fund-operations-compliance-dashboard
CommunityReal-time fund-compliance for real estate PE
Authormariourquia
Version1.0.0
Installs0
System Documentation
What problem does it solve?
The Fund Operations Compliance Dashboard provides a centralized, auditable engine to manage regulatory and governance tasks for closed-end RE private equity funds, ensuring deadlines, calculations, and reports are accurate and on time.
Core Features & Use Cases
- Compliance dashboard with color-coded status per item and a 90-day calendar of regulatory deadlines (Form D, AML/KYC, LPAC, fee calculations, capital calls, distributions, and expense monitoring).
- End-to-end workflows: subscription processing, capital account maintenance, capital calls, distributions, fund expense allocation, MFN/side-letter tracking, and LPAC governance artifacts.
- Outputs include compliance dashboard, action items, workflow outputs, fee/expense summaries, capital account statements, and LPAC-ready calendars used for reporting and governance.
Quick Start
Input fund terms and investor data to generate a live compliance dashboard with deadlines, action items, and LPAC-ready reports.
Dependency Matrix
Required Modules
None requiredComponents
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: fund-operations-compliance-dashboard Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#fund-operations-compliance-dashboard Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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