By the end of this, you'll be able to:
- Name the deal-cycle jobs where Claude saves the most time, and the ones it should never own
- Set up a Claude project that holds your fund thesis, templates, and house style
- Apply the confidentiality rules for CIMs, data rooms, and portfolio data before pasting anything
- Describe what Anthropic has published for financial services work, and what still needs your judgment
A banker sends a CIM under NDA. Before you read a page, decide who owns each part of the work on this deal: Claude or the deal team.
That split runs through this whole course. Claude reads, structures, drafts, and cites every fact to a page or cell. You judge fit and risk, and you sign any number that reaches a committee, lender, or LP.
Put your thesis, templates, and house style in a standing project instead of retyping them into every chat: your fund thesis in plain sentences (stage, sectors, size, geography, what makes you pass), your IC memo template and section order, a short style note, and a checklist of what every screen must report, such as customer concentration and margin history. Each deal then gets its own conversation with just the deal documents.
Anthropic has also published financial services tooling some firms enable: connectors to data providers such as PitchBook, FactSet, S&P Global, and Daloopa; Agent Skills for comps, DCF models, diligence data packs, and teasers; and agent templates including a pitch builder, model builder, and valuation reviewer. Every workflow in this course also works in a plain Claude chat.
CIMs arrive under NDA. Data rooms hold customer contracts and employee data. Portfolio packs are confidential to the fund. Before pasting anything, know three things: which Claude workspace your firm has approved for deal data, its retention and training terms, and what your NDA allows. Anthropic states its financial services offering does not use data for training by default, but your firm's policy is what governs you.
To practice a prompt outside the approved workspace, anonymize: replace the company name, round or disguise the figures, and remove people's names.
Rule to remember: Claude reads, structures, and drafts with citations; the deal team judges and signs.
Next lesson: you turn a real CIM into a thesis-driven screen with page references you can check in minutes.