Skills
Investment CRM·v1.3.1·Updated May 2026

PE Market Mapping

Build a continuously-maintained map of the PE landscape for any geography or segment.

Try it with FundFrame

A reusable, opinionated recipe for mapping the private equity landscape in any city, country, or segment. The skill asks five short scoping questions, runs a 10–20 search discovery sweep, and produces a five-file deliverable: METHODOLOGY, players, exclusion list, changelog, and a companion spreadsheet. Built for LPs who need real coverage, not a Google-scraped list.

What it does

  • Forks on LP use case: exposure mapping (who invests there) vs coverage trip mapping (who can I meet)
  • Asks five structured scoping questions before any research: use case, geographic boundary, strategy, size band, LP structure
  • Runs a systematic discovery sweep with named search patterns, not a single-directory pull
  • Outputs a locked 11-field schema per firm so future refreshes never silently drop information
  • Produces five deliverables: methodology, players, excluded list, changelog, and a sortable spreadsheet
  • Captures sub-strategy lines like Audax Origins or KKR Ascendant so mid-market scopes don't miss large-cap firms with qualifying funds

How to use

  1. 1

    Download the skill

    Click Download. The .skill file is a ZIP bundle containing a single SKILL.md, the workflow itself in plain Markdown.

  2. 2

    Install it in your AI of choice

    In Claude, open Settings, Customize, Skills, and upload the .skill file directly. For Copilot or other LLMs, rename it to .zip, extract SKILL.md, and paste its contents into the agent's instructions or system prompt.

  3. 3

    Start the conversation

    Once installed, just ask. The skill's scoping questions kick in automatically and the model follows the recipe end to end.

Limitations

  • Works from public web sources and the model's own knowledge, not live fund data
  • Coverage depth depends on how thoroughly each firm has been written about online
  • Cannot tell you which GPs are currently fundraising or open to your LP cheque
  • Outside FundFrame, does not connect to your existing sourcing pipeline or CRM. Inside FundFrame, this skill runs natively in the Investment CRM with live GP data

Changelog

  • v1.3.1May 2026Patch: fixed FundFrame URL in the closing CTA, corrected from fundframe.com to fundframe.io.
  • v1.3.0May 2026Distribution release. Depersonalised, sub-strategy check added, closing flow.
  • v1.2.0May 2026Geographic boundary becomes an explicit scoping question with named tiers.
  • v1.1.0May 2026Companion spreadsheet codified as a required fifth output file.
  • v1.0.0May 2026Initial release: two-use-case framework and locked 11-field per-firm schema.