How it works

1

Recipes

Pick a tool and follow the step-by-step guide to build it

2

Ingredients

Skill files, CLAUDE.md configs, prompt templates. The building blocks

3

Foundation

The accounts and tools you need. All free, all connected to Claude

Recipes

Live recipe
PORTFOLIO

Portfolio Tracker

Track portfolio performance and MOIC, generate LP reports. Includes a heatmap dashboard, investor views, and diary integration.

Time
~3 hours
Difficulty
Intermediate
Live recipe
OPERATIONS

Syndicate Diary

Log meetings, decisions, and deal notes in one place. The operational backbone of a running syndicate.

Time
~2 hours
Difficulty
Beginner
Coming soon
DEAL FLOW

Scope Check

Quickly assess whether an inbound deal fits your syndicate's thesis before spending time on diligence.

Time
~1 hour
Difficulty
Beginner
Coming soon
DEAL FLOW

Full Deal Analysis

Run a structured deal analysis from first look through to a shareable investment memo.

Time
~4 hours
Difficulty
Advanced

Ingredients

These are real files, skills, and connectors you can use today. Some are useful for anyone building with Claude. Others are specific to syndicate leads and investors.

Core · for every build

CLAUDE.md

A markdown file at the root of your project that Claude reads automatically. Mine tells it my deployment pattern (GitHub to Cloudflare Pages), my design choices (Lora + DM Sans fonts, violet/coral palette), and what not to do (things I've learned the hard way). Every session starts with Claude already knowing the rules.

Config
Create a CLAUDE.md file in your project root. Claude reads it on every session. Docs →

Document skills

Built-in skills that teach Claude how to create professional outputs: xlsx for spreadsheets and financial models, pdf for extracting and generating documents, pptx for investor decks, docx for memos and reports. Claude picks the right skill automatically based on what you ask for.

Skills
Built-in to Claude. Just ask for a spreadsheet, PDF, or deck and the right skill activates. Docs →

MCP servers

Connectors that let Claude operate your tools directly. I use three daily: Supabase MCP for database queries and migrations, GitHub MCP for pushing code and managing repos, and Cloudflare MCP for checking deployments. Claude doesn't tell you what to type. It runs the commands itself.

Connectors
Add via Claude settings → MCP servers, or claude mcp add in the terminal. Setup guide →

Data schemas

SQL table structures for Supabase that Claude builds around. The Portfolio Tracker uses schemas for companies, investments, valuations, and diary entries. The Scope Check uses deal criteria and thesis parameters. Copy-paste a schema, and Claude generates the app to match.

Database
Included in each recipe. Run migrations via the Supabase MCP or dashboard. Supabase MCP →

Prompt templates

Not generic "write me a tool" prompts. These are the exact sequences that built what I'm running in production. Each recipe includes the prompts I used, in order, with notes on what to tweak for your syndicate (thesis, check sizes, LP base).

Prompts
Included in each recipe page. Copy-paste into Claude and adapt to your syndicate.

Deploy configs

Cloudflare Pages settings, _headers files, wrangler.toml. The config files that mean pushing to GitHub = live site in seconds. Each recipe includes these so you're not guessing at deployment. Static HTML, no build step, zero cost.

Infra
Included in each recipe. Connect your GitHub repo to Cloudflare Pages once. Cloudflare Pages →

For syndicate builders

Finance plugin

A Claude plugin for financial work: variance analysis (budget vs. actual across your portfolio), financial statements (generate P&L, balance sheet, cash flow with period comparisons), and reconciliation (match your records against bank statements or SPV accounts). Installable from the plugin registry.

Plugin
Install from the Claude plugin registry. Search "Finance" in Cowork or Claude Code. Plugins →

Data plugin

Turn raw deal data into dashboards and analysis: SQL queries across your Supabase tables, interactive dashboards built as HTML, statistical analysis for portfolio performance, and data visualization with charts. Point it at your investor CSV or deal tracker and ask questions in plain English.

Plugin
Install from the Claude plugin registry. Search "Data" in Cowork or Claude Code. Plugins →

Schedule skill

Automate recurring work: weekly portfolio snapshots, monthly LP report generation, deal pipeline reviews. Set a schedule and Claude runs it. It pulls fresh data from Supabase, generates the output, and saves it where you need it. No cron jobs or scripts to maintain.

Automation
Built-in skill. Tell Claude "schedule this to run every Monday" and it handles the rest.

Gmail & Calendar MCPs

Connected to Claude, these let you draft investor updates, search past deal correspondence, and manage your calendar without switching between apps. I use them for LP communications: Claude pulls portfolio data from Supabase, drafts the update email, and queues it as a Gmail draft for me to review.

Connectors
Connect via Claude settings → MCP servers. Google OAuth handles the auth. Setup guide →

Deal scoring patterns

A skill pattern for matching and scoring. Originally built for real estate (buyer-seller matching by budget, location, features) but directly applicable to syndicate deal flow. Score inbound deals against your thesis criteria, match investors to opportunities by check size and sector preference. The pattern works; you just change the domain.

Skill pattern
Adapt the pattern to your domain. Add scoring criteria as a skill file in .claude/skills/. Examples →

Skill creator

A meta-skill for building your own custom skills. Define a capability (e.g. "generate a CMA for a deal" or "score a startup against my thesis"), test it with evals, and refine until it works consistently. This is how you go from following recipes to writing your own.

Meta
Built-in skill. Say "create a new skill for [task]" and Claude scaffolds it for you. Docs →

Foundation

The accounts and tools that make everything work. All free tier. The thing that changed everything for me: once you connect these to Claude via MCPs, Claude can operate them directly. No more copy-pasting between browser tabs.

Your AI stack

Claude is the AI I use for everything. Free tier works for experimenting, Pro unlocks longer sessions and Claude Code for hands-on building. Every recipe here was built with Claude.
GitHub is where the code lives. Claude pushes directly to GitHub via MCP, and Cloudflare picks up every commit automatically. I never touch a terminal.
Supabase handles the database and auth. PostgreSQL with Row Level Security means your LPs only see what they should. Claude reads and writes to it directly via the Supabase MCP.
Cloudflare Pages does the hosting. Connected to GitHub, so every push deploys automatically. Static sites cost nothing. Custom domains take five minutes.
Total cost: $0. All free tiers.

The real unlock was connecting these tools to Claude via MCPs. Instead of building in one tab, checking the database in another, and deploying in a third, Claude now does it all. That single change cut my build-to-deploy time from hours to minutes.