AI Powered PE OS | Build Your Personal AI Operating System for Private Equity

The reality

You are paid to think, but you spend all day doing

Right now, you spend 6 hours a day scrolling through PDFs looking for one number. You write investment memos from scratch every time. Every deal analysis looks different because there is no shared playbook. You know AI should help but "everyone figure it out" is not a strategy.

Meanwhile, your competitors who have learned to use AI are finding insights 10x faster than you. The PE winners in 2026 will not be the ones with the biggest budgets. They will be the ones who figured out how to think with AI.

The problem is not your team. It is the lack of a system.

Most AI training teaches individuals to prompt better. That is useful for them. But it does nothing for your deal process. You end up with people doing different things, with no shared systems, no consistency, and no way to scale what works across deals.

What you actually need is a personal AI operating system that plugs into how you already work.

The solution

Why the smartest PE professionals are building personal AI operating systems

AI Powered PE OS does not teach you "how to use AI." It installs a personal operating system built around your actual PE workflows so every analysis, every memo, and every diligence process compounds.

The OS has three pillars

Pillar 01

Standardisation

Use Claude Skills and AI workflows to standardise how you analyse deals, write memos, and run diligence. Standardised systems mean faster execution, fewer mistakes, and results that compound across every deal.

Pillar 02

Optimisation

AI promises efficiency gains, but only if they are truly realised. This pillar is about ruthless prioritisation. Not doing more with AI, but doing the right things better. Cutting the manual work that does not compound and doubling down on what does.

Pillar 03

Personalisation

Every PE professional works differently. Your deal flow, your thesis, your reporting cadence. The OS you build is personalised to how you actually work. Not a generic toolkit, but a system fitted to your specific role, fund, and investment process.

16 ways we apply the Claude OS to PE

Everything you will build, practise, and take away

Real PE workflows. Real outputs. No fluff. Every one of these is something you will build during the programme.

CIM analysis in seconds

Upload a 100-page CIM and pull out exactly what you need. Key metrics, risks, and thesis points extracted without scrolling.

Investment memo drafting

Turn your analysis into structured memos with clear theses, risk flags, and supporting evidence. Drafted by AI, refined by you.

IC presentation building

Draft investment committee decks from your own data in minutes, not days. Structure, narrative, and formatting handled.

Deal flow screening

Build systems that quickly assess inbound teasers and CIMs against your fund's criteria. Filter signal from noise at speed.

Due diligence synthesis

Combine findings from legal, commercial, financial, and technical workstreams into a single coherent diligence picture.

Financial modelling support

Sense-check assumptions, generate scenario analyses, and build sensitivity tables. Claude becomes your modelling co-pilot.

Market and competitor research

Generate sector maps, competitor analyses, and market sizing. Structured and consistent every time, not starting from scratch.

Contract and agreement review

Upload SPAs, shareholder agreements, or NDAs and surface key clauses, red flags, and non-standard terms in seconds.

LP updates and quarterly reports

Turn portfolio data into polished LP communications. Narrative, charts, key metrics, all structured by AI.

Portfolio company competitor reports

Build structured competitor research for your portcos. Market positioning, pricing analysis, and strategic landscape mapped out.

Management meeting preparation

Synthesise all available data on a target company into a structured briefing document before every management meeting.

Vendor coordination and tracking

Manage multiple diligence vendors simultaneously. Track progress, flag gaps, and synthesise findings across workstreams.

Risk analysis and scenario planning

Build decision frameworks that map risks against scenarios. Structure the thinking that turns information into action.

Standardised deal analysis templates

Create reusable templates so every VP, Associate, and Analyst runs the same playbook. Consistency at scale across your team.

Value creation planning

Map out 100-day plans and value creation initiatives for portfolio companies. Structured, consistent, and built from real data.

Your firm's private AI toolkit

Custom Claude Skills built for your specific deal process. Your IP. Your competitive moat. Nobody else has it.

The Claude OS framework

The 6-week programme that builds your personal AI operating system for PE

Built on the AI Powered Claude OS framework. Six weeks that take you from scattered AI use to a fully installed personal PE OS, where Skills are the building blocks and the OS is how you operate.

Week 1 / CHAT

Learn the language of AI

Every PE professional speaks the same AI language.

You learn to communicate with Claude effectively. Prompting fundamentals, XML structure, Styles, file uploads, Projects, Custom Instructions, and Knowledge Bases. By the end of this week, you can hold a real working conversation with Claude and start extracting insights from documents immediately.

Week 2 / CREATE

Build real PE outputs

AI stops being a chatbot and becomes a production tool.

You start producing work that matters. Using existing Claude Skills, you build IC presentations, investment memos, CIM analyses, and structured deliverables. Real outputs, built with AI, using the tools Claude already has.

Week 3 / CONNECT

Wire into your deal ecosystem

AI becomes embedded in how you operate.

Claude connects to your tools. Connectors, MCP integrations, plugins from the marketplace, Web Search, and Memory. You build cross-platform workflows that pull data from where it lives and push outputs to where they are needed. Deal tracking, portfolio reporting, market research, all connected.

Week 4 / CUSTOMISE

Train your PE Skills

Skills are the building blocks. This is where you build yours.

You train custom Claude Skills built around your actual PE processes. Skills are not prompts. They are reusable, standardised systems that you can run on every deal. CIM analysis Skills, memo drafting Skills, diligence synthesis Skills. This is where you stop improvising and start systematising.

Week 5 / COMMAND

Skills become your PE OS

Individual Skills combine into the system that runs your workflow.

Your Skills are orchestrated into a functioning PE OS. Multi-skill workflows, Claude Code, and advanced configuration. Skills are the building blocks. The OS is how you operate. By the end of this week, you have one.

Week 6 / CAPSTONE

Present your personal PE OS

Real Skills. Real workflows. Installed and ready to run.

You present the operating system you have built. Working systems, not slide decks. You see Standardisation, Optimisation, and Personalisation in action across your PE workflow. You leave with a system, not a certificate.

How it works

From scattered AI use to personal PE OS in 3 steps

Book your strategy call

A focused 30-minute conversation with Ross to understand your PE role, deal flow, and workflows. We identify exactly where an AI operating system will create the most leverage for your specific situation. No pitch deck, no pressure, just clarity on what your PE OS should look like.

→

Enter the Claude OS installation

Over 6 weeks, you go through live 90-minute workshops: CHAT, CREATE, CONNECT, CUSTOMISE, COMMAND. Each one is applied to real PE workflows. You do not just learn Claude. You build your personal PE OS as you go.

→

You operate through your PE OS

By Week 6, you present the operating system you have built. You walk away with standardised AI systems for deal sourcing, analysis, diligence, and reporting. These are assets you own and they keep working after the programme ends.

Claim Your Spot

What you get

Here is exactly what you build during AI Powered PE OS

The Claude OS framework applied to private equity

The same proprietary framework used across AI Powered programmes, now applied specifically to PE workflows. CHAT, CREATE, CONNECT, CUSTOMISE, COMMAND. A structured progression from AI fundamentals to a fully orchestrated PE operating system.

6 live 90-minute workshops

Every session is applied to real PE use cases: deal sourcing, CIM analysis, memo writing, diligence synthesis, portfolio reporting. You build real systems in real time, not theoretical exercises.

Custom Claude Skills built for PE

You do not just learn concepts. You build custom Claude Skills around your actual PE processes. CIM analysis Skills, investment memo Skills, diligence coordination Skills. All reusable AI assets you own.

Three OS pillars installed: standardise, optimise, personalise

Every system you build maps to one of three pillars. Standardise: consistent analysis across every deal. Optimise: cut the manual work that does not compound. Personalise: fit the OS to your specific role and fund.

Week 6 capstone: present your PE OS

The programme culminates with you presenting the PE operating system you have built. Working systems, not slide decks. You see your OS in action before the programme even ends.

Why PE OS

8 reasons why PE professionals are building their AI operating system

It is a system, not a course

Most AI training teaches prompting. PE OS installs an operating system. Skills, workflows, and SOPs that you actually run on every deal.

Built on the Claude OS framework. Proven and proprietary.

CHAT, CREATE, CONNECT, CUSTOMISE, COMMAND. A structured 5-phase progression that takes you from first prompt to full AI orchestration.

100% PE-focused direction

Every example, every exercise, every system you build is directed at PE workflows. Deal sourcing, analysis, diligence, memos, portfolio reporting.

You build real assets you keep

Claude Skills and SOPs are not just knowledge. They are reusable systems. When the programme ends, the assets stay. They compound over time across every deal.

Designed for PE professionals at every level

Whether you are a VP, Director, ED, or Investment Manager. The framework adapts to your role and builds from fundamentals to advanced orchestration.

6 weeks, 90 minutes per week. No disruption.

You do not disappear into a bootcamp. One focused session per week, applied to real work between sessions. The programme fits around your deal schedule.

Built on Claude. The most capable AI for PE.

Claude is purpose-built for the kind of complex document analysis, reasoning, and synthesis that PE requires. This is not ChatGPT for finance. This is a PE operating system.

The capstone proves the ROI

Week 6 is not a graduation ceremony. You present working systems. You see your PE OS in action before the programme even ends.

The difference

AI Powered PE OS vs. the alternatives

	AI Powered PE OS	Generic AI training	DIY / self-taught
PE-specific direction	✓ Built around PE workflows	✗ Generic examples	✗ Random tutorials
Structured framework	✓ Claude OS framework (proven)	✗ Random topics	✗ No structure
Tangible deliverables	✓ Skills and SOPs you own	✗ Knowledge only	✗ Nothing standardised
Live workshops	✓ 6 x 90min, real PE use cases	✗ Pre-recorded content	✗ Self-paced, no accountability
Document intelligence	✓ CIMs, memos, diligence reports	✗ Generic document analysis	✗ Trial and error
Personal OS output	✓ Fully built PE operating system	✗ Certificate of completion	✗ No milestone
Built on Claude	✓ Purpose-built for complex PE work	✗ ChatGPT focused	✗ Tool-agnostic

Who it is for

Built for mid-level PE. The people who actually do the work.

Vice Presidents

You are 3-4 years in and ready to multiply your output

You do the analysis but you are starting to think strategically. You spend too much time on PDF scrolling and manual work. You want to move up but you need a way to multiply your output first. PE OS gives you that system.

Directors

You manage people and need to scale quality

You have proven you can do the analysis. Now you are managing people and trying to scale quality. You want consistency across your team and you need it quickly. PE OS gives you the playbook.

Executive Directors

You are building the investment process for your firm

You see AI as a competitive advantage. You want to embed AI thinking into how deals get evaluated. You need it to integrate with how your firm actually works. PE OS is the system you take back.

Investment Managers

You want to upgrade your entire operation

You are managing the deal flow and you want to automate huge parts of diligence, reporting, and analysis. You want to build systems that give your firm an unfair advantage. PE OS is how you build it.

Meet the trainer

Meet Ross: creator of the Claude OS framework

Ross spent 3 years at Accenture building and leading teams across complex projects, training as a Scrum Master and Product Manager, and delivering programmes inside a publicly listed NYSE company as Head of Product.

He then joined the startup and scale-up world, leading product and engineering teams, facilitating design sprints for C-Suite teams, and driving fast-paced product acceleration across multiple industries.

Having spent a year training over 300 people in AI education, Ross now brings both together in an entirely new way. He works exclusively with Claude (by Anthropic) because it is the most capable AI platform for building real business systems. Using Claude as the host, he brings everything together into the AI Powered Claude OS framework.

If you are a PE professional who wants to operate through AI, not just experiment with it, AI Powered PE OS is how that happens.

10yr

Product experience

300+

People trained in AI

100+

Individuals led and managed

Capacity

Max 30 places. Get one before your competition does.

Every workshop is delivered live by Ross Power. There is no team of facilitators, no pre-recorded content, no scaled-back version. Every session is live, directed, and shaped around real PE workflows. That means capacity is capped at 30 places per cohort.

The PE professionals who build AI systems now will be structurally ahead by the time you start

Once 30 places are filled, the next cohort will not open until the current one finishes

Your competitors are not waiting. Claim your spot now

Claim Your Spot

Investment

Invest in the edge

Three options. One outcome. A PE professional who operates through AI.

Single seat

Individual

£1,800

One person. Full access.

6 x 90-minute live workshops
Full Claude OS framework installation
PE-specific curriculum and use cases
Custom Claude Skills built during programme
All materials and templates
12 months recording access

Claim Your Spot

Double seat

Pair from your firm

£3,000

Two people. Better value.

Everything in single seat
Two people from your firm
Shared templates and workflows
Team-level OS building
Save £600 vs two singles

Claim Your Spot

Triple seat

Team from your firm

£4,200

Three people. Best value.

Everything in single seat
Three people from your firm
Firm-wide OS adoption
Shared playbooks across roles
Save £1,200 vs three singles

Claim Your Spot

4+ seats? Email hello@aipowered.io for a team rate. Max 30 places per cohort.

FAQ

Common questions

Can I do this if I have never used Claude?

Yes. Week 1 covers AI literacy and basic prompting. But ideally you have opened Claude at least once before the programme starts. It takes 10 minutes. Just create an account and try it.

What if I cannot make the live sessions?

All sessions are recorded. You get access to recordings for 12 months after the cohort ends. But we recommend you try to make the live sessions. The real value is the interaction and feedback, not the content.

Do I need coding experience?

No. We cover no-code integration options first. If you want to get into actual coding, we show you how. But you will get 80% of the value without ever writing code.

Is this confidential? Do you keep my deal info?

Yes. Everything you discuss in the cohort stays confidential. We use Claude in private mode. Nothing is used for training. Your deal examples and strategies are yours alone.

Can I use this with my firm's existing systems?

Yes. That is literally the point. You will learn how to integrate Claude with your diligence platform, your deal tracking system, your CRM, whatever you already use.

What if I am the only one at my firm joining?

That is fine. You will be in a cohort with other PE professionals from other firms. You will learn from them. You will build the system. You can then teach your firm how to use it.

Do you offer team discounts for more than 3 seats?

Yes. If you want to bring 4+ people, email hello@aipowered.io and we will work out a team rate.

What happens after the 6 weeks?

You are part of the alumni community. You get access to the private Slack. You can share updates, ask questions, and collaborate with other alumni building their own systems. Your Skills, SOPs, and workflows are yours to keep.

Build Your PEOperating Systemwith AI

You are paid to think, but you spend all day doing

Why the smartest PE professionals are building personal AI operating systems

The OS has three pillars

Standardisation

Optimisation

Personalisation

Everything you will build, practise, and take away

CIM analysis in seconds

Investment memo drafting

IC presentation building

Deal flow screening

Due diligence synthesis

Financial modelling support

Market and competitor research

Contract and agreement review

LP updates and quarterly reports

Portfolio company competitor reports

Management meeting preparation

Vendor coordination and tracking

Risk analysis and scenario planning

Standardised deal analysis templates

Value creation planning

Your firm's private AI toolkit

6 weeks. Five phases. Your personal PE operating system.

The 6-week programme that builds your personal AI operating system for PE

Learn the language of AI

Build real PE outputs

Wire into your deal ecosystem

Train your PE Skills

Skills become your PE OS

Present your personal PE OS

From scattered AI use to personal PE OS in 3 steps

Book your strategy call

Enter the Claude OS installation

You operate through your PE OS

Here is exactly what you build during AI Powered PE OS

The Claude OS framework applied to private equity

6 live 90-minute workshops

Custom Claude Skills built for PE

Three OS pillars installed: standardise, optimise, personalise

Week 6 capstone: present your PE OS

8 reasons why PE professionals are building their AI operating system

It is a system, not a course

Built on the Claude OS framework. Proven and proprietary.

100% PE-focused direction

You build real assets you keep

Designed for PE professionals at every level

6 weeks, 90 minutes per week. No disruption.

Built on Claude. The most capable AI for PE.

The capstone proves the ROI

AI Powered PE OS vs. the alternatives

Built for mid-level PE. The people who actually do the work.

You are 3-4 years in and ready to multiply your output

You manage people and need to scale quality

You are building the investment process for your firm

You want to upgrade your entire operation

Meet Ross: creator of the Claude OS framework

Max 30 places. Get one before your competition does.

Invest in the edge

Common questions

You are 6 weeks away from operating through AI

Build Your PE
Operating System
with AI