Valuation Reviewer
PluginAnthropic's official fund admin agent plugin: reads GP valuation packages, reviews each portfolio company's valuation against the template, calculates fund NAV, carried interest and LP distributions, and assembles LP reports for review. Connect your own portfolio data sources.
現在 README を表示できません
このリポジトリには README がありません。 GitHub リポジトリをご覧ください。
関連リソース
Investment Banking
PluginAnthropic's official investment banking plugin: drafts CIMs, blind teasers, process letters and buyer lists, builds one-page company profiles and pitch decks, runs accretion/dilution merger models and tracks deals. Installing the financial-analysis core plugin first is recommended.
anthropics/financial-services40.1kPitch Agent
PluginAnthropic's official investment banking agent plugin: for a target and deal situation, pulls comparable companies and precedent transactions, builds DCF, LBO and football field valuations, then fills the bank's PowerPoint template and checks the pitch. Data comes from the CapIQ MCP (subscription).
anthropics/financial-services40.1kGL Reconciler
PluginAnthropic's official finance agent plugin for fund accounting: reconciles the general ledger and subledger by trade date, lists breaks, traces causes and builds an exception report for sign-off without posting. Runs in Claude Code or Cowork; connect your own GL and subledger data via MCP.
anthropics/financial-services40.1kModel Builder
PluginAnthropic's official finance agent plugin: builds DCF, LBO, three-statement and comps models from scratch in Excel from a ticker and assumptions, all in formulas with built-in audits and sensitivity analysis. Historicals and consensus come from CapIQ and Daloopa MCPs (subscriptions).
anthropics/financial-services40.1kFinancial Analysis
PluginCore financial modeling plugin: builds DCF, LBO, three-statement and comps models, reviews Excel models and banking decks, and centrally configures financial data connectors. The foundation plugin of Anthropic's official financial services suite.
anthropics/financial-services40.1kFund Administration
PluginAnthropic's official fund administration plugin covering GL reconciliation and break tracing, accrual schedules, roll-forwards, variance commentary and NAV tie-outs, for fund operations and finance teams.
anthropics/financial-services40.1k