portco-research
CommunityGenerate ILPA Portfolio Company Reports
Finance & Accounting#report generation#financial analysis#ilpa#portfolio company#pe fund reporting#kpi computation
Authorganoro
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates the creation of ILPA-compliant Portfolio Company (PortCo) reports, saving significant time and ensuring accuracy in private equity fund reporting.
Core Features & Use Cases
- Automated Data Gathering: Researches company financials, valuation, and M&A activity using web searches.
- KPI Computation: Calculates essential metrics like EBITDA, EV, IRR, and MOIC.
- Report Generation: Produces reports in Excel, PowerPoint, or PDF formats, adhering to ILPA standards.
- Use Case: A user needs to generate an ILPA report for a specific portfolio company. They provide the company name and any known investment details, and the skill delivers a fully formatted report.
Quick Start
Use the portco-research skill to generate an ILPA report for 'Example Corp' in Excel format.
Dependency Matrix
Required Modules
web_searchweb_fetchpython
Components
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: portco-research Download link: https://github.com/ganoro/equiforte-workspaces-local-2/archive/main.zip#portco-research Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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