By industry · Private equity
From diligence to portfolio operations — implemented, not piloted.
We help private equity firms apply Claude to diligence, decision making, and portfolio operations — reducing manual work, accelerating insight, and turning AI adoption into a repeatable playbook you can run across the portfolio.
Data-room review, document cross-checks, market and management research — Claude working through the reading so your team spends its hours on judgment. Every output cites what it came from.
Memos, models narrative, and IC prep drafted from your own materials under a scoped workspace per deal — with review steps and an audit trail, so what reaches the committee has its work shown.
The real leverage: the same certified implementation — Claude on their devices, connectors allowlisted, roles profiled, agents scored — repeated across portfolio companies, with a Skoor per company the operating team can compare.
Confidentiality and data handling rest on Anthropic's commercial terms — by default Anthropic does not train on commercial customer data — documented at the Anthropic Trust Center. Skoor adds the deployment layer: scoped workspaces per deal, written role profiles, and continuous scoring.
Start with one company. Scale to the portfolio.
A fixed-fee, two-week assessment of the firm — or of one portfolio company as the template — credited in full against implementation.