Claude Code for Investors: Setup Cheat Sheet + Boot Camp Waitlist

Summary

A concise, example-filled setup guide to codify your investment thesis in Claude Code, including philosophy, sector universe, key metrics, valuation approach, and clear diligence criteria. This resource helps standardize deal evaluations, accelerate decision-making, and deliver a cohesive framework that can be expanded with advanced training.

Primary Outcome

Users implement a standardized investment thesis framework and actionable due-diligence criteria to evaluate deals faster and more consistently.

Who This Is For

• Investment analysts at VC/PE firms building standardized deal theses
• Partners or associates codifying diligence processes for early-stage opportunities
• Independent investors seeking consistent valuation criteria and kill criteria across sectors

What You'll Learn

• Structured investment thesis framework
• Valuation approach and sector universe
• Diligence checklist for each deal
• Clear kill criteria and thresholds

Metadata

Category

Education & Coaching

Creator

Dave Wang

Creator Title

Tech Investor | CEO @ Wall Street Prompt

Tags

Cohorts

Published

2026-03-11

Last Updated

2026-03-11

Citation

"Claude Code for Investors: Setup Cheat Sheet + Boot Camp Waitlist" by Dave Wang, PlaybookHub — https://playbooks.rohansingh.io/playbook/claude-investors-setup-cheat-sheet-waitlist

Canonical URL