Private Equity Agent Skills for Deal Sourcing
Private equity work runs as a loop: source the next company, diligence what is actually true about it, structure the deal and its debt, create value while you own it, monitor whether the plan is happening, then exit so the fund gets paid. Skills in this topic belong to that loop. Some help a company show up in the first place; others attach experts to diligence questions, draft the paper, track value-creation work, watch portfolio companies, or model an exit. Use the ranked list by starting at the sub-topic where your week is actually stuck — sourcing, diligence, deal, value creation, monitoring, or exit — and read the entries in that group before the rest. Leverage and control are the point throughout, so prefer skills that assume a fund owns or is buying the business rather than advising it from outside.
8 to start with19 top options
Start with these.
PE is a fund that buys companies: source, diligence, deal, own-and-improve, then exit — leverage and control are the point.
These are the closest matches for this work. Start with the first one and open it to install.
- Rank 01View Agent SkillPossible
xlsx
OfficialUse this skill any time a spreadsheet file is the primary input or output. This means any task where the user wants to: open, read, edit, or fix an existing .xlsx, .xlsm, .xltx, .csv, or .tsv file (e.g., adding columns, computing formulas, formatting, charting, cleaning messy data); create a new spreadsheet from scratch or from other data sources; or convert between tabular file formats. Trigger especially when the user references a spreadsheet file by name or path — even casually (like \"the xlsx in my downloads\") — and wants something done to it or produced from it. Also trigger for cleaning or restructuring messy tabular data files (malformed rows, misplaced headers, junk data) into proper spreadsheets. The deliverable must be a spreadsheet file. Do NOT trigger when the primary deliverable is a Word document, HTML report, standalone Python script, database pipeline, or Google Sheets API integration, even if tabular data is involved.
- Rank 02View Agent SkillPossible
partner-economics
Models the unit economics of one partner relationship: partner P&L, margin modeling, cost-to-serve, referral-fee and lifetime-value split, and partner CAC vs direct CAC. Adjacent to deal analysis.
4,128 · popularity - Rank 03View Agent SkillPossible
stock-market-pro
Tracks stock prices, fundamental metrics (PE, EPS, ROE), earnings calendars, and generates candlestick charts with technical indicators. Could support public comparables analysis.
4,091 · popularity - Rank 04View Agent SkillPossible
firecrawl
NotableAny live-web task via the Firecrawl CLI — including ordinary web research: searching the web, reading or extracting pages, gathering sources, discovering site URLs, bulk extraction, downloading a site, change alerts, or pages needing clicks/login — web only; local files route to firecrawl-parse. For papers use firecrawl-research-index; for library, API, error, or bug questions use firecrawl-developer-index.
- Rank 05View Agent SkillPossible
firecrawl-search
NotableFind web sources with query-relevant page excerpts and optional full-page content, and discover workflows, data APIs, and indexes. Use for web research or finding structured records, listings, transcripts, and datasets. Supports semantic tool discovery, domain matching, and progressive catalogue browsing.
83,108 · popularity - Rank 06View Agent SkillPossible
competitive-intelligence
Competitive analysis two ways: in-deal play against a named competitor, and win/loss patterns and battlecards across the book. Relevant to commercial diligence and portfolio value creation.
4,358 · popularity - Rank 07View Agent SkillPossible
sales-enablement
Expert B2B sales enablement guidance for creating pitch decks, one-pagers, objection docs, demo scripts, and playbooks. Relevant to value creation and exit preparation in portfolio companies.
110,680 · popularity - Rank 08View Agent SkillPossible
kpi-dashboard-design
Designs KPI dashboards with metrics selection, visualization best practices, and real-time monitoring patterns. Relevant to portfolio company monitoring and value creation.
15,222 · popularity
Explore 11 more Agent Skills
- Rank 09View Agent SkillPossible
pre-mortem
Runs a pre-mortem risk analysis on a PRD or launch plan, categorizing risks as Tigers, Paper Tigers, and Elephants with mitigation plans. Relevant to deal risk assessment.
9,871 · popularity - Rank 10View Agent SkillPossible
customer-research
Expert customer research guidance covering transcript analysis, online mining, interviews, surveys, and persona building. Relevant to commercial diligence and value creation.
105,518 · popularity - Rank 11View Agent SkillPossible
jobs-to-be-done
Jobs-to-be-Done framework for discovering what customers truly need, covering JTBD interviews, competition analysis, and jobs-oriented roadmaps. Relevant to commercial diligence.
6,162 · popularity - Rank 12View Agent SkillPossible
research
Spins up a background agent to investigate a question against primary sources and write findings to a Markdown file with citations. Could support diligence research.
629,500 · popularity - Rank 13View Agent SkillPossible
the-news
Provides real-time and archival front-page headlines across 20 countries via a public API. Could support market monitoring and sourcing research.
17,245 · popularity - Rank 14View Agent SkillPossible
news-aggregator-skill
Fetches and analyzes real-time news from 44+ sources including Hacker News, Reuters, and financial outlets, generating deep analysis reports. Could support market monitoring.
5,932 · popularity - Rank 15View Agent SkillPossible
diagram-design
NotableCreate branded architecture, IT current-state, flowchart, sequence, state machine, ER/data model, timeline, swimlane, quadrant, radar/spider, polar chart (polar/radial lollipop), loop/flywheel, nested, tree, org chart, layer stack, Venn, pyramid/funnel, treemap, bar, waterfall, line, Gantt and scatter charts, high-level, process, medallion, data flow, DP integration, DP security matrix, Sankey, fishbone, Wardley map, kanban, user journey, deployment, dependency graph, UML class, story map, or database schema diagrams as standalone HTML/SVG/PNG. Redraw .drawio/.drawio.png/.drawio.svg, Mermaid .mmd, or Excalidraw .excalidraw sources at a chosen size/detail; onboard brand tokens from a website; add semantic patterns, callouts, accessible motion, or sketchy/hand-drawn styling.
- Rank 16View Agent SkillPossible
design-doc-mermaid
Creates Mermaid diagrams (flowchart, sequence, class, ER, state, C4, architecture) from text or source code, with GitHub wiki and Confluence support. Could support deal documentation.
67,109 · popularity - Rank 17View Agent SkillPossible
churn-prevention
NotableWhen the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save offer,' 'dunning,' 'failed payment recovery,' 'win-back,' 'retention,' 'exit survey,' 'pause subscription,' 'involuntary churn,' 'people keep canceling,' 'churn rate is too high,' 'how do I keep users,' or 'customers are leaving.' Use this whenever someone is losing subscribers or wants to build systems to prevent it. For post-cancel win-back email sequences, see emails. For in
103,565 · popularity - Rank 18View Agent SkillPossible
notion-research-documentation
OfficialResearch across Notion and synthesize into structured documentation; use when gathering info from multiple Notion sources to produce briefs, comparisons, or reports with citations.
- Rank 19View Agent SkillPossible
deep-research
NotableCourses whose content rests on current, external or real-world facts that must be verified against live sources before being taught — recent events, market or policy data, product and version specifics, scientific developments, named cases. Researches the topic first, keeps a claim-to-source ledger, and grounds the outline and every page in what was actually fetched. Use when the request depends on up-to-date or externally checkable facts; not for timeless textbook topics that stand on established knowledge alone.
What this topic covers
Each sub-topic groups Agent Skills for a specific situation.
- Source
- How the next company shows up.
- Diligence
- What is true about this business, with experts attached.
- Deal
- The structure, the debt, and the paper.
- Value creation
- What you do while you own it, besides wait.
- Monitor
- Whether the plan is happening in the companies you already own.
- Exit
- How the fund gets paid, and when.
Frequently asked questions
- What kinds of skills are listed under Private Equity?
- They map to the six sub-topics: source, diligence, deal, value creation, monitor, and exit. Each one covers a stage of buying a company, owning and improving it, and getting the fund paid.
- How is the list ordered?
- It is ranked by observed search demand, with direct matches to the topic placed first. Any single publisher is capped so one source cannot fill the page.
- Where should I start if I work across the whole deal cycle?
- Start with the sub-topic where your current bottleneck sits, since the loop runs source, diligence, deal, own-and-improve, then exit. Diligence and monitor skills tend to assume you already have a company in hand.
- Do these skills assume I am the fund or the company?
- They assume the fund side: leverage and control are the point, so skills are written for a buyer or owner. If you advise companies rather than own them, the framing will not match your work.
How to install an Agent Skill
Start with the first skill on this page. Claude Code reads a SKILL.md once it is in the skills directory:
- Claude Code — copy the SKILL.md for xlsx into ~/.claude/skills/xlsx/ for yourself, or .claude/skills/xlsx/ to share it with a project.
- From the registry — run npx skills add anthropics/skills@xlsx.
- Or download xlsx from its source and place that SKILL.md in the directory above.
How to choose Check the source and the skill’s own instructions before you install. Official and Notable describe where a skill comes from.