Fund Performance

Community

Analyze PE/VC fund performance metrics.

Authorganoro
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the computation of complex Private Equity and Venture Capital fund performance metrics, providing detailed, traceable results for accurate financial analysis.

Core Features & Use Cases

  • Comprehensive Metrics: Calculates IRR (Gross/Net), TVPI, DPI, RVPI, and various PME types (Kaplan-Schoar, Direct Alpha, Long-Nickels).
  • Detailed Analysis: Includes J-curve analysis and vintage year performance comparisons.
  • Traceability: Shows all intermediate steps and source data for full transparency.
  • Use Case: An investment analyst needs to report on the performance of a specific fund for Limited Partners. This Skill can compute all required ILPA standard metrics, compare them against benchmarks, and present the results with full auditability.

Quick Start

Compute the Net IRR, TVPI, and DPI for the fund using the provided cash flow data and as-of date.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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 Performance
Download link: https://github.com/ganoro/equiforte-workspaces-local-2/archive/main.zip#fund-performance

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