Private Equity

Editor's note

Sourcing, screening, diligence checklists, IC memos and portfolio monitoring.

Commands

/screen-deal/dd-checklist/dd-prep/ic-memo/returns/portfolio/value-creation

Official Anthropic skill (Apache 2.0). Install the plugin, then use these commands in Claude Code. Some full agents require Claude for Financial Services.

Installation

claude plugin install private-equity@claude-for-financial-services

Install this agent through the skills CLI.

View source repo

Related skills in Private Equity

Whole category

Private Equity

Write an investment memo

Generates a PE investment memo outline with thesis, risks and expected returns.

memotheseLBO

Private Equity

Due diligence checklist

Produces a financial, legal and operational due diligence checklist.

due diligencechecklistacquisition