Resources

The shift from "Chatbots" to "Agents" has fragmented the landscape. It is no longer enough to just "buy AI" for your firm. You now face a confusing matrix of tools: autonomous agents that build models from scratch, plugins that live inside Excel, and massive research platforms that read millions of documents.

The "Chatbot" is dead. The future is the Agent. For most business professionals, Claude Cowork (running inside Claude Desktop) is the most significant productivity leap since the invention of the pivot table. It finally allows you to delegate work, not just text

For investment bankers and strategy consultants, the "Chatbot Era" is officially over. We have entered the Agentic Era. The question is no longer "Which AI can write a better email?" but rather "Which AI can build the model and design the deck while I sleep?"

Right now, it’s hard to not pick Claude Cowork. The ability to access local files and do work right on your computer gives it significantly more ability to do real, meaningful work

In 2025, we used AI to generate text. We pasted a transcript into a chat window and asked for a summary. In 2026, we will use AI to execute work. We point an agent at a folder and say, "Fix the formatting in these 50 slides."

Stop copy-pasting data. Learn how to use Claude Cowork to ingest PDFs, build dynamic LBO models, and automate Excel workflows. A step-by-step guide for PE and IB analysts.

Stop spending hours aligning text boxes. Learn how Claude Cowork's new pptx agent skill creates native PowerPoint files directly from your firm's "Golden Master" templates.

Deep dive into Claude Cowork and the shift from chatbots to Agentic AI. Learn how "Vibe Work" is transforming Private Equity and Consulting through automated due diligence, financial modeling, and the "Outcome-Process-Constraint" prompting framework.