Use Cases
Claude for Private Equity
Screen deals, run due diligence, draft IC memos, and build value creation plans.
66 playbooks across 3 categories
Private Equity(10)
View all 10 →Portfolio AI Readiness Assessment
Scan your portfolio for the highest-leverage AI opportunities and rank where to deploy operating-partner time across companies.
Due Diligence Checklist Generator
Generate and track comprehensive due diligence checklists tailored to the target company's sector, deal type, and complexity.
Diligence Meeting Prep
Prepare targeted question lists, benchmarks, and red flags for due diligence meetings — management presentations, expert calls, and customer references.
Deal Screening Memo
Quickly screen inbound deal flow — CIMs, teasers, and broker materials — against your fund's investment criteria with a structured pass/fail framework.
PE Deal Sourcing Pipeline
Discover target companies, check for existing relationships, and draft personalized founder outreach emails for proprietary deal flow.
IC Memo Template: Draft an Investment Committee Memo with Claude
An IC memo (investment committee memo) template for private equity: draft a structured IC memo that synthesizes due diligence findings, financial analysis, and deal terms into a professional investment recommendation.
Portfolio Company Monitoring Dashboard
Track portfolio company performance against plan with automated KPI extraction, variance analysis, and covenant compliance monitoring.
PE Returns Analysis & Sensitivity Tables
Build IRR/MOIC sensitivity tables across entry multiple, leverage, exit multiple, growth, and hold period scenarios for PE deal evaluation.
Unit Economics & Revenue Quality Analysis
Analyze unit economics for PE targets — ARR cohorts, LTV/CAC, net retention, payback periods, and margin waterfall for subscription and recurring revenue businesses.
Post-Acquisition Value Creation Plan
Structure post-acquisition value creation plans with revenue, cost, and operational levers mapped to an EBITDA bridge, 100-day priorities, and KPI accountability frameworks.
Finance & Accounting(35)
View all 35 →QuickBooks Automation
Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation
Budget Scenario Modeler
Model multiple budget scenarios side-by-side with trade-off analysis, sensitivity testing, and executive-ready recommendations.
Financial Analysis & Trend Interpreter
Analyze financial data to identify trends, anomalies, and actionable insights with executive-ready commentary.
S&P Global Earnings Preview Generator
Generate concise 4-5 page equity research earnings previews for any public company using S&P Capital IQ data via Kensho MCP.
S&P Global Weekly Funding Digest
Generate a polished one-page PowerPoint slide summarizing key takeaways from recent funding rounds and capital markets activity across watched sectors.
S&P Global Company Tear Sheet Generator
Generate professional company tear sheets and one-pagers using S&P Capital IQ data, tailored to equity research, M&A, corporate development, or sales audiences.
SOX Testing Workpaper
SOX sample selections, testing workpapers, and internal control assessments
VAT Return Automation with Browser Control
Automate HMRC VAT MTD submissions using Claude Code and Playwright MCP to navigate forms, calculate figures, and file returns.
Bookkeeping & Tax Prep Workspace
Point Claude at a folder of W-2s, 1099s, bank statements, and receipts — get back an organized archive, a master bookkeeping spreadsheet, a tax summary with refund estimate, and a one-page accountant briefing.
Account Reconciliation Assistant
GL-to-subledger and bank reconciliation with variance identification
Browser-Assisted Tax Filing
Use Claude Cowork with browser automation to prepare and file taxes - organize documents, fill forms, and submit filings.
Bank Statement CSV Merger
Combine multiple bank statement CSV files into one unified spreadsheet with consistent formatting.
Executive Strategy(21)
View all 21 →Board & Leadership Meeting Prep
Synthesize multiple source files into comprehensive board meeting briefings with decisions, risks, and talking points.
Business Case Builder
Build compelling business cases with financial projections, ROI analysis, risk assessment, and executive recommendations.
Delegation Brief Creator
Create clear delegation briefs with ownership, authority levels, success criteria, and check-in schedules for any task.
Investor & Board Materials Prep
Create polished investor updates, board decks, and fundraising materials from raw company data and metrics.
M&A Due Diligence Documentation
Structure M&A and partnership due diligence with evaluation frameworks, risk assessment, and integration planning documentation.
OKR & Goal Setting Assistant
Transform vague objectives into measurable OKRs with scoring guides, alignment documentation, and team communication plans.
1:1 Meeting Prep
Prepare structured agendas, follow-up tracking, and discussion topics for effective one-on-one meetings.
Org Design & Structure Analyzer
Analyze organizational structure with span of control metrics, structural alternatives, and phased transition plans.
Risk Assessment & Mitigation Planner
Identify, assess, and plan mitigation for business risks with probability/impact matrices and action plans.
Strategic Planning Document Synthesis
Synthesize multiple strategic inputs into coherent planning documents with themes, priorities, and implementation roadmaps.
SWOT & Strategic Framework Analysis
Apply strategic frameworks — SWOT, Porter's Five Forces, PESTEL, and more — to any business situation with actionable outputs.
Personal Strategic Advisor
An AI advisor that challenges your thinking instead of confirming it — surfaces blind spots, presents alternative perspectives, and forces the clarity that leads to better decisions.
Explore Other Roles
AI Tools for Researchers & Scientists
Accelerate literature review, data analysis, manuscript writing, and lab workflows.
AI Tools for Engineers & Developers
Automate changelogs, documentation, code review, CI/CD, and development workflows.
Claude for Executives & Directors
Strategic analysis, competitive intelligence, board presentations, and decision support.
AI Tools for Startup Founders
Launch faster with marketing, market research, legal, hiring, and sales playbooks.
Claude for Teachers, Students & Educators
Study smarter with research assistance, note organization, and learning workflows.
AI Tools for Operations Managers
Streamline SOPs, compliance audits, vendor evaluation, and process documentation.