Claude Code in PE
Watch an ex-Bernstein research director build PE deliverables in Claude Code — live, from scratch, no slides.
Description (long-form body)
What you'll see
Watch Claude Code produce the artifacts that run a PE fund — built live, from a standing start, using the same architecture we deploy into firms.
Live builds:
LBO model — Full three-statement leveraged buyout model with sensitivity tables. Built in Claude Code, not Excel. Auditable, version-controlled, instantly modifiable.
IC memo — Investment committee memorandum synthesizing deal data, market context, and risk factors into a document your IC would actually read.
Portco board deck — Quarterly board presentation pulling from operating data, KPIs, and management commentary. Not a template filled in — a deck built from the data up.
More as time allows — Deal screening output, portfolio monitoring dashboards, LP reporting frameworks.
Every artifact will be built from simulated deal data in a reference PE environment — the same kind of environment we set up inside client firms.
Why this matters
On February 4, 2026, Anthropic's plugin launch triggered a $285 billion repricing of software stocks in a single day. Thomson Reuters fell 16%. LegalZoom, DocuSign, Salesforce — all hit. PE firms with software exposure sold off across the board.
The market priced in what most ops partners haven't caught up to yet: firms that run on Claude Code will replace firms that don't.
Who should attend
Operating partners and heads of portfolio operations evaluating how to move their firm to CC-native workflows
Managing partners who keep hearing about AI but haven't seen it produce real PE work product
Operations leads responsible for making adoption actually happen
Principals and Analysts who want to see what the future of deal workflow looks like.
Who's not a fit
If you're looking for a ChatGPT tutorial or an intro to prompt engineering, this isn't it. This is a senior-level demonstration of what a CC-native PE fund actually looks like in operation.
About the Host
Diego Espinosa — CEO & Co-Founder, Kith AI Lab
Diego spent 20+ years in institutional finance before building Kith AI Lab, a CC-native firm that runs three product lines on five people with no traditional SaaS stack.
Finance career:
Director of European Equity Research, Alliance Bernstein (Sanford C. Bernstein)
Portfolio Manager, Global Equity, DWS ($10B AUM)
#1 Ranked LATAM Conglomerates Analyst, Morgan Stanley
Chief U.S. Market Strategist, Credit Suisse
11 years as investor & hedge fund PM
BCG alum · Wharton MBA, Finance
What You'll Walk Away With
Knowing exactly what a CC-native PE fund looks like — what the architecture is, what it produces, and how far ahead it puts you. Then you can decide what to do about it.