AI-powered investment analysis CLI for VCs, CVCs, and angel investors. Screens startups, generates investment memos, runs due diligence, and serves as your always-available deal partner — all grounded in your fund's specific context.
Built by Mauricio Morales, supported by guilventures.com.
Claude Code must be installed and you must be logged in.
macOS / Linux / WSL:
curl -fsSL https://claude.ai/install.sh | bashWindows PowerShell:
irm https://claude.ai/install.ps1 | iexWindows CMD:
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmdWindows requires Git for Windows. Install it first if you don't have it.
Then log in:
claude /loginNo API key needed. partner uses your Claude Code session directly.
pip install partner-cliOr install from source:
git clone https://github.com/guilventures/partner-cli.git && cd partner-cli
pip install -e .partnerFirst time? partner walks you through setup — learns about your fund through a conversation, researches your website, and generates your context files. If you already have a ~/.partner/ directory, running partner setup again will review your existing context and only ask about what's missing.
This creates ~/.partner/ with your fund's full context. Works from any directory.
partner # no args = chat mode
partner chat # same thingOpens an interactive conversation with your AI partner. Your fund context is loaded — discuss deals, strategy, market dynamics, portfolio, anything. Has full read/write access to your ~/.partner/ directory and web search.
partner screen deck.pdf
partner screen financials.xlsx
partner screen notes.docx
partner screen https://example.com/pitch --stage seedReturns: Signal (STRONG/WEAK/PASS), thesis fit, concerns, and next step.
partner review deck.pdf
partner review deck.pdf --stage series-aReturns: structured review covering team, market, product, business model, traction, risks, and recommendation (PROCEED/PASS/WATCH).
partner memo deck.pdf
partner memo deck.pdf --analyst "Jane Doe" --check 500kReturns: a complete IC-ready memo with executive summary, thesis fit, risks & mitigants, and recommendation.
partner questions deck.pdf --stage seed
partner questions deck.pdf --stage series-a
partner questions # uses files in current folderReturns: tailored DD questions specific to the company, grouped by category. If you omit the path and the current folder contains deal materials, partner will detect them and offer to use them.
partner compare acme-corp techstartup-ai
partner compare acme techstartup --focus financials
partner compare company-a company-b --stage seedCompares two or more previously analyzed companies from your portfolio. Uses fuzzy matching on company names, so you don't need the exact slug. Results are saved to .partner/companies/{a}-vs-{b}/ and cross-referenced in each company's folder.
partner setup # conversational setup (default: ~/.partner/)
partner setup --local # create in ./.partner/ instead
partner init # guided wizard alternativepartner setup is context-aware — if you already have files in ~/.partner/, it reads them first and only asks about gaps.
| Format | How it works |
|---|---|
| PDF (.pdf) | Claude reads directly — full visual understanding of charts, layouts, images |
| Excel (.xlsx) | Extracted natively — all sheets, tables preserved |
| Word (.docx) | Extracted natively — paragraphs and tables |
| Text/Markdown (.txt, .md) | Read as-is |
| Data (.csv, .json, .yaml) | Read as-is |
| URLs | Fetched and converted to text |
| Folders | All supported files inside are ingested together |
Your fund context lives in ~/.partner/ (home directory). Every command uses it. You can override with a local .partner/ in any directory.
~/.partner/
├── config.yml # Fund parameters (stage, check size, geo, sectors)
├── thesis.md # Investment thesis
├── criteria.md # What you look for / automatic passes
├── SOUL.md # How partner should behave (personality, style)
├── strategic.md # Strategic context (for CVCs: parent co, partnerships)
├── *.md # Any other .md files are loaded as extra context
├── templates/ # Override output templates
└── companies/ # Auto-populated portfolio of evaluated companies
├── acme-corp/
│ ├── screen.md
│ ├── review.md
│ ├── memo.md
│ └── compare-vs-techstartup-ai-2026-03-22.md
├── techstartup-ai/
│ ├── screen.md
│ └── compare-vs-acme-corp-2026-03-22.md
└── acme-corp-vs-techstartup-ai/
└── compare-2026-03-22.md
- config.yml — structured fields: fund name, stage, check size, geo, sectors, lead preference
- thesis.md — your investment thesis in plain markdown
- criteria.md — what you look for and what's an automatic pass
- SOUL.md — personality instructions. Ships with a default that makes partner act as a seasoned GP. Customize to match your style.
- strategic.md — for CVCs: parent company context, strategic priorities, partnership models
- Any .md file — drop any
.mdfile in~/.partner/and it becomes part of the context. Use it for market notes, portfolio strategy, LP constraints, scoring frameworks — whatever makes partner smarter about your fund.
Every evaluation is automatically saved to ~/.partner/companies/{company}/. You get a folder per company with all screens, reviews, memos, and DD questions — a built-in deal log.
Override the built-in output templates by creating files in ~/.partner/templates/:
~/.partner/templates/
├── screen.md
├── memo.md
├── review.md
├── questions-seed.md
└── questions-series-a.md
Templates are prompt instructions — they tell Claude how to structure its output.
partner shells out to claude -p (Claude Code's programmatic mode). Your fund context is assembled into a system prompt, the startup material is passed as the user prompt, and the response streams to your terminal in real time.
For PDFs, Claude reads the file directly using its visual understanding. For Excel and Word, content is extracted natively. For chat mode, Claude has full tool access — it can read/write files, search the web, and manage your fund context.
No API keys. No external databases. No Docker. Just a Python CLI that talks to Claude Code.
MIT