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Finance & accounting
valuation-reviewer
Ingests GP packages, runs valuation template, stages LP reporting
Skills
4 in the Claude listing
Ic memo
Draft a structured investment committee memo for PE deal approval.
Portfolio monitoring
Track and analyze portfolio company performance against plan.
Returns analysis
Build quick IRR/MOIC sensitivity tables for PE deal evaluation.
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.
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