Fund Management
Raiseliraiseli.com
Mortgage Fund Quarterly Investor Report
Loan book metrics, delinquency and non-accrual detail, reserve roll-forward, yield bridge, capital accounts.
Added Jul 26, 2026v1.4.0
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sends Raiseli the lead. Publish yours →
Published skills
Investor Relations5.0
Raiseliraiseli.comRaiseli Loan Overview
Turn a loan package into the investor overview Raiseli.com imports for a fractional-loan listing.
Added Sep 24, 2026v1.0.0
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Fund Management
Raiseliraiseli.comFund Investor Onboarding Checklist
Accreditation, subscription docs, AML/KYC, tax forms and distribution election — tracked to completion.
Added Jul 26, 2026v1.4.0
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Fund Management
Raiseliraiseli.comMortgage Fund Waterfall Calculator
Run a mortgage fund distribution — monthly interest, preferred return, promote, per-investor allocation.
Added Jul 26, 2026v1.4.0
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Fund Management
Raiseliraiseli.comForm D & Blue Sky Tracker
Federal Form D deadlines, state notice filings, amendment triggers and the renewal calendar for a fund offering.
Added Jul 26, 2026v1.4.0
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Fund Management
Raiseliraiseli.comMortgage Fund Audit Prep Pack
PBC tracker, financial statement drafts, servicer confirmations and allowance documentation for the annual audit.
Added Jul 26, 2026v1.4.0
ScreenedDownload skill