Playbook · Free download
Build Your Own
AI Back Office.
Five Claude skills that run the work your back office does by hand, on your own data.
Here is the monthly close most GPs still run. Export from the PMS, re-key into QuickBooks, copy into a waterfall spreadsheet, update the portal, draft the investor letter from a blank page. One number, keyed by hand five times.
Five systems, three sources of truth, you in the middle. That runs $4,000 to $8,000 a month, plus 20+ of your own hours. And one wrong cell sends the wrong distribution to 200 investors.
This playbook hands that work to five skills you install in Claude and run on your own numbers. They calculate, draft, and reconcile: the waterfall, the LP letter, the property rollup, the QuickBooks tie-out. You stop being the integration layer.
Inside the playbook
- The Distribution Officer: runs your waterfall and drafts every investor notice, reconciled to the dollar.
- Investor Relations: drafts your quarterly LP letter in your voice.
- The Controller: rolls property numbers to the fund and explains the variances.
- The Bookkeeper: ties your PMS export to QuickBooks and flags what does not match.
- Portfolio View: NOI, occupancy, and distributable cash for the whole fund on one screen.
- Why it breaks every month, and what the connected version fixes.
This isn't theory. Five skills you install and run on your own numbers.