Financial Analysis
codexCore financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
20 skills · 1 MCP server
0
codex
Private Equity
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
Plugin private-equity in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.
What it installs
Skills (21)
ai-readiness-workflowScan the portfolio for the highest-leverage AI opportunities
ai-readinessdd-checklist-workflowGenerate a due diligence checklist
dd-checklistdd-meeting-prepdd-prep-workflowPrep for a diligence meeting or expert call
deal-screeningdeal-sourcingic-memo-workflowDraft an investment committee memo
ic-memoportfolio-monitoringportfolio-workflowReview portfolio company performance
returns-analysisreturns-workflowBuild IRR/MOIC sensitivity tables
screen-deal-workflowScreen an inbound deal (CIM or teaser)
source-workflowSource deals — discover companies and draft founder outreach
unit-economics-workflowAnalyze unit economics (ARR cohorts, LTV/CAC, retention)
unit-economicsvalue-creation-planvalue-creation-workflowBuild a post-acquisition value creation plan
visual-design-image-inspirationUse image generation for visual design in financial-services deliverables only. Trigger when the user says "use image generation for visual design" or asks for image-generation-based inspiration for a finance deck, presentation, slide, equity research exhibit, investment banking pitch, investor repo
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