Learn how leading investment teams use Claude to automate due diligence, deal sourcing, portfolio monitoring, research, reporting, and investment workflows. Trusted by 2,700+ investment professionals

Claude for Private Equity, FO and VCs

In case of cancellation of the event, Fees will be refunded after misusing any banking fees.

This is a 1-hour hands-on session showing PE & VC partners, principals, and analysts how to automate portfolio monitoring and LP reporting using Claude AI agents inside Claude Cowork.

We will walk you through exactly how to set up Claude Cowork from scratch — so even if you have never used it before, you will be ready to run every workflow live during the session.

Limited slots available. First come, first served.

How to set up Claude Agents for Portfolio Management and LP Reporting

abdullah azzam

Muhammad Ayub

### Premium Membership

Gain full access to 24 advanced Claude and Open-Source AI courses designed specifically for Private Equity firms, Family Offices, Independent Sponsors, Search Funds, and Venture Capital investors.

**Membership Includes:**

• Access to all 12 AI-powered Deal Flow, Due Diligence, Portfolio Management, and Exit Readiness courses

• Complimentary access to our premium Substack research membership (valued at $2,000/year), providing ongoing insights into AI advancements, investment workflows, and emerging opportunities

• Monthly 1:1 coaching session (60 minutes) focused on implementation, workflow design, and deal execution

• Live workshop access for every course

• Complete implementation package with:

* Step-by-step video tutorials
* Detailed playbooks
* Root files and system architecture
* Deal documents and templates
* Agent workflows and operating frameworks

Designed for investment professionals who want to build institutional-grade AI capabilities across sourcing, diligence, portfolio monitoring, and value creation.


Premium 

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### Standard Membership

Access to 12 Claude and Open-Source AI courses designed for Private Equity firms, Family Offices, Independent Sponsors, Search Funds, and Venture Capital investors.

**Membership Includes:**

• Access to 6 flagship courses covering Deal Flow Automation, Due Diligence, Portfolio Monitoring, Exit Readiness, and Investment Research

• Live workshop access for every course

• Complete implementation package with:

* Video tutorials
* Step-by-step playbooks
* Root files and system templates
* Deal documents and frameworks
* Prompt libraries and agent workflows

• Lifetime access to course materials and future updates

Designed for investment professionals looking to implement AI-powered workflows across sourcing, diligence, portfolio operations, and value creation.
