Contact salesTry Claude

Private Equity

Private equity deal sourcing and workflow tools: company discovery, CRM integration, and founder outreach

Screen deals, run due diligence, build IC memos, and track portfolio performance for private equity workflows.

You can use Private Equity to:

Deal Sourcing:
"Source acquisition targets in the healthcare IT space with $20-50M revenue"

IC Memo:
"Draft an investment committee memo for our Series C investment in Acme Corp"

Due Diligence:
"Generate a due diligence checklist for a mid-market manufacturing acquisition"

Portfolio Monitoring:
"Build a quarterly portfolio monitoring dashboard for our Fund III companies"

Other plugins

Slack

Slack AI tools for users and developers: interact with your workspace via the Slack MCP server and use skills to develop Slack apps.

Data

Write SQL, explore datasets, and generate insights faster. Build visualizations and dashboards, and turn raw data into clear stories for stakeholders.

Adobe

Brings together Adobe Creative Cloud tools for images, vectors, design, and video. Edit multiple assets at once, adapt for different platforms, and complete multi-step creative workflows for polished results.

ZoomInfo

Search companies and contacts, enrich leads, find lookalikes, and get AI-ranked contact recommendations. Pre-built skills chain multiple ZoomInfo tools into complete B2B sales workflows.

Apollo

Prospect, enrich leads, load outreach sequences, and query sales analytics with Apollo.io — one-click MCP server integration for Claude Code and Cowork.

Dropbox

The Dropbox plugin for Claude connects your Dropbox files directly to Claude, so you can search, organize, save generated content, and create sharing links without switching tools. It respects your existing Dropbox permissions, and Claude only works with files you already have access to.