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By anthropics
Automate the private equity deal lifecycle: inbound screening, target discovery with CRM checks and founder outreach, due diligence checklists, financial modeling (IRR/MOIC, unit economics), portfolio monitoring, AI opportunity scanning, and board-ready performance dashboards.
npx claudepluginhub anthropics/financial-services --plugin private-equityScan the portfolio for the highest-leverage AI opportunities
Generate a due diligence checklist
Prep for a diligence meeting or expert call
Draft an investment committee memo
Review portfolio company performance
description: Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first. Triggers on "AI readiness", "AI opportunity scan", "where should we deploy AI", "AI across the portfolio", "AI quick wins", or "which portcos are ready for AI".
description: Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity. Covers all major workstreams with request lists, status tracking, and red flag escalation. Use when kicking off diligence, organizing a data room review, or tracking outstanding items. Triggers on "dd checklist", "due diligence tracker", "diligence request list", "what do we still need", or "data room review".
description: Prepare for due diligence meetings — management presentations, expert network calls, customer references, and advisor sessions. Generates targeted question lists, benchmarks to reference, and red flags to probe. Use before any diligence meeting or call. Triggers on "prep for management meeting", "diligence call prep", "expert call questions", "customer reference questions", or "meeting prep for [company]".
description: Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against the fund's investment criteria. Extracts key deal metrics, runs a pass/fail framework, and outputs a one-page screening memo. Use when reviewing new deal flow, triaging inbound materials, or deciding whether to take a first call. Triggers on "screen this deal", "review this CIM", "should we look at this", "triage this teaser", or "deal screening".
description: PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
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Briefing pack before every client meeting
Earnings call and filings to model update to note draft
Comps, precedents, LBO to a branded pitch deck, end to end
Price bonds, analyze yield curves, evaluate FX carry trades, value options, and build macro dashboards using LSEG financial data and analytics.
Reference agents, skills, and data connectors for the financial-services workflows we see most — investment banking, equity research, private equity, and wealth management.
Everything here is available two ways from one source: install it as a Claude Cowork plugin, or deploy it through the Claude Managed Agents API behind your own workflow engine. Same system prompt, same skills — you choose where it runs.
[!IMPORTANT] Nothing in this repository constitutes investment, legal, tax, or accounting advice. These agents draft analyst work product — models, memos, research notes, reconciliations — for review by a qualified professional. They do not make investment recommendations, execute transactions, bind risk, post to a ledger, or approve onboarding; every output is staged for human sign-off. You are responsible for verifying outputs and for compliance with the laws and regulations that apply to your firm.
What's in the repo:
/v1/agents./comps, /dcf, /earnings and the connectors without a full agent.Each agent is named for the workflow it runs. They're starting points: install the ones that match your work, then tune the prompts, skills, and connectors to how your firm does it.
Each agent plugin is self-contained — it bundles the skills it uses, so installing the agent is all you need.
| Function | Agent | What it does |
|---|---|---|
| Coverage & advisory | Pitch Agent | Comps, precedents, LBO → branded pitch deck, end to end |
| Meeting Prep Agent | Briefing pack before every client meeting | |
| Research & modeling | Market Researcher | Sector or theme → industry overview, competitive landscape, peer comps, ideas shortlist |
| Earnings Reviewer | Earnings call + filings → model update → note draft | |
| Model Builder | DCF, LBO, 3-statement, comps — live in Excel | |
| Fund admin & finance ops | Valuation Reviewer | Ingests GP packages, runs valuation template, stages LP reporting |
| GL Reconciler | Finds breaks, traces root cause, routes for sign-off | |
| Month-End Closer | Accruals, roll-forwards, variance commentary | |
| Statement Auditor | Audits LP statements before distribution | |
| Operations & onboarding | KYC Screener | Parses onboarding docs, runs the rules engine, flags gaps |
For Managed Agent deployment — agent.yaml, leaf-worker subagents, steering-event examples, and per-agent security notes — see managed-agent-cookbooks/.
plugins/
agent-plugins/ # Named agents — one self-contained plugin each
vertical-plugins/ # Skill + command bundles by FSI vertical, plus MCP connectors
partner-built/ # Partner-authored plugins (LSEG, S&P Global)
managed-agent-cookbooks/ # Claude Managed Agent cookbooks — one dir per agent
claude-for-msft-365-install/ # Admin tooling to provision the Claude Microsoft 365 add-in
scripts/ # deploy-managed-agent.sh · check.py · validate.py · orchestrate.py · sync-agent-skills.py
In Cowork, open Settings → Plugins → Add plugin and either:
https://github.com/anthropics/claude-for-financial-services — then pick the agents and verticals you want from the marketplace list, orplugins/ (e.g. plugins/agent-plugins/pitch-agent/) and drop it in.# Add the marketplace
claude plugin marketplace add anthropics/claude-for-financial-services
# Core skills + connectors (install first)
claude plugin install financial-analysis@claude-for-financial-services
# Named agents — pick the ones you want
claude plugin install pitch-agent@claude-for-financial-services
claude plugin install gl-reconciler@claude-for-financial-services
claude plugin install market-researcher@claude-for-financial-services