private-equity

Skills

10 in the Claude listing

• Ai readinessScan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time.
• Dd checklistGenerate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity.
• Dd meeting prepPrepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions.
• Deal screeningQuickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria.
• Deal sourcingPE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.
• Ic memoDraft a structured investment committee memo for PE deal approval.
• Portfolio monitoringTrack and analyze portfolio company performance against plan.
• Returns analysisBuild quick IRR/MOIC sensitivity tables for PE deal evaluation.
• Unit economicsAnalyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, revenue quality, and margin waterfall.
• Value creation planStructure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge.