Watch Claude handle a complete investment banking and private equity deal workflow—from creating a client-ready teaser by pulling financials from Egnyte, to screening the opportunity against investment criteria in SharePoint and building an LBO model.
In this demo, Claude identifies hidden risks during diligence, stress tests the model with downside scenarios, and runs sensitivity analysis to validate returns across exit multiples. In minutes, Claude delivers an investment committee deck with flagged pre-LOI conditions—turning days of work into a comprehensive analysis that's faster and more thorough.
Learn more: https://claude.com/solutions/financial-services
Disclaimer: Demo represents preliminary analysis and workflow support only. All financial decisions require review by qualified professionals.
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AI Maker Residence 3
The third AI workshop taught by our legendary teacher, Nick Sarafa. This is a full-day hands-on training workshop for purposeful co-creation with AI using Claude Code.
Imagine having access to hundreds of billions of dollars of computing power and knowing exactly how to make it work for you through the power of super intelligence.
◆ Fri 09 Oct 2026◆ KOKO Cafe, London◆ With Nick Sarafa
