Educational Workshop: Building Your AI Capital Markets Agent

About This Workshop

A two-hour interactive workshop designed for real estate GPs, capital raisers, investor relations professionals, and fund managers who want to build and deploy an AI agent that runs your capital raising operation—from investor research and outreach to content creation and LP communications.
 

This workshop is split into two halves: 
 

• First, you'll learn how to build an AI agent from scratch using Claude and Anthropic's toolset—giving it a brain, memory, skills, email access, and API connections to the software you already use. 
• Then, you'll watch that agent execute a full capital raising campaign through a live case study, from cold investor research to personalized outreach to content creation.
   

Friday, June 26: 12:00pm–2:00pm ET
 

Participants will receive post-course access to Circle, where we'll share recordings, agent templates, prompt libraries, skills files, and tool configurations.
 

You'll learn how to:

• Build an AI agent from scratch: how to give Claude a brain (system instructions and custom prompts), access to your local files and fund documents, skills for specific capital markets tasks, email and communication capabilities, and API connections to tools like Clay, your CRM, and enrichment platforms
• Give your agent memory and context: how to upload your track record, deal history, investor notes, and market research so the agent operates with the same institutional knowledge as your best analyst
• Connect your agent to real tools: how to wire Claude into email, Slack, Google Drive, and third-party platforms through MCP integrations and API connections—turning a chatbot into an autonomous workflow engine
• Train your agent on capital raising: how to build skills files and prompt templates that teach your agent to research investors, score deal fit, draft personalized outreach, create marketing materials, and manage IR communications
• Watch it work end-to-end: a live case study where we deploy the agent against a real capital raising scenario—from building the investor universe to sending personalized outreach to generating thought leadership content
   

You'll leave with a working AI capital markets agent, the complete architecture for how it was built, and a repeatable system you can customize for your own fund and deploy immediately.

Questions about the workshop?
View FAQs on format, access, recordings and more: FAQs

The Workshop Will Cover

Part One: How to Build an AI Capital Markets Agent (approx. 60 min)

This is the technical foundation. We'll build a fully functional AI agent live, piece by piece, using Claude and Anthropic's toolset—and explain what each layer does and why it matters.
 

The Brain: System Instructions & Custom Prompts Every agent starts with instructions that define how it thinks. We'll write the system prompt for a capital markets agent from scratch—telling it who it is, what it knows about real estate capital raising, how it should reason about investor-deal fit, and what tone and format to use in its outputs. You'll see how the quality of these instructions is the single biggest lever on agent performance, and how to iterate them over time.
 

The Memory: Local Files & Fund Documents An agent without context is just a generic chatbot. We'll show how to load your agent with your fund's thesis, track record, deal memos, prior investor communications, and market research—using Claude Projects and uploaded files—so it operates with deep knowledge of your specific strategy, portfolio, and voice. This is what turns "write me an email" into "write an email that sounds like our firm and references our actual deal history."
 

The Skills: Task-Specific Prompt Templates Skills files are reusable instructions that teach your agent how to perform specific capital markets tasks: researching an investor, scoring mandate fit, drafting a 3-email outreach sequence, writing a newsletter, preparing a pre-meeting briefing. We'll build several of these live and show how they become the agent's playbook—a library of capabilities you can trigger on demand and refine over time.
 

The Communication Layer: Email, Slack & Messaging An agent that can only talk to you inside a chat window has limited utility. We'll demonstrate how to connect Claude to email (via MCP server integrations), Slack, and other communication tools—so your agent can draft and stage outreach in your actual inbox, surface alerts in your team channels, and integrate into the workflows where you already operate.
 

The Toolbelt: API Connections to Key Software This is where the agent becomes powerful. We'll walk through connecting Claude to external platforms—Clay for investor enrichment, Google Drive for document access, your CRM for pipeline tracking, web search for real-time market intelligence—using MCP servers and API integrations. You'll see how these connections let the agent pull live data, enrich investor profiles, and take actions across your existing stack rather than operating in isolation.
 

Putting It All Together: The Agent Architecture We'll step back and look at the complete system: brain + memory + skills + communication + tools. How these layers interact, how to version and improve them, and what the difference is between a copilot (you ask, it helps), a teammate (it watches for signals and drafts actions for your review), and an autonomous agent (full workflows running with human oversight at key decisions).
 

Part Two: Deploying the Agent—A Live Capital Raising Case Study (approx. 60 min)

Now we put the agent to work. We'll run through a complete capital raising scenario using a sample case study—a GP raising a $50M fund focused on a specific real estate strategy—and show the agent executing each phase of the campaign in real time.
 

Setting the Stage: Meet the GP & the Raise We'll introduce our case study GP: her fund strategy, track record, target investor profile, timeline, and constraints. This mirrors the real-world conditions most emerging and mid-size sponsors face—limited capital markets headcount, no placement agent, a 6-month window to secure commitments, and a need to punch above her weight.