Advanced Commands

FundAdmin AI's advanced commands handle complex multi-document workflows, programmable logic simulation, natural language interaction, and document amendment drafting. These commands are designed for power users and sophisticated fund administration scenarios.

---

/fund multi-doc-analyze

Description: Performs cross-reference analysis across multiple fund documents simultaneously. Identifies conflicts between documents, traces amendment lineage, detects MFN cascade effects, and builds a unified view of the fund's complete legal framework. Essential when a fund's terms are spread across an LPA, multiple amendments, and dozens of side letters.

Usage

/fund multi-doc-analyze <file1> <file2> [file3] [file4] ...

Inputs

Parameter	Type	Required	Description
file1	File path	Yes	First document (PDF, DOCX, or TXT)
file2	File path	Yes	Second document (PDF, DOCX, or TXT)
file3...	File paths	No	Additional documents (no practical limit)

Output

Generates MULTI-DOC-ANALYSIS-[fund-name]-[date].md containing:

• Document Inventory -- list of all documents analyzed with type classification (LPA, amendment, side letter, PPM, subscription), date, and parties
• Cross-Reference Map -- provisions in each document that reference, modify, or supersede provisions in other documents, with section-level linkage
• Conflict Detection -- provisions across documents that contradict each other, with severity classification:
  • DIRECT CONFLICT -- mutually exclusive terms (e.g., different management fee rates)
  • AMBIGUITY -- provisions that could be interpreted inconsistently
  • IMPLICIT OVERRIDE -- later document silently changes earlier terms
  • GAP -- expected provision missing from the document set
• Amendment Lineage -- chronological trace of how each key provision has been modified across documents, showing original language, each amendment, and current effective language
• MFN Cascade Analysis -- how side letter terms interact when MFN elections are considered, potential chain reactions, and aggregate exposure
• Unified Terms Summary -- single consolidated view of all effective terms after accounting for amendments, side letters, and superseding provisions
• Defined Term Reconciliation -- defined terms that appear in multiple documents with different definitions, and the controlling definition based on document hierarchy
• Priority of Documents -- the established hierarchy of documents (typically: side letter > amendment > LPA > PPM) with analysis of any unclear priority provisions

Example

/fund multi-doc-analyze lpa-original.pdf amendment-1.pdf amendment-2.pdf side-letter-a.pdf side-letter-b.pdf

Related Commands

• /fund compare -- detailed two-document comparison
• /fund mfn-tracker -- dedicated MFN tracking across side letters
• /fund obligation-tracker -- extract obligations from the unified document set

---

/fund smart-contract-sim

Description: Translates a fund's distribution waterfall into programmable logic and simulates execution with sample data. Produces execution traces showing the flow of capital through each waterfall tier, identifies edge cases (e.g., partial catch-up, clawback triggers, recycling loops), and generates pseudocode that can serve as a specification for actual smart contract or financial system implementation.

Usage

/fund smart-contract-sim <file>

Inputs

Parameter	Type	Required	Description
file	File path	Yes	LPA, waterfall description, or existing waterfall model (PDF, DOCX, JSON, or TXT)

Output

Generates SMART-CONTRACT-SIM-[fund-name]-[date].md containing:

• Waterfall Logic Specification -- formal description of the waterfall in structured format: tiers, conditions, calculations, branching logic
• Pseudocode Implementation -- language-agnostic pseudocode implementing the complete waterfall, including:
  • Return of capital calculation
  • Preferred return accrual (simple/compound, annual/quarterly)
  • GP catch-up with partial catch-up handling
  • Carried interest split with multiple LP classes
  • Clawback trigger conditions and calculation
  • Fee offset integration
• Execution Traces -- step-by-step simulation showing capital flow through each tier with sample data sets:
  • Trace 1: Normal Distribution -- standard profitable exit
  • Trace 2: Loss Scenario -- distribution after a loss, partial return of capital
  • Trace 3: Edge Case - Partial Catch-Up -- insufficient distribution to complete GP catch-up
  • Trace 4: Clawback Trigger -- scenario triggering GP clawback obligation
  • Trace 5: Multiple LP Classes -- different preferred return or carry terms by LP class
• Edge Case Catalog -- identified edge cases in the waterfall logic:
  • Rounding differences across LP allocations
  • Timing of preferred return accrual (daily, quarterly, annual)
  • Recycling provisions and their impact on return of capital
  • Default interest on late contributions
  • In-kind distributions at fair value vs. cost
• State Diagram -- Mermaid state diagram showing waterfall state transitions
• Test Vectors -- input/output pairs for validation of any implementation against the specification

Example

/fund smart-contract-sim fund-iv-lpa.pdf

Related Commands

• /fund waterfall-review -- validate an existing waterfall calculation
• /fund scenario-model -- model waterfall under different scenarios
• /fund performance-calc -- calculate performance metrics from simulated distributions

---

/fund chat

Description: Enters a conversational mode where you can ask natural language questions about fund documents that have been loaded in the current session. Responses include citations to specific document sections, enabling rapid research without manual document searching. Maintains context across the conversation for follow-up questions.

Usage

/fund chat

Inputs

Parameter	Type	Required	Description
(none)	--	--	Activates conversational mode using documents already loaded in the session

Output

Provides interactive responses containing:

• Direct Answers -- concise answers to natural language questions about fund documents
• Document Citations -- specific page numbers, section references, and quoted language supporting each answer
• Cross-Document References -- when the answer spans multiple documents, citations from each source
• Clarification Requests -- when a question is ambiguous, asks for clarification before answering
• Follow-Up Suggestions -- related questions the user may want to ask based on the current topic

Example Queries

/fund chat
> What is the management fee during the investment period?
> How does the key person provision work?
> What happens if an LP defaults on a capital call?
> Compare the transfer restrictions in the LPA versus the side letter
> What are the GP's reporting obligations?
> Is there a clawback escrow requirement?

Related Commands

• /fund review-lpa -- load and analyze an LPA before chatting about it
• /fund extract-terms -- extract terms for structured reference during chat
• /fund plain-english -- get plain English translation of specific provisions discussed

---

/fund amendment-draft

Description: Drafts a fund document amendment with proper legal format including recitals, operative provisions, track changes notation, and signature blocks. Supports common amendment types and generates language consistent with the original document's style and defined terms.

Usage

/fund amendment-draft <file>

Inputs

Parameter	Type	Required	Description
file	File path	Yes	Original document to be amended (PDF, DOCX, or TXT), with amendment instructions included or provided separately

Common Amendment Types

Amendment Type	Description	Typical Triggers
Term Extension	Extends fund term or investment period	Approaching end of initial term, GP request
Fee Modification	Changes management fee rate, basis, or timing	Market conditions, LP negotiation, step-down adjustment
Key Person	Modifies key person list, triggers, or remedies	Personnel departure, team changes, succession planning
Investment Restrictions	Changes investment parameters or concentration limits	Strategy evolution, regulatory changes, LP requests
GP Removal / Replacement	Modifies GP removal mechanics	Governance events, restructuring
Recycling	Adds or modifies capital recycling provisions	Need for additional investment capacity
ERISA / Regulatory	Updates for regulatory compliance changes	New regulations, guidance updates, examination findings

Output

Generates AMENDMENT-[type]-[fund-name]-[date].md containing:

• Amendment Header -- amendment number, date, parties, reference to original agreement and any prior amendments
• Recitals -- whereas clauses establishing:
  • Reference to the original agreement (with date and parties)
  • Authorization for the amendment (required LP consent threshold, LPAC approval, GP authority)
  • Purpose of the amendment
• Operative Provisions -- for each section being amended:
  • Section reference in the original document
  • Current language (quoted)
  • Amended language with track changes notation (additions in bold, deletions in strikethrough)
  • Effective date of the change
• Conforming Changes -- other sections requiring update as a consequence of the primary amendment (e.g., updating cross-references, defined terms, schedules)
• Representations & Warranties -- standard amendment representations (authority, no conflict, binding obligation)
• General Provisions -- governing law, counterparts, entire agreement, ratification of original agreement except as amended
• Consent Verification -- required consent threshold per the LPA, method of obtaining consent (written consent, LP meeting, LPAC vote)
• Signature Blocks -- GP and LP signature pages with entity details

Example

/fund amendment-draft fund-iv-lpa.pdf

Related Commands

• /fund review-lpa -- review the original LPA before drafting amendments
• /fund multi-doc-analyze -- analyze the amendment in context with other fund documents
• /fund compare -- compare the original and amended versions