skills.rest
ganoro
ganoroCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

portco-research

Generate ILPA-compliant Portfolio Company reports in Excel, PowerPoint, or PDF.

Updated Mar 10, 2026
Search Tags:#report generation#financial analysis#ilpa#portfolio company#pe fund reporting#kpi computation
One-click install
npx skills add https://github.com/ganoro/equiforte-workspaces-local-2 --skill portco-research
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: portco-research
Source: https://github.com/ganoro/equiforte-workspaces-local-2/tree/main/df1ef9f0-3138-4b76-8be9-a0e40bc4ccef/claude-plugin/skills/portco-research
Command: npx skills add https://github.com/ganoro/equiforte-workspaces-local-2 --skill portco-research

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires web_search, web_fetch, python, and includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the creation of ILPA-compliant Portfolio Company (PortCo) reports, saving significant time and ensuring accuracy in private equity fund reporting.

Core Features & Use Cases

  • Automated Data Gathering: Researches company financials, valuation, and M&A activity using web searches.
  • KPI Computation: Calculates essential metrics like EBITDA, EV, IRR, and MOIC.
  • Report Generation: Produces reports in Excel, PowerPoint, or PDF formats, adhering to ILPA standards.
  • Use Case: A user needs to generate an ILPA report for a specific portfolio company. They provide the company name and any known investment details, and the skill delivers a fully formatted report.

Quick Start

Use the portco-research skill to generate an ILPA report for 'Example Corp' in Excel format.

Frequently Asked Questions about portco-research

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate an ILPA portfolio company report automatically?▼

To automate ILPA portfolio company report generation, provide a company name and known investment details. The skill researches financials, computes KPIs like EBITDA and IRR, and outputs formatted Excel, PowerPoint, or PDF reports adhering to ILPA v1.0 standards.

What financial KPIs are needed for private equity fund reporting?▼

Private equity fund reporting requires KPIs like EBITDA, Enterprise Value (EV), Internal Rate of Return (IRR), and Multiple on Invested Capital (MOIC). This skill computes these metrics by extracting valuation data and fund performance figures from web searches and user inputs.

Can I export PE fund reports to Excel and PowerPoint?▼

Yes, you can export PE fund reports to Excel, PowerPoint, or PDF formats. The skill generates fully formatted documents adhering to ILPA v1.0 standards, utilizing provided reference files for definitions and dropdown values to ensure reporting accuracy.

Does web search work for gathering portfolio company financial data?▼

Web search effectively gathers portfolio company financial data, M&A activity, and valuation metrics. The skill automates this research process, extracting company information from the web to compute essential fund performance KPIs for ILPA-compliant reporting.

What is the best way to calculate MOIC and IRR for portfolio companies?▼

The best way to calculate MOIC and IRR for portfolio companies is by automating data extraction from web searches and user inputs. This skill computes these metrics alongside EBITDA and EV, integrating the results directly into ILPA-compliant reports.

Related Skills

Explore More Finance & Accounting Skills→
aliyunaliyun
580

announcement-analysis

Generate structured Markdown reports interpreting listed-company announcements with financial and valuation data.

Official
Advanced
Dianshu-LiaoDianshu-Liao
2

applying-brand-guidelines

Apply corporate brand styling and validate compliance in Excel, PowerPoint, and PDF documents.

Community
Intermediate
jwangkunjwangkun
705

china-returns-analysis

Compute IRR and MOIC for China-focused private equity portfolios.

Community
Advanced
smriksmrik
1

Portfolio Monitoring

Extract financial KPIs from portfolio company reports and analyze variances.

Community
Intermediate