AI kit · Finance
The AI kit for Private Equity Associates
Everything your ChatGPT, Claude or Copilot needs to work like an expert private equity associate, hand-picked from our libraries and kept up to date. Add it once and just ask your AI for help. We guide you through the set-up.
AI Coach included
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ClaudeCCopilot
GeminiGGrokGGrok Bot
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Kimi
14 skills for private equity associates
Picked from our 6,000+ skills. Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
Builds market, industry, and portfolio research with forecasts and risk views, e.g. a two-page outlook on industrial distribution margins.
Screens a target end to end: financials, SWOT, valuation, deal structure, e.g. a $40M EBITDA packaging platform at 8x.
Runs M&A analysis: statement review, DCF, synergies, deal structure, e.g. valuing a bolt-on with $3M cost synergies.
Writes the investment memo with thesis, risks, and recommendation, e.g. a four-page IC memo for a healthcare services deal.
10 more in the kit for members.
Get the full kit27 prompts in 9 topics
Picked from our 60,000+ prompts. Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
Like "Summarize CIM or Teaser"
Like "Create Investment Screen Memo"
Like "Explain Financial Model Structure and Formulas"
Like "Draft Due Diligence Request List"
23 more in the kit for members.
Get the full kit12 AI agents for private equity associates
Picked from our 4,000+ AI agents. An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
A current map of which diligence requests are answered, partly answered or contradicted.
A model that passes all test cases after the repair.
A comparable, themed reference summary with at least a set number of independent sources per theme
Show verified synergy delivery against plan each month and drive action on shortfalls.
8 more in the kit for members.
Get the full kit12 connections (MCP servers) for private equity associates
Picked from our 4,000+ MCP servers. A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
Let your AI search your Box files, answer questions about them, and pull out details for you.
Let your AI search the live web and read full webpages for you.
Lets your AI run Google searches for web, images, news, videos, places and maps, and hand you the results.
Let your AI build and edit real Excel spreadsheets with live formulas, then save a .xlsx file you can open.
8 more in the kit for members.
Get the full kit16 AI apps for private equity associates
Picked from our 9,000+ AI apps. The AI apps worth your time in this job, so you don't have to test dozens yourself.
Finbar streamlines financial analysis by automating data extraction from thousands of companies, enabling analysts to update models in seconds. Trusted by top h
EpsteinGPT condenses documents into clear summaries, extracts key insights and generates concise reports to accelerate research, decision-making and collaborati
Pane is an AI spreadsheet that edits cells, writes real formulas, extracts tables from PDFs, cleans messy data and builds charts-so every change is visible, edi
Gemini Deep Research Agent automates long-horizon, multi-source research into fully cited, expert-quality reports. Combines open web and MCP proprietary data, a
12 more in the kit for members.
Get the full kit8 apps to build for private equity associates
Picked from our 2,000+ apps to build. Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
Answer questions across a data room and keep every answer linked to its source page for diligence files.
Track which diligence requests are answered, which are missing, and where the supporting document sits.
Stop re-reading old sector notes and comps; search saved research with provenance and review status attached.
Get a verifiable answer from filings and earnings calls with each claim traceable to the document.
4 more in the kit for members.
Get the full kit12 Grok Bots for private equity associates
Picked from our 1,800+ Grok Bots. Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
Analyzes deal room documents to deliver due diligence, risk scoring, and negotiation recommendations.
Screen people or organisations for adverse media, PEP status, and sanctions exposure.
Build 3-5 year financial models with revenue, costs, cash, and scenarios for startups.
Builds a diligence-ready data room: checklist, gap report, and organized folder structure.
8 more in the kit for members.
Get the full kitAdd the kit to your AI
Install instructions are for members
Install the kit as a plugin, or connect it through the AI Coach. Both come with every click shown, so you don't have to work anything out.
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