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.

Claude for Healthcare DD

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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.


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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.
