For Investment Bankers · 1:1 or Desk · From $999
Anthropic's desktop agent, set up around the deal workflow. CIM digests overnight. Pitch outlines from your intake notes. Sunday process digest assembled before you wake up. The version that works without your associate having to learn a CLI.
Why Cowork for Bankers
Claude Code is a powerful tool. It is also a tool that asks an associate to write skills and configure MCP servers in a terminal at 11pm. Most don't, and the productivity gain stalls.
Cowork removes the terminal. Your associate drops a CIM into a folder on Sunday afternoon. By Monday morning, the CIM digest is sitting next to it: business overview, financials, growth drivers, risks, and the five questions to ask management. No code. No setup beyond a one-day session.
You keep the judgement, the relationships, and the credit. The associate stops losing Sundays to the parts of the deal workflow that aren't actually thinking work.
What We Build
A folder routine on /cims. Drop a CIM in the afternoon, walk away. Cowork produces a structured summary in your bank's house format: business, financials, growth drivers, risks, questions for management. Two-hour read becomes a twenty-minute one.
A scheduled task that pulls trading and transaction comps for a target list and refreshes the comparable analysis once a week. Your associate spot-checks. They do not do the first-pass scrape every time a pitch lands.
A folder routine on /industry. Drop research reports, earnings transcripts, and news clippings. Cowork synthesises an industry primer in your team's pitch format. Built around how your senior actually presents.
A folder routine on /pitches. Drop the target brief and a link to your bank's past pitches in Drive. Cowork produces a section-by-section outline with first-pass content and placeholder exhibits. Your senior refines. The analyst does not start from scratch at 2am.
A calendar-triggered task. The morning of a management call, Cowork reads the CIM and the target's public filings, and drafts the questions to ask. Structured around what you have not yet figured out about the business.
A scheduled task on Sunday evening. Reads the deal tracker via the connector, drafts the process update: where every live deal stands, what is blocked, what needs MD attention this week. Monday morning memo, ready before Monday.
Two Ways In
1:1 · From $999 · 1 day
A Cowork Setup Day for an associate, VP, or director. We build the folder routines and scheduled tasks around your live process. Thirty days later, you know whether to roll it out to the desk. Lowest-risk way in.
Desk · $12K-$25K
A Team Rollout for five to twenty-five bankers on a coverage or product desk. Shared Cowork instructions, shared folder structures, shared connectors against your internal data rooms. Your desk's patterns made repeatable.
A Note on Data
Some banks allow Claude on a vendor-approved basis. Some do not. Part of the scoping call is figuring out what your compliance team will and will not approve, and designing the setup to fit.
Cowork helps here: it runs in a sandboxed VM on the banker's machine, not in a chat window in a browser tab. Folder access is explicit. Connectors are toggled per banker. Where the bank allows Claude Enterprise with zero-retention API terms, we use that. Where it is more restrictive, we design around: routines that run only on public data, routines that work from anonymised abstracts, or routines isolated from production.
NDAs are standard. We do not publicly reference client banks.
Claude Cowork is the version of the deal-team upgrade your associates will actually use.