# GPTsApp Plugins decision brief ## Private Equity (claude-code) Format: gptsapp-plugin-decision-brief/1.0.0 Plugin ID: gpa:plugin:ca352f866226e1282a3d350fb0eed6d7eeffdb1c9f40ff35caa31731a718b424 Canonical: https://plugins.gptsapp.io/plugins/claude-code/anthropics/private-equity Source owner: anthropics Declared author: Anthropic FSI (manifest declaration) Repository: https://github.com/anthropics/financial-services Package root: plugins/vertical-plugins/private-equity Package format: claude-plugin Documented targets: Claude Code (claude-code) Documented targets are source declarations, not tested compatibility. Other interfaces remain unknown. Task scope: All recorded tasks Recorded tasks: Organize research (research); Prepare financial models (financial-modeling) Prepare diligence workpapers, draft committee memos and scenario-model inputs for human review. ### Version and observation scope Workflow-note version: 0.1.2 Workflow-note revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Workflow-note observation: 2026-09-08T12:45:36.005Z Manifest version: 0.1.2 Manifest revision: 69cbc81467a5dced793eee03dec4658aa24ef856 Manifest observation: 2026-09-08T12:45:36.005Z Component observation scope: 69cbc81467a5dced793eee03dec4658aa24ef856 A manifest observation does not revalidate older component or prerequisite notes. ### Installation and delivery Package role: vertical-bundle Delivery boundary: Plugin-format workflow package. Cowork and Claude Code installation instructions are separate from Managed Agent deployment and provider access. Access: Draft workflows for qualified human review. Provider access, subscriptions and permissions remain separate; this directory executes no transactions and posts no ledger entries. License declaration: Package license not established by this observation; reference-only directory metadata. A license declaration is not a directory redistribution or safety certification. Official installation: https://github.com/anthropics/financial-services Installation note: Publisher marketplace: claude-for-financial-services. Entry: private-equity. Exact package root: plugins/vertical-plugins/private-equity. Review publisher instructions and Claude host requirements; no installation is performed here. Distribution: claude-for-financial-services / private-equity; path plugins/vertical-plugins/private-equity; index revision 69cbc81467a5dced793eee03dec4658aa24ef856; package revision 69cbc81467a5dced793eee03dec4658aa24ef856 Distribution evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json ### Prerequisites by recorded task - required: Draft work products require review by a qualified professional; no investment, legal, tax or accounting advice is provided here. [Tasks: Organize research; Prepare financial models] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md - unknown: Provider access and any subscription or API-key requirements must be checked for the intended data workflow. [Tasks: Organize research; Prepare financial models] Evidence: https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md The complete prerequisite inventory has not been established; unknown does not mean optional, free or unnecessary. ### Included components and observation limits - Observed packaged skill files (Skills): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: ai-readiness, dd-checklist, dd-meeting-prep, deal-screening, deal-sourcing, ic-memo, portfolio-monitoring, returns-analysis, unit-economics, value-creation-plan ai-readiness: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/ai-readiness/SKILL.md dd-checklist: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/dd-checklist/SKILL.md dd-meeting-prep: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/dd-meeting-prep/SKILL.md deal-screening: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/deal-screening/SKILL.md deal-sourcing: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/deal-sourcing/SKILL.md ic-memo: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/ic-memo/SKILL.md portfolio-monitoring: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/portfolio-monitoring/SKILL.md returns-analysis: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/returns-analysis/SKILL.md unit-economics: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/unit-economics/SKILL.md value-creation-plan: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/skills/value-creation-plan/SKILL.md - Observed packaged command files (Commands): Regular source-tree files at 69cbc81467a5dced793eee03dec4658aa24ef856. Enumerated direct file pattern; not runtime activation or a full prerequisite inventory. Recorded members: ai-readiness, dd-checklist, dd-prep, ic-memo, portfolio, returns, screen-deal, source, unit-economics, value-creation ai-readiness: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/ai-readiness.md dd-checklist: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/dd-checklist.md dd-prep: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/dd-prep.md ic-memo: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/ic-memo.md portfolio: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/portfolio.md returns: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/returns.md screen-deal: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/screen-deal.md source: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/source.md unit-economics: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/unit-economics.md value-creation: https://github.com/anthropics/financial-services/blob/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/commands/value-creation.md - MCP configuration file present (MCP configuration): .mcp.json observed at 69cbc81467a5dced793eee03dec4658aa24ef856; endpoints, requiredness and permissions not inspected. Exact member count: Unknown. - Hook configuration file present (Hooks): File presence is not execution or safety verification. Exact member count: Unknown. Included Skill, Agent and Command files are not a request to install duplicate copies. File/configuration presence is not host activation. ### Source issues No separately recorded issue. This is not a safety review. ### Independent runtime states Package installed: Not observed External connection: Not observed Access authorized: Not observed Task completed: Not observed This brief includes no personal prerequisite answers, credentials or runtime checks. No winner, compatibility, safety or authorization verdict. ### Sources - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/.claude-plugin/marketplace.json - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity/.claude-plugin/plugin.json - https://github.com/anthropics/financial-services/tree/69cbc81467a5dced793eee03dec4658aa24ef856/plugins/vertical-plugins/private-equity - https://raw.githubusercontent.com/anthropics/financial-services/69cbc81467a5dced793eee03dec4658aa24ef856/README.md