For PE Partners · 1:1 or Deal Team · From $1,500
A Claude Code setup built around the deal-team workflow: screening, CIM reading, management call prep, investment memos, portfolio monitoring, and LP reporting. 1-on-1 for one partner. Fund-wide for the whole deal team.
Why PE Partners
A mid-market PE partner's week has about six hours of real decision-making in it. The rest is process: reading CIMs, prepping for management calls, editing associate memos, checking portfolio reports, drafting LP updates, squeezing another deal through the committee.
None of the process work is hard. All of it is where your week goes.
A Claude Code setup built around the PE workflow gives your partners their decision hours back.
What We Build
A skill that reads a teaser or CIM, cross-checks against your fund's thesis and recent deals, and drafts a one-page screen memo. Your partners stop spending Friday afternoons on deals that should have been declined in ten minutes.
A skill that reads a CIM and produces a structured summary: business model, growth drivers, risks, competitive position, and the five questions to ask management. Your associate's first pass, done in twenty minutes.
A skill that pulls public data on the target, reads the CIM, and drafts the questions for the first management call. Structured around what you have not yet figured out about the business.
A skill that drafts an IC memo from the CIM, the call notes, and your fund's memo template. The associate edits. The partner edits. Neither one builds it from scratch at midnight.
A skill that reads the quarterly updates from portfolio CEOs and CFOs, drafts a monitoring dashboard, and flags the two or three companies that need partner attention this month. Portfolio review goes from a day to an hour.
A skill that pulls portfolio data, previous letters, and your fund's style, and drafts the quarterly LP letter. Your IR team edits. They do not write it from a blank page every quarter.
Two Ways In
1:1 · From $1,500 · 1 day
A Power User Day for a partner. One day with us, one month of real use, and then you decide whether the rest of the deal team should run the same setup.
Fund · $15K-$35K · 2-4 weeks
A Team Rollout for five to twenty-five partners, principals, and associates. Shared skills library in your fund's repo. Shared MCP servers against your deal tracker, CRM, and portfolio data room. Your fund's process, standardised.
On Data and NDA
NDAs are signed before the first working call. For funds that require it, we configure Claude Enterprise with zero-retention API terms. Skills that touch deal-room material are isolated, and we work with your compliance and IT functions on what can and cannot sit in context.
We do not publicly reference client funds.
Claude Code for private equity partners is the quiet edge the smartest funds are picking up first.