🛠️ BUILD OF THE WEEK

Five Claude skills that run your waterfall, LP letter, rollup, and reconciliation. You install them today and run them on your own numbers.

This week is not a framework. It's the actual tools.

Most "use AI for your back office" advice stops at a clever prompt. So I built the real thing: five Claude skills you download, drop into Claude, and run on your own deal. A waterfall that reconciles to the dollar. A quarterly letter in your voice. A property-to-fund rollup that explains its own variances. A PMS-to-QuickBooks reconciliation. A whole-portfolio view on one screen.

They're free, link at the bottom. But first, the part that matters, including the one honest reason they don't last.

Most GPs are the integration layer.

Here's the monthly close most GPs still run. Log into the PMS, export the income statement and rent roll. Re-key it into QuickBooks. Copy it into a waterfall spreadsheet nobody fully understands. Update the portal by hand. Draft the investor letter from a blank page.

One property number, keyed by hand five times. Five systems, three sources of truth, and you in the middle of all of it. One slip and the letter is wrong. One wrong cell and the wrong distribution goes to 200 investors.

That's not a software problem yet. That's you being the software.

What the old way actually costs you

If you're managing $50-300M across 10-30 SPEs, here's what that monthly close runs:

A bookkeeper or part-time controller who reconciles GLs and fixes the spreadsheet when it breaks. A CPA firm that re-keys what the bookkeeper already keyed. 10-15 hours a month writing investor updates by hand. 3-5 hours per period on a waterfall in Excel nobody fully understands anymore.

Call it $4,000-8,000 a month plus 20+ of your own hours. And that's when everything goes right.

Your back office isn't a cost center. It's your reputation. Your next raise depends on it.

By the numbers

What handing these five jobs to Claude actually changes:

The waterfall: a multi-hour Excel session → calculated and reconciled to the dollar in minutes

The quarterly letter: blank-page scramble → drafted in your voice from your numbers

The rollup: a snapshot nobody trusts → fund total on plan, with every variance explained

The reconciliation: hunting for what doesn't tie → two items flagged in seconds

The monthly fee for these four jobs: $4-8K → the skills are free

The five skills, and what each one does

You download each skill as a single file, drop it into Claude under Settings then Skills, and hand it your numbers in plain language. It calculates, drafts, and reconciles on your own data. It does not touch your money or pull your data. That part stays the work.

1. The Distribution Officer. Runs your waterfall and drafts every investor notice. Pref, profit split, GP promote, then a personalized notice per LP, reconciled to the dollar.

2. Investor Relations. Drafts your quarterly LP letter in your voice, from the numbers you give it.

3. The Controller. Rolls property numbers up to the fund and explains the variances. Shows you what a "fund NOI on plan" actually hides underneath.

4. The Bookkeeper. Ties your property export to QuickBooks and flags what doesn't match, with the likely cause next to each one.

5. Portfolio View. NOI, occupancy, and distributable cash for the whole fund on one screen.

The drip that warms a stranger

That's the Distribution Officer running a real Q2 waterfall: $160,000 across five LPs, every notice drafted, reconciled to the dollar. This is the one to run first.

It works. It just doesn't last.

Here's the honest part, and it's the whole reason I'm giving these away.

Each skill is correct the moment you run it. Then you export the next file by hand, run them one at a time, re-key the results between them, and trigger the bank yourself. The skills do the math. You're still the wiring between them.

The hard part was never the prompt. It's keeping the data connected and the work running on its own. Run these for a month and you'll feel it: you didn't buy software, you became the software.

That's not a knock on the skills. It's the point. They show you exactly which jobs are automatable. The connected version is what happens when the data flows in once and moves through all five without you retyping it.

📋 WHAT'S IN THE PLAYBOOK

The 11-page playbook ships with all five skills plus the walkthrough. Here's what you get:

• Five Claude skills you install and run today: Distribution Officer, Investor Relations, Controller, Bookkeeper, Portfolio View

• A real worked example for each one, on sample fund numbers, so you see the output before you run your own

• The exact 3-step install (download, drop into Claude, describe the task)

• An honest map of where each skill stops, "the wall" on every page, so you know what's still on you

• The connected version: what it looks like when all five run as one system and you stop being the integration layer

The one rule that ties it together: AI doesn't fix fragmented data. It amplifies whatever's already there. The skills prove the math is solved. Connecting the systems is the part that lasts.

That's the difference between the GPs closing three deals a quarter and the ones stuck on one.

👉 Download the five skills

Want me to map it to your stack?

The skills show you what's automatable. If you'd rather see the connected version running on your own deals, that's what I do.

Book a 30-minute call and I'll map your current setup (Rent Manager, Yardi, AppFolio, PropertyWare, QuickBooks, whatever you're on) and show you exactly which jobs to automate first. Most operators are live in 4-12 weeks depending on their stack.

Get a free audit

The gap between AI-native operators and everyone else is widening fast.

Pick the side you want to be on.