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By Changhochien
Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach
npx claudepluginhub changhochien/pi-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
Share bugs, ideas, or general feedback.
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Sign in to claimBased on adoption, maintenance, documentation, and repository signals. Not a security audit or endorsement.
Upstash Context7 MCP server for up-to-date documentation lookup. Pull version-specific documentation and code examples directly from source repositories into your LLM context.
Core skills library for Claude Code: TDD, debugging, collaboration patterns, and proven techniques
Tools to maintain and improve CLAUDE.md files - audit quality, capture session learnings, and keep project memory current.
Comprehensive skill pack with 66 specialized skills for full-stack developers: 12 language experts (Python, TypeScript, Go, Rust, C++, Swift, Kotlin, C#, PHP, Java, SQL, JavaScript), 10 backend frameworks, 6 frontend/mobile, plus infrastructure, DevOps, security, and testing. Features progressive disclosure architecture for 50% faster loading.
Reliable automation, in-depth debugging, and performance analysis in Chrome using Chrome DevTools and Puppeteer
Comprehensive startup business analysis with market sizing (TAM/SAM/SOM), financial modeling, team planning, and strategic research
Briefing pack before every client meeting
Core financial modeling and analysis tools: DCF, comps, LBO, 3-statement models, competitive analysis, and deck QC
Equity research tools: earnings analysis, initiating coverage reports, and research workflows
Investment banking productivity tools: client and market insights, deck creation, financial analysis, and transaction management
Earnings call and filings to model update to note draft
A collection of Pi agent skills for financial services professionals, adapted from Anthropic's financial-services project.
⚠️ Note: This is not a pure copy. Skills have been adapted for the Pi agent ecosystem with proper
SKILL.mdformatting, pi package manifest, and workspace installation support.
| Category | Skills |
|---|---|
| Investment Banking | Pitch decks, teasers, CIMs, deal tracking, M&A modeling |
| Equity Research | DCF, comps, LBO, sector analysis, earnings reports |
| Fixed Income | Swap curves, bond analysis, FX carry, options vol |
| Private Equity | IC memos, portfolio monitoring, returns analysis |
| Wealth Management | Investment proposals, client reports, rebalancing |
| Accounting | GL reconciliation, accruals, variance commentary |
| Compliance | KYC document parsing, AML rules |
# Install as workspace package (recommended for teams)
pi install npm:@hcchang/pi-financial-services -l
# Or global
pi install npm:@hcchang/pi-financial-services
Simply ask naturally:
Skills are organized in plugins/:
partner-built/ - LSEG, S&P Global data connectorsvertical-plugins/ - Core skills by vertical (IB, ER, PE, WM, etc.)Originally created by Anthropic. Adapted for Pi agent by @hcchang.
MIT