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Fund Suite
Enterprise fund management: NAV calculation, performance fees, investor relations, and regulatory filings.
A secure, tested environment for Claude. Structured workflows, automated quality checks, built-in security. Updates itself with the latest tested and verified tools. Your processes are learned over time.
Security tested
Continuously updated
Available on request
What you can do
NAV calculation & fund accounting
Performance fee modeling & waterfalls
Investor onboarding & portal content
GIPS compliance & regulatory filings
Multi-manager & fund-of-funds
What's included
Security pipeline
Every capability passes Leopoldo's autonomous security pipeline before inclusion.
Static analysisSemgrep + CodeQL scan on every capability.
Vulnerability scanningDependency and supply-chain checks weekly.
Runtime quality gatesCode-enforced hooks block execution when standards are not met. Not suggestions. Actual enforcement.
Regression testingEvery update tested against the full suite.
MCP integrations
Works standalone. Enhanced with:
Google SheetsNotion
No MCP required. Everything works standalone. MCPs enhance, never block.
Interested in this plugin?
Tell us about your team and workflow. We'll prepare a quote tailored to your needs.