Financial Private Equity

Other

Tools for private equity deal sourcing, CRM integration, founder outreach, due diligence, portfolio review, returns modeling, and value creation planning.

Install

openclaw skills install @paudyyin/financial-private-equity

private-equity

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

来源

来自 Anthropic 官方 financial-services 仓库的 private-equity 插件。原始仓库: https://github.com/anthropics/financial-services

可用命令 (Commands)

ai-readiness

description: Scan the portfolio for the highest-leverage AI opportunities argument-hint: "[path to quarterly materials folder, or company names]"

Load the ai-readiness skill and scan portfolio companies for AI leverage — per-company go / no-go gate, quick wins ranked by EBITDA impact across the portfolio, and replays that hit multiple companies at once.

If a folder or company list is provided, use it. Otherwise ask which companies to include and for their latest quarterly materials.

dd-checklist

description: Generate a due diligence checklist argument-hint: "[company name]"

Load the dd-checklist skill and generate a comprehensive, sector-tailored due diligence checklist with status tracking.

If a company name is provided, use it. Otherwise ask the user for the target company and deal details.

dd-prep

description: Prep for a diligence meeting or expert call argument-hint: "[company name] [meeting type]"

Load the dd-meeting-prep skill and generate targeted questions, benchmarks, and red flags to probe.

If details are provided, use them. Otherwise ask for the company, meeting type (management presentation, expert call, customer reference), and topic focus.

ic-memo

description: Draft an investment committee memo argument-hint: "[company name]"

Load the ic-memo skill and draft a structured IC memo synthesizing due diligence findings, financial analysis, and deal terms.

If a company name is provided, use it. Otherwise ask the user for the target and available materials.

portfolio

description: Review portfolio company performance argument-hint: "[company name or path to financial package]"

Load the portfolio-monitoring skill and analyze a portfolio company's performance against plan — KPIs, variances, and red flags.

If a company name or file is provided, use it. Otherwise ask the user for the portfolio company and financial data.

returns

description: Build IRR/MOIC sensitivity tables argument-hint: "[company or deal parameters]"

Load the returns-analysis skill and model PE returns with sensitivity across entry multiple, leverage, exit multiple, and growth scenarios.

If deal parameters are provided, use them. Otherwise ask the user for entry EBITDA, valuation, and financing assumptions.

screen-deal

description: Screen an inbound deal (CIM or teaser) argument-hint: "[path to CIM/teaser file]"

Load the deal-screening skill and quickly evaluate an inbound deal against the fund's investment criteria.

If a file path is provided, use it. Otherwise ask the user for the deal materials or description.

source

description: Source deals — discover companies and draft founder outreach argument-hint: "[sector or criteria, e.g. 'industrial services in Texas $10-50M']"

Load the deal-sourcing skill and run the sourcing pipeline: discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.

If criteria are provided, use them. Otherwise ask the user for sector, size, geography, and deal parameters.

unit-economics

description: Analyze unit economics (ARR cohorts, LTV/CAC, retention) argument-hint: "[company name or path to data]"

Load the unit-economics skill and analyze customer economics, ARR cohorts, net retention, and revenue quality.

If a company or file is provided, use it. Otherwise ask the user for the target and available data.

value-creation

description: Build a post-acquisition value creation plan argument-hint: "[company name]"

Load the value-creation-plan skill and structure a value creation roadmap with EBITDA bridge, 100-day plan, and KPI dashboard.

If a company name is provided, use it. Otherwise ask the user for the target company details.

底层技能 (Skills)

ai-readiness

name: ai-readiness description: 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 quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".

Portfolio AI Readiness

Workflow

Step 1: Connect to Portfolio Data

First, ask the user where the portfolio materials live. Don't assume — offer the options:

MCP servers — data room, SharePoint, Google Drive, or a portfolio-ops database if one is connected
Local files — a folder path on disk with quarterly decks, financials, board packs
File uploads — drag PDFs, PowerPoint, or Excel directly into the conversation

Once connected, pull quarterly updates, board decks, and financials for the portfolio (or a subset). For each company, extract: sector, revenue, headcount by function, tech stack mentioned, and any AI/automation initiatives already in flight.

If the user provides a single company, still run the scan but skip the cross-portfolio ranking.

Ask up front if not obvious from materials:

Hold period remaining per company (AI payback matters less 12 months from exit)
Whether any portco has already deployed something that worked

Step 2: Per-Company Scan

For each company, answer three gate questions. All three yes → Go. Any no → Wait with a note on what unblocks it.

Is the data there? Can they produce a clean input for the use case — customer list, invoice feed, contract repository — without a 6-month data project first?
Is there an owner? Someone on the management team who will drive this, not a sponsor who will "support" it.

dd-checklist

name: dd-checklist description: Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".

Due Diligence Checklist

Workflow

Step 1: Scope the Diligence

Ask the user for:

Target company: Name, sector, business model
Deal type: Platform acquisition, add-on, growth equity, recap, carve-out
Deal size / complexity: Determines depth of diligence
Key concerns: Any known issues to prioritize (customer concentration, regulatory, environmental, etc.)
Timeline: When is LOI / close targeted?

Step 2: Generate Workstream Checklists

Generate a checklist across all major workstreams, tailored to the sector:

Financial Due Diligence

Quality of earnings (QoE) — revenue and EBITDA adjustments
Working capital analysis — normalized vs. actual
Debt and debt-like items
Capital expenditure (maintenance vs. growth)
Tax structure and exposure
Audit history and accounting policies
Pro forma adjustments (run-rate, synergies)

Commercial Due Diligence

Market size and growth (TAM/SAM/SOM)
Competitive positioning and market share
Customer analysis — concentration, retention, NPS
Pricing power and contract structure
Sales pipeline and backlog
Go-to-market effectiveness

Legal Due Diligence

Corporate structure and org chart
Material contracts (customer, supplier, partnership)
Litigation history and pending claims
IP portfolio and protection
Regulatory compliance
Employment agreements and non-competes

Operational Due Diligence

Management team assessment
Organizational structure and key person risk
IT systems and

dd-meeting-prep

name: dd-meeting-prep description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".

Diligence Meeting Prep

Workflow

Step 1: Meeting Context

Ask the user for:

Meeting type: Management presentation, expert call, customer reference, advisor check-in, site visit
Attendees: Who from the target company or third party
Topic focus: Full business overview, or specific workstream (financial, commercial, operational, tech)
What you already know: Prior meetings, CIM, data room findings
Key concerns: Specific issues to probe

Step 2: Generate Question List

Organize questions by priority and topic. Structure depends on meeting type:

Management Presentation

Business Overview (warm-up)

Walk us through the founding story and key milestones
How do you describe the business to someone unfamiliar with the space?
What are you most proud of? What would you do differently?

Revenue & Growth

Walk us through revenue by customer/segment/geography
What's driving growth? Price vs. volume vs. new customers
What does the sales cycle look like? How has win rate trended?
Where do you see the biggest growth opportunities in the next 3-5 years?

Competitive Positioning

Who do you lose deals to and why?
What's your moat? How defensible is it?
How do customers evaluate you vs. alternatives?

Operations & Team

Walk us through the org chart — who are the key people?
What roles are you hiring for? What's been hardest to fill?
What keeps you up at night operationally?

Financial Deep-Dive

Walk us through the margin bridge — what's changed and

deal-screening

name: deal-screening description: 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 screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".

Deal Screening

Workflow

Step 1: Extract Deal Facts

From the provided CIM, teaser, or description, extract:

Company: Name, location, sector/subsector
Description: What they do (1-2 sentences)
Financials: Revenue, EBITDA, margins, growth rate
Deal type: Platform, add-on, recap, minority, carve-out
Asking price / valuation: Multiple, enterprise value if stated
Seller motivation: Why selling now
Management: Rolling or exiting
Key customers: Concentration risk
Key risks: Obvious red flags

Step 2: Screen Against Criteria

Apply the fund's investment criteria (ask user if not known):

Criterion	Target	Actual	Pass/Fail
Revenue range
EBITDA range
EBITDA margin
Growth profile
Sector fit
Geography
Deal size / EV
Valuation (x EBITDA)
Customer concentration
Management continuity

Step 3: Quick Assessment

Provide a 3-part assessment:

Verdict: Pass / Further Diligence / Hard Pass
Bull case (2-3 bullets): Why this could be a good deal
Bear case (2-3 bullets): Key risks and concerns
Key questions: What you'd need to answer on a first call

Step 4: Output

One-page screening memo suitable for sharing with partners or an IC quick screen.

Important Notes

Speed matters — screening should take minutes, not hours
Be direct about red flags. Don't bury conce

deal-sourcing

name: deal-sourcing description: PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".

Deal Sourcing

Workflow

This skill follows a 3-step sourcing pipeline:

Step 1: Discover Companies

Research and identify potential target companies based on the user's criteria:

Sector/industry focus: Ask the user what space they're looking in (e.g., "B2B SaaS in healthcare", "industrial services in the Southeast")
Deal parameters: Revenue range, EBITDA range, growth profile, geography, ownership type (founder-owned, PE-backed, corporate carve-out)
Sources: Use web search to find companies matching criteria. Look at industry reports, conference attendee lists, trade publications, and competitor landscapes
Output: A shortlist of companies with: name, description, estimated revenue/size, location, founder/CEO name, website, and why they fit the thesis

Step 2: CRM Check

Before outreach, check if the company or founder already exists in the firm's CRM:

Search the user's email (Gmail) for prior correspondence with the company or founder
Search Slack for any internal mentions or prior discussions about the target
Ask the user: "Have you or your team had any prior contact with [Company]?"
Flag any existing relationships, prior passes, or known context
Output: For each company, note: "New" (no prior contact), "Existing" (prior correspondence found — summarize), or "Previously Passed" (if evidence of a prior pass)

Step 3: Draft Founder Outreach

Draft personalized cold emails to founders/CEOs:

Tone: Professional but warm. Not overly formal — founders respond better to genuine, concise outreach
*Structure

ic-memo

name: ic-memo description: 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. Use when preparing for investment committee, writing up a deal, or creating a formal recommendation. Triggers on "write IC memo", "investment committee memo", "deal write-up", "prepare IC materials", or "recommendation memo".

Investment Committee Memo

Workflow

Step 1: Gather Inputs

Collect from the user (or from prior analysis in the session):

Company overview and business description
Industry/market context
Historical financials (3-5 years)
Management assessment
Deal terms (price, structure, financing)
Due diligence findings (commercial, financial, legal, operational)
Value creation plan / 100-day plan
Returns analysis (base, upside, downside)

Step 2: Draft Memo Structure

Standard IC memo format:

I. Executive Summary (1 page)

Company description, deal rationale, key terms
Recommendation and headline returns
Top 3 risks and mitigants

II. Company Overview (1-2 pages)

Business description, products/services
Customer base and go-to-market
Competitive positioning
Management team

III. Industry & Market (1 page)

Market size and growth
Competitive landscape
Secular trends / tailwinds
Regulatory environment

IV. Financial Analysis (2-3 pages)

Historical performance (revenue, EBITDA, margins, cash flow)
Quality of earnings adjustments
Working capital analysis
Capex requirements

V. Investment Thesis (1 page)

Why this is an attractive investment (3-5 pillars)
Value creation levers (organic growth, margin expansion, M&A, multiple expansion)
100-day priorities

VI. Deal Terms & Structure (1 page)

Enterprise value and implied multiples
Sources & uses
Capital structure / leverage
Key legal terms

VII. Returns Analysis (1 page)

Base, upside, and downside scenari

portfolio-monitoring

name: portfolio-monitoring description: 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. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".

Portfolio Monitoring

Workflow

Step 1: Ingest Financial Package

Accept the user's portfolio company financial package (Excel workbook, PDF, or CSV)
Extract key financials: Revenue, EBITDA, cash balance, debt outstanding, capex, working capital
Identify the reporting period and compare to prior period and budget/plan

Step 2: KPI Extraction & Variance Analysis

Key metrics to track (adapt to the company's sector):

Financial KPIs:

Revenue vs. budget ($ and %)
EBITDA and EBITDA margin vs. budget
Cash balance and net debt
Leverage ratio (Net Debt / LTM EBITDA)
Interest coverage ratio
Capex vs. budget
Free cash flow

Operational KPIs (ask user or infer from data):

Customer count / revenue per customer
Employee headcount / revenue per employee
Backlog / pipeline
Churn / retention rates

Step 3: Flag & Summarize

Green: Within 5% of plan
Yellow: 5-15% below plan — flag for discussion
Red: >15% below plan or covenant breach risk — immediate attention

Output a concise summary:

One-paragraph executive summary ("Company X is tracking [ahead/behind/on] plan...")
KPI table with actual vs. budget vs. prior period
Red/yellow flags with context
Covenant compliance status (if applicable)
Questions for management

Step 4: Trend Analysis

If multiple periods are provided:

Chart key metrics over time (revenue, EBITDA, cash)
Identify trends — accelerating, decelerating, or stable
Compare vs. underwriting cas

returns-analysis

name: returns-analysis description: Build quick IRR/MOIC sensitivity tables for PE deal evaluation. Models returns across entry multiple, leverage, exit multiple, growth, and hold period scenarios. Use when sizing up a deal, stress-testing assumptions, or preparing IC returns exhibits. Triggers on "returns analysis", "IRR sensitivity", "MOIC table", "what's the return at", "model the returns", or "back of the envelope".

Returns Analysis

Workflow

Step 1: Gather Deal Inputs

Ask for (or extract from prior analysis):

Entry:

Entry EBITDA (LTM or NTM)
Entry multiple (EV / EBITDA)
Enterprise value
Net debt at close
Equity check size
Transaction fees & expenses

Financing:

Senior debt (x EBITDA, rate, amortization)
Subordinated debt / mezzanine (if any)
Total leverage at entry (x EBITDA)
Equity contribution

Operating Assumptions:

Revenue growth rate (annual)
EBITDA margin trajectory
Capex as % of revenue
Working capital changes
Debt paydown schedule

Exit:

Hold period (years)
Exit multiple (EV / EBITDA)
Exit EBITDA (calculated from growth assumptions)

Step 2: Base Case Returns

Calculate:

Metric	Value
Entry EV
Equity invested
Exit EBITDA
Exit EV
Net debt at exit
Exit equity value
MOIC
IRR
Cash-on-cash

Show the returns waterfall:

EBITDA growth contribution
Multiple expansion/contraction contribution
Debt paydown contribution
Fee/expense drag

Step 3: Sensitivity Tables

Build 2-way sensitivity matrices:

Entry Multiple vs. Exit Multiple

	Exit 6x	Exit 7x	Exit 8x	Exit 9x	Exit 10x
Entry 7x
Entry 8x
Entry 9x
Entry 10x

EBITDA Growth vs. Exit Multiple (at fixed entry)

Leverage vs. Exit Multiple (at fixed entry and growth)

Hold Period vs. Exit Multiple

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unit-economics

name: unit-economics description: Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall. Essential for software/SaaS, recurring revenue, and subscription businesses. Use when evaluating revenue quality, building a cohort analysis, or assessing customer economics. Triggers on "unit economics", "cohort analysis", "ARR analysis", "LTV CAC", "net retention", "revenue quality", or "customer economics".

Unit Economics Analysis

Workflow

Step 1: Identify Business Model

Determine the revenue model to tailor the analysis:

SaaS / Subscription: ARR, net retention, cohorts
Recurring services: Contract value, renewal rates, upsell
Transaction / usage-based: Revenue per transaction, volume trends, take rate
Hybrid: Break down by revenue stream

Step 2: Core Metrics

ARR / Revenue Quality

ARR bridge: Beginning ARR → New → Expansion → Contraction → Churn → Ending ARR
ARR by cohort: Vintage analysis — how does each annual cohort retain and grow?
Revenue concentration: Top 10/20/50 customers as % of total
Revenue by type: Recurring vs. non-recurring vs. professional services
Contract structure: ACV distribution, multi-year %, auto-renewal %

Customer Economics

CAC (Customer Acquisition Cost): Total S&M spend / new customers acquired
LTV (Lifetime Value): (ARPU × Gross Margin) / Churn Rate
LTV:CAC ratio: Target >3x for healthy businesses
CAC payback period: Months to recover acquisition cost
Blended vs. segmented: Break down by customer segment (enterprise vs. SMB vs. mid-market)

Retention & Expansion

Gross retention: % of beginning ARR retained (excludes expansion)
Net retention (NDR): % of beginning ARR retained including expansion
Logo churn: % of customers lost
Dollar churn: % of revenue lost (often different from logo churn)
Expansion rate: Upsell + cr

value-creation-plan

name: value-creation-plan description: 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. Use when planning post-close execution, preparing operating partner materials, or building a board-ready value creation roadmap. Triggers on "value creation plan", "100-day plan", "post-close plan", "EBITDA bridge", "operating plan", or "value creation levers".

Value Creation Plan

Workflow

Step 1: Baseline Assessment

Understand the starting point:

Current revenue, EBITDA, and margins
Organizational structure and capabilities
Key operational metrics by function
Management team strengths and gaps
Quick wins already identified during diligence

Step 2: Value Creation Levers

Map all levers to an EBITDA bridge over the hold period:

Revenue Growth Levers

Organic growth: Price increases, volume growth, market expansion
Cross-sell / upsell: New products to existing customers
New market entry: Geographic expansion, new verticals, new channels
Sales force effectiveness: Hire reps, improve conversion, shorten cycle
M&A / add-ons: Bolt-on acquisitions to add revenue and capabilities

For each lever:

Current state → Target state
Revenue impact ($)
Timeline to impact
Investment required
Confidence level (high/medium/low)

Margin Expansion Levers

Pricing optimization: Price increases, mix shift, bundling
COGS reduction: Procurement savings, supplier consolidation, automation
OpEx optimization: Overhead reduction, shared services, offshoring
Technology investment: Automation, systems integration, data analytics
Scale leverage: Fixed cost leverage as revenue grows

Strategic / Multiple Expansion

Platform building: Add-on acquisitions, tuck-ins
Recurring revenue shift: Move from project to recurring/subscription
**Market po