Initial Situation
Adjusted Ventures supports owner-managed digital service providers with value creation, growth, and M&A transactions. This process regularly involves creating sophisticated analyses and documents: interpreting financial metrics, examining customer portfolios, valuing companies, and preparing investment teasers. The company recognized the strategic opportunity to make this established expertise even faster and more consistent through generative AI.
The goal was to establish a common foundation for the professional use of Claude. Beyond the immediate benefits for finance, deal sourcing, and knowledge management, data protection, governance, and controlled handling of confidential information had to be considered from the start. The key was therefore not just learning how to operate an AI tool, but developing a robust understanding of how agentic systems work and how proven methodologies can be translated into reusable processes.
Our Solution
AMAI combined strategic consulting, technical setup and hands-on enablement in a compact format. Based on previously prioritized use cases, we created a concrete entry point into the Claude platformthat is directly aligned with Adjusted Ventures' workflows.
- Data-compliant organizational setup: Together, we established a central Claude Team environment as the foundation for business use. Organization-wide settings, a data processing agreement, and the deactivation of customer data usage for model training create a clear framework. Additionally, we addressed data residency, permissions, and the responsible handling of confidential deal, financial, and personnel data.
- Practical Agentic AI enablement: The workshop provided an intuitive mental model for large language models and AI agents. Participants learned how to formulate tasks as verifiable goals, manage available context effectively, and integrate appropriate tools. This understanding helps them use Claude not just as a chat assistant, but as a structured work agent for multi-step analysis and documentation tasks.
- Reusable agent skills for M&A processes: For recurring tasks, a skill-based approach has been developed. Existing Excel data, presentation templates, and reference results serve as the quality benchmark for client portfolio analyses and investment teasers. This allows workflows, calculation steps, and requirements for structure and presentation to be captured organization-wide and applied reproducibly across various use cases.
- Integration of existing information sources: The design takes existing work environments such as Microsoft 365, SharePoint, OneDrive, and meeting transcripts into account. Modern connectors make it possible to incorporate relevant information into an AI agent's work context in a controlled manner. This creates a viable foundation for future workflows that combine documents, meeting notes, and structured corporate data without relinquishing professional oversight.
Special attention was paid to the quality of the results. Deterministic calculations are used where financial metrics must be processed with precision, while large language models leverage their strengths in research, interpretation, and clear presentation. Professional review and contextualization remain an integral part of the process. In this way, the approach combines AI speed with the experience and judgment of M&A experts.
Results & Business Impact
Adjusted Ventures now has a shared, privacy-focused foundation for using Claude and a clear understanding of the possibilities offered by chat, agentic file processing, and reusable skills. General AI potential has been transformed into a prioritized implementation roadmap for specific tasks in finance, deal sourcing, and knowledge management.
For client portfolio analyses and investment teasers, a robust procedure for further automation is now in place: existing templates and sample data are used as a reference, results are systematically verified, and skills are gradually applied to additional cases. This approach supports consistent document quality and creates space for professional assessment, consulting, and transaction work.
The compact structure proved to be an effective starting point. Instead of general tool training, the focus is on a directly usable setup, concrete workflows, and the ability to independently drive further development. This creates a solid foundation for integrating generative AI into daily work in a controlled manner with a clear business focus.
Client feedback
"This was a real quick-start for me. I was pleasantly surprised. It was super exciting. Thank you very much."
Axel Jahn, Managing Director, Adjusted Ventures
