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investor-lifecycle-manager

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End-to-end LP lifecycle management for CRE funds.

Finance & Accounting#reporting#audits#investor-relations#lp-management#gips#capital-calls#cre-fund
Authormariourquia
Version1.0.0
Installs0

System Documentation

What problem does it solve?

LPs and GP teams struggle to coordinate investor meetings, reporting, and compliance across the full lifecycle of a CRE fund. This skill provides a structured framework to streamline onboarding, performance communication, audits, and re-ups.

Core Features & Use Cases

  • Investor meeting preparation and Q&A anticipation
  • Benchmarking, performance attribution, and cash management workflows
  • Audit coordination and PBC tracking with a detailed reference library
  • Re-up solicitation planning, term comparison, and LP relationship logging
  • GIPS-compliant reporting templates and satisfaction tracking

Quick Start

Open an LP lifecycle plan for your CRE fund and instruct the system to generate an activation pack with meeting schedules, data templates, and governance notes.

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: investor-lifecycle-manager
Download link: https://github.com/mariourquia/cre-skills-plugin/archive/main.zip#investor-lifecycle-manager

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