PE·A3Screening and evaluation·Sep 29, 2026

Falcon Investment Advisors turns 70-page CIMs into signed-off financial summaries with a Claude skill in Cowork

Falcon Investment Advisors uses a Claude skill in Cowork to turn 70-page CIMs into a templated financial summary. Claude proposes each figure, the analyst approves or corrects it, and code writes the final output; eight analysts used it on live deals in the first week.

Sources

• S1centrilogic.com ↗ · Vendor claim

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