Private Equity · Family Offices · Capital Management
The 60-Day Claude Operating Model for lower-mid-market PE, family offices, and holding companies. Training installed, three workflows built into your environment, a board-ready adoption dashboard in 60 days.
Co-delivered by Nicole Patten and Harry Roper · Working with Anthropic’s partner ecosystem
By the numbers
86%
Of PE deal leaders have integrated GenAI into M&A workflows.
95%
Of PortCo GenAI pilots fail to reach measurable returns.
17%
Of funds significantly exceeded their original AI business case.
Who you’ll actually work with
Nicole Patten
Curriculum, ops & measurement
Founder, Elevate Online. Productized the 60-Day Rollout and built the adoption / enablement / ROI measurement framework every engagement delivers against. Leads workshop design, adoption telemetry, and the operating cadence. Working with Anthropic’s partner ecosystem.
Harry Roper
Intake, scope & capital management
Founding partner and co-lead of the capital management vertical. Built Imaginary Space ($1.2M ARR, top-10 Lovable partner). Has delivered AI implementations for PE-backed management teams including the Pritzker organization. He runs every intake call himself.
For every engagement above $25K: both in the room for every live session. No juniors after the pitch.
Nicole Patten + Harry Roper — NY Tech Week 2025
Who this is for
01
You run AI rollout across the deal team and the PortCos. You need role-based tracks, an IC memo workflow, a research validator, and a CRM hygiene pass. The September LP meeting is the deadline.
02
Your firm is 2 to 3 months into Claude. One champion is shipping; the rest are stuck at 60%. You need to make adoption measurable and replace the next $60K vendor quote with an internal Claude build.
03
PE holding-co, family office, or multi-entity capital firm. You need PortCo-level training plus the integrations (Procore, Affinity, Chronograph) that make the rollout stick.
Why us?
Claude for PE
Generic AI consultant
Delivery
Nicole + Harry. Both teach every session.
Senior pitch, junior delivery.
Scope
Productized 60-day shape. Fixed scope, fixed price.
By-the-hour strategy deck.
Platform
Claude Enterprise only. We know it cold.
Platform-agnostic. Master of none.
Measurement
Before/after adoption dashboard, EBITDA method.
Training certificate.
Price anchor
Starting at $22,500.
McKinsey starts at $300K.
The 60-day rollout
Your deal team has Claude. Your PortCo CFOs don’t know what to do with it. That gap is where returns leak.
Sixty days from kickoff. Your team using Claude on the workflows that actually run the firm. Productized scope. Measurable adoption, enablement, and ROI.
Adoption
Claude Enterprise rolled to the defined seat count. Baseline telemetry captured. Measurable lift over baseline by week 8.
Enablement
Every seat completes Foundations plus one role-specific module. The team owns 2–3 firm-specific Claude Projects with instructions and knowledge sources loaded.
ROI
2–3 named workflows live with documented before/after time savings and an EBITDA-attribution method. Quarterly reporting cadence established.
Deliverables
Tailored Claude Projects, prompt library, connector setup (Affinity, DealCloud, Chronograph), measurement dashboard, PortCo CEO playbook, governance memo.
Nine deliverables. Sixty days. A measurable before/after story you can put in front of leadership.
Your three highest-ROI workflows turned into Claude-native Projects + Skills and built into your environment where we have a provisioned seat — not demoed, deployed. A written blueprint for any workflow that sits outside Claude's native capability.
$18,000 value
Foundation (Claude basics, best practices, tool overview, data-security protocol) plus role-specific tracks, admin/org-wide settings, and a Projects + Skills handoff. Every session is a build against your team's real work — not a lecture.
$17,500 value
Follow-up metrics captured at Day 60 across adoption, enablement, and ROI. Real before/after numbers and a wrap-up brief usable as a leadership, board, or LP readout — proof, not anecdotes. Plus a roadmap for Month 2+.
$6,000 value
Every person rates their Claude fluency and your platform telemetry is captured before any training starts. This is your adoption baseline — the “before” half of the story leadership actually wants to see.
$3,500 value
We sit down with each group lead to surface the real workflows, templates, tools, and named power users — so the training and the builds map to how your team actually works, not a generic curriculum.
$4,000 value
A written data-security protocol, Projects + Skills deployed into your AI portal or shared workspace, and governance baked into the patterns themselves — built for regulated and compliance-sensitive orgs.
$5,000 value
One ROI signal turned machine-measurable — a validator that flags quality issues automatically, so the value of the builds keeps showing up in the numbers after we leave.
$4,500 value
Per-group reference materials and every recording handed back into your existing AI environment. Every new hire over the next 12–24 months gets the same training without paying for it again.
$3,000 value
Every other high-ROI Claude automation surfaced during discovery, plotted on ROI vs. level-of-effort — a prioritized roadmap of exactly what to build next, and in what order.
$4,000 value
Total value: $75,000+ at McKinsey / BCG rates
Starting at $22,500
Use cases by persona
Five workflows per persona. Each one is a named Claude Project or Skill, with clear human-in-the-loop boundaries.
Value Specialist / Operating Partner
Workflow
What Claude does
Humans still do
IC memo first draft
Synthesizes data-room docs, CIM, and prior memos into a structured draft against the firm's template.
Claude Enterprise, Intralinks / Egnyte
Partners review, apply judgment on deal thesis, sign off.
Research validator
Cross-checks analyst claims against source documents, flags unsourced assertions before the IC.
Claude Skills, DealCloud
Analyst resolves flags; senior confirms cleared output.
CRM hygiene pass
Identifies stale contacts, missing fields, and duplicate records across the portfolio CRM.
Claude + Affinity API / Salesforce
Fund ops reviews flagged records, approves or merges.
PortCo value-creation scorecard
Pulls KPI data from PortCo reports and assembles the standard value-creation dashboard.
Claude, Chronograph, Excel connector
VP Portfolio Optimization reviews deltas, adds commentary.
Board pack assembly
Combines financials, KPIs, and narrative sections into the firm's board-pack template.
Claude Enterprise, Google Drive / SharePoint
CFO and deal team review, apply final judgment on narrative.
Fund Ops / COO
Workflow
What Claude does
Humans still do
Adoption measurement report
Pulls usage telemetry from Claude Enterprise, compares active-seat rate vs. baseline, generates weekly snapshot.
Claude Enterprise Analytics API
COO reviews, presents to managing partners at the biweekly AI standup.
Vendor evaluation brief
Given a vendor SOW and pricing, drafts a build-vs-buy analysis against the firm's current Claude capability.
Claude Enterprise, PDF ingest
COO reviews, brings to budget committee.
LP data room assistant
Answers LP due-diligence questions from an indexed data room without exposing raw documents.
Claude Enterprise + zero-retention API, Intralinks
IR lead reviews Claude's draft answers, approves before sending.
Earnings-call synthesis
Turns a raw earnings transcript into a same-day investment-thesis-relevant summary.
Claude Skills, Bloomberg / Factset
Analyst confirms key signals, forwards to PMs.
New-hire Claude onboarding
Delivers role-specific Claude orientation via a guided project template.
Claude Enterprise, AI Portal
Power user or HR confirms completion; IT confirms seat provisioned.
Holdco / Family Office
Workflow
What Claude does
Humans still do
Cross-PortCo KPI consolidation
Aggregates budget-vs-actual data across 3–8 PortCos into a single holding-co dashboard.
Claude, Procore / CoStar, Chronograph
Holdco CFO reviews, flags variance items for PortCo calls.
Renewal-comparison analysis
Compares insurance or contract renewal terms against prior-year docs, flags material changes.
Claude Enterprise, PDF ingest, Affinity
CFO or risk officer reviews flagged differences before signing.
Investor letter drafting
Assembles quarterly investor letter from PortCo KPIs, portfolio narrative, and prior letter as style guide.
Claude Enterprise, Google Drive / SharePoint
Managing partner adds strategic commentary, legal reviews.
Multi-entity rebalancing brief
Pulls custodian data across accounts, identifies allocation drift, outputs a rebalancing brief.
Claude + zero-retention API, custodian export
CIO reviews recommendations, authorizes trades.
Deal pipeline weekly digest
Scans sourcing pipeline, new CIMs, and market alerts; compiles a deal-flow digest for the weekly IC meeting.
Claude, DealCloud / Affinity, Harmonic
Deal team adds prioritization; MP sets agenda.
Security & compliance
Anthropic’s enterprise customers include Goldman Sachs, JPMorgan, Bridgewater, AIG, and Rockefeller Capital. The $1.5B Anthropic + Blackstone + Hellman & Friedman + Goldman JV (May 2026) is investing in Claude inside PortCos.
Anthropic's platform commitments
Our delivery practice
RUN YOUR NUMBERS
Most of a deal team’s document time, the CIMs, IC memos, and pitch decks, 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 the deal 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.
Engagement structure
Foundations Workshop
$5,000
First taste. Up to 25 attendees.
Custom Workshop
$7,800
Tailored to your stack and roles.
Workshop series (3–7 sessions)
$7,500–$25,000
Sustained team rollout.
60-Day Claude Rollout
$22,500 / $32,500 / $48,500
Productized: measurable adoption, enablement, ROI. Launch pricing.
90-Day Claude Rollout
$29,500 / $42,500 / $62,500
Extended scope for multi-PortCo rollouts. Launch pricing.
Ongoing advisory
Monthly retainer
After the Rollout.
McKinsey’s PE AI engagements start at $300K. We deliver measurable outcomes at a tenth of the price — built around the productized 60-day shape, not the strategy-deck shape.
Start here
Foundations Workshop
$5,000
Half-day or full-day. Up to 25 attendees. Pre-built curriculum on Claude fundamentals and role-specific projects. Recording delivered.
A firm that wants to see how we teach before scoping a larger engagement.
Custom Workshop
$7,800
Intake interview with Harry plus curriculum tailored to your stack, your roles, and your security posture.
A firm with mixed AI maturity, IT constraints, or specific tooling questions (Salesforce, DealCloud, Affinity).
Recent engagements
01
A Norwalk-based lower-mid-market PE firm preparing for its September LP meeting.
Three-phase engagement: enablement series across the deal team, role-based tracks for Partners, Deal Team, and Ops, plus 3 custom builds (IC memo automation, research validator, CRM hygiene pass).
Deal team active in Claude by week 4.
IC memo first-draft time cut 60% per analyst.
LP-ready adoption dashboard delivered before the September meeting.
02
A 30-person SEC-registered investment firm in Manhattan.
Single Custom Workshop wedge, followed by an internal Claude build scoped in Harry's intake. Replaced a vendor quote with an internal Skill.
Workshop replaced what would have been a $60K external vendor build.
Earnings-call synthesizer deployed as a Skill inside Claude Enterprise.
Zero-retention API pattern confirmed for Reg S-P compliance.
03
A multi-PortCo insurance holding company.
5-session workshop series across the holdco plus four operating PortCos. Renewal-comparison workflow built as a Skill in week 2.
Renewal-comparison Skill caught a material contract change before a client meeting in week 2.
All four PortCo deal teams onboarded within the engagement window.
PortCo CEO playbook delivered for cascade rollout.
Both Nicole and Harry. Harry runs intake; he's the one you'll talk to first. Nicole runs the curriculum, the ops, and the measurement loop. Both teach. Both are in the room for every engagement above $25K.
We don't do strategy decks. We get your team using Claude on real workflows. Productized, not by-the-hour. McKinsey PE AI engagements start at $300K. The deliverables here are built workflows, governance, and a measurable dashboard - not a presentation.
No. Megafunds get the Anthropic + Blackstone JV and the Big Four. We're built for lower-mid-market PE, family offices, and holding companies they don't serve.
Yes. Anthropic's commercial terms (no training on inputs or outputs), SOC 2 Type II, zero-retention API options. For SEC-registered firms we use middleware patterns for sensitive data. NDA-first for family offices.
Most clients do. We meet you where you are. The 60-Day Rollout assumes Enterprise or Team.
Yes. The Rollout includes a PortCo CEO playbook for cascade rollout. Per-PortCo workshops are priced separately.
We work within Anthropic's partner ecosystem and are active in its certification program. We deliver only on Claude — the platform Anthropic's enterprise customers (Goldman Sachs, JPMorgan, Bridgewater) run on.
We capture a baseline before any training — platform telemetry plus a per-person enablement self-rating — and re-measure at Day 60 across three axes: adoption, enablement, and ROI. You get a delta dashboard and a wrap-up brief built to drop straight into a board or LP readout. Note: Claude Enterprise analytics only reaches back to Jan 1, 2026 and runs on a 90-day window, so the baseline has to be captured before Session 01.
Async support runs across the engagement and for 14 days after. For continued advisory, builds, and release monitoring, the natural next step is Ongoing Consulting ($1,800–$5,000/mo, month-to-month). Additional automations from the blueprint can be scoped as separate workstreams, and PE firms or holding companies often roll the same shape out across portfolio companies.
Pricing starts at $22,500 and is set on the scoping call by two things: the number of people on Claude and the number of functional groups in scope. In-person delivery and additional department tracks or workflow builds are available as add-ons. By comparison, a custom corporate AI program from a name-brand consultancy runs $75,000–$150,000+ — and you get a deck, not built workflows.
Get started
A 30-minute introduction call. We confirm fit, team size, and the three workflows worth building. Final pricing is confirmed here.
harry@imaginaryspace.co.uk · Responds within one business day