Workjet
Pack Marketplace
All packs

PE / VC Firm

pe-vc-firm.pack.json · v1.0.0 · by Workjet

Deal sourcing, diligence, IC prep, LP reporting, and portfolio support for private-capital investors.

Entity
Deal
Profiles
4
Skills
14
Workflows · Automations
1 · 1

Install

Authenticate to Workjet, download the pack JSON, and POST it to /packs/install. Idempotent — re-installing upgrades in place.

Terminal 
curl -L -o pe-vc-firm.pack.json \
  https://workjet.dev/packs/pe-vc-firm.pack.json

curl -X POST https://api.workjet.dev/packs/install \
  -H "Authorization: Bearer $WORKJET_API_KEY" \
  -H "Content-Type: application/json" \
  --data @pe-vc-firm.pack.json

Workspace profiles

Ship with these roles. Each is a pane layout + a skill palette + recommended tools.

Investor / Partner

Default

Sourcing, IC, board seats, LP relationships.

deal-memo-drafterfirst-intro-triagereference-call-synthesizerboard-deck-reviewerlp-update-drafter

Associate / Principal

Screening, diligence workstreams, memo drafting.

cim-summarizermarket-map-builderdeal-memo-drafterdiligence-checklistreference-call-synthesizerfounder-backchannel

Platform / Ops

Portfolio comms, LP reporting, recruiting support.

lp-update-drafterportfolio-pulse100-day-plan-generatorinvestor-update-critique

Fund CFO

Capital calls, distributions, quarterly packs.

quarterly-pack-commentarycapital-call-memomarkup-justifier

Skills

14 peer-tested skills, each with system prompt + tool wiring + example inputs.

CIM Summarizer

cim-summarizer

Banker CIM / teaser → investor-grade 1-pager with bull/bear.

sourcing

Deal Memo Drafter

deal-memo-drafter

Diligence notes → full IC memo with thesis, risks, return model.

diligence

Market Map Builder

market-map-builder

Sector + thesis → competitive landscape with positioning.

sourcing

Reference Call Synthesizer

reference-call-synthesizer

Raw call transcripts → weighted reference summary.

diligence

Diligence Checklist Generator

diligence-checklist

Business type → tailored diligence checklist.

diligence

LP Update Drafter

lp-update-drafter

Quarterly portfolio data → LP-ready update with commentary.

lp-reporting

Board Deck Reviewer

board-deck-reviewer

Portfolio co's board deck → partner briefing + questions.

portfolio-support

100-Day Plan Generator

100-day-plan-generator

Closed deal → first-100-day operating plan.

portfolio-support

First-Intro Triage

first-intro-triage

New founder intro email → yes/no/maybe with reasoning.

sourcing

Founder Backchannel Drafter

founder-backchannel

Diligence gap → founder question set that doesn't tip our hand.

diligence

Portfolio Pulse

portfolio-pulse

Monthly check-in across all active portcos with flags.

portfolio-support

Quarterly Pack Commentary

quarterly-pack-commentary

Fund-level financials → narrative commentary for LP pack.

lp-reporting

Markup Justifier

markup-justifier

Quarter-end fair-value memo for any repriced portco.

lp-reporting

Capital Call Memo

capital-call-memo

Upcoming call → LP-ready memo with use of proceeds.

lp-reporting

Workflows

Deal Screening Chain

sequential

CIM → market map → draft memo.

  1. Summarize CIM cim-summarizer
  2. Build market map market-map-builder
  3. Draft memo deal-memo-drafter

Automations

Monday Pipeline Digest

0 8 * * 1

Monday 8am — pipeline stage changes + stale deals + new intros.

tz: America/New_York

Recommended tools

MCP connectors this pack assumes. Install them from the Workjet tool palette.

gmailslackgoogle-driveaffinityairtablenotion