entity-org-chart
Build an investment-entity org chart for a Juniper Square workspace — boxes and lines, with ownership percentages on every edge. Use when the user says "org chart", "organizational chart", "entity structure diagram", "ownership chart", "ownership graph", "nested entity structure", "boxes and lines", "draw my fund structure", "visualize my entities", "where is investor X invested", "show me Fund Y's structure", "what does Fund Y own", or asks for a roll-up of all positions owned by an investment entity. Use whenever the deliverable is an entity-to-entity (or investor-to-entity) ownership picture, rendered as a stacked-card report or as a roll-up table. Do NOT trigger for fundraise pipeline questions, performance / NAV roll-ups outside an entity tree, or documents / data-room questions.
Install
With your agent
Install OMGSkills skill "junipersquare-public/plugins:skills/entity-org-chart" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/junipersquare-public/plugins /tmp/plugins && ln -s /tmp/plugins/skills/entity-org-chart ~/.claude/skills/entity-org-chartFrom README
Juniper Square — entity org chart Renders investment-entity ownership structures as a Juniper Square HTML report. Each fund in scope gets its own card with a Mermaid flowchart and a small metadata block. Three modes: Entity-structure diagram for a Fund — Fund down through sub-entities and SPVs. Investor map — start from a Contact, draw every fund the contact holds positions in. Position roll-up — every position attributable to one fund, direct or indirect, as a sortable table. Defer to: juniper-square-data-model for object definitions (Contact, Account, Offering, Position, Investment Entity, etc.). jsq-report-render for page chrome, brand identity, the template flow, and the pattern library (.brand-row + .head, .badge, table.data, .footnote, etc.). This skill only owns what's specific to drawing entity org charts. Required MCP tools getentity — enumerate / hydrate Investment Entities. getposition — walks ownership in both directions.
More from this repo
investor-tearsheet
Prep a GP for an LP or prospect interaction with a source-attributed tearsheet.
jsq-report-render
Render kept, branded Juniper Square (JSQ) report deliverables in the output window — tearsheets, fundraise action...
juniper-square-data-model
Reference for the Juniper Square data model — the core objects (Contact, Account, Offering, Prospect, Subscription,...