claude

private-equity

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months ago
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Plugin private-equity from marketplace claude-for-financial-services in ian-lawrence423/Anthropic-Financial. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (10)

  • ai-readiness
  • dd-checklist
  • dd-meeting-prep
  • deal-screening
  • deal-sourcing
  • ic-memo
  • portfolio-monitoring
  • returns-analysis
  • unit-economics
  • value-creation-plan

Slash commands (10)

  • /private-equity:ai-readiness

    Scan the portfolio for the highest-leverage AI opportunities

  • /private-equity:dd-checklist

    Generate a due diligence checklist

  • /private-equity:dd-prep

    Prep for a diligence meeting or expert call

  • /private-equity:ic-memo

    Draft an investment committee memo

  • /private-equity:portfolio

    Review portfolio company performance

  • /private-equity:returns

    Build IRR/MOIC sensitivity tables

  • /private-equity:screen-deal

    Screen an inbound deal (CIM or teaser)

  • /private-equity:source

    Source deals — discover companies and draft founder outreach

  • /private-equity:unit-economics

    Analyze unit economics (ARR cohorts, LTV/CAC, retention)

  • /private-equity:value-creation

    Build a post-acquisition value creation plan

View source on GitHub

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