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valuation-reviewer

By Anthropic

Ingests GP packages, runs valuation template, stages LP reporting

Plugin · by anthropics · runs in Claude Code, Cowork, claude.ai · 4 skills, 1 agent · listed 2026-05-05

Claude Code

claude plugin install valuation-reviewer

Source

Skills (4)

  • 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 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.

    Any agent

    npx skills add anthropics/financial-services --skill xlsx-author

Agents (1)

  • Agent 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…

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