Out of the box skills to support investors: July 2026
New additions mean investors can automate more of the deal.
Each month, Accendo tracks named, install-and-use AI skills built for investors, and maps every one to its stage in the deal workflow and the team function it supports. This update covers the Investment and PE Skills Library as it stands today, and what changed since the last cycle.
This cycle adds seven Copilot (M365) entries, the Zacks Equity Research AI Agent plus six federated data connectors for PitchBook, CB Insights, Daloopa, FactSet, Morningstar, and S&P Global/Kensho, and updates the Perplexity Computer for Professional Finance entry to note its new availability inside Microsoft 365 apps; no items retired this run. A fund on Microsoft 365 Copilot can now pull PitchBook, CB Insights, Daloopa, FactSet, Morningstar, or S&P Global/Kensho data straight into Word, Excel, PowerPoint, Outlook, or Teams, and run Perplexity’s finance workflows from the same M365 side panel, without leaving the document or workbook it is already in.
Last updated: 13 July 2026
Library change: Added seven Copilot (M365) entries this run (Zacks Equity Research AI Agent plus six named financial data connectors for Copilot in Excel, Copilot Chat, and Researcher: PitchBook, CB Insights, Daloopa, FactSet, Morningstar, and S&P Global/Kensho Deterministic Retrieval), and updated the Perplexity Computer for Professional Finance entry to note its new availability inside Microsoft 365 apps; no retirements confirmed.
Match the right skill to the right stage of the deal.
Use this to see where a fund can hand research to a named skill today, and where the team still has to build the workflow itself.
01 Origination / Deal Sourcing
5 item(s) across 3 platform(s).
- Claude: Investment Banking (plugin)
- Claude: Pitch Agent
- Perplexity: Computer for Professional Finance
- Copilot (M365): PitchBook Premium Connector for Microsoft 365 Copilot
- Copilot (M365): CB Insights Graph Connector for Microsoft 365 Copilot
Origination now spans five items across three platforms, including Claude’s Investment Banking plugin and Pitch Agent, Perplexity’s Computer for Professional Finance, and Copilot’s new PitchBook and CB Insights connectors, so a fund can source candidate companies and pull deal or market data straight into whichever platform its origination team already uses.
02 Screening / Thesis Fit
7 item(s) across 3 platform(s).
- Claude: Equity Research (plugin)
- Claude: Market Researcher
- Claude: Investment Analysis (Claude Code Skill)
- Claude: Earnings Reviewer (agent)
- ChatGPT: Investment Research Assistant GPT
- Copilot (M365): Zacks Equity Research AI Agent
- Copilot (M365): Morningstar federated Copilot connector
Screening carries seven items, the largest stage in the library, with Claude covering equity research, market research, and earnings review, ChatGPT offering a general investment research assistant, and Copilot now adding Zacks equity research and Morningstar fund data, giving a fund a choice of platform for thesis testing rather than a single required tool.
03 Preliminary IC
No library item currently covers this stage.
04 Due Diligence
9 item(s) across 2 platform(s).
- Claude: Financial Analysis (core plugin)
- Claude: Private Equity (plugin)
- Claude: S&P Global Plugin (Kensho)
- Claude: LSEG Plugin
- Claude: Excel LBO Modeler (Claude Code Skill)
- Claude: Model Builder (agent)
- Copilot (M365): Daloopa connector for Copilot in Excel
- Copilot (M365): FactSet connector for Copilot in Excel
- Copilot (M365): S&P Global Deterministic Retrieval (Kensho) connector for Copilot in Excel
Due diligence is the deepest stage at nine items, with Claude’s Financial Analysis, Private Equity, S&P Global, and LSEG plugins joined this run by Copilot connectors for Daloopa, FactSet, and S&P Global/Kensho, so a fund can pull audit-ready fundamentals and institutional data straight into an Excel model instead of exporting figures by hand.
05 Term Sheet / Structuring
No library item currently covers this stage.
06 Final IC
No library item currently covers this stage.
07 Closing
No library item currently covers this stage.
08 Ownership & Monitoring
1 item(s) across 1 platform(s).
- Claude: Valuation Reviewer (agent)
Ownership and monitoring holds a single item, Claude’s Valuation Reviewer agent, so a fund still needs its own process for portfolio monitoring and reporting beyond periodic valuation review.
09 Exit
No library item currently covers this stage.
See which team functions are ready for AI today.
The team-function heatmap shows Fundraising & LP, Portfolio Value Creation, AI Governance, and Talent & Knowledge rated Limited across all four platforms, with Monitoring & Reporting reaching only Moderate on Claude and Limited everywhere else; a fund working in any of those five functions still needs its own workflow rather than a shelf-ready skill.
| Platform | 01 Thesis & Market Intelligence | 02 Pipeline & CRM | 03 Fundraising & LP | 04 Portfolio Value Creation | 05 Monitoring & Reporting | 06 Fund Admin & Valuation | 07 AI Governance | 08 Talent & Knowledge |
|---|---|---|---|---|---|---|---|---|
| Claude | Strong5 found | Strong2 found | Limited0 found | Limited0 found | Moderate1 found | Strong5 found | Limited0 found | Limited0 found |
| ChatGPT | Moderate1 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found |
| Perplexity | Limited0 found | Moderate1 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found | Limited0 found |
| Copilot (M365) | Strong3 found | Strong2 found | Limited0 found | Limited0 found | Limited0 found | Strong2 found | Limited0 found | Limited0 found |
Strong: 2 or more active items for this platform at this team function. Moderate: exactly 1 active item. Limited: 0 active items. Computed by counting rows, not a judgment call.
Turn this inventory into an adoption plan for your fund.
Accendo maps a fund’s existing workflow against this library to identify where a named skill already covers a task, such as due diligence data pulls or equity screening, and where the fund still needs to design and staff its own process, such as fundraising, LP reporting, portfolio value creation, AI governance, or talent and knowledge management.
AI adoption roadmap by deal stage
Decide which named skills to adopt at each stage of the fund’s own deal process
Fund Thesis AI Configuration
Translate mandate, geography, sector focus and decision style into reusable AI instructions
Coverage gap-filling
Build a fund-specific workflow or agent for a deal stage or team function this library does not yet cover
Team function rollout
Sequence adoption across Thesis and Market Intelligence, Pipeline and CRM, Fund Admin and Valuation, and the other team functions
Use-case pilots
Run a pilot with two or three named skills against a live deal or portfolio company before wider rollout
Governance and quality control
Guardrails for source verification, human review, data access and output validation
Full library inventory.
The appendix lists every tracked item in the current library as a working inventory rather than a buyer’s guide, with items added or updated this cycle marked accordingly in the table.
View the current Investment & PE Skills Library inventory
Last updated 13 July 2026. Added seven Copilot (M365) entries this run (Zacks Equity Research AI Agent plus six named financial data connectors for Copilot in Excel, Copilot Chat, and Researcher: PitchBook, CB Insights, Daloopa, FactSet, Morningstar, and S&P Global/Kensho Deterministic Retrieval), and updated the Perplexity Computer for Professional Finance entry to note its new availability inside Microsoft 365 apps; no retirements confirmed. Items New or Updated this cycle are marked below.
Claude
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| Investment Banking (plugin) | Drafts CIMs, teasers, and process letters, and builds buyer lists, merger models, and deal-tracking materials for sell-side and buy-side M&A processes | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Install from the Financial Services marketplace in Claude Cowork/Desktop after the financial-analysis core plugin | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) | support.claude.com |
| Pitch Agent | End-to-end agent that runs comps, precedent transactions, and an LBO model and turns them into a branded pitch deck and companion Excel model for a named target/acquirer and thesis | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Install the pitch-agent plugin from the anthropics/financial-services marketplace in Claude Cowork, or deploy the same template as a Claude Managed Agent via the Managed Agents API | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Equity Research (plugin) | Writes earnings updates and initiating coverage reports, updates financial models with new guidance, and tracks catalysts and screens for new investment ideas | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install from the Financial Services marketplace in Claude Cowork/Desktop after the financial-analysis core plugin | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) | support.claude.com |
| Market Researcher | Turns a sector or theme into an industry overview, competitive landscape, peer comps, and an ideas shortlist, delivered as a research primer document | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install the market-researcher plugin from the anthropics/financial-services marketplace in Claude Cowork, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Investment Analysis (Claude Code Skill) | Interprets the three financial statements, calculates ratios like ROE and PEG, and performs DCF, relative valuation (P/E, P/B, PEG), and DuPont analysis alongside qualitative frameworks such as Porter’s Five Forces and moat analysis | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install the skill from the mcpmarket.com listing into Claude Code | Free | mcpmarket.com |
| Earnings Reviewer (agent) | Ingests an earnings call transcript plus new filings, updates the underlying financial model, and drafts a research note flagging guidance changes, one-time items, and thesis-relevant management commentary | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Install the earnings-reviewer plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent via the managed-agent-cookbooks/earnings-reviewer cookbook | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Financial Analysis (core plugin) | Builds comparable company analyses, DCF models, LBO models, 3-statement financials, competitive analysis, and deck QC (formula tracing, hardcode detection, balance checks), and bundles the shared MCP data connectors (FactSet, S&P Global, Moody’s, LSEG, PitchBook, Daloopa, Morningstar, Chronograph, Egnyte, Aiera, MT Newswires) used by every other finance plugin | 04 Due Diligence | 06 Fund Admin & Valuation | Add the Financial Services marketplace in Claude Cowork/Desktop (Customize > Plugins > Browse Anthropic sources > Financial Services) or add the public GitHub repo anthropics/financial-services, then install the financial-analysis plugin first | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise); data connectors may need separate provider subscriptions | support.claude.com |
| Private Equity (plugin) | Sources and screens deals against fund criteria, runs due diligence checklists, drafts IC memos, and monitors portfolio company KPIs across the deal lifecycle | 04 Due Diligence | 05 Monitoring & Reporting | Install from the Financial Services marketplace in Claude Cowork/Desktop after the financial-analysis core plugin | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) | claude.com |
| S&P Global Plugin (Kensho) | Generates one-to-two page company tearsheets, industry deal-flow/transaction digests, and earnings previews sourced from S&P Capital IQ data via the Kensho LLM-ready API MCP server | 04 Due Diligence | 01 Thesis & Market Intelligence | Install the S&P Global plugin in Claude Cowork (via the Financial Services marketplace or the kensho-technologies/spglobal-agent-skills GitHub repo); requires an S&P Global/Capital IQ data entitlement | Free plugin, requires a paid Claude plan plus an S&P Global/Kensho data subscription | claude.com |
| LSEG Plugin | Adds LSEG market data and analytics to Claude’s finance skills to build DCF models with live yield curves, draft IC memos and morning notes with real-time news, and price bonds/swaps for deal financing sections | 04 Due Diligence | 06 Fund Admin & Valuation | Install the LSEG plugin in Claude Cowork via the Financial Services marketplace or claude.com/plugins/lseg; requires active LSEG data entitlements | Free plugin, requires a paid Claude plan plus active LSEG data entitlements | claude.com |
| Excel LBO Modeler (Claude Code Skill) | Generates a structured 6-sheet Excel workbook with transaction summary, sources and uses, five-year operating projections, multi-tranche debt paydown waterfalls, and IRR/MoM sensitivity tables for an LBO | 04 Due Diligence | 06 Fund Admin & Valuation | Install the skill from the mcpmarket.com listing into Claude Code or Claude Desktop | Free | mcpmarket.com |
| Model Builder (agent) | Builds a full DCF, LBO, or 3-statement model with comps live in Excel for a named company, generating an editable .xlsx workbook with assumptions, projections, and valuation tabs rather than a static description | 04 Due Diligence | 06 Fund Admin & Valuation | Install the model-builder plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent via the managed-agent-cookbooks/model-builder cookbook | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | github.com/anthropics/financial-services |
| Valuation Reviewer (agent) | Ingests GP-provided portfolio company valuation packages, runs them through the fund’s valuation template, computes NAV and waterfall allocations, and stages an LP reporting pack for IR sign-off | 08 Ownership & Monitoring | 06 Fund Admin & Valuation | Install the valuation-reviewer plugin from the anthropics/financial-services marketplace in Claude Cowork or Claude Code, or deploy the same template as a Claude Managed Agent | Free plugin, requires a paid Claude plan (Pro / Max / Team / Enterprise) or Anthropic API key for Managed Agents | claudepluginhub.com |
ChatGPT
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| Investment Research Assistant GPT | Performs structured, source-backed investment and market research using multi-turn web analysis, built by OpenAI as an example finance GPT | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Available via the “Get GPT” link on OpenAI Academy’s ChatGPT for financial services resource page | Free / Plus | academy.openai.com |
Perplexity
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| Computer for Professional Finance Updated | Packages 35 named finance workflows across ten segments (including Private Equity and Public Equities), such as a Sourcing Screen that turns target-business signals into a live dashboard of candidates and a Company Tearsheet that turns a company and data source into a cited one-page overview | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Available to Perplexity Pro/Max subscribers via the Computer tab, with the Professional Finance workflow set aimed at enterprise finance teams (Perplexity Enterprise sales channel for full data connector setup) | Pro / Max, with Enterprise for licensed data connectors | perplexity.ai |
Copilot (M365)
| Item | What it does | Deal stage | Team function | How to get it | Access | Guide |
|---|---|---|---|---|---|---|
| PitchBook Premium Connector for Microsoft 365 Copilot New | Brings PitchBook company profiles, deal histories, fund data, and analyst research into Copilot in Excel, Copilot Chat, and Researcher so teams can build target lists, run diligence workflows, and screen investments with citations back to PitchBook data. | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | PitchBook clients with a seat-based, unlimited, or trial licence and SSO credentials enable the Premium Connector alongside a paid Microsoft 365 Copilot account, following setup instructions at pitchbook.com/premium-connectors/copilot | Paid (PitchBook licence) + M365 Copilot | pitchbook.com |
| CB Insights Graph Connector for Microsoft 365 Copilot New | Integrates CB Insights’ proprietary data on millions of companies and 1,400+ markets into Copilot responses across Word, Excel, PowerPoint, and Teams, for sourcing candidate companies, evaluating emerging markets, and supporting diligence and corporate-development briefings. | 01 Origination / Deal Sourcing | 02 Pipeline & CRM | Enable the CB Insights Graph Connector for Microsoft 365 Copilot via cbinsights.com/copilot-connector; requires an active CB Insights subscription plus a Microsoft 365 Copilot licence | Paid (CB Insights subscription) + M365 Copilot | cbinsights.com |
| Zacks Equity Research AI Agent New | Turns natural-language prompts into equity screens, comparable company analysis, and stock summaries using Zacks’ analyst-written reports on 1,100 companies and quantitative research on 3,500 more, plus fundamental earnings, estimates, and broker data, and helps prepare earnings-call briefings and sector notes without leaving Word, Excel, PowerPoint, Outlook, or Teams. | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Zacks Investment Research subscribers enable the agent for their organization at go.zackspro.com/copilot; requires an active Zacks subscription plus a Microsoft 365 Copilot licence | Paid (Zacks subscription) + M365 Copilot | go.zackspro.com |
| Morningstar federated Copilot connector New | Surfaces Morningstar’s investment research, analyst ratings, and market data inside Copilot Chat, Copilot in Excel, and the Researcher agent, so investment professionals can evaluate opportunities and screen or compare funds without switching platforms. | 02 Screening / Thesis Fit | 01 Thesis & Market Intelligence | Enabled as a federated Copilot connector via the Microsoft 365 Copilot admin settings; requires a Morningstar Direct AI subscription in addition to a Microsoft 365 Copilot licence | M365 Copilot + Morningstar subscription | support.microsoft.com |
| Daloopa connector for Copilot in Excel New | Pulls audit-ready fundamentals sourced from SEC filings, investor presentations, and press releases directly into a workbook, so analysts can update operating models, build comp tables, and reduce manual data entry from filings. | 04 Due Diligence | 06 Fund Admin & Valuation | Enabled as a federated financial data connector in Copilot in Excel (Excel for Web, Windows, or Mac); requires an active Daloopa subscription in addition to a Microsoft 365 Copilot licence | M365 Copilot + Daloopa subscription | microsoft.com |
| FactSet connector for Copilot in Excel New | Connects Excel workflows to FactSet’s financial and alternative data for modeling, screening, and market-analysis tasks that rely on institutional-grade data, grounding Copilot’s outputs in FactSet sources. | 04 Due Diligence | 06 Fund Admin & Valuation | Enabled as a federated financial data connector in Copilot in Excel; the connector is in preview with general availability planned for July 2026, and requires an active FactSet subscription plus a Microsoft 365 Copilot licence | M365 Copilot + FactSet subscription (connector in preview, GA July 2026) | microsoft.com |
| S&P Global Deterministic Retrieval (Kensho) connector for Copilot in Excel New | Provides structured, API-driven access to S&P Global company financials and market intelligence for company research, financial analysis, transcript intelligence, and multi-entity comparisons, with predictable, cited results. | 04 Due Diligence | 01 Thesis & Market Intelligence | Enabled as a federated financial data connector in Copilot in Excel; requires an active S&P Global/Kensho data subscription in addition to a Microsoft 365 Copilot licence | M365 Copilot + S&P Global/Kensho subscription | support.microsoft.com |