cap-call-notification-workflow

What problem does it solve?

This skill prevents family offices from mishandling GP capital call notices by turning incoming cap-call communications into validated funding, accurate ledger updates, and timely reconciliations.

Core Features & Use Cases

• Capital-call notice parsing: Extract partnership name, GP entity, call number, amount, called-to-date, and wire instructions from a provided PDF or image.
• Wire-fraud prevention via confirmation: Compare notice wire instructions against prior records before proceeding, escalating any mismatch via known-good phone contact.
• Funding workflow with accounting outputs: Compute liquidity impact, draft principal memo, log ledger updates, set reminders, capture wire execution details, and reconcile with custodian/admin records.

Example use case: A GP sends a cap call notice with updated wire details; the skill verifies instructions against the commitment ledger, drafts what the principal needs to approve, logs the call, and generates a reconciliation-focused wire packet.

Quick Start

Tell the assistant: "Process this GP capital call notice for [partnership name] with the provided deadline and wire instructions, then produce the principal memo and accounting wire packet."