Copy these prompts directly into Claude Cowork. Point it at your folder. Step away.

Johnny Rodriguez

MAR 26, 2026

PE firms are still running a 2015 process on 2026 deal flow.

We mapped every stage of the PE deal lifecycle and automated it using Claude AI agents. Eight stages. Exact prompts included.

Here is how it works — 60 minutes, one-on-one, we go deep on your specific PE workflow and build out the Claude automation framework tailored to your fund.

Junior analysts spending days reading CIMs. Senior associates writing IC memos from scratch. Partners reviewing SPAs under time pressure. Portfolio companies sending monthly reports in 15 different formats that someone has to manually reconcile.

Here is the full playbook.

Before You Start: Set Up Your Folder Structure

Create this in your Claude Cowork working directory:

/SkyRod Ventures-PE-Cowork
  /deal-origination        ← target watchlists & company profiles
  /cim-screening           ← uploaded CIMs + screening scorecards
  /due-diligence
    /commercial-dd         ← market research & competitive analysis
    /financial-dd          ← model reviews & normalisation
    /management-dd         ← leadership background checks
    /legal-dd              ← contract & SPA red flag scans
  /lbo-models              ← uploaded Excel models
  /ic-memos                ← investment committee memos
  /spa-review              ← Share Purchase Agreement reviews
  /portfolio-monitoring    ← monthly KPI reports per company
  /exit-prep               ← VDD packs & exit memos
  /SKILL.md                ← your fund mandate & brand context
  /portfolio-database.csv  ← your portfolio company tracker

The Time Savings at a Glance

Stage Without Claude With Claude Deal Origination 3–5 hrs/week manual scanning Daily auto-watchlist in 10 mins CIM Screening 3–4 hrs per CIM Full scorecard in 8 minutes Commercial DD 1–2 weeks analyst work Market report in 3 hours Financial DD 3–5 days modelling review Normalised summary in 2 hours Management DD 2–3 days background checks Full profiles in 45 minutes Legal DD 1–2 weeks legal review Red flag scan in 20 minutes IC Memo 12–20 hrs senior associate First draft in 30 minutes Portfolio Monitoring 2–3 days/month reporting Auto KPI reports in 1 hour

Stage 1 — Deal Origination

Time saved: 3–5 hours/week → 10 minutes

The pain: Deal teams spend hours every week scanning news, databases, and LinkedIn for acquisition targets. Most of it is low-quality pattern matching. Claude does this faster and more consistently.

Paste this prompt into Cowork: