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All 62 Commands

FundAdmin AI provides 62 specialized commands organized across 14 categories. Each command is designed for a specific fund administration workflow, from document review to ESG reporting.

Quick Reference

Document Review

CommandDescription
/fund review-lpaFlagship LPA review with 5 parallel agents and LPA Safety Score 0-100
/fund review-ppmPPM review covering risk factors, fee disclosures, and regulatory status
/fund review-subscriptionSubscription document review with investor qualification analysis
/fund review-side-letterSide letter obligation extraction with MFN triggers and LPA conflicts
/fund compareSide-by-side document comparison with material changes highlighted
/fund extract-termsKey term extraction with defined terms, fee provisions, and plain English
/fund review-capital-callCapital call notice validation with Health Score and per-LP allocation checks
/fund review-distribution-noticeDistribution notice validation with waterfall compliance and tax withholding checks
/fund review-capital-accountCapital account statement review with math validation and prior-period reconciliation
/fund review-k1Schedule K-1 (Form 1065) review with UBTI/ECI flags and state nexus analysis
/fund review-poaPower of attorney review with scope analysis and risk assessment
/fund review-gp-updateGP quarterly activity update analysis with metrics extraction and LPA compliance check

Document Generation

CommandDescription
/fund draft-capital-callILPA-compliant capital call notices with per-LP calculations
/fund draft-distributionDistribution notices with waterfall summary and tax withholding
/fund draft-investor-letterInvestor letters for quarterly, annual, onboarding, ad-hoc, and closing
/fund draft-side-letterSide letter drafting with fee discount, MFN, co-invest, and more

Compliance & Regulatory

CommandDescription
/fund check-complianceMulti-framework compliance checks: FATCA, CRS, AML/KYC, ERISA, AIFMD
/fund kyc-reviewKYC review with identity verification, beneficial ownership, and sanctions
/fund regulatory-filingRegulatory filing preparation for Form PF, Form D, Form ADV, and more

Analysis & Reporting

CommandDescription
/fund audit-supportAudit support package with confirmations, schedules, and workpapers
/fund waterfall-reviewDistribution waterfall validation with hurdle, catch-up, and clawback
/fund report-pdfProfessional PDF report generation with score gauges and risk charts

Negotiation & Strategy

CommandDescription
/fund lpa-negotiateLPA negotiation with redlines, counter-proposals, and P0-P4 priority
/fund benchmarkMarket benchmark comparison for fees, carry, preferred return, and more
/fund plain-englishClause-by-clause legalese translation with risk flags
/fund playbookTerms evolution analysis across vintages with drift and leverage insights

Tracking & Monitoring

CommandDescription
/fund mfn-trackerMFN election tracking with eligibility, cascade risks, and election forms
/fund obligation-trackerObligation inventory with deadlines, compliance status, and exam-ready logs
/fund covenant-monitorDebt covenant monitoring with headroom, breach alerts, and cross-default
/fund regulatory-calendar12-month filing calendar for all major regulatory deadlines

Analytics & Modeling

CommandDescription
/fund performance-calcIRR, TVPI, DPI, RVPI, MOIC, PME, and J-curve calculations
/fund cashflow-forecastYale Model (Takahashi-Alexander) quarterly cash flow projections
/fund scenario-modelBase/Downside/Upside scenario modeling with waterfall impact
/fund fee-auditComprehensive fee verification across management, carry, and offsets

Portfolio Intelligence

CommandDescription
/fund portfolio-dashboardMulti-fund portfolio aggregation with consolidated analytics, vintage analysis, and allocation breakdowns
/fund reconcileCross-document reconciliation detecting discrepancies across capital accounts, K-1s, and distribution notices
/fund review-deedDeed of adherence and equity wrapper review with LPA alignment and structural risk flags

Investor & Operations

CommandDescription
/fund investor-onboardInvestor onboarding workflows for individual, entity, ERISA, trust, non-US
/fund ddq-respondILPA DDQ response drafting with AI-generated answers and quality scoring
/fund entity-mapEntity structure visualization with Mermaid diagrams and ownership chains
/fund data-roomILPA-compliant data room setup with folder structure and access tiers

Advanced

CommandDescription
/fund multi-doc-analyzeCross-reference analysis across multiple documents with conflict detection
/fund smart-contract-simWaterfall simulation as programmable logic with execution traces
/fund chatConversational mode for natural language queries with document citations
/fund amendment-draftAmendment drafting with track changes, recitals, and common amendment types

ESG, Tax & Specialized

CommandDescription
/fund esg-reportESG reporting across SFDR, TCFD, EDCI, UN PRI, and EU Taxonomy
/fund tax-reviewTax document review covering K-1, UBTI, ECI, Section 199A, and more
/fund board-memoBoard and LPAC memo generation with performance, conflicts, and resolutions
/fund wire-verifyPayment anomaly detection with FATF screening and risk classification

Investor Compliance & Onboarding

CommandDescription
/fund investor-classifyAuto-classify investor into 10 categories and generate tailored document requirements checklist
/fund fatca-crs-classifyFATCA Chapter 3/4 and CRS classification with W-8BEN vs W-8BEN-E vs W-9 determination and treaty benefits
/fund suitability-checkQualified Purchaser ($5M+), Accredited Investor, and Qualified Client verification with documentation assessment
/fund aml-screenAML/CFT screening with PEP classification, OFAC/EU/UN sanctions checks, source of funds, and risk rating
/fund kyc-trackerMulti-investor KYC document tracker with completeness percentage, expiry alerts, and refresh cycles
/fund subscription-processEnd-to-end pipeline: classify → suitability → FATCA/CRS → AML → KYC → subscription review → acceptance recommendation

Document Intake

CommandDescription
/fund ingestScan folder of mixed GP portal PDFs, auto-classify into 12 document types with confidence scoring, prioritize, reconcile, and generate action items
/fund ingest-emailParse fund admin emails, extract context, classify attachments, cross-validate email vs. document content (mismatch = fraud indicator), generate action items

Knowledge Management

CommandDescription
/fund vault-init [path]Create Obsidian vault with dashboards, templates, Kanban boards, and Dataview queries
/fund vault-sync [path]Sync review outputs into vault with YAML frontmatter, tags, and backlinks

This tool does not provide financial, legal, or tax advice.