A Large-Scale Company Relation Graph for Investment Industry

Legal flags a risk. Finance flags another. We connect and cite. Open-source forensic M&A due diligence: 13 AI agents read your data room across 9 domains (Legal, Finance, Commercial, Tech, Cyber, HR, Tax, Regulatory, ESG), cross-reference findings no single reviewer connects, and trace every one to an exact page & quote.

Intelligent Financial Modeling Platform for Small Businesses - financial accounting and managerial accounting for the AI era; financial operating models for businesses in Python

Financial services skill pack for OpenClaw across banking, equity research, PE, and wealth management

私募基金管理人查询数据接口。Chinese Private Equity Funds APIs.

Claude Code skill for real estate & PE asset management — LP reporting, rent rolls, T-12 analysis, valuations, debt monitoring, hold/sell/refi

Installable Hermes Agent financial-services profile distribution

Tracker for U.S. public-company equity stakes in Anthropic and OpenAI. Built from primary SEC filings, court records, and press releases. Each row confidence-tagged (V/P/S).

Python models for DCF valuation, Monte Carlo simulation, and LBO analysis.

Reference AI agents, skills, and MCP connectors for financial-services workflows (IB, equity research, PE, wealth management) — Claude Cowork plugins, also runnable in Cursor and Codex CLI.

AI-powered Claude Code skill to structure messy folders into M&A-ready datarooms with intelligent classification, deduplication, version detection, and contextual missing-docs checklist. Multilingual FR/EN/DE/IT/ES.

PE underwriting and diligence workbench on live SEC EDGAR data - deterministic LBO/DCF/forensics, governed evidence with fail-closed citation auditing, cited abstaining QA, four-eyes IC workflow. FastAPI + Next.js 15.

Interactive LBO value creation attribution dashboard. Decomposes sponsor returns into EBITDA growth, deleveraging and multiple expansion via a zero-residual value bridge. Python, Streamlit, Plotly. Includes a Hilton/Blackstone case study.

PE/VC distribution waterfall, carried-interest & exit-structuring engine — European/American waterfalls, IRR/MOIC, secondaries, continuation vehicles

Claude Code skill that builds branded M&A / fundraising investor shortlists — local DBs + Outlook + Firecrawl + Dropcontact → Excel with 31-column transaction pipeline.

SBIC investment portfolio analyzer — fund-level metrics, IRR/TVPI/DPI, licensee tracking, and SBA program data analysis

Live, on-camera demo for PE TechCast Episode 5B — Hallucination, Part 2: how Claude's temperature parameter affects answers, and where modern hallucination still hides.

Plataforma de análise de investimentos com Capital IQ, peer benchmarking, consensus, debt capacity, DCF e IC memo.

AI-powered Due Diligence Copilot that automates company research using web retrieval, financial data enrichment, and LLM-based analysis to generate investor-style due diligence reports covering company overview, financials, competitive landscape, management, risks, and opportunities.

Institutional-grade AI pipeline that generates manager tearsheets for hedge funds, PE firms, and family offices. MCP-enabled.