Stress Test Your Startup with Claude
The end-to-end system to find and fix every weakness a fund would flag in your story using the new Agents for financial services
Anthropic just released 10 agent templates for financial professionals: pitchbooks, IC memos, due-diligence checklists, DCF and comp models, valuation reviewers.
These are the templates an analyst pulls up when their fund is evaluating you.
So run (some of) them on yourself first. Every hole a VC/ PE analyst would flag in your DD is a hole you can find this weekend. Every weak section in their IC memo is one you can rewrite before a partner ever opens the file.
📚 By the end of this guide you’ll have a self-DD operating system: a Claude project that audits your data room like a PE analyst, builds the model the VC will build, generates the IC memo a partner would write about you and simulates the 30 hardest questions you’ll get in the partner meeting.
A note on stage. The qualitative sections (DD checklist, market map, IC memo, mock meeting) run at any stage, while the numerical sections (unit economics, model audit) get sharper with traction.
Inside you will find:
How to Set Up the Self-DD Project
How to Run a PE-Grade Diligence Checklist on Yourself
How to Audit Your Unit Economics Like a PE Analyst
How to Build the Model the VC Will Build
How to Map Your Market Like a Sell-Side Analyst
How to Generate the IC Memo Before They Do
How to Run the Mock Partner Meeting
PS: I’m partnering with Deel to fund up to 10 founders with $1,000,000 🤑
👋 Just a quick note before you continue!
Building great AI systems and agents is quickly becoming one of the most important advantages a startup can have. So we’ve been building non-stop and this will become a much bigger part of PMF going forward.
From now on, as a premium subscriber, you’ll get access not just to the best resources on fundraising and growth (160+ Playbooks, 65+ Success Stories, 30+ Pitch Deck Collections, 25+ Investor Resources), but also:
🤖 3+ New AI agent Templates Every Week
📚 A Growing Library of 20+ AI Agents
Here, few examples:
We’re already 70,000+ founders and operators inside.
The rest of the article is only available to premium subscribers.
Let’s begin!
