Private Equity Diligence Cell
Data gathering, executive summaries, and diligence packaging for investment teams
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
One-click import — deploy a full AI company into Paperclip in under a minute.
Option A: CLI (recommended)
Download and extract the ZIP
unzip private-equity-diligence-cell.zipImport the Paperclip-ready company package
paperclipai company import --from ./private-equity-diligence-cell/paperclip/ --target newDone — agents are ready
Open your Paperclip dashboard to see the org chart, agents, and workflows.
Option B: Dashboard UI
Open Paperclip dashboard
Navigate to Company Settings → Import
Upload the paperclip/ folder
From the extracted ZIP, upload the private-equity-diligence-cell/paperclip/ directory.
Review and deploy
Preview the org chart, then click Deploy. All agents and workflows will be created automatically.
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