financial-services/private-equity/commands/source.md at mihilmy/bootstrap-python-example

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Nicholas Lin b891783b23 Initial commit: copy from fsi-plugins-dev

Financial services plugins for Claude Code covering:
- Equity Research
- Financial Analysis (comps, DCF, LBO, 3-statements, check-deck, check-model)
- Investment Banking (strip profiles, CIM, pitch decks, merger models)
- Private Equity (deal screening, IC memos, portfolio monitoring)
- Wealth Management

2026-02-23 14:28:34 -05:00

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description, argument-hint

description	argument-hint
Source deals — discover companies and draft founder outreach	[sector or criteria, e.g. 'industrial services in Texas $10-50M']

Load the deal-sourcing skill and run the sourcing pipeline: discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.

If criteria are provided, use them. Otherwise ask the user for sector, size, geography, and deal parameters.

453 B Raw Permalink Blame History

453 B

Raw Permalink Blame History