--- title: An AI-native workforce for a private equity firm, built with Claude CoWork description: See how Praxent helped Delta-v Capital make Claude Cowork the default way its team works through firm-wide enablement, reusable skills, and governed adoption. image: https://info.praxent.com/hubfs/delta%20v%20praxent-1.png --- [![](https://info.praxent.com/hs-fs/hubfs/Logos/Artboard%202praxent-logo-susperscript-no-tag-dark@2x-100%20(1).jpg?width=731&height=211&name=Artboard%202praxent-logo-susperscript-no-tag-dark@2x-100%20(1).jpg "Artboard 2praxent-logo-susperscript-no-tag-dark@2x-100 (1).jpg")](https://praxent.com) - [COMPANY](https://praxent.com/about) - [APPROACH](https://praxent.com/approach) - [MISSION, VISION + VALUES](https://praxent.com/about/mission-vision-values) - [CAREERS](https://praxent.com/about/careers) - [RESOURCES](https://praxent.com/resources) - [PRESS](https://praxent.com/about/press) - [SERVICES](https://praxent.com/services) - [PRODUCT STRATEGY + DESIGN](https://praxent.com/services/product-design-development) - [UX DESIGN + PROTOTYPING](https://praxent.com/services/ux-design) - [CUSTOM SOFTWARE DEVELOPMENT](https://praxent.com/services/custom-software-development) - [MOBILE APP DEVELOPMENT](https://praxent.com/services/mobile-app-development) - [WEB APP DEVELOPMENT](https://praxent.com/services/web-app-development) - [Our Work](https://praxent.com/results) - [Insights](http://praxent.com/blog) [Talk to an Expert](https://praxent.com/contact) [![Praxent Logo 2024 (white)](https://info.praxent.com/hs-fs/hubfs/Praxent%20Logo%202024%20(white).png?width=780&height=154&name=Praxent%20Logo%202024%20(white).png "Praxent Logo 2024 (white)")](https://praxent.com/) [Schedule a Call](https://praxent.com/contact) # An AI-native workforce for a private equity firm, built with Claude Cowork ![Author](https://info.praxent.com/hubfs/Command%20Symbol%202025.png) [Praxent](https://info.praxent.com/blog/author/praxent) Your Trusted Partner in Technology Consulting and Engineering [Strategy](https://info.praxent.com/blog/topic/strategy), [Artificial Intelligence](https://info.praxent.com/blog/topic/artificial-intelligence) ![reading time blog post](https://info.praxent.com/hubfs/icons8-clock-blog.png) 6 min read #### Contents Praxent helped Delta-v Capital adopt Claude Cowork firm-wide and make it the default way the team works, so the firm can operate well beyond its headcount. - **100%** · FIRM-WIDE COWORK ADOPTION - **$1.6B** · ASSETS MANAGED BY DELTA-V - **63** · INVESTMENTS - **Governance** · SOC II ALIGNED - **Ongoing** · CONTINUED TRANSFORMATION PARTNERSHIP [Get results like these →](https://praxent.com/contact) **Section nav:** [The Challenge](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#the-challenge) · [What Made This Work](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#what-made-this-work) · [AI-Native Fund Operations](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#ai-native-fund-operations) · [Security and Governance](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#security-and-governance) · [What We Delivered](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#what-we-delivered) · [The Results](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#the-results) · [What Became Possible](https://info.praxent.com/blog/an-ai-native-workforce-for-a-private-equity-firm-built-with-claude-cowork#what-became-possible) ## The challengeScaling a lean investment firm meant turning Claude into a habit across the entire firm. Scaling a lean investment firm meant turning Claude into a habit across the entire firm. Delta-v Capital is a growth-equity firm that backs high-growth technology companies, with a portfolio that includes names like Arctic Wolf, Expensify, and Claroty. The nimble team manages $1.6B across 63 companies, so the firm's output depends on how much high-quality thinking a lean group can produce. Delta-v wanted Claude to become the default way its people work, firm-wide, so the team could scale its judgment without scaling its headcount. - **A lean team, a large portfolio** Delta-v carries a large book of work across the whole portfolio, capped by the hours in a day. - **Knowledge work is the job** Sourcing, diligence, memos, portfolio reviews, and investor updates all run on reading, synthesis, and writing, the exact work Claude accelerates. - **Licenses without habits** The seats were in place. The firm has a mix of power users and later adopters. It was seeking help to rapidly accelerate usage across the entire team to capture the full value of its Anthropic license. - **Confidential by nature** An investment firm handles sensitive deal information, including LP data that has to stay inside the firm's control, which raises the bar for how AI gets adopted. - **Enablement that outlasts a workshop** Conviction in AI was there. The firm needed a methodology for creating a habit across its entire team. ## Why this worked Adoption held because the program ran on the team's own work, gave them repeatable frameworks, and turned their best tasks into skills anyone can rerun. - **The whole firm, together** Leadership and team came onto Claude at once, so the firm moved as one instead of a scattered pilot. - **Live seminars** Everyone brought a task they do and built it in Cowork end-to-end, so people left with work done and a method they trusted. - **Met at their pace** Praxent read the room and matched an advanced team, moving past the basics to live builds, so no one's time was wasted. - **Repeatable frameworks** The four moves, goal, context, iterate, review, give the team one pattern for any task, from a diligence summary to an LP update. - **Power patterns, not just prompts** Ask Claude to plan first, have it surface its assumptions, tell it what to leave out, and know when to use Chat versus Cowork. - **Skills that compound** The team turned recurring tasks into reusable skills, so one person's best work becomes the standard everyone runs. - **Governed by design** Work runs inside permissioned folders with license-level data boundaries, so adoption scales with trust intact. - **Built to outlast the room** Saved prompts, skills, and a shared method mean the capability belongs to Delta-v. Hands-on work, repeatable frameworks, and reusable skills created adoption that compounds. [Get results like these →](https://praxent.com/contact) ## AI-native fund operations - **Deal screening** Claude reads inbound decks and company data, and summarizes opportunities against the firm's thesis. - **Diligence and IC prep** Claude synthesizes data rooms, financials, and call notes into first-draft findings and investment-committee memos the team sharpens. - **Portfolio monitoring and value creation** Claude turns board decks, KPIs, and updates into portfolio digests with early flags, and supports value-creation work with companies. - **Investor relations and firm operations** Claude drafts LP updates and recurring reporting and handles routine internal operations, so a lean team spends its hours on judgment. > “Praxent pairs AI expertise with fluency in how an investment firm works, and it showed. They met our team exactly where we were and had us building real work in Claude quickly. They raised the firm's baseline.” > > **Garrett Marsilio** · Partner, Delta-v Capital ## Security and governance Governance is built into how the team uses Claude, so a firm that handles sensitive deal and investor data can adopt it with confidence. **GOVERNED BY DESIGN** - Permissioned folders only: Claude sees what the team connects - Enterprise and Teams licenses: inputs and outputs are never used for training - Sensitive data stays on governed work accounts - Connectors enabled after IT and security review - Human ownership: every output reviewed before it ships - Non-sensitive work in shared settings Praxent brings PraxentGuard℠, its AI controls framework, with 29 security checks, OWASP LLM Top 10 coverage, and SOC 2 alignment, so a firm handling sensitive deal and LP data can scale adoption on a foundation of trust. > “Adoption is the whole game. We met Delta-v where they were and gave them a governed way to work in Claude. Every output still has a human owner. That's ownership, and it's what lets a firm like this move fast.” > > **Paul Tidwell** · VP Applied AI, Praxent Every skill carries the way the firm wants the task done, drawn from the team's own process. **Example skill: Weekly portfolio comparables digest** Every Monday, pull public and private comparables for the portfolio companies, show week-over-week change, and compare to current holding valuations. Provide a summary by sector. Audience is the firm’s managing partners. Keep it to a page. Written once, the skill runs the same way whether a partner or a brand-new associate asks for it. That's how one taught task becomes firm-wide leverage. ## Praxent delivered a firm-wide operating habit Delta-v keeps building on. - **Firm-wide enablement** The whole team brought onto Claude Cowork together, working on their own real tasks. - **Repeatable frameworks** The four moves and the power patterns, one method the team applies to any task. - **Skills the team builds** Recurring tasks captured as reusable skills, so the firm's best work scales to everyone. - **Governance approach** PraxentGuard℠ controls and clear data boundaries the firm works within, so security keeps pace with adoption. - **Ongoing enablement partnership** Continued coaching that keeps raising the firm's ceiling as Claude and the team grow. [Contact us →](https://praxent.com/contact) ## Praxent turned Claude licenses into firm-wide adoption that scales the team's output. - **Firm-wide adoption** 100% of the team enabled on Claude Cowork, so the firm captures the capability it was paying for. - **A team that moved fast** Advanced enough to move past the basics and build live, the team set a high bar from the start. - **Repeatable frameworks in hand** The four moves now apply across the team's everyday work. - **Skills that compound** Recurring work captured as reusable skills, so quality holds and speed climbs. - **Leverage at scale** A lean team operates across 63 portfolio companies and $1.6B like a group several times its size. - **Capability that stays in-house** The method, the skills, and the habit belong to Delta-v. [Contact us →](https://praxent.com/contact) > “This is what AI-native looks like for an investment firm: a lean team operating with more sophistication than one several times its size, because the work runs through Claude. Praxent's job is to make that the default, then get out of the way.” > > **Tim Hamilton** · CEO, Praxent ## Firm-wide fluency became a platform for AI-native fund operations and a model the firm can extend. - **AI-native fund operations** Claude is the default first step across sourcing, diligence, portfolio, and investor work. - **One person, the output of a team** With Claude and reusable skills, a single operator now produces what used to take a team, standing up a full workstream on their own. - **Power users by default** New hires onboard as power users, and the firm's bar for what good looks like keeps rising. - **A model to extend** The same playbook can reach the firm's portfolio companies, turning AI fluency into an advantage Delta-v hands the businesses it backs. [Contact us →](https://praxent.com/contact) > “Claude is part of how we work now, and we're continuing with Praxent to go deeper. Our intent is to make every person here a power user.” > > **Garrett Marsilio** · Partner, Delta-v Capital ## Make your whole team power Claude users. Praxent is Anthropic's select financial services partner. Our governed Claude Cowork enablement brings a firm onto Claude, teaches the frameworks that make it repeatable, helps the team build skills that compound, and runs on PraxentGuard℠ governance built for firms that handle sensitive data. The result is a team that reaches for Claude by default and scales well beyond its headcount. 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