An AI-native workforce for a private equity firm, built with [i]Claude Cowork[/i]
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.
Scaling a lean investment firm meant turning Claude into a habit across the [i]entire firm.[/i]
Scaling a lean investment firm meant turning Claude into a habit across the [i]entire firm.[/i]
Scaling a lean investment firm meant turning Claude into a habit across the [i]entire firm.[/i]
Scaling a lean investment firm meant turning Claude into a habit across the [i]entire firm.[/i]
Scaling a lean investment firm meant turning Claude into a habit across the [i]entire firm.[/i]
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
A lean team, a large portfolio
A lean team, a large portfolio
A lean team, a large portfolio
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
Knowledge work is the job
Knowledge work is the job
Knowledge work is the job
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
Licenses without habits
Licenses without habits
Licenses without habits
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
Confidential by nature
Confidential by nature
Confidential by nature
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
Enablement that outlasts a workshop
Enablement that outlasts a workshop
Enablement that outlasts a workshop
Enablement that outlasts a workshop
Conviction in AI was there. The firm needed a methodology for creating a habit across its entire team.
Adoption held because the program ran on the team's own work, gave them repeatable frameworks, and turned their best tasks into [i]skills anyone can rerun.[/i]
Adoption held because the program ran on the team's own work, gave them repeatable frameworks, and turned their best tasks into [i]skills anyone can rerun.[/i]
Adoption held because the program ran on the team's own work, gave them repeatable frameworks, and turned their best tasks into [i]skills anyone can rerun.[/i]
Adoption held because the program ran on the team's own work, gave them repeatable frameworks, and turned their best tasks into [i]skills anyone can rerun.[/i]
Adoption held because the program ran on the team's own work, gave them repeatable frameworks, and turned their best tasks into [i]skills anyone can rerun.[/i]
The whole firm, together
The whole firm, together
The whole firm, together
The whole firm, together
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
Live seminars
Live seminars
Live seminars
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
Met at their pace
Met at their pace
Met at their pace
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
Repeatable frameworks
Repeatable frameworks
Repeatable frameworks
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
Power patterns, not just prompts
Power patterns, not just prompts
Power patterns, not just prompts
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
Skills that compound
Skills that compound
Skills that compound
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
Governed by design
Governed by design
Governed by design
Governed by design
Work runs inside permissioned folders with license-level data boundaries, so adoption scales with trust intact.
Built to outlast the room
Built to outlast the room
Built to outlast the room
Built to outlast the room
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.
Deal screening
Deal screening
Deal screening
Deal screening
Deal screening
Claude reads inbound decks and company data, and summarizes opportunities against the firm's thesis.
Diligence and IC prep
Diligence and IC prep
Diligence and IC prep
Diligence and IC prep
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
Portfolio monitoring and value creation
Portfolio monitoring and value creation
Portfolio monitoring and value creation
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
Investor relations and firm operations
Investor relations and firm operations
Investor relations and firm operations
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.
Governed by [i]design.[/i]
Governed by [i]design.[/i]
Governed by [i]design.[/i]
Governed by [i]design.[/i]
Governed by [i]design.[/i]
Governance is built into how the team uses Claude, so a firm that handles sensitive deal and investor data can [i]adopt it with confidence.[/i]
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.
Agent Proof of Concept
Agent Proof of Concept
Agent Proof of Concept
Agent Proof of Concept
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.
Every skill carries the way the firm wants the task done, drawn from the team's own process.
Example skill: Weekly portfolio comparables digest
Example skill: Weekly portfolio comparables digest
Example skill: Weekly portfolio comparables digest
Example skill: Weekly portfolio comparables digest
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 [i]keeps building on.[/i]
Praxent delivered a firm-wide operating habit Delta-v [i]keeps building on.[/i]
Praxent delivered a firm-wide operating habit Delta-v [i]keeps building on.[/i]
Praxent delivered a firm-wide operating habit Delta-v [i]keeps building on.[/i]
Praxent delivered a firm-wide operating habit Delta-v [i]keeps building on.[/i]
Firm-wide enablement
Firm-wide enablement
Firm-wide enablement
Firm-wide enablement
Firm-wide enablement
The whole team brought onto Claude Cowork together, working on their own real tasks.
Repeatable frameworks
Repeatable frameworks
Repeatable frameworks
Repeatable frameworks
Repeatable frameworks
The four moves and the power patterns, one method the team applies to any task.
Skills the team builds
Skills the team builds
Skills the team builds
Skills the team builds
Skills the team builds
Recurring tasks captured as reusable skills, so the firm's best work scales to everyone.
Governance approach
Governance approach
Governance approach
Governance approach
Governance approach
PraxentGuard℠ controls and clear data boundaries the firm works within, so security keeps pace with adoption.
Ongoing enablement partnership
Ongoing enablement partnership
Ongoing enablement partnership
Ongoing enablement partnership
Ongoing enablement partnership
Continued coaching that keeps raising the firm's ceiling as Claude and the team grow.
Praxent turned Claude licenses into firm-wide adoption that scales [i]the team's output.[/i]
Praxent turned Claude licenses into firm-wide adoption that scales [i]the team's output.[/i]
Praxent turned Claude licenses into firm-wide adoption that scales [i]the team's output.[/i]
Praxent turned Claude licenses into firm-wide adoption that scales [i]the team's output.[/i]
Praxent turned Claude licenses into firm-wide adoption that scales [i]the team's output.[/i]
Firm-wide adoption
Firm-wide adoption
Firm-wide adoption
Firm-wide adoption
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
A team that moved fast
A team that moved fast
A team that moved fast
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
Repeatable frameworks in hand
Repeatable frameworks in hand
Repeatable frameworks in hand
Repeatable frameworks in hand
The four moves now apply across the team's everyday work.
Skills that compound
Skills that compound
Skills that compound
Skills that compound
Skills that compound
Recurring work captured as reusable skills, so quality holds and speed climbs.
Leverage at scale
Leverage at scale
Leverage at scale
Leverage at scale
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
Capability that stays in-house
Capability that stays in-house
Capability that stays in-house
Capability that stays in-house
The method, the skills, and the habit belong to Delta-v.
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.
Firm-wide fluency became a platform for AI-native fund operations and [i]a model the firm can extend.[/i]
Firm-wide fluency became a platform for AI-native fund operations and [i]a model the firm can extend.[/i]
Firm-wide fluency became a platform for AI-native fund operations and [i]a model the firm can extend.[/i]
Firm-wide fluency became a platform for AI-native fund operations and [i]a model the firm can extend.[/i]
Firm-wide fluency became a platform for AI-native fund operations and [i]a model the firm can extend.[/i]
AI-native fund operations
AI-native fund operations
AI-native fund operations
AI-native fund operations
AI-native fund operations
Claude is the default first step across sourcing, diligence, portfolio, and investor work.
One person, the output of a team
One person, the output of a team
One person, the output of a team
One person, the output of a team
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
Power users by default
Power users by default
Power users by default
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
A model to extend
A model to extend
A model to extend
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.
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.
Make your whole team power [i]Claude[/i] users.
Make your whole team power [i]Claude[/i] users.
Make your whole team power [i]Claude[/i] users.
Make your whole team power [i]Claude[/i] users.
Make your whole team power [i]Claude[/i] 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.