Private Equity Deal Flow Automation

​Workhop covers

​This is a 1 hour hands-on session showing PE partners, principals, and analysts how to automate the full deal lifecycle using Claude AI agents inside Claude Cowork.

​Limited slots available, First Come, first Served basis!

​You will not be watching slides. You will be copying prompts and running them live on real deal scenarios.

​Stage 1 — Deal Origination How to auto-generate a daily target watchlist of acquisition candidates scored against your fund mandate — replacing 3–5 hours of manual scanning with a 10-minute automated report.

​Stage 2 — CIM Screening How to run a 100-point, 10-dimension scorecard on any CIM in 8 minutes — producing a pass/proceed recommendation before your morning call.

​Stage 3 — Commercial Due Diligence How to generate a full market research report with TAM, competitive landscape, and timing thesis — with cited sources — in 3 hours instead of 2 weeks.