Private Equity & VC AI Tools for Claude

Claude SKILL.md templates for PE and VC professionals: deal sourcing, LBO models, IC memos, cap table analysis, LP reporting, portfolio monitoring, and MOIC/IRR waterfall calculations.

📄 7 SKILL.md templates Free for Claude users
📄 SKILL.md (7)
SKILL.md Templates — Copy & Use in Claude

SKILL.md templates are structured prompt frameworks. Copy one into Claude's Projects system prompt — Claude will then follow professional private equity & vc workflows automatically, step by step, for any task you give it.

Cap Table & Waterfall Analyzer (PE/VC)

Build cap tables with multiple share classes, model waterfall distributions for different exit values, compute dilution from option pool expansions, and analyze preferred stock economics across liquidation scenarios.

📄 SKILL.md

Deal Sourcing & Target Screening Tool

Systematically screen acquisition targets: define search criteria, build target lists, score companies on strategic fit and financial profile, and generate outreach language for proprietary deal sourcing.

📄 SKILL.md

Investment Committee Memo Writer (PE)

Draft a complete private equity investment committee memo: executive summary, business overview, investment thesis, financial analysis, risk factors, deal structure, and return analysis.

📄 SKILL.md

LBO Model Builder

Build a complete leveraged buyout model: entry assumptions, debt structure, operating model, returns analysis (IRR/MOIC), and sensitivity tables across exit multiples and leverage.

📄 SKILL.md

LP Quarterly Report Writer

Draft Limited Partner quarterly reports: fund performance summary, MOIC and IRR by vintage, portfolio company updates, capital account statements, and market commentary for PE/VC fund managers.

📄 SKILL.md

Portfolio Company KPI Monitor

Build a PE portfolio company monitoring framework: monthly KPI reporting templates, covenant compliance tracking, 100-day plan progress, EBITDA bridge vs. underwriting model, and board reporting.

📄 SKILL.md

VC Term Sheet Analyzer

Analyze venture capital term sheets: pre-money valuation, dilution math, liquidation preference stacks, anti-dilution provisions, pro-rata rights, protective provisions, and founder-friendly vs. investor-friendly scoring.

📄 SKILL.md

How to use Private Equity & VC AI tools with Claude

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1. Pick a SKILL.md

Choose a template from the list above. Each is a structured prompt framework for a specific private equity & vc workflow.

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2. Add to Claude Projects

Open Claude → Create a Project → paste the SKILL.md into the project system prompt. Claude now follows the workflow automatically.

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3. Run your analysis

Describe your task in plain English. Claude executes the full private equity & vc workflow — step by step, with professional output.

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