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.