Accelerating private equity deal flows with Claude

1. 0:01 – 0:16

   End-to-end PE workflow overview: days to hours with Claude

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      Let's look at how Claude accelerates private equity deal flow from days to hours. We'll follow Sarah, an associate at Riverside Partners on the sell side, and Jen, a VP at World Capital on the buy side. They're working on Horizon Health Group, an eighty-five million dollar healthcare

2. 0:16 – 0:31

   Sell-side: Claude builds a client-ready deal teaser from the data room

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      services business. Sarah needs a deal teaser and asks Claude to create a client-ready presentation using the deal teaser skill. Claude searches Egnyte, finding financials, customer analysis, and operations data, and extracting revenue, margins, retention

3. 0:31 – 1:01

   Buy-side kickoff: screening the teaser and starting an LBO build

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      metrics, and facility details. In under two minutes, Sarah's got a professional teaser ready to send. The teaser lands in Jen's inbox. She asks Claude to screen it and build a leverage buy model using the LBO skill. Claude pulls from SharePoint for investment criteria and extracts data from the teaser. Within minutes, Jen gets a comprehensive screening memo and sees that Horizon Health seems to check all the boxes. But Claude does deeper diligence. It

4. 1:01 – 1:32

   Deeper diligence: contract concentration and termination risk surfaced

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      searches the Egnyte data room to find that Blue Cross Regional is eighteen percent of revenue with a contract that expires December twenty twenty-five. Twenty-eight percent of revenue has short-term termination clauses. This is risk that wouldn't have been picked up at a glance. The verdict: conditional pass. That Blue Cross renewal needs to be locked down. Now Jen looks at the numbers. Claude built a complete model in minutes, which would have taken an analyst hours. Purchase price at eleven times EBITDA, five times leverage with

5. 1:32 – 1:47

   Rapid LBO output: complete model with pricing, leverage, and projections

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      five-year cash flow projections and a debt amortization. An upside and base case. Base case shows twenty-six percent IRR in a three times money multiple, well above the twenty percent hurdle.

6. 1:47 – 2:02

   Stress testing: downside scenario built directly in Excel

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      Jen stress tests with Claude, asking to add a downside case in Excel. Claude immediately builds a new scenario with lower growth margin assumptions. Jen sees Claude's work in real time and validates its assumptions. Downside

7. 2:02 – 2:35

   Sensitivity analysis: exit multiple matrix and outcome range

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      yields nineteen percent IRR, right at threshold. Then she asks for a sensitivity analysis. Claude builds a matrix, eight time to twelve time exits. At ten times, the numbers tie exactly to the model. Even at eight times, the returns are acceptable. The fan of outcomes look good. It's Monday morning, and Jen has an investment committee meeting in a few hours. She asks Claude to synthesize everything with a letter of intent recommendation. In

8. 2:35 – 2:51

   IC prep: synthesizing diligence into an LOI recommendation

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      minutes, Jen receives an investment committee deck with a recommendation to proceed with a letter of intent at ten to eleven times EBITDA. Claude flags contract risks as pre-LOI conditions. Base case generates twenty-six percent IRR, downside nineteen percent.

9. 2:51 – 3:06

   Decision framing: valuation contingent on contract renewal certainty

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      LOI recommendation, eleven times if Blue Cross is locked down, take off return if not. Sarah went from data room to teaser in two minutes. Jen took a teaser to an investment recommendation in forty-eight hours. Claude

10. 3:06 – 3:15

    Wrap-up: measurable time savings and higher-quality diligence

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       caught a material contract risk by reading the data room files, then quantified the deal still works. This is better diligence, faster.

Episode duration: 3:26