KYR Capital and Spectra AI Workshop Series
Two hands-on sessions on putting AI to work in the search and in the operation.
A searcher screening targets and a CEO reading a margin report need different tools. Each session covers only what is useful to that audience, so register for the one that matches your role. Hosted by KYR Capital and Spectra. Delivered by Matrits.
Register via Stripe
Instant seat confirmation & calendar invite
- Searchers Track: Wed, 16 Sep | 9:00 - 11:00 BRT
- CEOs & Operators Track: Thu, 17 Sep | 9:00 - 11:00 BRT
- 2h live session, HD recording & Claude templates
100% secure payment processed via Stripe. Google Meet link and project repository sent immediately.
"This is not about learning generic prompts, but about embedding Claude directly into the real deal cycle: from screening high-volume targets to financial modeling and post-acquisition operational scaling."
Structure Your M&A and Acquisition Workflows with AI
M&A professionals, Search Funds, and executive operators process immense volumes of data: contracts, Confidential Information Memorandums (CIMs), financial valuation models, and unit economics. Doing this manually creates bottlenecks, delays deals, and compromises thorough analysis.
In this 2-hour practical workshop organized into two specialized tracks, we guide you step-by-step to turn Anthropic Claude into an intelligent analytical engine for auditing transaction documentation, uncovering hidden liabilities, and automating executive reporting.
You choose the agenda
Attached below you will find a button to a short survey where you vote on the topics you most want covered, at both foundational and intermediate level. The three most voted topics make the final agenda, which we publish a few days before the session. This keeps the two hours anchored to what the group actually needs rather than a fixed curriculum. It also means the agenda is only as good as the turnout on the vote, so please take the survey.
Two Dedicated Sessions Built for Your Role
Select your professional profile to explore the custom syllabus, live deal flow case studies, and toolkits used during the session.
Searchers | From Sourcing to Signing: AI Workflows for the Search
Wednesday, September 16 | 9:00 to 11:00 BRT
Foundational Topics on the Ballot
Core deal workflows & assessment- • Target market analysis: building out your search thesis vertically
- • Deal screening: rapid qualification of inbound targets
- • Due diligence document analysis: contracts, financials, operations
- • Competitor and market intelligence for target assessment
- • Outreach and negotiation prep: building seller relationships
Intermediate Topics on the Ballot
Advanced models & systems- • Building replicable due diligence workflows in Claude Projects
- • Financial analysis for deal evaluation: revenue, EBITDA, growth, working capital
- • Operational due diligence: assessing team, processes, systems
- • Building acquisition models: integration planning and value creation
- • Competitive bidding analysis and deal dynamics
The three most voted topics make the agenda. The session closes with open Q&A.
📊 Key Practical Outcomes
- ✓ Rapid deal screening and qualification workflows
- ✓ Automated legal and financial due diligence prompt chains
- ✓ Persistent workspaces configured in Claude Projects
📦 You'll Get (Deliverables)
- ✓ Full workshop video recording with lifelong access
- ✓ Complete template library (deal models, audit checklists, workflows)
- ✓ Understanding of how to use Claude in your day to day
José Antonio Díaz Infante
Founder & CEO at Matrits • Strategic AI Consultant
Over 25 years of experience leading technology transformation, strategic advisory, and executive training. Worked with Citi, HSBC and Morgan Stanley.
Looking for an intensive 3-week program for CFOs, Controllers, and analysts?
Master Claude Projects, advanced XML prompt engineering, and custom agent workflows.
Custom private workshops tailored directly to your fund or organization's deal flows.
Accelerate Your Deal Flow & Operations
Seats are strictly limited to small groups. Includes live interactive access, permanent high-definition recording, and complete Claude template pack.
Register via Stripe
Instant seat confirmation and calendar invite
Click below to secure your registration directly through our secure Stripe checkout. You will receive immediate access instructions and calendar invites.
100% secure payment processed via Stripe. Google Meet link and project repository sent immediately.