fund_conversion_ratios
Calculate conversion ratios between funding stages for a specific fund to analyze pipeline efficiency, including deposit-to-pledge and disbursement-to-pledge ratios.
Instructions
For a single named fund: conversion ratios between each funding stage
(deposit/pledge, approval/deposit, disbursement/approval,
disbursement/pledge). Use when the user asks about the full funding
pipeline for a specific fund, conversion ratios, how efficiently a fund
moves money, or which fund has the highest/lowest disbursement-to-pledge
ratio (call once per fund, or compare funds after resolving names).
Do NOT use for portfolio-wide totals — use portfolio_summary.
Do NOT use only to fetch raw stage amounts — use fund_stage_totals or
fund_summary; use this tool when ratios / pipeline efficiency matter.
Use search_funds first if the exact fund name is unknown.
Response includes match_method (exact|fuzzy|unresolved), match_confidence
(1.0 for exact), fuzzy_candidates with per-candidate similarity, and
match_warning when fuzzy similarity is low — relay these to the user.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| filename | No | fund.csv | |
| fund_col | No | fund | |
| fund_name | Yes | ||
| use_fuzzy_match | No |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||