10 Private Equity Agent Skills
Skills for deal sourcing, due diligence, IC memos, and portfolio monitoring.
Agent Skills for Claude Code covering deal sourcing, due diligence, IC memos, returns analysis, and value creation planning.
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Private equity skills cover the deal evaluation and portfolio management workflow: IC memos, due diligence frameworks, returns analysis, and value creation planning. They structure the analytical and documentation process so deal teams can evaluate more opportunities with less overhead.
Built for PE analysts and associates working on deal sourcing, evaluation, and portfolio monitoring. Each skill maps to a specific PE deliverable: IC memo, due diligence checklist, or portfolio review.
Deal Screening
by @anthropics
Screen incoming deal opportunities against investment criteria, producing structured assessments of fit, size, and return potential.
Deal Sourcing
by @anthropics
Build and maintain deal sourcing pipelines, identify target companies, and track relationship development with intermediaries.
Diligence Meeting Prep
by @anthropics
Prepare structured question sets and talking points for management meetings and expert calls during due diligence.
Due Diligence Checklist
by @anthropics
Generate comprehensive due diligence checklists covering financial, legal, operational, and commercial workstreams for PE transactions.
Investment Committee Memo
by @anthropics
Write private equity investment committee memos with Claude Code — deal thesis, diligence findings, financial analysis, risk factors, and return expectations.
Portfolio AI Readiness
by @anthropics
Assess portfolio company readiness for AI adoption across data infrastructure, use cases, and implementation capability.
Portfolio Monitoring
by @anthropics
Monitor portfolio company performance against plan, tracking KPIs, budget variance, and value creation initiatives.
Returns Analysis
by @anthropics
Analyze and model investment returns including IRR, MOIC, DPI, and TVPI across different exit scenarios and timelines.
Unit Economics Analysis
by @anthropics
Analyze unit economics for portfolio companies, modeling CAC, LTV, payback periods, and contribution margins.
Value Creation Plan
by @anthropics
Build structured value creation plans with strategic initiatives, operational KPIs, and milestone tracking for portfolio companies.