private-equity

By Anthropic

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

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 10 skills, 10 commands · listed 2026-05-05

Claude Code

claude plugin install private-equity

Source

Skills (10)

Skill ai-readiness

Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies…

Any agent
```
npx skills add anthropics/financial-services --skill ai-readiness
```
Skill dd-checklist

Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity.

Any agent
```
npx skills add anthropics/financial-services --skill dd-checklist
```
Skill dd-meeting-prep

Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions.

Any agent
```
npx skills add anthropics/financial-services --skill dd-meeting-prep
```
Skill deal-screening

Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page…

Any agent
```
npx skills add anthropics/financial-services --skill deal-screening
```
Skill deal-sourcing

PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.

Any agent
```
npx skills add anthropics/financial-services --skill deal-sourcing
```
Skill ic-memo

Draft a structured investment committee memo for PE deal approval. Synthesizes due diligence findings, financial analysis, and deal terms into a professional IC-ready document.

Any agent
```
npx skills add anthropics/financial-services --skill ic-memo
```
Skill portfolio-monitoring

Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards.

Any agent
```
npx skills add anthropics/financial-services --skill portfolio-monitoring
```
Skill returns-analysis

Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios.

Any agent
```
npx skills add anthropics/financial-services --skill returns-analysis
```
Skill unit-economics

Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall.

Any agent
```
npx skills add anthropics/financial-services --skill unit-economics
```
Skill value-creation-plan

Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge. Includes 100-day priorities, KPI targets, and accountability frameworks.

Any agent
```
npx skills add anthropics/financial-services --skill value-creation-plan
```

Commands (10)

Command ai-readiness

Scan the portfolio for the highest-leverage AI opportunities
Command dd-checklist

Generate a due diligence checklist
Command dd-prep

Prep for a diligence meeting or expert call
Command ic-memo

Draft an investment committee memo
Command portfolio

Review portfolio company performance
Command returns

Build IRR/MOIC sensitivity tables
Command screen-deal

Screen an inbound deal (CIM or teaser)
Command source

Source deals — discover companies and draft founder outreach
Command unit-economics

Analyze unit economics (ARR cohorts, LTV/CAC, retention)
Command value-creation

Build a post-acquisition value creation plan

From Anthropic's public plugin directory, read on 2026-10-15. Find a skill by task.