claude

valuation-reviewer

Ingests GP packages, runs valuation template, stages LP reporting

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months ago
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Plugin valuation-reviewer 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 (4)

  • ic-memo
  • portfolio-monitoring
  • returns-analysis
  • xlsx-author

    Produce a .xlsx file on disk (headless) instead of driving a live Excel workbook — for managed-agent sessions with no open Office app.

Subagents (1)

  • valuation-reviewer

    Ingests GP valuation packages for a fund, runs them through the valuation template, and stages LP reporting. Use for quarter-end portfolio valuation review — not for deal-time underwriting (use model-builder for that).

View source on GitHub

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