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Finance

Fund Suite

Enterprise fund management — NAV calculation, performance fees, investor relations, and regulatory filings.

Claude CodeClaude Cowork$149

Maintained by Leopoldo

v1.0 · Weekly updates

This plugin is the living output of Leopoldo — an autonomous system that continuously scouts the ecosystem, security-tests every capability, and delivers updates automatically. Your plugin improves every week.

Weekly update cycle
12 months included
Auto-delivered

Inside this plugin

Orchestrator
Intelligent routing — reads your context and delegates to the right workflow agent automatically.
Workflow agents
Fund Management
Compliance Risk
Capabilities
44 professional capabilities38 Essentials included
Hooks
Quality gates
Auto-deploy
Update check

What's included

2 workflow agents
44 professional capabilities
38 Essentials + Design included
12 months of live updates
Security tested before every release

Capabilities

  • NAV calculation & fund accounting
  • Performance fee modeling & waterfalls
  • Investor onboarding & portal content
  • GIPS compliance & regulatory filings
  • Multi-manager & fund-of-funds

38 Essentials included

38 professional capabilities included — reports, presentations, strategy, research, and quality gates. Every plugin ships with the full Essentials kit so you always have the fundamentals covered.

Security pipeline

Every capability passes Leopoldo's autonomous security pipeline before inclusion:

Static analysis Semgrep + CodeQL scan on every capability before it ships.
Vulnerability scanning Dependency and supply-chain checks on each weekly build.
Quality gates Structure and methodology validation — no capability ships below standard.
Regression testing on updates Every update is regression-tested against the full capability suite.

MCP integrations

Works standalone. Enhanced with:

Google SheetsNotion

No MCP required. Everything works standalone. MCPs enhance, never block.

Quality guarantees

  • Security tested before every release
  • Built with structured methodology
  • 12 months of live updates included
  • An autonomous system that evolves