Scan the portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time. Ingests quarterly updates and financials across multiple portfolio companies, identifies quick wins at each, and stacks them into a single ranked action list. Use during quarterly portfolio reviews, annual planning, or when deciding which companies get AI investment first.
Install
npx skills add anthropics/financial-services --skill ai-readinessnpx skills add anthropics/financial-services --skill ai-readiness -a claude-code -gnpx skills add anthropics/financial-services --skill ai-readiness -a codex -ggemini skills install https://github.com/anthropics/financial-services.git --path plugins/vertical-plugins/private-equity/skills/ai-readinessgh skill install anthropics/financial-services ai-readinessgit clone --depth 1 https://github.com/anthropics/financial-services /tmp/anthropics__financial-services
mkdir -p ~/.claude/skills ~/.agents/skills
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/ai-readiness ~/.claude/skills/ai-readiness # Claude Code
cp -R /tmp/anthropics__financial-services/plugins/vertical-plugins/private-equity/skills/ai-readiness ~/.agents/skills/ai-readiness # Codex, Cursor, Gemini CLI, Copilot, OpenCode