For PE Partners · 1:1 or Fund · From $999
Anthropic's desktop agent, set up around the deal-team workflow. Morning deal screening before the partner's first call. Quarterly LP letter assembled the week before it goes out. Portfolio monitoring digest landing every fourth Monday. No terminal, no skills code, no engineering team needed.
Why Cowork for PE
Mid-market PE funds run on roughly the same loop: deal screen, CIM read, management call, IC memo, portfolio monitoring, LP letter. Most of that loop is process work. Reading. Summarising. Drafting in a house format. Cross-checking against last quarter.
Cowork is the right shape for it. The associate doesn't need to write skills in a terminal. They drop a CIM in a folder. They check a box for the scheduled task. The work runs overnight or on Sunday afternoon, and the deliverable is sitting in the folder when they need it. The IR team runs the LP letter routine. The deal team runs the screening routine. Same desktop agent, different folders.
Your partners get their decision hours back. Your associates stop losing weekends.
What We Build
A scheduled task that runs overnight on a /teasers folder. By 7am, every teaser dropped that week has a one-page screen memo next to it: thesis fit, growth drivers, red flags, declined or progress. Friday afternoons stop disappearing on deals that should have been declined in ten minutes.
A folder routine on /cims. Drop a CIM. Cowork produces a structured summary: business model, growth drivers, risks, competitive position, and the five questions to ask management. The associate's first pass, ready in twenty minutes instead of an afternoon.
A calendar-triggered routine. The morning of a management call, Cowork pulls public data on the target, reads the CIM in the deal folder, and drafts the questions for the call. Structured around what you have not yet figured out about the business.
A folder routine on /ic-memos. Drop the CIM, the call notes, and a link to your fund's memo template. Cowork drafts the IC memo in your fund's voice. The associate edits. The partner edits. Neither one builds it from scratch at midnight.
A scheduled monthly task. Reads the latest CEO and CFO updates from /portfolio-letters via the Drive connector, 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 scheduled task each quarter, two weeks before the letter goes out. Pulls portfolio data, the previous letter, and your fund's style guide. Drafts the LP letter for your IR team to edit. They polish. They do not write it from a blank page every quarter.
Two Ways In
1:1 · From $999 · 1 day
A Cowork Setup 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 · $12K-$25K · 2-4 weeks
A Team Rollout for five to twenty-five partners, principals, and associates. Shared Cowork instructions in your fund's house style. Shared folder structures and connectors against your deal tracker, CRM, and portfolio data room. Your fund's process, made repeatable.
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. Cowork's sandboxed VM and explicit folder permissions give you per-deal isolation. Routines that touch deal-room material can be locked to specific folders, 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 Cowork is the deal-team upgrade you can roll out without an engineering project.