Ingests Excel/PDF/CSV financials for portfolio companies, extracts KPIs, flags budget variances, checks covenants, and generates board-ready summaries/tables/trends.
From private-equitynpx claudepluginhub anthropics/financial-services-plugins --plugin private-equityThis skill uses the workspace's default tool permissions.
Executes pre-written implementation plans: critically reviews, follows bite-sized steps exactly, runs verifications, tracks progress with checkpoints, uses git worktrees, stops on blockers.
Guides idea refinement into designs: explores context, asks questions one-by-one, proposes approaches, presents sections for approval, writes/review specs before coding.
Dispatches parallel agents to independently tackle 2+ tasks like separate test failures or subsystems without shared state or dependencies.
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: