Claude/ChatGPT agent/project
Anyone successfully create either an agent or project within Claude or ChatGPT to help with deal analysis. If yes what was your process and steps you took to do this.
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Based on the most helpful WSO content, there isn't specific information about creating an agent or project within Claude or ChatGPT for deal analysis. If you're looking for guidance on deal analysis, WSO threads often emphasize using tools like Excel for tracking deals, analyzing data, and creating presentations. For example:
Tracking Deals: Create a spreadsheet to track all deals you underwrite, including key metrics like return metrics, deal size, type, per unit costs, and notes on assumptions or feedback. This helps identify trends and refine your approach over time.
Data Analysis: Analysts and associates often analyze customer and transaction data in Excel, creating graphs or presentations in PowerPoint to answer buyer questions during live deals.
Modeling: While modeling is a part of the process, it’s often a smaller focus compared to broader deal preparation tasks like reviewing offering memorandums (OMs), leases, and broker models.
If you're aiming to integrate AI tools like Claude or ChatGPT into this process, you might consider using them for tasks like: - Automating data extraction from documents (e.g., OMs or leases). - Summarizing key deal points. - Generating initial drafts of presentations or reports.
However, specific steps or processes for building such an agent aren't detailed in the WSO content. If you're looking for technical implementation, you might need to explore external resources or forums focused on AI development.
Sources: What's happening during live deals?, Acquisitions Analyst Advice - New Analysts, https://www.wallstreetoasis.com/forum/investing/solving-a-crazy-problem-the-daily-peel-52223?customgpt=1, Random cold call from analyst lead to fantastic deal
Also interested, bumping
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