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Private Equity Workflows

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Institutional-grade PE deal workflows

Finance & Accounting#returns analysis#due diligence#value creation#private equity#lbo#investment memo#portfolio monitoring
Authorfall-development-rob
Version1.0.0
Installs0

System Documentation

What problem does it solve?

Provides repeatable, auditable private equity deal processes that turn fragmented diligence, financial data, and modelling work into consistent investment committee-ready deliverables and quantifiable returns analysis.

Core Features & Use Cases

  • Deal Screening: One-page pass/fail screening memos with key facts, valuation checks, and credit flags.
  • IC Memos & Returns: Full investment committee memos with LBO modelling, sources & uses, scenario IRR/MOIC, sensitivity matrices, and consistency checks.
  • Due Diligence & VCPs: Structured DD checklists, meeting prep, 100-day value creation plans, and KPI-driven portfolio monitoring dashboards.
  • Use Case: Quickly evaluate a mid-market buyout opportunity, produce an IC memo, and quantify IRR/MOIC under base/upside/downside scenarios using corp-finance-mcp tools and FMP data.

Quick Start

Prepare a one-page screening memo and a base-case LBO returns summary for a target with revenue $100M and EBITDA $15M using historical financials and assumed entry leverage.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: Private Equity Workflows
Download link: https://github.com/fall-development-rob/corp_finance/archive/main.zip#private-equity-workflows

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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