ClipMarts

Private Equity Diligence Cell

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

$79Company OSFor teams replacing process headcount with AI ops

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.

Agents

5

Setup Time

20 min

Difficulty

Advanced

Works With
paperclipclaude-code

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

company.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

Installation Guide

terminal
$ paperclipai company import --from ./private-equity-diligence-cell/paperclip/ --target new
Creating 5 agents... done
Wiring 1 workflow... done
Company deployed successfully.

One-click import — deploy a full AI company into Paperclip in under a minute.

Option A: CLI (recommended)

1

Download and extract the ZIP

unzip private-equity-diligence-cell.zip
2

Import the Paperclip-ready company package

paperclipai company import --from ./private-equity-diligence-cell/paperclip/ --target new
3

Done — agents are ready

Open your Paperclip dashboard to see the org chart, agents, and workflows.

Option B: Dashboard UI

1

Open Paperclip dashboard

Navigate to Company Settings → Import

2

Upload the paperclip/ folder

From the extracted ZIP, upload the private-equity-diligence-cell/paperclip/ directory.

3

Review and deploy

Preview the org chart, then click Deploy. All agents and workflows will be created automatically.

Share
Files included8
Setup time20 min
Difficultyadvanced

Tags

private-equitydiligenceinvestmentmemosreporting