Agent skill

Fund Operations

Compute fund KPIs (TVPI, DPI, IRR, MOIC), model carried interest and management fees, and generate LP quarterly update narratives.

MITAuto-check passedBusiness, Finance & HR

Install Fund Operations

skills CLI

$ npx skills add davepoon/buildwithclaude --skill fund-operations -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI

$ gh skill install davepoon/buildwithclaude fund-operations --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy

$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/venture-capital-intelligence/skills/fund-operations .claude/skills/fund-operations && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Paste into Claude Code

Install the "fund-operations" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations into .claude/skills/fund-operations/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fund-operations", then confirm the skill loads.

Claude Code copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

$skill-installer

$skill-installer install https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations

Type this inside Codex. $skill-installer <name> installs a curated skill from openai/skills. The installer writes to $CODEX_HOME/skills (default ~/.codex/skills). Restart Codex if the skill does not show up.

skills CLI

$ npx skills add davepoon/buildwithclaude --skill fund-operations -a codex

Project install goes to .agents/skills/; add -g for ~/.codex/skills/.

GitHub CLI

$ gh skill install davepoon/buildwithclaude fund-operations --agent codex

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .agents/skills && cp -r skills-src/plugins/venture-capital-intelligence/skills/fund-operations .agents/skills/fund-operations && rm -rf skills-src

Use ~/.agents/skills/ instead of .agents/skills for a personal install.

Codex skills documentation · loads skills from .agents/skills/

Paste into Codex

Install the "fund-operations" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations into .agents/skills/fund-operations/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fund-operations", then confirm the skill loads.

Codex copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add davepoon/buildwithclaude --skill fund-operations -a cursor

Project install goes to .agents/skills/; add -g for ~/.cursor/skills/.

GitHub CLI

$ gh skill install davepoon/buildwithclaude fund-operations --agent cursor

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .cursor/skills && cp -r skills-src/plugins/venture-capital-intelligence/skills/fund-operations .cursor/skills/fund-operations && rm -rf skills-src

Use ~/.cursor/skills/ instead of .cursor/skills for a personal install.

Cursor skills documentation · loads skills from .cursor/skills/, .agents/skills/, .claude/skills/, .codex/skills/

Paste into Cursor

Install the "fund-operations" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations into .cursor/skills/fund-operations/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fund-operations", then confirm the skill loads.

Cursor copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

gemini skills install

$ gemini skills install https://github.com/davepoon/buildwithclaude.git --path plugins/venture-capital-intelligence/skills/fund-operations

--scope user (default) or --scope workspace; --path is the subfolder of the repo that holds the skill; --consent skips the security confirmation prompt.

skills CLI

$ npx skills add davepoon/buildwithclaude --skill fund-operations -a gemini-cli

Project install goes to .agents/skills/; add -g for ~/.gemini/skills/.

GitHub CLI

$ gh skill install davepoon/buildwithclaude fund-operations --agent gemini-cli

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .gemini/skills && cp -r skills-src/plugins/venture-capital-intelligence/skills/fund-operations .gemini/skills/fund-operations && rm -rf skills-src

Use ~/.gemini/skills/ instead of .gemini/skills for a personal install, then run /skills reload.

Gemini CLI skills documentation · loads skills from .gemini/skills/, .agents/skills/

Paste into Gemini CLI

Install the "fund-operations" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations into .gemini/skills/fund-operations/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fund-operations", then confirm the skill loads.

Gemini CLI copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

GitHub CLI

$ gh skill install davepoon/buildwithclaude fund-operations

Installs for Copilot at project scope by default; add --scope user for a personal install. Preview a skill first with gh skill preview. Needs GitHub CLI 2.90.0 or later (public preview).

skills CLI

$ npx skills add davepoon/buildwithclaude --skill fund-operations -a github-copilot

Project install goes to .agents/skills/; add -g for ~/.copilot/skills/.

Manual copy

$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .github/skills && cp -r skills-src/plugins/venture-capital-intelligence/skills/fund-operations .github/skills/fund-operations && rm -rf skills-src

Use ~/.copilot/skills/ instead of .github/skills for a personal install. Commit .github/skills so cloud agent and code review can use it.

GitHub Copilot skills documentation · loads skills from .github/skills/, .claude/skills/, .agents/skills/

Paste into GitHub Copilot

Install the "fund-operations" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations into .github/skills/fund-operations/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fund-operations", then confirm the skill loads.

GitHub Copilot copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

skills CLI

$ npx skills add davepoon/buildwithclaude --skill fund-operations -a opencode

OpenCode documents no install command of its own. Project install goes to .agents/skills/; add -g for ~/.config/opencode/skills/.

GitHub CLI

$ gh skill install davepoon/buildwithclaude fund-operations --agent opencode

Project scope by default (.agents/skills/); add --scope user for a personal install.

Manual copy

$ git clone --depth 1 https://github.com/davepoon/buildwithclaude.git skills-src && mkdir -p .opencode/skills && cp -r skills-src/plugins/venture-capital-intelligence/skills/fund-operations .opencode/skills/fund-operations && rm -rf skills-src

Use ~/.config/opencode/skills/ instead of .opencode/skills for a personal install.

OpenCode skills documentation · loads skills from .opencode/skills/, .claude/skills/, .agents/skills/

Paste into OpenCode

Install the "fund-operations" agent skill from https://github.com/davepoon/buildwithclaude/tree/main/plugins/venture-capital-intelligence/skills/fund-operations into .opencode/skills/fund-operations/ in this project. Copy the whole folder (SKILL.md and every file beside it), keep the folder name "fund-operations", then confirm the skill loads.

OpenCode copies the folder itself, the same result as the manual copy. Check what it changed before you commit it.

Facts

Skill name: fund-operations
GitHub stars: 3.6k
Token cost: ~1.1k tokens
SKILL.md length: 306 words
Files: 3 (incl. scripts)
Skills in repo: 246
Repo updated: Oct 9, 2026
First seen: Oct 7, 2026
Licence: MIT

At a glance

Compute fund KPIs (TVPI, DPI, IRR, MOIC), model carried interest and management fees, and generate LP quarterly update narratives.

Works in 5 steps: COLLECT FUND DATA → CLAUDE: PREPARE FUND INPUTS → PYTHON: COMPUTE FUND KPIs AND ECONOMICS → …
Tasks that involve Fundraising and pitch decks
SKILL.md covers STEP 1 — COLLECT FUND DATA, STEP 2 — CLAUDE: PREPARE FUND…, STEP 3 — PYTHON: COMPUTE FUND… and STEP 4 — CLAUDE: WRITE LP…, plus 2 more sections
Runs Python scripts from its folder; calls python

What it does

Fund Operations is an agent skill from davepoon/buildwithclaude. Compute fund KPIs (TVPI, DPI, IRR, MOIC), model carried interest and management fees, and generate LP quarterly update narratives. Triggered by: "/venture-capital-intelligence:fund-operations", "calculate fund KPIs", "what is my fund TVPI", "IRR calculation", "compute MOIC", "LP report", "quarterly update draft", "carried interest calculation", "management fee calculation", "fund performance report", "write my LP update", "how is my fund performing", "what is my DPI", "fund returns analysis", "model my carry"…

Its SKILL.md is about 1.1k tokens, which your agent loads only when the skill is triggered. The skill folder holds 3 other files, including scripts (for example `scripts/fund_formatter.py` and `scripts/fund_kpi_calc.py`).

It sits in Business, Finance & HR, covering Fundraising and pitch decks and OKRs and executive reporting. It works with Python. The repository describes itself as: A single hub to find Claude Skills, Agents, Commands, Hooks, Plugins, and Marketplace collections to extend Claude Code, Claude Desktop, Agent SDK and OpenClaw. The licence is MIT.

When your agent uses it

Tasks that involve Fundraising and pitch decks
Tasks that involve OKRs and executive reporting

Example prompts

“/venture-capital-intelligence:fund-operations”
“calculate fund KPIs”
“what is my fund TVPI”
“/fund-operations”

Requirements

Python 3

Workflow steps

5 steps, taken from the step headings in SKILL.md.

COLLECT FUND DATA
CLAUDE: PREPARE FUND INPUTS
PYTHON: COMPUTE FUND KPIs AND ECONOMICS
CLAUDE: WRITE LP QUARTERLY NARRATIVE
PYTHON: FORMAT FINAL REPORT

What it can do on your machine

Read from SKILL.md and the folder at commit 616deb5. It shows what the files ask for, not the result of running them.

Tool permissions
Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.
From allowed-tools in the SKILL.md frontmatter.
Runs code
Ships 2 files in scripts/ (Python), which the agent can run.
Shell commands in SKILL.md call:
- python
From the folder's file list and the shell code blocks in SKILL.md.
Network
No URLs in SKILL.md.
From URLs in SKILL.md, links to its own repository left out.
Credentials
Names no API keys, tokens, secrets or passwords.
From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Fund Operations loads about 1.1k tokens when it runs. Until then it costs about 165 tokens; SKILL.md has 306 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it: ~165
When it runs · the whole SKILL.md, loaded when a task matches: ~1.1k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); the scripts in this folder are not scanned.

SKILL.md

The full file from davepoon/buildwithclaude at commit 616deb5, republished under its MIT licence (© davepoon). 306 words, ~1,116 tokens.

Download SKILL.mdSave it as .claude/skills/fund-operations/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.

name: fund-operations
description: Compute fund KPIs (TVPI, DPI, IRR, MOIC), model carried interest and management fees, and generate LP quarterly update narratives. Triggered by: "/venture-capital-intelligence:fund-operations", "calculate fund KPIs", "what is my fund TVPI", "IRR calculation", "compute MOIC", "LP report", "quarterly update draft", "carried interest calculation", "management fee calculation", "fund performance report", "write my LP update", "how is my fund performing", "what is my DPI", "fund returns analysis", "model my carry", "how much carry do I earn", "portfolio performance summary", "generate investor update". Claude Code only. Requires Python 3.x.
category: business-finance
platform: claude-code
requires: python3

Venture Capital Intelligence — Fund Operations Agent

You are a fund administrator and CFO for a venture capital fund. You compute LP-grade fund metrics, model carried interest and management fees, and draft LP quarterly narratives.

Pipeline: Claude collects fund data → Python computes KPIs and economics → Claude writes LP narrative → Python formats report

STEP 1 — COLLECT FUND DATA

Ask for or extract:

Fund basics:

Fund name
Fund size (committed capital $)
Vintage year (year of first close)
Fund life (years, default 10)
Management fee % (default 2%)
Carry % (default 20%)
Hurdle rate % (default 8%)

Portfolio companies: For each investment:

Company name | Invested amount | Current fair value | Realized proceeds | Investment date | Status (active/exited)

Cash flows (for IRR):

Capital call dates and amounts
Distribution dates and amounts

STEP 2 — CLAUDE: PREPARE FUND INPUTS

Save to ${CLAUDE_PLUGIN_ROOT}/skills/fund-operations/output/fund_inputs.json:

json

{
  "fund_name": "",
  "committed_capital": 0,
  "vintage_year": 2020,
  "current_year": 2025,
  "management_fee_pct": 0.02,
  "carry_pct": 0.20,
  "hurdle_rate": 0.08,
  "fund_life_years": 10,
  "investments": [
    {
      "company": "",
      "invested": 0,
      "current_fmv": 0,
      "realized": 0,
      "investment_date": "YYYY-MM",
      "status": "active"
    }
  ],
  "cash_flows": [
    {"date": "YYYY-MM", "amount": 0, "type": "call"}
  ]
}

STEP 3 — PYTHON: COMPUTE FUND KPIs AND ECONOMICS

Run: python "${CLAUDE_PLUGIN_ROOT}/skills/fund-operations/scripts/fund_kpi_calc.py"

Computes:

TVPI = (Realized + Unrealized FMV) / Total Invested
DPI = Realized / Total Invested
RVPI = Unrealized FMV / Total Invested
IRR = Annualized return on capital calls and distributions
MOIC per company and fund-level
Management fee total paid to date
Carry earned / projected at current valuations
J-curve position (are we in the valley? turning up?)

Writes fund_output.json.

STEP 4 — CLAUDE: WRITE LP QUARTERLY NARRATIVE

Using fund_output.json, write a 300-word LP quarterly update in the tone of a professional fund manager:

Structure:

Opening (1 sentence): Quarter summary in one line
Portfolio highlights (2–3 bullets): Top performing companies, key milestones
Fund metrics (reference numbers): TVPI, DPI, top MOIC companies
Market context (1 paragraph): Macro conditions affecting portfolio and new investments
New investments (if any): Brief description of new deals
Exits/realizations (if any): What was returned to LPs and why
Outlook (1 paragraph): Forward-looking, honest, no hype

Tone: Professional, honest, direct. LPs are sophisticated. Never say "exciting" or "pleased to announce." Say what happened and what it means.

STEP 5 — PYTHON: FORMAT FINAL REPORT

Run: python "${CLAUDE_PLUGIN_ROOT}/skills/fund-operations/scripts/fund_formatter.py"

KEY FORMULAS

TVPI = (Sum(Realized) + Sum(Current FMV)) / Sum(Invested)
DPI  = Sum(Realized) / Sum(Invested)
RVPI = Sum(Current FMV) / Sum(Invested)
MOIC per company = (Realized + Current FMV) / Invested

Management Fee (investment period, yrs 1-5):
  Annual fee = committed_capital × management_fee_pct

Carried Interest (European waterfall):
  1. LPs get all capital back
  2. LPs get preferred return (hurdle rate × capital × years)
  3. GP catch-up (until GP has 20% of total profits)
  4. 80/20 split of remaining profits

J-Curve: Fund is typically negative TVPI in years 1-3 (fees + no exits),
  turns positive at year 4-6 as portfolio matures.

Files

SKILL.md and 2 other files (scripts) in plugins/venture-capital-intelligence/skills/fund-operations of davepoon/buildwithclaude.

SKILL.md
scripts/fund_formatter.py
scripts/fund_kpi_calc.py

Open the folder on GitHubat commit 616deb5

Compare with similar skills

Fund Operations next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Fund Operations compared with similar skills
Skill	Stars	Used in	Tokens	Auto-check	Licence	Repo updated
Fund Operations this skilldavepoon/buildwithclaude	3.6k	—	~1.1k	Automated safety check: Pass	MIT	today
Replit Decksanqiufong/slides-from-anything	132	1 repos	~2.9k	Automated safety check: Pass	Apache-2.0	today
Board Updateshawnpang/startup-founder-skills	342	—	~2.3k	Automated safety check: Pass	MIT	6 mo ago
Aliyun Arms Querycinience/alicloud-skills	397	—	~1.6k	Automated safety check: Pass	MIT	1 mo ago
Gtm Board And Investor Communicationgithub/awesome-copilot	40k	1 repos	~4.7k	Automated safety check: Pass	MIT	today
Process Mapperalirezarezvani/claude-skills	28k	—	~2.2k	Automated safety check: Pass	MIT	1 mo ago

Similar skills

Replit Deck
sanqiufong/slides-from-anything
Single-file horizontal-swipe HTML deck in the style of Replit Slides's landing-page template gallery.
132 GitHub starsUsed in 1 repo~2.9k tokens
Business, Finance & HRAuto-check passed
Board Update
shawnpang/startup-founder-skills
When the user needs to write a monthly or quarterly investor update, prepare a board deck, or communicate company progress to stakeholders.
342 GitHub stars~2.3k tokensUpdated 6 mo ago
Business, Finance & HRAuto-check passed
Aliyun Arms Query
cinience/alicloud-skills
A skill your agent uses when querying distributed traces or application metrics in Alibaba Cloud ARMS (Application Real-Time Monitoring Service).
397 GitHub stars~1.6k tokensUpdated 1 mo ago
Business, Finance & HRAuto-check passed
Gtm Board And Investor Communication
github/awesome-copilot
Official
Board meeting preparation, investor updates, and executive communication.
40k GitHub starsUsed in 1 repo~4.7k tokens
Business, Finance & HRAuto-check passed
Process Mapper
alirezarezvani/claude-skills
A skill your agent uses when a BizOps lead, COO, or process-improvement owner needs to document an end-to-end business process (procurement, employee onboarding, incident handoff…
28k GitHub stars~2.2k tokensUpdated 1 mo ago
Business, Finance & HRAuto-check passed
Board Deck Builder
alirezarezvani/claude-skills
Assembles comprehensive board and investor update decks by pulling perspectives from all C-suite roles.
28k GitHub starsUsed in 1 repo~1.9k tokens
Business, Finance & HRAuto-check passed

Questions about Fund Operations

What does Fund Operations do?

Compute fund KPIs (TVPI, DPI, IRR, MOIC), model carried interest and management fees, and generate LP quarterly update narratives. Fund Operations is an agent skill from davepoon/buildwithclaude. Compute fund KPIs (TVPI, DPI, IRR, MOIC), model carried interest and management fees, and generate LP quarterly update narratives.

When should I use Fund Operations?

Fund Operations fits situations like: tasks that involve Fundraising and pitch decks; tasks that involve OKRs and executive reporting.

How do I install Fund Operations in Claude Code?

Run `npx skills add davepoon/buildwithclaude --skill fund-operations -a claude-code`. Or copy the skill folder (plugins/venture-capital-intelligence/skills/fund-operations in davepoon/buildwithclaude) into .claude/skills/fund-operations in your project. Claude Code loads it when a task matches its description.

How do I install Fund Operations in Codex?

Run `npx skills add davepoon/buildwithclaude --skill fund-operations -a codex`. Or copy the skill folder (plugins/venture-capital-intelligence/skills/fund-operations in davepoon/buildwithclaude) into .agents/skills/fund-operations in your project. Codex loads it when a task matches its description.

Can I use Fund Operations in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add davepoon/buildwithclaude --skill fund-operations -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/fund-operations, .gemini/skills/fund-operations, .github/skills/fund-operations and .opencode/skills/fund-operations in your project.

What does Fund Operations need to run?

Going by SKILL.md and its folder, Fund Operations needs Python for the scripts in its folder and the command-line tools its instructions call (python). Our summary lists: Python 3.

Does Fund Operations access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Fund Operations safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. The check reads SKILL.md only: the scripts in the folder are not scanned, so read them before running anything.

What licence does Fund Operations use?

Fund Operations is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Fund Operations use?

About 1.1k tokens (SKILL.md is roughly 4.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Fund Operations?

Skills that share tags, products or a category with Fund Operations: Replit Deck (sanqiufong/slides-from-anything, 132 stars), Board Update (shawnpang/startup-founder-skills, 342 stars), Aliyun Arms Query (cinience/alicloud-skills, 397 stars) and Gtm Board And Investor Communication (github/awesome-copilot, 40k stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Fund Operations?

davepoon (a GitHub user) maintains it in davepoon/buildwithclaude, which has 3,605 GitHub stars. The repository holds 246 skills in this directory. The repository was last updated on October 9, 2026.

Source: davepoon/buildwithclaude on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.

Install Fund Operations

Facts

At a glance

What it does

When your agent uses it

Example prompts

Requirements

Workflow steps

What it can do on your machine

Tool permissions

Runs code

Network

Credentials

Context cost

Safety

SKILL.md

Venture Capital Intelligence — Fund Operations Agent

STEP 1 — COLLECT FUND DATA

STEP 2 — CLAUDE: PREPARE FUND INPUTS

STEP 3 — PYTHON: COMPUTE FUND KPIs AND ECONOMICS

STEP 4 — CLAUDE: WRITE LP QUARTERLY NARRATIVE

STEP 5 — PYTHON: FORMAT FINAL REPORT

KEY FORMULAS

Files

Compare with similar skills

Similar skills

More from davepoon/buildwithclaude

Related

Questions about Fund Operations