Claude for Commercial Due Diligence

What this workshop covers This is a 1-hour hands-on session showing PE and VC partners, principals, and analysts how to automate commercial due diligence using Claude AI agents inside Claude Cowork. We will walk you through how to configure three production-ready workflows from scratch, so by the end of the session you can run a full commercial DD on any target company without touching a consultant or a blank PowerPoint. Limited slots available. First come, first served. Section 1: Market & Competitive Landscape Analysis How to have Claude pull together a structured market analysis for any target company: TAM, SAM, competitive positioning, key players, pricing dynamics, and barriers to entry. The kind of output that takes a junior analyst two days now takes under ten minutes, and it is sourced, structured, and formatted to your template. Section 2: Connectors & Tools Setup How to connect Claude to the tools your deal team already uses: Google Drive for CIM and management presentation ingestion, Gmail for deal correspondence, Perplexity or web search for live market data, and your pipeline tracker in Excel or Google Sheets. You configure these once and every workflow you run from that point pulls from the right source automatically, with no copy-pasting between tabs. Section 3: Customer & Revenue Quality Assessment How to configure Claude to interrogate a target's revenue base from CIM data and management materials, flagging concentration risk, churn signals, contract duration, and pricing power. Claude produces a scored revenue quality summary with an IC-ready commentary block, so you know before the management meeting where the real risks sit. Section 4: Competitive Moat Scoring How to build a Claude workflow that scores every target across five dimensions: switching costs, network effects, cost advantage, brand, and regulatory position. Each dimension gets a score and a one-paragraph rationale. The output is a moat scorecard your IC can read in three minutes and challenge in the meeting. Section 5: The Scheduling Prompt How to configure Claude so that the moment a new target company folder lands in your Google Drive, Claude automatically triggers the full commercial DD sequence: market analysis first, then revenue quality, then the moat scorecard, then a consolidated DD summary memo drafted and sent to your managing partner. What you leave with All prompts and workflows ready to paste and run tomorrow 30-minute Q&A with Ayub. Who this is for PE and VC partners, principals, analysts, and investor relations teams at funds managing $50M to $5B+ who want to close the gap between when financials arrive and when LPs hear from you.