distribution-notice-generator

Community

Automates LP distribution notices & tax previews.

Authorchibus0368-pixel
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: distribution-notice-generator
Download link: https://github.com/chibus0368-pixel/om-analyzer/archive/main.zip#distribution-notice-generator

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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