diff --git a/adrs/fundos-fund-operations-skills.md b/adrs/fundos-fund-operations-skills.md new file mode 100644 index 00000000..2cb85a9b --- /dev/null +++ b/adrs/fundos-fund-operations-skills.md @@ -0,0 +1,31 @@ +Hi, + +Vijay and I are the founders of VantedgeAI (W22). We build FundOS, an operating system +for VC, PE and private credit funds covering compliance and operations for LP records, +capital calls, NAV, waterfalls, covenants and data rooms. + +We have been testing QM against FundOS and have written seven skills that let an agent do +actual fund operations: draft a compliant capital call from the live LP roster, run a +distribution waterfall and check portfolio covenants. + +The skills can be found here: +https://github.com/8vdx1/fundos-mcp/tree/main/integrations/qm + +Two points worth noting: + +1. We initially assumed we could point QM at our MCP server. It took reading + claude-harness.ts to understand that the harness uses MCP as its own internal + transport. That makes sense, but the SDK sitting in devDependencies sent us down the + wrong path. Maybe it makes sense to add a note in the README as it may save others the + same detour. + +2. For us, the credential broker is the most valuable part. Some of these workflows can + affect real LP money, so having the agent never hold the credentials matters far more + than convenience. Maybe this feature should be highlighted more prominently. + +We would be happy to PR the skills into skills-seed/ if they are useful. Otherwise we can +leave them in our repo. Let us know whether a vertical-specific fund operations pack makes +sense for the seed set. + +Best, +Ravi