Claude for Financial 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 financial due diligence using Claude AI agents inside Claude Cowork. We will walk you through three production-ready workflows built on a real target company, so by the end of the session you can run a structured financial DD on any target, populate an LBO model, and have a partner-ready email drafted, without opening a blank spreadsheet or writing a single formula yourself. Limited slots available. First come, first served. Section 1: Financial Statement Analysis and Red Flag Detection How to have Claude scan your Google Drive, locate the target company's financial model, and produce a full financial analysis report covering revenue trends, EBITDA quality and normalisation, cash flow conversion, working capital movements, and balance sheet health. Claude scores the company across five financial DD criteria, auto-flags every risk condition it detects, and saves a formatted institutional-quality report directly to your workspace. The kind of output that takes a senior analyst a full day now takes under ten minutes, and every number in it traces back to the source file. Section 2: LBO Model Population How to configure Claude to extract the key financial inputs from the analysis it just produced and populate a full LBO model template: operating model projections, debt schedule, returns summary across base, upside, and downside scenarios, and a sensitivity table across entry and exit multiples. Claude applies your fund's return thresholds automatically and flags any scenario where downside IRR falls below your minimum before the model even reaches your inbox. Section 3: Partner Communication and Management Questions How to have Claude scan Gmail for your managing partner's response, read his instructions, and act on them without any further input from you. In this session Claude prepares five formal management questions grounded in the specific red flags identified during the financial analysis, drafts a Gmail to the partner for review, and saves everything to the correct subfolder before a single question reaches management. Section 4: Root Files and Workspace Configuration How the three root files driving every workflow in this session actually work: CLAUDE.md for workspace identity and folder structure, SKILL.md for fund mandate, financial DD methodology, and output format specifications, and FDD-SCORING-CRITERIA.xlsx for the editable five-criterion scoring rubric your team can update without touching any code. You configure these once and every company you run through the system from that point gets scored, flagged, and reported against the same institutional standard. Section 5: The Scheduling Prompt How to configure Claude so that every morning at 9am it scans your Google Drive for new financial packages, identifies what has arrived, and notifies you. One prompt, set once, and the monitoring runs without you. What you leave with All root files, prompts, and workflows ready to run on your next deal tomorrow. 30-minute Q&A with Ayub. Who this is for PE and VC partners, principals, analysts, and CFOs at funds managing $50M to $5B+ who want to compress the time between receiving a financial package and having a partner-ready analysis, LBO model, and management question list on the table.