Private Equity Workflows

Generate private equity deal documents and LBO returns analyses with consistency checks.

7|1|Updated Feb 9, 2026
One-click install
npx skills add https://github.com/fall-development-rob/corp_finance --skill private-equity-workflows
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Private Equity Workflows
Source: https://github.com/fall-development-rob/corp_finance/tree/main/.claude/skills/workflow-private-equity
Command: npx skills add https://github.com/fall-development-rob/corp_finance --skill private-equity-workflows

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Provides repeatable, auditable private equity deal processes that turn fragmented diligence, financial data, and modelling work into consistent investment committee-ready deliverables and quantifiable returns analysis.

Core Features & Use Cases

  • Deal Screening: One-page pass/fail screening memos with key facts, valuation checks, and credit flags.
  • IC Memos & Returns: Full investment committee memos with LBO modelling, sources & uses, scenario IRR/MOIC, sensitivity matrices, and consistency checks.
  • Due Diligence & VCPs: Structured DD checklists, meeting prep, 100-day value creation plans, and KPI-driven portfolio monitoring dashboards.
  • Use Case: Quickly evaluate a mid-market buyout opportunity, produce an IC memo, and quantify IRR/MOIC under base/upside/downside scenarios using corp-finance-mcp tools and FMP data.

Quick Start

Prepare a one-page screening memo and a base-case LBO returns summary for a target with revenue $100M and EBITDA $15M using historical financials and assumed entry leverage.

Frequently Asked Questions about Private Equity Workflows

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

FAQPage Schema
How do I build an LBO model and run returns analysis for a private equity deal?

To build an LBO model and run returns analysis, use this Skill to generate sources-and-uses tables, scenario IRR/MOIC, and sensitivity matrices. It enforces internal consistency so sources equal uses while integrating FMP market data for accurate quantitative outputs.

What is the best way to structure an investment committee memo for a buyout opportunity?

The best way to structure an investment committee memo is using this Skill to combine LBO modelling with credit and covenant checks. It produces institutional-grade IC deliverables that quantify returns under base, upside, and downside scenarios.

Can I generate a 100-day value creation plan and due diligence checklists for portfolio monitoring?

Yes, you can generate a 100-day value creation plan and due diligence checklists for portfolio monitoring. The Skill creates structured DD frameworks, meeting prep materials, and KPI-driven dashboards to track portfolio company performance.

How do I screen a mid-market buyout target and check for credit flags?

To screen a mid-market buyout target and check for credit flags, use this Skill to produce a one-page pass/fail screening memo. It evaluates key facts, runs valuation checks, and identifies credit flags using historical financials and FMP data.

Does this private equity workflow tool require corp-finance-mcp tools to run sensitivity matrices?

Yes, this private equity workflow tool requires corp-finance-mcp tools to run sensitivity matrices and build LBO models. It integrates these tools with FMP market data to enforce internal consistency and ensure sources equal uses.