codex

Valuation Reviewer

Ingests GP packages, runs valuation template, stages LP reporting

0 on GitHubby Anthropic FSIv0.1.0Apache-2.0updated 6 months agoProductivity

Plugin valuation-reviewer in inprealpha/financial-services-codex. Commands read from the repo's manifest — 1 month ago.

What it installs

Skills (6)

  • ic-memo
  • portfolio-monitoring
  • returns-analysis
  • 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).

  • visual-design-image-inspiration

    Use 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

  • xlsx-author

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

View source on GitHub

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