Resources
Guides and best pratices for leveraging AI to get real work done.
Claude Cowork for 1031 Exchange Planning
How-toLearn how to manage the strict 45-day and 180-day timelines of a Section 1031 Exchange using Claude Cowork to automate due diligence and property identification.
Automating Commercial Real Estate Due Diligence with Claude Cowork
How-toStreamline commercial real estate due diligence with AI. Discover how to use Claude Cowork for lease audits, expense reconciliation, and estoppel generation.
Analyzing Rental Property Deals with Claude Cowork
How-toA guide for real estate investors on using Claude Cowork to automate rental property underwriting, normalize pro-formas, and perform cash-on-cash sensitivity analysis.
How to Build Financial Models with Claude Cowork
How-toStop 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.
Automating Presentations with Claude Cowork
How-toStop 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.
The Definitive Guide to Claude Cowork for the Business Professional
How-toDeep 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.