Everything From the PE Workflows Automation with Claude Cowork Workshop — All Files and the Full Recording

As a paid subscriber, you get full access to every file used in the session and the complete demo video. Download, explore, and start building.

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What is Inside the Folder

Root Files

📄 CLAUDE.md — The operating manual. Drop this into your workspace root and Claude will follow your rules from day one.

📄 SKILL.md — The fund identity file. Replace our mandate with yours and Claude will screen deals against your actual parameters.

📊 SCORING-CRITERIA.xlsx — The universal scoring rubric used across all six deal stages. Fully editable to match your fund’s thresholds.

🗂 portfolio-database.csv — The portfolio tracker. Pre-structured with all the columns Claude needs to update after every monitoring cycle.

Input Files