Finance Claude Code Toolkit
For analysts and associates who rebuild the same memo every week. Workshop: Bangalore · Late August · 12 seats · Invite-only.
Every deal memo follows the same structure. Every earnings call needs the same format.
VCs and PE analysts are among the highest-spending segments on Claude. Most are running on generic settings with no configuration — getting useful outputs but spending 40% of the session reformatting. The toolkit installs in one afternoon. The repeating work structure changes immediately.
This is not a general AI session. We install the toolkit on your actual work environment, run three real deal workflows on screen, and you leave knowing exactly what's different and what to configure next.
"Credit memo preparation at Moody's: from 40 hours to 2 minutes after Claude deployment. Same data. Different workflow."
Anthropic enterprise case study — Moody'sThe repeating work, automated.
Connected to Aiera, Notion, FactSet, and Bloomberg — the data stack most PE and VC analysts run on.
Deal memo draft in your firm's format. Executive summary, market, team, product, financials, risks, recommendation. From data you have.
Aiera transcript synthesis in investment memo format. Key takeaways, management commentary, forward guidance changes.
Key term extraction and side-by-side comparison from two uploaded documents. Differences flagged automatically.
Quarterly portfolio company update draft from metrics. Factual, data-driven, 300 words. For LP reporting.
LP update email draft from portfolio metrics. Honest, brief, founder-written tone. /lp-email generates this on the first of every quarter.
Structured brief from filings, earnings, and recent news. Signal-to-noise ratio matters — cut the noise.
Before the workshop. Replace the brackets.
These work in regular Claude.ai right now — no Aiera connection needed to test them.
Draft a deal memo for [Company]. Structure: executive summary (3 sentences), market opportunity (TAM, growth rate, dynamics), team assessment (founder backgrounds, relevant experience), product (differentiation, moat), financials (metrics, burn, runway), risks (top 3), and recommendation. Use my firm's format: [describe your format]. Data I have: [paste what you have].With Notion and Aiera connected, /deal-memo pulls prior memos as format reference and live data automatically.
Summarise the Q[N] earnings call for [ticker]. Pull from the transcript: (1) beat/miss on key metrics vs consensus, (2) management's explanation for results, (3) forward guidance changes, (4) one key signal on business trajectory, (5) my assessment of management tone vs last quarter. Format as an investment memo entry.With Aiera connected, /earnings-summary pulls the transcript directly. No manual copy-paste.
Draft a quarterly LP update for [Fund name], Q[N]. Highlights: [2-3 wins]. Key metrics: [portfolio metrics]. One company that had a challenging quarter: [company + honest summary]. What we're focused on in Q[N+1]: [priorities]. Tone: transparent, data-first, founder-written. Under 500 words total./lp-email generates this from connected portfolio data on the first of every quarter. You review and send.
Build a sector brief on [sector, e.g. 'Indian B2B SaaS' or 'Southeast Asian fintech']. Cover: current market dynamics, notable recent deals and what they signal, companies worth watching, one contrarian view the consensus is missing. Format: one page, structured sections, signal-to-noise ratio matters — cut the noise.People don't Google your product anymore. They ask Claude.
If any of your portfolio companies have a well-documented API and a clear set of enterprise use cases, the window to get listed on Claude's directory is open right now. Less than 5 Indian SaaS products out of 200+. I'm assembling the builds for August. First-mover listings compound.
Hey [Founder], Worth 5 minutes of your time: claude.com/connectors Claude's directory is 6 months old. Less than 5 Indian SaaS companies listed out of 200+. Your category: [check and fill in]. Products listed there get surfaced when enterprise users ask Claude for tool recommendations. First listing in a sparse category becomes the default recommendation. No ongoing spend required. The build takes 1–4 weeks: architeqt.ai — [Investor name]
30 minutes to configure. Results visible in week one.
Apply for the Bangalore workshop.
12 seats. Analysts and associates at PE and VC firms only. I'll DM you the invite when the date is confirmed.
Want to check if this fits your fund's workflow?
15 minutes. I'll walk through exactly which commands matter for your stage and sector focus, and what the install looks like for your current tools.