Solo UnicornPrivate Equity Diligence Cell
Data gathering, executive summaries, and diligence packaging for investment teams
What you can have running in the first 7 days
What is Private Equity Diligence Cell?
A diligence support template for PE firms, search funds, and corporate development teams that need faster operating reviews, cleaner memos, and less manual analyst formatting.
5
20 min
Advanced
Organization Chart
Data Consolidation Agent
Lead
Support Finance Tracker
Compliance Auditor
Support Executive Summary Generator
Specialized Document Generator
What's Included
- company.yaml
- agents/data-consolidation-agent.md
- agents/support-finance-tracker.md
- agents/compliance-auditor.md
- agents/support-executive-summary-generator.md
- agents/specialized-document-generator.md
- workflows/diligence-sprint.yaml
- README.md
Preview
name: private-equity-diligence-cell
version: "1.0"
description: A diligence support template for PE firms, search funds, and corporate development teams that need faster operating reviews, cleaner memos, and less manual analyst formatting.
agents:
- id: data-consolidation-agent
role: "Data Consolidation Agent"
prompt_file: "agents/data-consolidation-agent.md"
source_skill: "specialized/data-consolidation-agent.md"
- id: support-finance-tracker
role: "Finance Tracker"
prompt_file: "agents/support-finance-tracker.md"
source_skill: "support/support-finance-tracker.md"
- id: compliance-auditor
role: "Compliance Auditor"
prompt_file: "agents/compliance-auditor.md"
source_skill: "specialized/compliance-auditor.md"
- id: support-executive-summary-generator
role: "Executive Summary Generator"
prompt_file: "agents/support-executive-summary-generator.md"
source_skill: "support/support-executive-summary-generator.md"
- id: specialized-document-generator
role: "Document Generator"
prompt_file: "agents/specialized-document-generator.md"
source_skill: "specialized/specialized-document-generator.md"
workflows:
- id: diligence-sprint
trigger: target.opened
actions:
- collect-operating-data
- flag-risk-areas
- prepare-investment-memo
- route-summary-to-partners
Installation Guide
Get up and running in under 5 minutes.
# Install and onboard Solo Unicorn
npx solounicornclub onboard --yes
# Download and extract the template
unzip private-equity-diligence-cell.zip
cd private-equity-diligence-cellCompany Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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