Claude for Tax DD
What this workshop covers
Here is the updated copy with the tax analysis section added and the section numbers adjusted:
What this workshop covers
This is a 1-hour hands-on session showing PE and VC partners, principals, analysts, and fund CFOs how to automate cross-border tax due diligence and management-company tax using Claude AI agents inside Claude Cowork.
We will walk you through a production-ready multi-agent tax workflow built on a real-shape M&A scenario, a US software company pursuing an Irish inversion, so by the end of the session you can run a full tax due diligence, structuring analysis, and quarterly management-company tax computation, without opening a blank spreadsheet or writing a single line yourself.
Limited slots available. First come, first served.
Section 1: Deal-Level Tax Due Diligence and Structuring How to have Claude scan your Gmail for the deal data room, locate the financials, merger terms, and cross-border tax notes, then run a complete tax DD and structuring analysis on a corporate inversion. Claude tests the inversion thesis, runs the ownership-split threshold test that decides whether the structure survives, quantifies the real after-tax benefit per scenario, and models the killer downside where a Treasury rule change strips the benefit mid-process and collapses the deal. We run this live on the case study. You see exactly what surfaces and how a six-agent system, orchestrator, structuring specialist, exposure specialist, modeler, and an adversarial challenger, coordinates to produce it.
Section 2: Book-to-Tax Exposure and the Findings Register How to have Claude uncover the hidden tax liabilities a buyer inherits. Working from the data room, Claude surfaces deferred tax liabilities, uncertain tax positions across both jurisdictions, and cross-border GILTI and BEAT-type exposure, then produces a severity-tiered findings register grounded in the actual numbers. Every figure traces to a source document or is flagged as a gap to request, never estimated. For the highest-tier findings, Claude identifies the correlated risk that could trigger tax in two jurisdictions on the same income, the kind of exposure that quietly reprices a deal.
Section 3: The Tax Model and the Adversarial Challenger How Claude builds the centerpiece: a fully formula-driven Excel model that computes the effective tax rate per scenario, after-tax cash flow against the standalone case, and a sensitivity grid on the two levers that actually move the outcome. Then you watch the red-team agent attack it, re-verifying every critical figure against source, arguing the deal from the downside scenario, and issuing confirmed, revised, or unresolved verdicts before anything reaches a partner. The same adversarial discipline a top-tier firm applies before delivery, running in minutes.
Section 4: Management-Company Tax How to have Claude compute your own fund's management-company corporate tax for the quarter, fee revenue, deductible expenses, book-to-tax adjustments, taxable income, federal and state corporate tax, and the estimated-payment schedule. Claude produces both the computation workbook and a position memo that states its assumptions, flags what is out of scope, and carries an explicit note that the output is a sharp first pass for tax counsel to confirm, not a replacement for it. The kind of quarterly computation that normally sits in a preparer's queue now takes under an hour.
Section 5: Root Files and Workspace Configuration How the files driving every workflow in this session actually work: CLAUDE.md for workspace identity, house rules, and folder structure, the SKILL files for the deal-level and management-company workflows, SCORING-CRITERIA.md for the editable severity tiers, materiality thresholds, and rate assumptions your team can update without touching any code, and the six coordinated agent files behind the multi-agent system. You configure these once and every deal you run through the system gets analyzed, stress-tested, and documented against the same institutional standard.
Section 6: The Scheduling Prompt How to configure Claude so that every quarter it runs the management-company tax calculation and drafts you the summary automatically. One prompt, set once, and the recurring computation runs without you.
What you leave with
All root files, prompts, workflows, and input templates ready to run on your own company tomorrow. 30-minute Q&A with Ayub.
Who this is for
PE and VC partners, principals, analysts, and CFOs at funds managing $50M to $5B+ who want to compress the time between receiving a deal data room and having partner-ready tax due diligence, a structuring model, and a defensible findings register on the table.