One way of working
Partners to associates use AI the same way, from one managed workspace, with your institutional knowledge built in.
AI training & enablement for private equity
Ninety days. One firm-wide way of working.
A hands-on program that turns scattered individual AI usage into one firm-wide way of working. We embed your institutional knowledge in your Claude or ChatGPT account, then train every level of the team on it.
Runs inside your own Claude or ChatGPT — whether you have accounts already or we set them up.
Why now
Every fund is using AI. Almost every fund is underutilizing it.
The foundation models — ChatGPT, Claude — are the most powerful tools a deal team has ever had. Most of that power goes untouched.
- 01
Usage is scattered. A few people carry it.
- 02
The tools you already pay for are incredibly powerful — and heavily underutilized.
- 03
Everyone is selling you another AI product. Fully utilize the one you already have first.
Where to start
Master the foundation models first. Every decision after that gets clearer.
The program
Built into your account. Taught to your whole team.
The objective is simple: turn scattered individual usage into one firm-wide way of working.
- Kickoff in person
- Live session 01
- Live session 02
- Live session 03
- Live session 04
- Live session 05
- Live session 06
- Day 90 your team is fluent
Open office hours every month · phone and email support throughout
What you get
- Six live sessionsevery other week across the 90 days
- Every level of the teampartners to associates, so the firm works one way
- Monthly open office hoursa four-hour session anyone can drop into
- Phone and email supportany technical question, best practice, or problem
What we build into your account
- Your institutional knowledgetemplates, formats, and voice, in every output
- A managed Claude or ChatGPT orgaccess, retention, secure onboarding and offboarding
- Connectors optimally configuredMicrosoft and deal systems, secure and scoped
- Reusable skillsrecurring work as one-click workflows the whole team runs
Sessions cover
Examples adapt to your firm’s strategy, systems, and priorities.
Fundamentals & safe usage
Prompting for firm-grade output, choosing the right source and model, and verifying what comes back.
Research & synthesis
Deep research on markets and companies, and recurring research that runs on a schedule.
Deal screening & diligence
Working through CIMs and data rooms faster, with a review loop the team can trust.
Claude/ChatGPT in Excel, PowerPoint & Word
Auditing models, flexing cases, and drafting in your house templates.
Building your own tools
Using Claude Code / Codex to build the small tools and automations your team needs.
Reusable skills wired to your data
Turning recurring work into skills the whole team runs, connected to your files and systems.
The outcome
Your team runs and maintains its own AI workflows — and keeps getting better as the models advance.
Program investmentFixed feeOne-time · no long-term commitment
What is true at day 90
Your firm is exceptional at using AI.
Output in your format
Research, diligence, models, and decks that look like your firm made them — and a team that knows how to verify them.
Work runs in the background
The team kicks off long tasks, moves on, and comes back to finished work. Asynchronous is the default, not the exception.
You see what’s possible
The team spots the next thing worth automating on its own, and turns recurring work into skills it owns.
And then
The capability is yours. What comes next is up to you.
After day 90
The program ends. The partnership doesn’t have to.
Two ways we keep helping after day 90 — both optional, both on your terms. Here is what each looks like in practice.
Ongoing managed service
Month to month- We own the shared skill libraryimproved from user feedback, tested, distributed firm-wide
- Monthly training, twice-monthly office hoursphone and email in between
- Org, security, and connectionsreviewed alongside your IT and compliance teams
- A practical AI roadmapand a quarterly review of what was built and what is next
Custom AI tools
Scoped per tool · you own the IP- Agents you operate over emailsend the files and the ask, get the finished work back
- Post-LOI modelsbuilt from the data room in your template
- Transaction data cutscustomer, cohort, retention, concentration, in your exact format
- Whatever a skill cannot do reliablybuilt as a discrete tool, engineered outside Claude or ChatGPT
Leadership team
A team at the crossroads of private equity and AI engineering.
Not a traditional training firm — we build at the cutting edge of AI every day and distill what we learn for our clients.
Samuel Wilcox
Industry & deliveryPrivate equity at TruArc Partners; investment banking at Wells Fargo Securities. Led TruArc’s internal AI taskforce — 30+ products evaluated for PE use — which is where Carriage began.
Wilkie Stevenson
Engineering & securityLeads engineering. Built private AI deployments at Athena Intelligence (led AWS GovCloud AI deployments) and Oncor’s first air-gapped AI platform for 3,000+ employees. Builds the custom agents our clients run.
Who we work with
From $300M buyout funds to a $70B+ hedge fund.
Private equity$300M to $3B funds
Lower-middle-market and middle-market buyout — where most of our clients are.
Investment banking1,200+ employees
A global investment bank with 28 offices.
Hedge funds$70B+ AUM
A global hedge fund.
Claude or ChatGPT?
We work on your firm’s existing Claude or ChatGPT enterprise accounts, or procure and manage them for you. For most private equity firms we recommend Claude, but we work with ChatGPT just as easily.
Who should take part?
Every level of the team — partners to associates — so the firm works one way. Office hours and phone and email support are open to anyone throughout the 90 days.
Is it in person or remote?
We kick off in person. The live sessions after that run remotely every other week, and they are fully interactive — built around your team’s own work, not a slide presentation. Additional in-person sessions are available for an added fee.
What does our team need to prepare?
Nothing formal. It helps if your files already live in SharePoint or OneDrive, where connectors can reach them, but it is not a prerequisite. We work with your IT and compliance teams on account setup.
How is our data protected?
Security is set up before adoption expands and covered in the first session. We lock down the org’s controls so the model providers do not train on your data, scope every connector to the permissions your people already have, and manage secure onboarding and offboarding.
What happens after day 90?
The capability is yours. Some firms continue with an ongoing managed service, month to month; some have us build custom AI tools. Both are optional.
See what ninety days could do for your firm.
A 30-minute call to walk through the program, how it would run for your team, and what day 90 looks like. No commitment.
Schedule a callPrefer email? info@carriagemodels.com
The 90-day AI programFixed fee · one-time
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