Claude for Management DD
What this workshop covers
This is a 1-hour hands-on session showing PE and VC partners, principals, and analysts how to automate management due diligence using Claude AI agents inside Claude Cowork.
We will walk you through three production-ready workflows built on a real UAE-based target company, so by the end of the session you can run a structured management DD on any target, produce a formal assessment of the leadership team, and have a partner-ready briefing drafted, without starting from a blank document or writing a single section from scratch.
Limited slots available. First come, first served.
Section 1: Management Assessment and Red Flag Detection How to have Claude scan your Google Drive, locate the target company's materials, and produce a full management assessment report covering leadership track record, depth of team, founder dependency risk, succession planning, and organisational health. Claude scores the management team across five criteria, auto-flags every risk condition it detects, and saves a formatted institutional-quality report directly to your workspace. The kind of output that takes a senior analyst a full day now takes under ten minutes, and every finding in it traces back to the source material.
Section 2: Reference and Background Check Preparation How to configure Claude to extract the key risk flags from the assessment it just produced and generate a complete reference and background check package: a structured question list for each senior team member, organised by risk theme, with the specific red flags that triggered each line of questioning made explicit. Claude applies your fund's leadership criteria automatically and flags any dimension where the management team falls below your minimum threshold before the package even reaches your inbox.
Section 3: Partner Communication and Management Questions How to have Claude scan Gmail for your managing partner's response, read his instructions, and act on them without any further input from you. In this session Claude prepares five formal management questions grounded in the specific red flags identified during the assessment, drafts a Gmail to the partner for review, and saves everything to the correct subfolder before a single question reaches management.
Section 4: Root Files and Workspace Configuration How the three root files driving every workflow in this session actually work: CLAUDE.md for workspace identity and folder structure, SKILL.md for fund mandate, management DD methodology, and output format specifications, and MDD-SCORING-CRITERIA.xlsx for the editable five-criterion scoring rubric your team can update without touching any code. You configure these once and every management team you run through the system from that point gets scored, flagged, and reported against the same institutional standard.
Section 5: The Scheduling Prompt How to configure Claude so that every morning at 9am it scans your Google Drive for new deal materials, identifies what has arrived, and notifies you. One prompt, set once, and the monitoring runs without you.
What you leave with
All root files, prompts, and workflows ready to run on your next deal 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 financial package and having a partner-ready analysis, LBO model, and management question list on the table.