← All Claude Skills
Claude Workflow/AgentClaude Prompt PackFinance
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-vcDiscovered on Internal via @thetalkinghedge