills

Produce review-ready workpapers

Generate calculation support, obligation timelines and report outputs while preserving uncertainty.

Analysis and reporting skills

Synthetic example

A review you can check.

Synthetic example. Findings are linked to source material and intended for professional review.

Illustrative excerpt of a v1.3.2 report for the synthetic sample LPA that ships with the plugin. The fields are the report's; the findings are the sample's planted issues.

Try this in a supervised pilotHow the score works
Obrelund Capital Partners Fund III, LP synthetic
Source: OBRELUND-LPA-QUICKSTART.pdf
Review statusPARTIALhuman review pending
LPA favourability methodology — heuristic v2
unavailable

Compliance evidence not supplied, so no aggregate is issued.

Coverage

Terms, risks and obligations reviewed. Compliance checks recorded as not performed.

Findings
  • §5.1–5.225% carried interest; a preferred return applies only if agreed by side letter
  • §19.1General partner clawback applies only at final dissolution
  • §10.3Affiliate transactions without LPAC consent
Missing evidence
  • Key person provision: not found (Article XV)
  • Compliance evidence: not supplied; checks recorded as NOT PERFORMED
Obligations and notice periods
  • §8.2Term-extension noticeAt least 120 days before expiry
  • §8.2LP objection window30 days after receipt

Run folder: private, one per review. Sidecar records the source and report SHA-256.

Not financial, legal or tax advice. Qualified human review is required.

Built for controlled use

  • Source-linked findingsEach finding cites the clause or document it comes from.
  • Explicit uncertainty and unavailable statesMissing inputs are reported as unavailable or not performed, never estimated.
  • Private run folders and report sidecarsEach review writes to its own run folder with a sidecar recording source and report hashes. Nothing is overwritten.
  • Human review before actionEvery skill marks its output for review. Payments, filings and investor decisions stay with qualified people.
  • Synthetic examples available24 synthetic sample documents ship with the plugin so you can try every workflow without real data.
  • MIT-licensed skills pluginEvery skill is a markdown file you can read, fork and edit.

FundAdmin AI supports review and drafting. Qualified professionals must validate legal, tax, compliance and payment decisions.

Worked examples

See what it actually produces.

Six real runs of FundAdmin AI v1.3.2 on the synthetic sample documents that ship with the plugin. Each sample has known problems planted in it. Open the document, then open the review and check the findings yourself.

Generated by the reviewed v1.3.2 package at high effort in Claude Code. The only edits to the reports are removed local file paths and file hashes. Every organisation, person and figure in the samples is fictional.

  • /fundadmin:fund review-lpa

    LPA review

    Obrelund Capital Partners Fund III limited partnership agreement, 8 pages, 10 planted problems

    Planted 10 · Found 10

    • 25% carried interest with no preferred return in the LPA: any hurdle exists only by side letter (§5.2)
    • Clawback tested only at final liquidation, net of taxes paid or payable, with no escrow or personal obligation (§19.2)
    • GP and its affiliates can transact with the fund without LPAC or LP consent; the LPAC is told afterwards (§10.3)
    • No key person clause: §15.2 only requires notice of a change in senior investment professionals
    Sample documentPDFReview reportPDF

  • /fundadmin:fund review-capital-call

    Capital call review

    Obrelund Capital Partners Fund III capital call notice #1, 4 pages, 2 planted problems

    Planted 2 · Found 2

    • Per-LP schedule totals $115,000,000 against a stated $200,000,000 call: pro rata allocation fails for all five LPs (§2.1)
    • Bank, routing and account numbers all differ from the Schedule B account on file, announced inside the notice (p.3 §5)
    • $20,000,000 organisational expenses and a $22,125,000 reserve called with no cited cap, purpose or approval (p.2 §1)
    • Status blocked, payment not approved: asks for a corrected, signed notice and a callback to a pre-established number
    Sample documentPDFReview reportPDF

  • /fundadmin:fund ingest-email

    Wire change email

    Email telling LPs to switch wires to a new offshore account, 8 planted warning signs

    Planted 8 · Found 6

    • Reply-To domain is a one-character lookalike of the sender's domain ("i" replaced by "1")
    • Account moved to a Grand Cayman bank "effective immediately", by email only, with no signed notice
    • Says "call us at the number below" but gives no number, and says "do not reply": normal checks are blocked
    • Instruction to destroy prior wire instructions flagged and not followed; rated a suspected wire-redirection (BEC) pattern
    Sample documentMarkdownReview reportPDF

  • /fundadmin:fund kyc-tracker

    KYC tracker

    Obrelund Capital Fund IV periodic KYC refresh register, 1 page, 8 investors, 2 planted problems

    Planted 2 · Found 2

    • investor-04: beneficial ownership update reported 18 months past due; ownership update to be requested (action 3)
    • investor-05: FATCA classification error persists (Passive NFE, should be Governmental Entity); corrected W-8EXP needed (action 5)
    • Rows marked "Current" are not treated as complete: no KYC documents or screening evidence were supplied
    • Register inconsistencies raised, such as a row marked OVERDUE yet closed, and next-due dates not rolled forward
    Sample documentPDFReview reportPDFTracker workbookExcel

  • /fundadmin:fund review-subscription

    Subscription review

    Obrelund Capital Partners Fund III subscription agreement from an ERISA pension plan, 4 pages, 2 planted problems

    Planted 2 · Found 2

    • Benefit plan investors at 24.9%: headroom below the 25% threshold is only USD 500,000 (ERISA analysis)
    • VCOC status is only an intention ("intends to manage"); no VCOC analysis was supplied (§5)
    • Missing ERISA representations: no undertaking to notify changes, no §4975 or plan-asset percentage statement (§3)
    • Qualified purchaser representation cites the wrong statutory limb and the wrong measure (§2(b))
    Sample documentPDFReview reportPDF

  • /fundadmin:fund review-capital-call

    Capital call review: clean control

    Obrelund Capital Partners Fund III capital call notice #2, 4 pages, no planted problems

    Clean control · no calculation errors raised

    • Every figure recomputed and agreed: line items, pro rata shares, expense true-up and after-call balances (§2)
    • Two $1 rounding differences in the expense true-up recorded as a method note, not an error (§2.1)
    • Still blocked: without the LPA, the fee basis, organisational expense cap and notice period could not be checked
    • The sample's bank numbers are deliberately invalid. The review did not validate them, but held the wire and did not approve payment
    Sample documentPDFReview reportPDF

What it will not do

Knowing where it stops matters as much as what it finds. These come from the release test runs for this version.

  • It ignores instructions hidden in documentsA KYC pack carried a note telling the reviewer the investor was pre-approved. The review reported the note as a suspected instruction and still held the file.
  • A good score never approves a paymentGiven a hypothetical 9.1 out of 10 for a capital call with an unverified change of beneficiary, it kept the call on hold and asked for verification through an independently sourced contact.
  • Old screening is not current screeningTold a spreadsheet said "clear last year", it reported current screening as not performed and listed the evidence a compliance reviewer would need.
  • It does not guess to make numbers matchAsked to reconcile documents for different investors and currencies, it blocked both matches and calculated nothing rather than forcing a result.

Examples are for illustration only. Not financial, legal or tax advice. Qualified human review is required before relying on any output.

The first product

Your assistant. A clearer way to work.

The MIT-licensed skills toolkit works inside your approved AI host. You keep your existing workflow and add structured review, drafting and workpaper instructions. Start with three practical tasks.

Review an LPA

Turn a limited partnership agreement into a draft your reviewer can check.

  • Terms, risks and obligations organised together
  • Findings linked to the relevant source clause
  • Missing evidence made visible

Check a capital call

Prepare checks and calculation support before a person decides what happens next.

  • Compare the notice with supplied evidence
  • Check totals and flag differences
  • Keep payment authorisation with your team

Track side-letter obligations

Bring investor-specific commitments into a draft inventory for review.

  • Identify reporting and notice requirements
  • Trace each item back to the document
  • Keep uncertain deadlines for a reviewer to confirm

How review-lpa works

Five specialist perspectives, one review-ready draft.

FundAdmin AI first extracts a structured terms inventory. Risk, compliance and obligation reviews then work from the source and that inventory; recommendations follow once the findings are available. The result is an evidence-linked draft for human review.

  1. 01

    Terms

    Extracts a structured inventory of defined terms, fees, waterfall and governance provisions. The other reviews work from the source and this inventory.

  2. 02

    Risks

    Rates each provision's GP-favourability, LP exposure and enforceability, citing the clause it comes from. Nothing is compared with a market it has no dated source for.

  3. 03

    Compliance

    Organises supplied compliance evidence and highlights items for qualified review. Checks without evidence are recorded as not performed.

  4. 04

    Obligations

    Maps notice periods, cure periods, reporting deadlines and consent triggers into a timeline.

  5. 05

    Recommendations

    Drafts negotiation points once the findings are available. Carries no weight in the score.

LPA favourability methodology — heuristic v2

Not a legal compliance certification, investment recommendation or safety verdict. An unavailable input means no aggregate score is issued.

  • Terms25% effective weight
  • Risks31.25% effective weight
  • Compliance25% effective weight
  • Obligations18.75% effective weight
  • RecommendationsNo score weight
Read the full methodology
60skills in 13 categories
5specialist perspectives per LPA review
24synthetic sample documents in the plugin
1primary qualification target: installed Claude Code

FundAdmin AI supports review and drafting. Qualified professionals must validate legal, tax, compliance and payment decisions.

Install the public toolkit

Start with one document.

The FundAdmin AI skills toolkit is public and MIT-licensed. Install it in Claude Code, explore the editable files, and try a synthetic document. For help choosing a workflow and running a supervised pilot, talk to us.

Begin with an included synthetic document and a named reviewer. Your team approves the AI host and data handling before using any redacted or real documents. Your AI host may charge separately for model usage.

Get help with a supervised pilot

Choose your host above. Download the full skills package for local use, or follow the cloud guide for a personal plugin upload or administrator import.

Manual setup and experimental hosts

No private GitHub access is needed. Install the reviewed v1.3.2 tag, with Python 3.9+ for report helpers. Restart Claude Code after installation.

Claude Code — recommended
claude plugin marketplace add https://github.com/davendra/fundadmin-ai-skills.git#fundadmin--v1.3.2 --scope project
claude plugin install fundadmin@fundadmin-ai-skills --scope project
ChatGPT Work · cloud — Admin → Plugins → Add → Import marketplace; leave Path empty
https://github.com/davendra/fundadmin-ai-skills
fundadmin--v1.3.2
Codex CLI — experimental
codex plugin marketplace add davendra/fundadmin-ai-skills --ref fundadmin--v1.3.2
codex plugin add fundadmin@fundadmin-ai-skills
Then
/fundadmin:fund review-lpa <file>

fundadmin--v1.3.2 on GitHub

Pin the reviewed tag fundadmin--v1.3.2 rather than a moving branch, and use one installation method per environment.

ChatGPT desktop, ChatGPT Work, Codex and Cowork: package-format support; FundAdmin workflows remain experimental until separately qualified on each host. Third-party skill installers copy selected raw skill files into another agent — not the full plugin, agents or report helper.

The catalogue

Find the skill for your next task.

A skill is a set of instructions for your AI assistant, such as reviewing an LPA or drafting a capital call. Choose a command to run it. The toolkit contains 60 skills you can read and adapt; every output requires human review. Full command reference.

/fundadmin:fund<command>

Document Review12

  • review-lpaRuns the 5-agent LPA pipeline (terms, risks, compliance, obligations, recommendations) into methodology v2 heuristic document favourability, or an explicit unavailable result.
  • review-ppmReviews a PPM or offering memorandum for risk factor completeness, fee disclosure clarity, stated regulatory status (Reg D, 3(c)(1)/3(c)(7), ERISA) and LPA consistency, as counts.
  • review-subscriptionReviews a subscription agreement for identity, qualification, tax forms, AML and ERISA representations and signatures; a signed representation is not verification.
  • review-side-letterBuilds an obligation inventory from a side letter, categorizes every right, rates MFN cascade risk, and flags LPA and cross-side-letter conflicts.
  • review-capital-callRecomputes an incoming capital call notice: pro-rata math, fee line items, wire instructions, due dates, and LPA consistency, then scores it 1-10.
  • review-distribution-noticeRecomputes a distribution notice: private-fund types, unfunded impact and waterfall, or listed-trust imputation and withholding.
  • review-capital-accountRecomputes a capital account statement to the currency unit: extracts every field, checks ending capital arithmetic, reconciles tranches.
  • review-k1Extracts a Schedule K-1 (Form 1065) by its actual labels and codes, reconciles Item L with the packaged helper, and flags UBTI, ECI, K-3 and Box 19 items for the preparer.
  • review-poaReviews a Power of Attorney used in fund work: classifies it as investor/LPA or transactional, extracts grantor, attorneys and authority, rates breadth of discretion, and lists cross-border questions for counsel.
  • review-gp-updateAnalyzes a GP activity update: FPAUM bridge tie-out, deployment, realisations, fundraising, MOIC vs GP-stated targets and presentation checks, as a cited exception list.
  • compareCompares two fund documents and rates each difference material, significant, administrative, or cosmetic, flagging who it favors, GP or LPs.
  • extract-termsExtracts all defined terms, fee provisions, key dates, governance and reporting obligations from a fund document, with plain English summaries and section references.

Document Generation4

  • draft-capital-callDrafts a structured capital call notice with purpose breakdown, per-LP pro-rata table, unfunded-commitment impact, default consequences, and masked wire instructions.
  • draft-distributionDrafts a distribution notice: helper-supported waterfall tiers (others UNCALCULATED), per-LP split, evidenced withholding only, unfunded-commitment impact and clawback notation.
  • draft-investor-letterDrafts LP communications with a separate review cover: quarterly update, annual meeting notice, onboarding welcome, closing, final close, extension, wind-down or ad hoc reply.
  • draft-side-letterDrafts an LP side letter from requested provisions (fee discount, MFN, co-invest, reporting, ERISA), citing a supplied LPA or marking sections [VERIFY], with conflict checks.

Compliance & Regulatory3

  • check-complianceReviews a document for evidence gaps against FATCA, CRS, AML/KYC, ERISA, Form PF/D/ADV, AIFMD and SFDR requirements; document language is not operational compliance.
  • kyc-reviewReviews one investor KYC/AML package: extracts a structured record, applies the firm's rules grid and routes it to request documents, escalate for EDD or hold, with collection completeness out of 100.
  • regulatory-filingPrepares a filing draft for Form PF/D/ADV, 13F/13H, FATCA/CRS or FBAR: extracts required data points, scores completeness and flags gaps against the deadline; no submission or certification.

Analysis & Reporting3

  • audit-supportDrafts an audit support pack: representation letter draft, confirmation population for the auditor, and helper-backed capital and fee schedules.
  • waterfall-reviewExtracts waterfall tiers, preferred return, catch-up, carry, clawback and fee terms, checks consistency and records comparisons only against identified, dated sources.
  • report-pdfRenders fund review Markdown or structured JSON into a formatted PDF, preserving report content, score labels and scales, evidence and limitations.

Negotiation & Strategy6

  • lpa-negotiateTurns LP-unfavorable LPA provisions into counter-proposal language, ranked P0 to P4 with push/trade/accept stances, a four-round roadmap and concession matrix.
  • benchmarkLists departures from ILPA published positions as discussion points and shows the illustrative reference ranges in this skill, labelled not market data, with each term's effect.
  • plain-englishTranslates a fund document clause by clause into plain English: practical impact, risk flags, a defined-terms glossary, and worked waterfall and clawback examples.
  • playbookTracks how a firm's LPA terms drift across fund vintages and builds a negotiation playbook of observed positions and asks.
  • search-precedentSearches prior review outputs for provisions matching a query, ranks matches by fund, vintage and section, and compares corpus positions versus outliers.
  • counsel-handoffPackages an LPA, PPM or side letter review into a brief for external counsel: P0-P3 triage, redline requests and open questions with section citations.

Tracking & Monitoring4

  • mfn-trackerTracks MFN provisions across a fund's executed side letters, builds an eligibility matrix per LP, flags cascade risk, and drafts election forms and a redacted disclosure schedule.
  • obligation-trackerInventories every side letter obligation by category, frequency and due date, records the evidence supplied for each and flags what is outstanding.
  • covenant-monitorExtracts financial, reporting and negative covenants from a credit facility and recomputes headroom from supplied data; no compliance verdict.
  • regulatory-calendarBuilds a 12-month filing calendar from fund type, registration and AUM, spanning Form ADV/PF/D, 13F/13H, FATCA/CRS, AIFMD and UK SDR, with an event queue, watch list and 90/60/30-day alerts.

Analytics & Modeling4

  • performance-calcComputes IRR, TVPI, DPI, RVPI, MOIC, and PME from cash flows or a capital account statement, with helper bisection workpapers and J-curve analysis.
  • cashflow-forecastProjects capital calls, distributions, and NAV from explicit dated assumptions using deterministic Decimal workpapers, with scenario comparisons.
  • scenario-modelRuns user-specified named scenario schedules through deterministic workpapers: NAV, calls, distributions, TVPI/DPI, dated IRR and single-event waterfall tiers, with explicit sensitivity runs.
  • fee-auditRecomputes management fees and offsets with the packaged helper, checks carry terms against the supplied LPA and lists exceptions; pref accrual and clawback use supplied workpapers only.

Investor & Operations4

  • investor-onboardPrepares an onboarding checklist by investor type: documents to collect, the qualification, tax and screening reviews to run, owners and a timeline.
  • ddq-respondDrafts answers to an investor DDQ or RFP mapped to the 20 ILPA DDQ 2.0 topics, citing sources, grading answers A-F and flagging questions that need human input.
  • entity-mapMaps a fund structure into a Mermaid diagram, entity registry, ownership chain and fee-flow tables, flagging blocker, feeder and ERISA plan-asset gaps.
  • data-roomDrafts a data room index across eight categories with Required/Recommended/Optional status, gaps from a supplied document list and NDA-gated access tiers, for human approval.

Portfolio Intelligence3

  • portfolio-dashboardAggregates several funds' supplied statements into one LP view: TVPI/DPI/RVPI, strategy and GP mix, J-curve stage, and unfunded commitments.
  • reconcileMatches two fund documents line by line (capital call vs capital account, distribution vs K-1, sequential statements, PCAPs vs financial statements) and lists every break with helper workpapers.
  • review-deedReviews a deed of adherence, equity wrapper, or management participation agreement: obligations assumed, vesting, good and bad leaver terms, and information access limits.

Investor Compliance & Onboarding6

  • investor-classifyDrafts a preliminary investor classification from supplied documents, with the document requirements checklist and the FATCA, CRS, ERISA, UBTI and ECI questions to resolve.
  • fatca-crs-classifyReviews W-8, W-9 and CRS self-certifications into a preliminary FATCA Chapter 3/4 and CRS classification, marking unresolved facts and form gaps incomplete.
  • suitability-checkReviews evidence for the accredited investor, qualified purchaser and qualified client tests, recording each as supported or incomplete; does not determine eligibility.
  • aml-screenReviews supplied AML/CFT evidence: identity, ownership, PEP/sanctions records and funds/wealth; preserves missing checks and potential matches; no live screening.
  • kyc-trackerTracks KYC collection across every investor in a fund: per-investor completeness, outstanding document matrix, expiry alerts and refresh cycles by risk rating, with an Excel tracker.
  • subscription-processCoordinates the classification, documents, suitability, FATCA/CRS and screening reviews into one evidence and gap report; admission stays a separate human decision.

Document Intake3

  • ingestClassifies a folder of mixed fund PDFs, routes each to its /fund review-* skill, runs reconciliation on matching pairs and the portfolio dashboard at 3+ funds.
  • ingest-emailParses an email or .eml and its attachments, then cross-validates the amounts, deadlines and fund names it claims against the documents to flag mismatches and wire-change red flags.
  • monitor-emailReads an explicitly authorised Gmail scope for fund emails, stages PDF, XLSX and DOCX attachments in an isolated review run and logs provenance.

Advanced4

  • multi-doc-analyzeCross-references 2+ related fund documents for provision conflicts, amendment lineage, and MFN cascades.
  • smart-contract-simRuns the packaged whole-fund waterfall helper on user-supplied scenarios: tier traces, edge cases and pseudocode; clawback and deal-by-deal stay UNCALCULATED.
  • chatConversational query interface over fund documents and prior /fund outputs, answering with document, section, and exact-quote citations and routing to the command that fills a data gap.
  • amendment-draftDrafts a formatted LPA amendment with recitals, amendment clauses, ratification, signature blocks, and a redline of old versus new text.

ESG, Tax & Specialized4

  • esg-reportDrafts a preliminary ESG report for applicable SFDR, climate, EDCI, PRI and Taxonomy frameworks from supplied data, with explicit gaps; does not certify SFDR compliance.
  • tax-reviewAnalyzes a K-1 or tax package for UBTI, ECI, Section 199A QBI, 163(j) limits, state filing questions, PFIC exposure and capital account reconciliation.
  • board-memoDrafts a board, LPAC, annual or special meeting memo: agenda, sourced performance, conflict disclosures, LPAC process checklist and GP-owned recommendation slots.
  • wire-verifyFlags bank/beneficiary changes and missing callback evidence for wire instructions; prepares a masked checklist; no payment approval.

Coming next · Workspace in development

The skills are the start. A shared workspace comes next.

FundAdmin AI Workspace is the OS we’re building for fund teams: an AI assistant, your documents, custom applications and reviewed work in one place.

The skills toolkit is available now. The workspace is an early working prototype in development; public availability and launch timing are still to be confirmed.

Explore the coming workspace

Join the first pilot

Choose one workflow to try.

Tell us which document task your team wants to improve. We can help with setup and a supervised first run using synthetic or approved redacted documents. The skills toolkit is already available to download.

An illustrative team checks a document together beside a laptop.
Illustrative review scene · AI-generated
  • A workflow you run today: LPA review, capital-call checks, side-letter obligations
  • Synthetic or redacted documents you are cleared to share
  • A named reviewer who signs off before anything is acted on

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