The Private Equity Deal Stack

Claude skills for private equity investors and analysts cover the full deal lifecycle — from sourcing and initial screening through diligence, IC memo, close, and post-close portfolio management. This stack was built for PE teams that want structured support at every stage rather than rebuilding the workflow from scratch each deal.

What these skills do

Private Equity Deal Sourcing

Build and run a systematic deal sourcing process — sector thesis articulation, target company identification, outreach strategy, and the tracking system that keeps a pipeline organized across multiple sectors and stages.

Private Equity Deal Screening

Screen inbound opportunities against your investment criteria — initial financial review, market position assessment, and the quick-turn evaluation format that gives the team a shared view before spending time on deeper diligence.

Private Equity Due Diligence Checklist

Generate a comprehensive diligence checklist tailored to the deal — covering financial, legal, commercial, operational, and management dimensions. Adapts based on sector, deal size, and the specific risk areas identified in screening.

Private Equity Diligence Meeting Prep

Prepare for management meetings, expert calls, and advisor sessions during diligence — question lists, discussion guides, and the structured note-taking format that captures decision-relevant information efficiently.

Private Equity Investment Committee Memo

Write IC memos that communicate the investment thesis clearly — deal overview, market analysis, financial projections, risk factors, and the returns analysis that shows why this deal meets the fund’s criteria.

Private Equity Value Creation Plan

Build a 100-day plan and longer-term value creation roadmap — operational improvement initiatives, growth levers, management priorities, and the milestone structure that tracks execution against the investment thesis.

Private Equity Unit Economics Analysis

Analyze the unit economics of portfolio companies — CAC, LTV, contribution margin, payback period, and the cohort analysis that shows whether the business model is actually working at scale.

Private Equity Returns Analysis

Model investment returns across scenarios — entry multiple sensitivity, leverage impact, exit timing, and the waterfall analysis that shows returns to different stakeholders under each scenario.

Private Equity Portfolio Monitoring

Track portfolio company performance against plan — KPI reporting, budget vs. actuals, management update formats, and the portfolio-level views that give the investment team a clear picture of where to focus.

Financial Analysis LBO Model

Build and run leveraged buyout models — purchase price allocation, debt structure, operational assumptions, and the scenario analysis that stress-tests returns under different exit conditions.

Who this is for

• Private equity analysts and associates running deal processes
• PE investors who need structured support from screening through IC presentation
• Portfolio operations teams tracking value creation across a portfolio

For related workflows, see the Investment Banking Stack for transaction document production, or the Equity Research Stack for public markets research.