Private Equity & Finance with Claude
A working course for deal teams and finance professionals: screen CIMs, run diligence, review models, draft IC memos, and report on portfolio companies with Anthropic's Claude, and learn exactly when not to trust the output.
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Level Progression
Your AI Deal Desk: Where Claude Fits in Finance Work
Map the deal cycle to the jobs Claude does well, set up a project that keeps deal context in one place, and learn the confidentiality rules before you paste anything.
CIM Screening: A First Pass You Can Defend
Turn a long CIM into a thesis-driven screen with page references, concentration flags, and banker questions, then check it in minutes.
Diligence Checklists and Data Rooms
Build a request list by workstream, extract data room documents into fixed tables, and keep a live tracker of what is answered, open, or contradicted.
Comps, LBOs, and Model Review
Use Claude to build comps tables with visible formulas, audit LBO and merger models for hardcodes and broken links, and explain sensitivities without handing it the final numbers.
When Not to Trust It: Verifying AI Output in Finance
Learn the specific ways AI output goes wrong in finance work, and a tie-out routine that catches them before a number reaches the committee, a lender, or an LP.
IC Memo Drafting: Structure Fast, Argument Yours
Draft investment committee memos from your own diligence material in the partnership's format, with gaps marked, risks argued honestly, and every figure traceable.
Portfolio KPI Rollups and Board Commentary
Turn monthly portfolio company packs into variance commentary, a fund-level KPI rollup, and sharp questions for management, without losing the numbers' link to their source.
Capstone: From Teaser to Investment Committee
Run a full deal with Claude, from the first teaser to the committee memo, making the calls a working deal team would make at every step.