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From private-equity
Track and analyze portfolio company performance against plan by ingesting financial packages, extracting KPIs, flagging variances, and producing board-ready dashboards.
npx claudepluginhub anthropics/financial-services --plugin private-equityHow this skill is triggered — by the user, by Claude, or both
Slash command
/private-equity:portfolio-monitoringThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [compan...
Track and analyze portfolio company performance against plan by ingesting financial packages, extracting KPIs, flagging variances, and producing board-ready dashboards.
Build professional financial data packs from CIMs, SEC filings, web search, or MCP servers into standardized Excel workbooks for investment committee review.
Analyzes 10-K, 10-Q, earnings releases, and proxy statements to extract investment insights from revenue breakdowns, MD&A, risks, and management tone.
Share bugs, ideas, or general feedback.
description: Track and analyze portfolio company performance against plan. Ingests monthly/quarterly financial packages (Excel, PDF), extracts KPIs, flags variances to budget, and produces summary dashboards. Use when reviewing portfolio company financials, preparing board materials, or monitoring covenant compliance. Triggers on "review portfolio company", "monthly financials", "how is [company] performing", "covenant check", or "portfolio update".
Key metrics to track (adapt to the company's sector):
Financial KPIs:
Operational KPIs (ask user or infer from data):
Output a concise summary:
If multiple periods are provided: