Claude Overview for Family Offices & Investors

Join our Lunch & Learn for a session on using Claude in research, diligence, and reporting, with practical tips on governance and Skills.
About this Event

Claude is quickly becoming a useful tool for research, analysis, diligence, operations, and everyday knowledge work.

This 90-minute session will provide a practical overview of how Claude works, how to use it effectively, and how firms can begin applying it responsibly.

Designed primarily for family offices, private equity firms, investors, and business leaders, but open to all.

What We’ll Cover

• Basic AI governance — practical rules for using Claude with business and confidential information
• Tokens and cost — how usage and charges work
• Choosing models and effort — when to prioritize speed, cost, or deeper reasoning
• System instructions — creating persistent guidance for more consistent results
• Computer use — using Claude to interact with websites and software
• Skills — turning repeatable processes and frameworks into reusable Claude capabilities

We’ll also discuss practical applications across investment research, diligence, portfolio support, reporting, and internal workflows.

90 minutes | Free | No technical background required