Instructions · PEHero

◆PEHeroBetav0.8.0

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Sessions

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Agents

◉Deal Sourcing & Screening7▸

⚯Market Scannerscan:✓Deal Triage Agenttriage:≡Transaction Comps Findercomps:∿Owner Intent Signalintent:✉Outreach Email Drafteroutreach:📨Outreach Sequencersequence:✍LOI Writerloi:

◈LBO Underwriting Engine5▸

☰Cap Table Parsercap:∑LTM Financials Normalizerltm:▤LBO Model Builderlbo:▥Debt Stack Modelerdebt:◈Return Metricsret:

◆Due Diligence Stack5▸

☷VDR Auditorvdr:▢Contract Abstractorabstract:◰Legal & Regulatory Checkerlegal:⌂Operational Diligence Reviewerops:⚠ESG & Compliance Risk Flaggeresg:

◐Capital & LP Relations4▸

✎IC Memo Writermemo:✦Teaser Designerteaser:⇄LP Update Generatorlpupd:◎Fundraising CRM Copilotcrm:

◼Portfolio Operations4▸

↗Pricing Optimization Agentprice:ΔEBITDA Variance Watcherebitda:⚒Value Creation Prioritizervc:∠Customer Churn Predictorchurn:

Workspace

◆Pipeline ⊞Companies 📁Data Room ✎Instructions ∑Analytics ◎PE Valuation Simulator

⇄Integrations

⇄Pipedrive 🇪🇪Teatmik (EE)🇱🇹Rekvizitai (LT)🇱🇻data.gov.lv (LV)🇷🇴ONRC + ANAF (RO)🇵🇱KRS (PL)

📖User Guide 🏈PE Hero Game

Configuration

Currencyaffects agents + displays

▸Integrations3/9

Pipedrivepredictivelabsltdconnected

EE Äriregisterpublic endpointoff

EE EMTA (tax)off

LT Registrų centraspublic atviri duomenysoff

LT VMI (tax)off

LV URoff

LV VID (tax)off

Tavilydefaultconnected

EXAfallbackconnected

Instructions·25 agent prompts

Edit the system prompts that drive each agent. Saves write to prompts/system/<slug>.md and are versioned in the database.

Edit shared PE glossary

PitchBook + banker feeds + proprietary outreach, ranked by fit.

Deal Triage Agent

Go / no-go in 90 seconds against your fund mandate.

Transaction Comps Finder

M&A + trading comps across 3 sources with outlier filtering.

Owner Intent Signal

Ranks companies by likelihood of sale in the next 12 months.

Outreach Email Drafter

Personalized founder/broker outreach emails in your fund's voice.

Outreach Sequencer

Multi-touch outreach sequences for deal sourcing and LP fundraising.

Non-binding letter of intent — price, structure, conditions, timeline.

Cap Table Parser

Any cap table format → clean, fully-diluted ownership with waterfalls.

LTM Financials Normalizer

Messy owner financials → clean, add-back-adjusted LTM EBITDA.

LBO Model Builder

5-year LBO model with sensitivity grid — editable assumptions.

Debt Stack Modeler

Unitranche + mezz + revolver — with live leverage + DSCR.

IRR, MOIC, levered/unlevered, with a value-creation bridge.

Cross-checks the data room against a full PE DD checklist.

Contract Abstractor

PDFs → contract abstracts with key terms, options, and risks.

Legal & Regulatory Checker

Corporate records + litigation + regulatory review, flags material issues.

Operational Diligence Reviewer

Reads operational DD + QoE, builds a 100-day value-creation plan.

ESG & Compliance Risk Flagger

ESG review — flags environmental, social, governance exposures.

IC memo your investment committee will actually read.

Teaser Designer

2-page teaser with thesis, financials, returns snapshot.

LP Update Generator

Quarterly LP letter with portfolio performance + outlook.

Fundraising CRM Copilot

LP pipeline ranked by fit, staleness, and commitment size.

Pricing Optimization Agent

SKU/segment pricing recommendations from elasticity + peer benchmarks.

EBITDA Variance Watcher

Monthly EBITDA variance vs. budget — with root-cause commentary.

Value Creation Prioritizer

Ranks value-creation initiatives by EBITDA impact and ROI.

Customer Churn Predictor

Scores each customer's renewal likelihood; drives retention actions.

Copilot

Instructions