claude

private-equity

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

8 on GitHubby Robert Fallv0.1.0MITupdated 6 months ago

Not in a marketplace yet, so it loads for one session with --plugin-dir.

Plugin private-equity in fall-development-rob/corp_finance. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (8)

  • workflow-pe-ai-readiness

    WHAT: Cross-portfolio AI opportunity diagnostic — three-gate evaluation (data, organisational, ROI readiness), four-dimension opportunity scoring, EBITDA-impact ranking table, quarterly cross-portfolio synthesis, and deep-dive memos for the top-ranked opportunities. WHEN: Invoke when the operating p

  • workflow-pe-deal-sourcing

    WHAT: Proactive deal origination and pipeline management — define screening criteria, screen the universe via FMP tools, profile candidates, and maintain a prioritised funnel from universe to exclusive. WHEN: Invoke when asked to source deals, build a deal pipeline, identify acquisition targets, or

  • workflow-pe-due-diligence

    WHAT: Due diligence execution — comprehensive DD checklist by function (commercial, financial, legal, operational, management) and structured management meeting preparation with question lists by C-suite function. WHEN: Invoke when a deal has passed screening and entered active DD; when preparing fo

  • workflow-pe-ic-memo

    WHAT: Investment committee memo production — 9-section institutional document covering executive summary, company overview, industry, financial analysis, investment thesis, deal terms and structure, returns analysis, risk factors, and recommendation. WHEN: Invoke when preparing an IC memo for a form

  • workflow-pe-portfolio-monitoring

    WHAT: Ongoing portfolio company monitoring — monthly KPI tracking, budget-vs-actual variance analysis, covenant compliance monitoring with early-warning flags, VCP initiative progress tracking, and quarterly board report production. WHEN: Invoke when producing a monthly portfolio update, quarterly b

  • workflow-pe-returns-analysis

    WHAT: Private equity returns modelling — LBO model construction, IRR/MOIC by scenario, return attribution (EBITDA growth vs multiple expansion vs debt paydown), and 2D sensitivity tables. WHEN: Invoke when modelling PE investment returns; when stress-testing IRR/MOIC across scenarios; when a deal te

  • workflow-pe-unit-economics

    WHAT: Per-unit profitability analysis for portfolio companies — define the unit, decompose revenue and costs to the unit level, compute gross/contribution margin, LTV/CAC for subscription businesses, and model unit economics at scale. WHEN: Invoke when analysing a portco's business model economics,

  • workflow-pe-value-creation-plan

    WHAT: Value creation plan (VCP) for PE portfolio companies — quantified revenue and cost levers, EBITDA bridge from Year 0 to exit, 100-day plan, KPI dashboard with milestones, and impact on fund returns. WHEN: Invoke when building a post-acquisition value creation plan, when the IC needs a detailed

Slash commands (11)

  • /private-equity:ai-readiness
  • /private-equity:dd-checklist
  • /private-equity:dd-prep
  • /private-equity:deal-tracker
  • /private-equity:ic-memo
  • /private-equity:lbo
  • /private-equity:returns
  • /private-equity:screen-deal
  • /private-equity:source
  • /private-equity:unit-economics
  • /private-equity:value-creation
View source on GitHub

Problems found in this repo's manifests

  • "cfa-data" points to ./plugins/cfa-data, which doesn't exist in the repo — install will fail
  • "cfa-pro" points to ./plugins/cfa-pro, which doesn't exist in the repo — install will fail

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