Tools

Anthropic's official private equity plugin covering deal sourcing with CRM dedupe, founder outreach, quick CIM screening, diligence checklists, IRR/MOIC returns analysis, IC memos and portfolio monitoring.

Collects reviews and complaints from Google, Yelp, Facebook and more, groups them by theme with quotes, and drafts replies in the owner's voice that post only after approval; also finds lapsed customers and drafts win-back messages. Official Anthropic small-business plugin.

Account research skill from Anthropic's official sales plugin: give a company name or domain (and optionally a contact) to get a company overview, recent news and likely priorities, an ICP fit check and existing CRM records. Without a CRM it uses uploaded lists or web search.

Outreach skill from Anthropic's official sales plugin: uses account research and past emails to write personalized prospecting emails or multi-touch follow-up sequences, saved as drafts for your review. Works best with email and CRM connected; otherwise returns copy-ready text.

All-in-one plugin for small business owners: 44 skills covering cash flow and bookkeeping, collections and taxes, customer acquisition and marketing, customer feedback, inventory, hiring and contract review. Anything touching money or customers needs your approval. Official from Anthropic.

Sales plugin with 36 skills for call prep and follow-ups, account research, lead qualification, deal reviews, pipeline management and forecasting. Can read and write your CRM, email and calendar. Official from Anthropic.

Designs multi-email marketing sequences for onboarding, lead nurturing, win-back and launches, with full copy for each email, timing, branches and exit conditions, benchmarks and A/B test ideas. No email tool required. Part of Anthropic's official marketing plugin.

Skill from Anthropic's official sales plugin: before a customer meeting, pulls together attendees, account history, past call notes and deal status into a one-page brief with suggested discovery questions. Works best with calendar, CRM and email connectors; uploaded files also work.