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feat(partner): add FundOS by VantedgeAI — fund operations plugin for VC and private credit - #186

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feat(partner): add FundOS by VantedgeAI — fund operations plugin for VC and private credit#186
rchachra wants to merge 3 commits into
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8vdx1:add-fundos-partner-plugin

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Summary

This PR adds a partner-built plugin for FundOS by VantedgeAI (kela.com) — an AI-native fund operations platform for emerging VC and private credit managers.

FundOS gives emerging managers (the 4,000+ new GPs who launch funds each year) the same fund operations infrastructure as large institutions: capital call engine, LP investor portal, European waterfall calculator, covenant monitoring dashboard, and Virtual Data Room — all accessible through an MCP server so AI agents can read fund state and propose actions for human approval.

What's Included

7 slash commands covering the full fund lifecycle:

Command Description
/fundos:capital-call Draft formal capital call notices with per-LP amounts and wire instructions
/fundos:lp-report Generate quarterly LP reports with DPI/RVPI/TVPI, portfolio summary, and investor letter
/fundos:waterfall Calculate European/American waterfall with step-by-step math and sensitivity table
/fundos:covenant-check RAG compliance dashboard for portfolio company loan covenants + breach notice drafting
/fundos:lp-update Draft LP communications for any fund event (exit, write-down, new investment, milestone)
/fundos:vdr-checklist VDR document checklist by diligence stage (initial / full / closing) with gap analysis
/fundos:fund-snapshot One-page fund snapshot with capital metrics, DPI/RVPI/TVPI, and portfolio composition

6 background skills that fire automatically on relevant trigger phrases:
fund-admin, lp-communications, capital-calls, waterfall-calculations, covenant-monitoring, vdr-workflow

MCP Connector

Connects to the FundOS MCP server at https://mcp.kela.com/mcp. API keys issued from kela.com settings. All commands work standalone (asking for inputs) or with live fund data when the connector is configured.

File Structure

plugins/partner-built/fundos/
├── .claude-plugin/plugin.json
├── .mcp.json
├── README.md
├── commands/
│   ├── capital-call.md
│   ├── lp-report.md
│   ├── waterfall.md
│   ├── covenant-check.md
│   ├── lp-update.md
│   ├── vdr-checklist.md
│   └── fund-snapshot.md
└── skills/
    ├── fund-admin/SKILL.md
    ├── lp-communications/SKILL.md
    ├── capital-calls/SKILL.md
    ├── waterfall-calculations/SKILL.md
    ├── covenant-monitoring/SKILL.md
    └── vdr-workflow/SKILL.md

Format Compliance

File structure and format follow the existing LSEG partner plugin exactly:

  • Commands: frontmatter + numbered workflow + tables + important notes
  • Skills: name/description frontmatter + trigger phrases + workflow steps + output standards
  • plugin.json: matches partner plugin schema (name, version, description, author, keywords, mcpServers)
  • .mcp.json: single MCP server connector

🤖 Generated with Claude Code

@rchachra

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Note: also needs the marketplace.json entry to be registered in the Claude plugin system. Updated the fork — will squash into the PR branch shortly.

rchachra and others added 3 commits August 14, 2026 15:40
Adds a partner-built plugin for FundOS — an AI-native fund operations
platform for emerging VC and private credit managers.

Plugin includes:
- 7 slash commands: /fundos:capital-call, /fundos:lp-report,
  /fundos:waterfall, /fundos:covenant-check, /fundos:lp-update,
  /fundos:vdr-checklist, /fundos:fund-snapshot
- 6 background skills: fund-admin, lp-communications, capital-calls,
  waterfall-calculations, covenant-monitoring, vdr-workflow
- MCP connector to FundOS server at https://mcp.kela.com/mcp
- Full README with installation, API key setup, and usage examples

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
…d skills

Three things this PR branch had accumulated while waiting for review:

1. .mcp.json pointed at https://mcp.kela.com/mcp, which is NXDOMAIN. Merging
   as-is would have shipped a plugin that connects to nothing on every install.
   Now https://fundos.vantedgeai.com/mcp, the documented public endpoint.
2. The marketplace.json entry was the only one of 20 without a displayName.
3. The source of truth had moved ahead by three files: a flux-pack command and
   the board-dashboard and variance-commentary skills.

README now lists both the FSI marketplace and the VantedgeAI one.
@rchachra
rchachra force-pushed the add-fundos-partner-plugin branch from a7820dc to 5d58920 Compare August 14, 2026 19:40
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