Complete Implementation Guide

Overview

This guide provides step-by-step instructions for deploying all three Claude Skills at your private equity firm:

1. First-Pass Deal Analyst (Deal Flow Screening)
2. Portfolio Controller (Portfolio Monitoring)
3. PMI Coordinator (Post-Merger Integration)

Should You Use Skills or Plugins?

Use SKILLS when: You need Claude to follow specific workflows and best practices

Use PLUGINS when: You need Claude to access external data sources (Notion, Slack, etc.)

For this PE package: Use SKILLS ✅

These are instruction sets that teach Claude how to execute complex PE workflows.

Implementation Roadmap

Month 1: Foundation & Testing

Week 1: Setup

• Customize investment thesis
• Define red flag criteria
• Map current processes

Week 2: Skill 1 Testing