pitchbook

Financial analysis workflows: model audit, data hygiene, XLSX and PPTX authoring, competitive analysis, deal document standards, and deck review

26 skills · 6 commands · hooks

Equity research workflows: initiating coverage, earnings updates, morning notes, model updates, thesis tracking, idea screening, and sector overviews

7 skills · 12 commands

Private equity deal lifecycle workflows: deal sourcing, due diligence, IC memos, LBO returns analysis, unit economics, value creation plans, and portfolio monitoring

8 skills · 11 commands

Investment banking deal execution workflows: CIM drafting, teasers, process letters, buyer lists, merger models, pitch decks, and datapack assembly

7 skills · 6 commands

Wealth management client workflows: client meeting prep, financial planning, portfolio rebalancing, tax-loss harvesting, client reports, and investment proposals

6 skills · 7 commands

Fixed income workflows: bond analysis, yield curve, credit spreads, FX carry, and swap curve construction (stub — skills populated in a future phase)

7 skills · 5 commands

Independent auditing for AI agents, open source. Claude discovers your setup, confirms the cost, and audits your agent against the one question other tools skip: is it doing the job it's supposed to do, given your business rules and org structure? Test any model (Anthropic, OpenAI, Gemini, Azure, Bedrock, …) graded by self, one independent judge, or a cross-vendor panel; each provider is billed to its own account via a key in your settings, never the command line. Results render as an interactive artifact (with a static-report fallback).

1 skill · hooks

Optimize business operations — vendor management, process documentation, change management, capacity planning, and compliance tracking. Keep your organization running efficiently.

9 skills · 6 MCP servers

Internal BizOps domain. v2.8.0 ships 7 skills: orchestrator + process-mapper (BPMN/bottleneck/cycle-time, Lean+TOC) + vendor-management (scorecard+SLA+3rd-party risk, NIST SP 800-161/ISO 27036) + capacity-planner (Erlang-C queueing math for ops teams, NOT engineering) + internal-comms (ADKAR+Kotter 8-step, NOT marketing) + knowledge-ops (SOP+runbook+KB hygiene with 5W2H, context: fork) + procurement-optimizer (UNSPSC spend categorization + supplier consolidation). Orchestrator uses context: fork to route inquiries via Matt Pocock grill discipline (one question per turn, recommended answer, canon-cited challenge). Every SKILL.md ships a Forcing-question library section. 18 stdlib Python tools, 24+ reference docs. Distinct from business-growth (external sales) and c-level-advisor (strategic).

7 skills · 8 commands · 1 agent

Remove multi-vendor AI provenance marks from text, images, documents, and media. Bundles the remove-ai-marks and clean-user-facing-text skills.

2 skills · hooks

Reviews vendor agreements, NDAs, and SaaS subscriptions against your sales-side or purchasing-side playbook, tracks renewals and cancel-by deadlines before they're missed, routes escalations to the right approver, and translates reviews into summaries business stakeholders will actually read.

12 skills · 3 agents · 7 MCP servers

Use only when the agent's own web tools can't do the job. Use what you already have first (built-in web search and fetch, a browser, MCP servers the user installed); come here when none of them covers it, such as a page they can't read, structured data from a platform they have no tool for (X, LinkedIn, Reddit, TikTok, Instagram, YouTube, Xiaohongshu, Amazon, app stores, Google Maps, papers), or when the user asks for treg. Not for localhost, staging, internal pages or public docs your own fetch can read. Starts free, and treg falls back to the next vendor when one fails.

1 skill