Live & Interactive Training

Claude-Powered PE/VC Due Diligence & Deal Flow Workshops.

3 tracks25 workshops37.5 hours2,700+ investment professionals
Commercial DD
PE End-to-End DD Automation
LBO Model
IC Memo

Professionals from these firms

attended our workshops

ApaxTrained
EY Parthenon
KPMG

Buy-side

Buy-side workshops

For investment teams screening, diligencing, underwriting and monitoring deals.

14 workshops · 21 hours · 1.5h each

End-to-End Workshops

Covers all workflows · 5 workshops
Live

PE End to End Automation

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Live

Search Fund and ETA Engine

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Live

VC End to End Automation

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Live

Private Credit Underwriting Engine

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Live

Healthcare PE DD Automation

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Individual Workshops

Focused, single-workflow modules · 9 workshops
Live

Commercial Due Diligence

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Live

Financial Due Diligence

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Live

Tax DD

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Live

Management DD

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Live

CIM Screening & Analysis

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Live

IC Memo

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Live

Portfolio Monitoring

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Live

Roll-Up and Platform Engine

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Live

LP Stake Pricing Engine

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Sell-side

Sell-side workshops

For sell-side advisors and sponsors preparing assets, exits and continuation vehicles.

6 workshops · 9 hours · 1.5h each

Live

Exit Readiness & Preparation

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Live

IB Pitchbook and CIM Engine

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Live

Continuation Vehicle Prep Engine

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Live

Sale-Leaseback Engine

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Live

VC Exit and Buyer Surfacing

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Live

Sell-side Buyer Universe

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Hedge funds & other

Hedge funds and other

For hedge funds, fund CFOs, IR and GP teams, and cross-strategy operators.

5 workshops · 7.5 hours · 1.5h each

Live

Hedge Fund Thesis Engine

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Live

Wall Street AI Agents

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Live

Fund CFO Quarter-Close Engine

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Live

Fundraising Intelligence

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Live

Claude Legal Module Workshop

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What's included

Every workshop ships with a full toolkit.

You leave each session with production assets your team can run on a live deal the next morning — not slideware.

Claude Root Files

Downloadable Claude.md, Skills files and scoring rubrics — the exact system prompts we run on live deals.

Step-by-Step Video Tutorials

Recorded walkthroughs of every module so new analysts can ramp without a live instructor.

Prompt Library

Battle-tested prompts for CDD, IC memos, CIM screening, LBO models and more — versioned and organized by workflow.

Real Deal Documents & Case Studies

Redacted CIMs, VDR pulls, IC memos and management presentations from real transactions to train against.

What people say

From investors already running these workflows.

Notes from LinkedIn and inbox after recent sessions — from PE partners, VC investors, family offices and transaction advisors.

LinkedIn testimonials from investors after Morsebridge workshopsAdditional LinkedIn and email testimonials from Morsebridge workshop attendees

Group workshops

Running a team? Let's tailor a private cohort.

Connect on LinkedIn or email Ayub directly to scope a group workshop for your fund or advisory team.