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Private Equity Diligence Cell

Data gathering, executive summaries, and diligence packaging for investment teams

// First 7 days

What can be running fast.

01

Get a ready-to-run system that replaces blank-page setup.

02

Ship a usable package with 8 included files and working structure.

03

Move from purchase to first setup in about 20 min.

// Included files

What is inside the package.

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

Description

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.

solo-unicornclaude-code

Upgrade path

  • 01Start with this package and validate the workflow.
  • 02Add specialized skills or bundles once the core system is stable.
  • 03Use the community to sharpen positioning, demos, and feedback loops.
Previewcompany.yaml
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

// Community acceleration

Use the room after the purchase.

Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.

Discuss implementation