Chronograph LP

chronograph-cashflow-forecast

Forecast private capital cashflows for existing portfolios using Chronograph MCP data and a Takahashi-Alexander style model. Use when Codex needs to analyze or forecast LP-level contributions, distributions, NAV, unfunded exposure, net cashflows, or Excel-style cashflow forecast outputs from existing Chronograph funds, commitments, groups, or portfolios.

chronograph-gp-meeting-prep

Prepare an LP to meet with their fund manager (GP): review the fund's latest reporting, surface what changed since last period, and draft the questions worth raising. Use when someone is getting ready for a manager call, quarterly check-in, annual meeting, LPAC meeting, or a re-up decision — for example "I have my quarterly call with this manager next week, help me prep," "what changed in this fund this quarter," "what should I ask them about these marks," or "what are the red flags in this reporting package." Draws on Chronograph fund and portfolio data when connected — captured reporting such as fund performance, schedules of investments, and portfolio company KPI profiles — and asks the LP to provide anything else it needs, such as a capital account statement, investor letter, or AGM or board deck.

chronograph-portfolio-company-one-pager

GP platform one-pager and investor report generator for private equity portfolio companies. Use this skill whenever a user asks to generate a company tearsheet, one-pager, investor report, portfolio overview, or company deep-dive — especially when they name a company or ask to "build a report", "create a one-pager", or "show me a tearsheet". Also trigger when the user asks to include commentary, quarterly updates, investment narratives, or any Investment Overview in the report output. This skill handles live data fetching via a connected MCP data source OR from an uploaded Excel model, metric formatting, AI-generated or model-sourced commentary, and rendering a fully styled HTML one-pager. Also trigger for LP quarterly updates, valuation summaries, and portco performance pages — any output that combines financials, valuation, and return data for a single portfolio company.