Your current financial services plugin lineup covers investment banking, equity research, private equity, and wealth management — but private credit is absent. Given that private credit AUM has surpassed $2 trillion and is one of the fastest-growing segments in financial services, this is a meaningful gap.
We've built a plugin covering the core workflows private credit analysts and portfolio managers run daily:
6 Skills (auto-fire):
Covenant Compliance — maintenance vs. incurrence testing, step-down schedules, headroom analysis, compliance cert cross-checking
EBITDA Add-Back Treatment — GAAP-to-Adjusted waterfall, permitted addbacks, cap mechanics, realization tracking
Credit Memo Standards — IC memo structure, section order, minimum content bar, advocacy tone calibration
Quarterly Package Extraction — P&L → BS → CF extraction order, label matching, cert vs. financials reconciliation
Borrower Monitoring — full quarterly workflow, credit trajectory evaluation, watchlist criteria, management call prep
Credit Model Standards — LBO-based structure, FCF waterfall, case methodology, debt schedule roll-forward
6 Commands (user-triggered):
/private-credit:cim-screen — Pass / Pursue / More Info from a CIM or teaser
/private-credit:ic-memo — Full IC memo in private credit format
/private-credit:quarterly-review — Covenant table + variance summary + management questions
/private-credit:covenant-check — Comprehensive compliance snapshot with headroom
/private-credit:amendment-summary — Structured diff of every change in an amendment
/private-credit:scenario-analysis — Base / Downside / Stress with covenant breach flagging
Repo: https://github.com/KD-alt20/private-credit-plugin
The plugin follows the same structure as your existing FSI plugins (.claude-plugin/plugin.json, commands/, skills/ with SKILL.md files). Apache-2.0 licensed.
Built from decades of deployment experience across leveraged finance, ABL, and special situations. Happy to adapt structure or formatting to match any conventions in this repo.
Your current financial services plugin lineup covers investment banking, equity research, private equity, and wealth management — but private credit is absent. Given that private credit AUM has surpassed $2 trillion and is one of the fastest-growing segments in financial services, this is a meaningful gap.
We've built a plugin covering the core workflows private credit analysts and portfolio managers run daily:
6 Skills (auto-fire):
Covenant Compliance — maintenance vs. incurrence testing, step-down schedules, headroom analysis, compliance cert cross-checking
EBITDA Add-Back Treatment — GAAP-to-Adjusted waterfall, permitted addbacks, cap mechanics, realization tracking
Credit Memo Standards — IC memo structure, section order, minimum content bar, advocacy tone calibration
Quarterly Package Extraction — P&L → BS → CF extraction order, label matching, cert vs. financials reconciliation
Borrower Monitoring — full quarterly workflow, credit trajectory evaluation, watchlist criteria, management call prep
Credit Model Standards — LBO-based structure, FCF waterfall, case methodology, debt schedule roll-forward
6 Commands (user-triggered):
/private-credit:cim-screen — Pass / Pursue / More Info from a CIM or teaser
/private-credit:ic-memo — Full IC memo in private credit format
/private-credit:quarterly-review — Covenant table + variance summary + management questions
/private-credit:covenant-check — Comprehensive compliance snapshot with headroom
/private-credit:amendment-summary — Structured diff of every change in an amendment
/private-credit:scenario-analysis — Base / Downside / Stress with covenant breach flagging
Repo: https://github.com/KD-alt20/private-credit-plugin
The plugin follows the same structure as your existing FSI plugins (.claude-plugin/plugin.json, commands/, skills/ with SKILL.md files). Apache-2.0 licensed.
Built from decades of deployment experience across leveraged finance, ABL, and special situations. Happy to adapt structure or formatting to match any conventions in this repo.