$ls playbooks/
└ Browse all copy-paste workflows for Claude Code
Roi Calculator
Calculate marketing ROI.
Portfolio AI Readiness Assessment
Scan your portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time across companies.
Due Diligence Checklist Generator
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity.
Diligence Meeting Prep
Prepare targeted question lists, benchmarks, and red flags for due diligence meetings — management presentations, expert calls, and customer references.
Deal Screening Memo
Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against your fund's investment criteria with a structured pass/fail framework.
PE Deal Sourcing Pipeline
Discover target companies, check for existing relationships, and draft personalized founder outreach emails for proprietary deal flow.
IC Memo Template: Draft an Investment Committee Memo with Claude
An IC memo (investment committee memo) template for private equity: draft a structured IC memo that synthesizes due diligence findings, financial analysis, and deal terms into a professional investment recommendation.
Portfolio Company Monitoring Dashboard
Track portfolio company performance against plan with automated KPI extraction, variance analysis, and covenant compliance monitoring.
PE Returns Analysis & Sensitivity Tables
Build IRR/MOIC sensitivity tables across entry multiple, leverage, exit multiple, growth, and hold period scenarios for PE deal evaluation.
Unit Economics & Revenue Quality Analysis
Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, and margin waterfall for subscription and recurring revenue businesses.
Post-Acquisition Value Creation Plan
Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge, 100-day priorities, and KPI accountability frameworks.
People Analytics Reporter
Generate headcount, attrition, diversity, and organizational health reports
Process Documentation Builder
Document business processes with flowcharts, RACI matrices, and standard operating procedures
Process Optimizer
Analyze and improve business processes for efficiency, quality, and cost reduction
Product Metrics Reviewer
Product metrics review with trend analysis, anomaly detection, and scorecard generation
Product Spec Writer
Write feature specifications and PRDs from problem statements with user stories and acceptance criteria
Recruiting Pipeline Tracker
Track recruiting pipeline stages, candidate status, conversion rates, and hiring metrics
Sales Asset Creator
Generate tailored sales assets including landing pages, slide decks, and one-pagers from deal context
Sales Call Summarizer
Process call notes and transcripts into structured summaries, action items, and follow-up emails
Sales Daily Briefing
Prioritized daily sales briefing with meetings, pipeline alerts, tasks, and recommended actions
Sales Forecast Generator
Weighted sales forecast with best-case, likely, and worst-case scenario modeling
Sales Outreach Drafter
Research prospects and draft personalized outreach messages across email, LinkedIn, and phone
PDF Watermark Tool
Add watermarks, page numbers, headers, and footers to PDFs
Presentation Visual Designer
Design presentation visuals and slide layouts. Create visual concepts, suggest graphics, and provide design specifications for impactful PowerPoint slides.
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Personal Productivity
File Organization
Auto-rename, sort, deduplicate, and organize files
Personal Productivity
Note Management
Obsidian, Logseq, and note-taking workflows
Personal Productivity
Task Management
Todo lists, project tracking, and productivity
Personal Productivity
Productivity
Dashboards, automation, and workflow optimization
Personal Productivity
Knowledge Management
Second brain, research synthesis, and information organization
Career & Development
Career Development
Resume, interviews, job search, and career growth
Career & Development
Personal Development
Habits, journaling, and self-improvement
Career & Development
Education
Study guides, learning, and skill development
Research & Writing
Research & Writing
PDF analysis, academic research, and content creation
Research & Writing
Market Research
Competitor analysis, market sizing, and business planning
Finance & Accounting
Finance & Accounting
Expense tracking, invoicing, and financial analysis
Finance & Accounting
Finance
Budgets, expenses, and personal finance
Marketing & Content
Marketing & Content
Ad copy, SEO, social media, and content marketing
Legal & Compliance
Legal & Compliance
Contract review, legal research, and compliance
HR & Recruiting
HR & Recruiting
Resume screening, job descriptions, and HR workflows
Creative & Design
Creative & Design
Worldbuilding, creative writing, and game design
Creative & Design
Creative Writing
Fiction, worldbuilding, and storytelling assistance
Developer Tools
Developer Tools
Changelogs, documentation, and development workflows
Academic Research
Academic Research
Research workflows, literature review, manuscript review, and academic writing
Executive Strategy
Executive Strategy
CEO advisory, competitive intelligence, startup analysis, and strategic foresight
Sales & Revenue
Sales & Revenue
Pipeline management, customer success, revenue operations, and sales automation
Project Management
Project Management
Agile workflows, sprint planning, scrum ceremonies, and team coordination
Media Production
Media Production
Podcast workflows, video clip creation, content repurposing, and production management
Communications
Communications
Proposals, press releases, newsletters, speeches, and professional communication
Operations & Compliance
Operations & Compliance
SOPs, policy documentation, vendor evaluation, audits, and change management
Data & Reporting
Data & Reporting
Dashboard narratives, KPI analysis, survey reports, and data quality assessment
Customer Support
Customer Support
Ticket triage, escalation, KB articles, and response drafting
Science & Research
Bio Research
Bioinformatics, lab data processing, and scientific workflows
Product Management
Product Management
Feature specs, metrics review, roadmaps, and product strategy
Financial Services
Equity Research
Earnings analysis, sector overviews, coverage initiation, and investment thesis tracking
Financial Services
Investment Banking
Deal execution, pitch decks, CIMs, merger models, and buyer lists
Financial Services
Private Equity
Deal sourcing, due diligence, IC memos, portfolio monitoring, and value creation
Financial Services
Wealth Management
Client reports, financial planning, portfolio rebalancing, and tax optimization
Financial Services
Trading & Markets
Fixed income, FX, options, macro analysis, and quantitative trading strategies