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[PAID — vendor subscription required] PitchBook -- private equity deal data, VC transactions, fund performance, and company profiles for private market research via PitchBook MCP
Codex または Claude でインストール この Prompt をコピーして Codex、Claude、または他のアシスタントに貼り付けると、Skill ページを確認してインストールできます。
SOC 職業分類に基づく
CFA Chief Analyst skill: institutional-grade coordinator for financial analysis. Decomposes prompts, delegates to 8 CFA specialist agents (equity, credit, fixed-income, derivatives, quant-risk, macro, private-markets, esg-regulatory) via delegate_to_<id> virtual tools, and aggregates their outputs into audit-traceable memos.
CFA Credit Analyst skill: institutional credit analysis covering credit metrics, synthetic ratings, debt capacity sizing, covenant compliance, Altman Z-score distress screening, credit scoring, credit derivatives (CDS, CVA), and credit portfolio analytics.
CFA Derivatives Analyst skill: option pricing, implied volatility, forwards/futures, swaps, option strategies, volatility surface construction, SABR calibration, convertible bonds, structured products, real options, and Monte Carlo simulation.
CFA Equity Analyst skill: institutional equity research covering DCF valuation, WACC, trading comps, SOTP, target price, multistage DDM, H-Model DDM, payout sustainability, TSR, earnings quality (Beneish, Piotroski, accrual/revenue quality), three-statement modelling, Monte Carlo DCF, and financial forensics.
CFA ESG and Regulatory Analyst skill: ESG scoring, carbon markets, regulatory capital (Basel III), compliance reporting (MiFID II, GIPS), AML/KYC, FATCA/CRS, economic substance, fund structuring, transfer pricing, tax treaty optimisation, and regulatory reporting (AIFMD, Form PF).
CFA Fixed Income Analyst skill: bond pricing, yield curve construction, duration/convexity, credit spreads, interest rate models, TIPS, repo financing, mortgage analytics, municipal bonds, and sovereign debt analysis.
| name | vendor-pitchbook |
| description | [PAID — vendor subscription required] PitchBook -- private equity deal data, VC transactions, fund performance, and company profiles for private market research via PitchBook MCP |
PitchBook provides private equity deal data, VC transactions, fund performance, and company profiles. This is an OPTIONAL premium integration -- users must have their own PitchBook subscription and API credentials.
Package: @corp-finance/vendor-pitchbook
Authentication: Bearer token
Environment Variables:
PITCHBOOK_API_KEY -- API key for Bearer token authentication| Tool | Purpose |
|---|---|
pb_company_search | Search for private and public companies by name, sector, geography, or funding stage |
pb_company_profile | Comprehensive company profiles: financials, ownership history, board, employee count |
pb_deal_search | Search PE/VC transactions by date range, deal size, sector, geography, or investor |
pb_deal_details | Detailed deal information: valuation multiples, leverage, structure, and advisor roles |
pb_comparable_deals | Find comparable transactions for valuation benchmarking and precedent analysis |
pb_investor_profile | Investor profiles: fund family, strategy, AUM, track record, and team stability |
pb_fund_search | Search PE/VC funds by vintage, strategy, geography, size, and performance quartile |
pb_fund_performance | Fund performance metrics: IRR, TVPI, DPI, RVPI, PME, and vintage year benchmarks |
pb_lp_commitments | Limited partner commitment data, allocation targets, and pacing models |
pb_vc_exits | VC exit data: IPOs, M&A exits, secondary sales, exit valuations, and holding periods |
pb_fundraising | Fundraising activity: funds in market, target sizes, closes, and dry powder |
pb_market_stats | Market-level statistics: deal flow trends, sector valuations, and exit activity |
pb_people_search | Search for executives, board members, and investors by name or affiliation |
pb_service_providers | Service provider data: legal advisors, auditors, placement agents, and prime brokers |
pb_deal_search, pb_deal_details, and pb_comparable_dealspb_deal_search and pb_vc_exitspb_fund_performance and pb_fund_searchpb_company_search and pb_company_profilepb_lp_commitmentspb_fundraising and pb_market_statsPitchBook subscription required. Data subject to PitchBook licence terms, including redistribution and usage restrictions. PitchBook is the primary source for private market deal data and fund performance. Complements the corp-finance-mcp PE (LBO, waterfall, fund economics) and fund-of-funds modules.