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distribution-notice-generator

Generate per-LP distribution notices, batch CSVs, and tax previews from fund data.

Updated Apr 1, 2026
Search Tags:#distribution#waterfall#investor-relations#private-equity#capital-accounts#k-1#tax-preparation
One-click install
npx skills add https://github.com/chibus0368-pixel/om-analyzer --skill distribution-notice-generator
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: distribution-notice-generator
Source: https://github.com/chibus0368-pixel/om-analyzer/tree/main/skills/distribution-notice-generator
Command: npx skills add https://github.com/chibus0368-pixel/om-analyzer --skill distribution-notice-generator

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Automates the generation of investor distribution notices and tax previews for CRE funds, reducing manual workload and improving accuracy.

Core Features & Use Cases

  • Batch generate per-LP distribution notices and K-1 previews from a single data extract.
  • Apply waterfall logic (pref, return of capital, GP promote) and maintain per-LP capital accounts.
  • Produce batch CSVs for wires and a GP distribution summary, plus template notices for each LP.

Quick Start

Run the generator with the latest batch data to produce per-LP notices and a tax preview bundle.

Frequently Asked Questions about distribution-notice-generator

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate LP distribution notices and tax previews for a private equity fund?▼

To generate LP distribution notices and tax previews, the Skill identifies the distribution event type, total pool, and LP table, then applies waterfall logic to produce per-LP notices, batch CSVs, and K-1 preview data.

How does waterfall logic apply to capital accounts and GP promote during an LP distribution?▼

Waterfall logic sequentially allocates distributions by return of capital, preferred return, and GP promote across LPs and issuers, maintaining accurate per-LP capital account balances throughout the distribution process.

Can I batch generate distribution notices and K-1 previews from a single data extract?▼

Yes, you can batch generate per-LP distribution notices and K-1 previews from a single data extract, producing batch CSVs for wires, template notices, and a GP distribution summary.

How do I validate wire instructions and tax characterizations against a limited partnership agreement?▼

The Skill validates wire instructions, LP capital accounts, and tax characterizations directly against the LPA, ensuring distribution notices and K-1 preview data comply with the fund's governing terms.

What is the best way to automate tax preparation data for CRE fund investor distributions?▼

Automating tax preparation involves applying waterfall logic to the distribution pool and generating K-1 preview data and batch CSVs for GP review, reducing manual workload and improving tax accuracy.

Does this distribution notice generator work for multiple LPs and issuers in one batch?▼

Yes, it applies distribution waterfall logic across multiple LPs and issuers in a single batch, generating per-LP notices, a GP summary, and CSV files formatted for wire processing.

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