Chronograph Look Through Exposure Scan

Look-Through Exposure Scan

Requirements: A connected Chronograph MCP server as an LP client.

Overview

Aggregate the LP's underlying exposure across all its fund commitments, looking through to the portfolio-company level — answering "what do we actually own, and where are we concentrated." Produce exposure breakdowns and concentration flags, not a data dump.

Chronograph MCP usage

The Chronograph MCP (connected as an LP client) exposes a top-exposures tool — the primary engine for this skill. It aggregates the LP's exposure to underlying companies across all of its funds, and double-clicks into the specific funds and investments associated with each company. Use it to build the company-level exposure ranking, then expand any company into the funds and investments behind it.

For supporting fund-level attributes (strategy, vintage, geography, reporting currency), use entity resolution and the fund-metadata path. Never default currency to USD; resolve from fund metadata and state the FX conversion basis.

Workflow

1. Set scope: portfolio, group, or selected commitments; choose the exposure basis (NAV, or NAV + unfunded).
2. Call top-exposures to get ranked company-level exposure across the LP's funds.
3. For the top names — or any company on request — use top-exposures to drill into the funds and investments behind that company.
4. Aggregate exposure across dimensions — company / single name, sector, geography, vintage, strategy, currency — normalizing to one reporting currency (state the FX basis).
5. Compute concentration: top-10 names and their weight, largest single-name %, sector and geography weights, vintage and strategy mix; optionally an HHI per dimension.
6. Present the concentration headline, the breakdowns, and the ability to expand any company into its underlying funds and investments.

Output standards

• Disclaimer footer (required). Every rendered deliverable (HTML page, Excel sheet, PDF, or document) must show a footer on each page/sheet, and any chat-only output must close with the same line: For informational purposes only — not investment advice. Source: Chronograph · as of {as-of date}.
• Lead with the concentration headline (top names, largest exposures, any flags).
• Show breakdowns by single name, sector, geography, vintage, strategy, and currency.
• Offer per-company drill-down into the underlying funds and investments.
• State the currency / FX basis and as-of date. Never fabricate holdings.

Guardrails

• No autonomous actions. Draft and flag only; never approve, execute, or externally distribute. LP-facing or external distribution requires human (e.g. IR/CCO) sign-off outside this skill.
• Draft analyst work product for exposure monitoring — not investment, legal, or tax advice.
• This is an insight / aggregation tool, not a data export; present concentration and exposure, not raw holdings tables intended for offline reuse.
• If the Chronograph connector is not available, do not reference Chronograph-specific schemas, private tool names, field mappings, or retrieval recipes.