Skills Built for Private Equity
Deal sourcing, diligence, IC memos, investor intel, and portfolio monitoring. Install in one click, or build your own.
Included with Every Agent
6 skills installed on every deployment. Research, reporting, and daily operations out of the box.
Daily Briefing
Morning summary of weather, industry news, tasks, and scheduled jobs — personalized from your agent’s memory.
8:00 AM · WeekdaysNews Monitor
RSS feed watcher delivering a daily digest of industry news. Curates what matters to your business.
7:00 AM · WeekdaysWeb Researcher
Scrape websites and extract structured data using Python. Outputs clean CSV or Excel files ready for analysis.
On demandData Analyst
Upload a CSV or Excel file, ask questions, get answers with charts and summary statistics.
On demandPDF Report Generator
Create polished PDF reports with charts, tables, and formatted text. Professional output from any dataset.
On demandDocument Converter
Convert between DOCX, PDF, Markdown, HTML, and PPTX. High-fidelity format conversion with pandoc.
On demandPrivate Equity Pack
Deal analysis, due diligence, IC memos, portfolio monitoring, and financial modeling.
Financial Analysis
CIM teardown: EBITDA normalization, revenue quality scoring, working capital analysis, management assessment.
On demandDue Diligence Tracker
Track financial, commercial, operational, legal, and IT workstreams with status, findings, and red flags.
On demandIC Memo Generator
Structured investment committee memo: executive summary, financial analysis, risk matrix, returns, recommendation.
On demandPortfolio Monitor
Weekly KPI review against plan — revenue, EBITDA, growth, utilization. Flags variance >10%.
Weekly Fri 8 AMFinancial Modeler
DCF models, LBO returns, IRR/MOIC calculations, sensitivity tables. Exports formatted Excel workbooks.
On demandShared Finance Skills
Cross-cutting finance automations that plug into the Private Equity pack.
Sector Deal Tracker
Daily M&A activity monitor for your target sectors. Logs transactions, extracts valuations, trends multiples.
7:00 AM · WeekdaysExcel Report Builder
Create formatted, multi-sheet Excel workbooks with charts, conditional formatting, and pivot-style summaries.
On demandCreate Your Own Skill
Describe what you want in plain English. Your agent writes the skill, installs it, and starts running it — no code required.
“Every morning at 9am, check my Gmail for invoices and log them in a spreadsheet.”
See it in action on your own deal
Thirty minutes. Your deal or ours. No slides, no sales pitch.
Schedule a Demo