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LP Quarterly Report Generator

$39

Fund-to-LP quarterly: fund performance (IRR, MOIC, DPI, RVPI), attribution by deal, capital calls + distributions summary, portfolio company updates, market commentary, specific follow-on activity, and next-quarter outlook. Pulls from fund admin (SS&C / Juniper Square / Carta) + portco updates via MCP. Turns a week of ops-team effort into a day.

Integrations

ClaudeClaude CodeSS&CJuniper SquareCarta

Source

https://aiautomatedtoolhub.com/claude-skills/lp-quarterly-report-generator-pe-vc

Discovered on Internal via @thetalkinghedge

LP Quarterly Report Generator | Claude Skills | Josh Kincaid's AI Tool Hub