CLAUDE FOR PRIVATE EQUITY
A Claude adoption story for your next LP or board meeting — not another training that fades in 30 days.
For lower-middle-market PE firms, family offices, and holding companies.
By the numbers
86%
Of corporate and PE deal leaders have integrated GenAI into their M&A workflows.
Deloitte, 2025 M&A Generative AI Study
93%
Of tech funding goes to the technology. Only 7% goes to training the people using it.
Deloitte Tech Trends
17%
Of PE funds report significantly exceeding their original AI business case.
FTI Consulting, 2026 Private Equity AI Radar
PROOF, NOT A PITCH
This firm is now building its own tools.
A mid-market financial services firm with four practice groups. These are its numbers 60 days in.
- Firm
- Mid-market financial services
- Seats
- 54 assigned
- Sessions
- Eleven, across four practices
- Measured
- Day 60, console record
90.7%
of assigned seats weekly active at Day 60.
49 of 54. Every square is one seat.
Three workflow builds, and who runs them now
| Build | Runs in | Status |
|---|---|---|
| Deck production suite | Marketing | Three skills co-developed |
| Target profile extraction | Deal teams | Live, all four practices |
| Engagement setup and compliance | Rollout leadership | Live, provisioned firm-wide |
Claude console record, September 2026. Firm anonymized, no individuals named. Rates hold regardless of the measurement window; the counts are cumulative to Day 60.
The 90-Day Claude Rollout, step by step.
Every session ends with each person having built something in their own account — not watching us build in ours.
We arrive with a read on your competitive and regulatory context, then agree what success looks like, what gets measured, and who owns adoption.
- Day 0 · Baseline captured
- Day 60 · Day 60 checkpoint
- Day 90 · Leadership readout
Every session is recorded on a private microsite so anyone who misses one can catch up.
WHAT GETS BUILT
Common builds for deal teams.
Illustrative examples drawn from the workflows PE and IB teams bring to a Rollout — not a fixed menu, and not any one firm’s actual build list.
Data-room completeness check
Checks a data room against the standard checklist for the deal type and reports what's missing, so gaps surface before they're a scramble.
Target profile & company extraction
Turns CIMs, websites, and data-platform exports into a standardized screening profile, with acquired-status and contact data flagged for manual verification.
Engagement setup template
Spins up a new deal the same way every time — scoped instructions, folder structure, a channel checklist — so nothing carries over between engagements.
Outreach-rationale drafting
Drafts a per-target outreach rationale against the mandate's criteria, so cold outreach opens with a specific, credible reason.
Credit agreement & covenant summarizer
Parses a long credit agreement into a covenant summary mapped to the company's actual financials, producing a headroom/breach-risk worksheet.
Executive summary translator
Distills a completed analysis into the single value driver and recommendation, keeping the judgment call with the person, not the model.
Market map generator
Drafts a recurring market map from source exports and team notes, flagging anything with no fresh source rather than carrying it forward silently.
Quick gut-check screening template
A clearly labeled first-pass screen for whether an opportunity is worth senior time, stating its inputs and what it didn't examine.
Pitch-history selector
Proposes the most relevant past deals for a pitch from the firm's transaction library, for a senior person to confirm before it goes in the deck.
THE SELECTION CRITERIA WE’VE EARNED
What we’re not — and what you get.
The refusals are lifted from a real buyer’s written selection criteria for this kind of engagement. The deliverables are what a Rollout puts in your hands.
What we’re not
- Generic AI training that ignores PE workflows.
- Juniors sent in after the pitch.
- One-time training events with no follow-through.
- Platforms other than Claude Enterprise, without a clear rationale.
What you get
Skills assessment and written baseline
Delivery sessions across every function in scope
Named workflow builds, installed live
Governance reference and enforcement matrix
Written data-security standard for deal work
Private enablement microsite
Talk to us
The people you talk to are the people who deliver.
No account manager in between. The same senior team scopes your firm, runs every session, and builds every workflow — from the first call through the final report.
Nicole Patten
Founder & Claude Strategist
Harry Roper
Builder & PE Workflow Expert
Ashley Taylor
Facilitation & Intake
Prefer email? team@elevateonline.com
WHY US
Fully committed. PE-native.
Claude for PE
Generic AI consultant
Delivery
The senior team. Every session, no hand-off to juniors.
Senior pitch, junior delivery.
Scope
Productized 60- or 90-day shape. Fixed scope, fixed price.
By-the-hour strategy deck.
Platform
Claude only. We know it cold.
Platform-agnostic. Master of none.
Measurement
Baseline-to-delta adoption dashboard.
A training certificate.
Price anchor
From $42,500 (90-day) · from $30,000 (60-day).
McKinsey, BCG, and Deloitte start at $150,000–$250,000+.
Built for SEC-registered firms, family offices, and PE.
Deal data, LP communications, and portfolio financials are not test data. Anthropic’s enterprise customers include Goldman Sachs, JPMorgan, and Bridgewater.
Anthropic's platform commitments
- No training on inputs or outputs (Team, Enterprise, API).
- SOC 2 Type II.
- Zero-retention API options.
- Audit logging and SSO on Enterprise.
- Data residency in EU regions via AWS Bedrock or Vertex.
Our delivery practice
- NDA-first discovery before any environment access.
- Middleware patterns for SEC-registered firms handling PII.
- Role-based access for every custom Claude Project we build.
- Pre-deployment security review baked into every Rollout.
RUN YOUR NUMBERS
What the rollout returns.
Most of a deal team’s document time, the CIMs, IC memos, and LP updates, is recoverable once Claude does the first pass. Move the sliders to your firm’s reality.
Senior capacity recovered, per year
$175,500
About 540 senior hours returned to your team each year, from document work Claude helps produce faster.
That is 2.5x the cost of a 90-Day Rollout in year one.
Reference engagement fee: $70,000. Your assumptions, your numbers. Claude drafts the first pass; your team reviews and owns the output.
WAYS TO ENGAGE
Two ways to work with us.
A full rollout, or focused time with a partner or CEO. Pick the depth that matches where your firm is.
Investment
What’s included
The 90-Day Claude Rollout
10 to 12 weeks · shorter 60-day version from $30,000
From $42,500
The full engagement. Training across the firm, five to seven workflows built into your environment (three to five on the shorter 60-day), and a measurable adoption story for your next LP or board update.
Executive 1:1
Three 60 to 90 minute sessions
$5,500
For a partner or CEO who wants hands-on results, not a team tutorial. Capped at three to five per quarter.
Talk to us
Ready to talk it through?
No pitch deck. A straight conversation about where your firm is.
Prefer email? team@elevateonline.com
Frequently asked questions
The same senior team, not a rotating roster. For PE and capital-management inbound, one lead runs the first call and discovery; another leads the curriculum, the operating cadence, and the measurement loop. Both teach, and both are in the room for every engagement above $25,000.
We don't deliver a strategy deck. We get your team using Claude on real workflows, priced as a productized engagement rather than by the hour. A custom AI program from McKinsey, BCG, or Deloitte runs $150,000–$250,000+; here, the deliverables are built workflows, a governance layer, and a measurable dashboard.
No. Megafunds get the Anthropic and Blackstone joint venture, plus the Big Four consultancies. We're built for lower-middle-market PE firms, family offices, and holding companies they don't serve.
Yes. Anthropic's commercial terms mean no training on inputs or outputs, plus SOC 2 Type II and zero-retention API options. For SEC-registered firms we use middleware patterns for sensitive data. NDA-first discovery is standard, especially for family offices.
Most clients do. We meet you where you are. If a later move to Enterprise (tenant, SSO, SCIM) makes sense, that's scoped as its own step, not bundled in without a clear reason.
Yes. For PE firms and holding companies, the Rollout applies per company, grouped into a program rather than sold as one engagement — cohorted foundations, named workflow builds per PortCo, and a playbook for cascading the rollout to the next one.
We work within Anthropic's partner ecosystem and are in its certification program. We deliver only on Claude — the platform Anthropic's enterprise customers, including Goldman Sachs, JPMorgan, and Bridgewater, run on.
Pricing starts at $42,500 for the 90-day default, with a shorter 60-day version from $30,000, set on a scoping call by two things: the number of people on Claude and the number of functional groups in scope.
Two commitments, deliberately not a guarantee. If the named workflow builds aren't built, the delta report isn't delivered, or the sessions in scope aren't completed, we continue on the missed items at no additional cost, capped at 30 additional days — provided the materials, system access, and attendance arrive on the schedule in the SOW. And separately: you get the baseline, the mid-point checkpoint, and the final delta report regardless of what they show. We don't promise a specific business outcome, an hours-saved figure, or an adoption percentage, because nobody honestly can — what we commit to is completing the scope and handing you real numbers either way.