On demand
Claude for Investing Teams
Investing runs on documents: CIMs, data rooms, filings, models, memos, LP letters. This session shows investment professionals at private-markets firms how Claude handles that work in practice, across the workflows deal teams run every day. We'll walk live through deal screening, diligence, portfolio monitoring, and reporting using Claude Cowork and the Office Agents for Excel, PowerPoint, Word, and Outlook, as well as proven best practices on how to roll Claude out to investment teams at real firms like Apollo.
Who is this for? Deal teams, analysts, portfolio operations, and IR professionals at private-markets firms. Whether you're just getting started with Claude or looking to scale it across your team, you'll leave with a concrete picture of what works and where to begin.
Featured speakers
Peter Nolan
Head of Asset & Wealth Management @ Anthropic
Jonathan Kim
Asset & Wealth Management GTM @ Anthropic
Victoria Yeow
Private Equity Principal @ Apollo
What you’ll learn
How Claude works inside and across Excel, PowerPoint, Word, and Outlook to address use cases such as deal screening, going from diligence to IC, portfolio monitoring, and reporting & LP communications
How to encode your screening criteria and memo formats once so the whole team gets the same output
Real demos and adoption best practices from real firms such as Apollo