How Mérieux Equity Partners trains four teams on Claude and makes 10 business skills reliable
Claude training at Mérieux Equity Partners: four teams trained, then 10 Buy-out skills tested on real cases. AI Sisters, rated 4.9/5 on Google.



In 2026, Mérieux Equity Partners, an investment fund specialising in healthcare, asked AI Sisters for an AI training programme for Private Equity built team by team.
The Buy-out team attended two sessions in the spring, one of them very hands-on. The Ops, Investor Relations and Venture Capital teams then each had their own role-based workshop, with Claude as the main tool.
In September, the Buy-out team came back with 10 Claude skills it had built itself. Two review workshops in Paris tested them on real cases and made them more reliable.
Copilot licences, but very uneven use of AI
The teams had Copilot licences and their use of AI varied widely from one person to another. They wanted to save time and make their methods more systematic, especially for sourcing.
The challenge for AI Sisters: a programme matched to each team's job, reliable on sensitive topics such as legal work.
Very different levels
Some used AI in all their tasks, others only the free version.
A lot of screening
The Buy-out team splits its time between portfolio monitoring and analysing new deals, sourced from trade fairs and bankers.
Reliability first
The legal and finance teams wanted to limit the risk of hallucination in their deliverables.
Four jobs, four needs
Investment, investor relations and support functions do not have the same tasks. Each team needed its own use cases.
Does your fund want to go beyond prompting?
We build skills with your teams on their standard files.






Our AI training programme for Mérieux Equity Partners
Pre-audits with each team, then sessions built on their standard files, with Claude as the central tool.
Pre-audits for each team
Calls with the analysts and heads of each team helped target the tasks to address first.
Two sessions for the Buy-out team
A first part on models, security and the prompting method. Then a very hands-on session: Claude skills and Projects, artifacts, Copilot agents and Claude Cowork.
A role-based workshop for each team
The Ops, Investor Relations and Venture Capital teams each worked on their own scenarios, from the LP letter to the investment memo.
A review of the Buy-out team’s 10 skills
On 14 and 28 September, Loïc went through the team’s ten Claude skills one by one, five per half-day. Each skill was run on a real case to find friction points, then reworked: prompts, inputs, deliverable format.

Each team has its own deliverables.
Our role-based workshops start from their documents, from the investment file to the LP letter.






AI use cases in a Private Equity fund
Cases built for each team, from the fund's standard documents.
Buy-out: the 10 skills reviewed
→ Analyse an Information Memorandum and list the points to dig into during due diligence
→ Check whether a target fits the fund’s investment criteria
→ Mark up an NDA using the fund’s legal guidelines
→ Prepare the 100-day plan after closing
→ Get a daily market digest on the portfolio
Venture Capital
→ Filter teasers with a Go/No-Go grid
→ Summarise a scientific data room
→ Analyse clinical trials and the regulatory framework
Investor Relations
→ Prepare a meeting with an LP
→ Write the newsletter and replies to LPs
→ Update the CRM from a dictation
Ops: finance, legal, compliance
→ Prepare the Risk Committee pack
→ Check the consistency of ESG data
→ Analyse financial statements and internal control
The results of the AI programme at Mérieux Equity Partners
Each team leaves with use cases suited to its job. The Buy-out team went further: it built its own library of Claude skills, then put it to the test with AI Sisters.
teams trained: Buy-out, VC, Investor Relations and Ops
sessions for the Buy-out team, one of them very hands-on
Buy-out team Claude skills tested on real cases
central tool, Claude, used across the whole programme
Do your teams use Claude or Copilot without a shared method?
Let's talk about your programme.
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Mérieux Equity Partners invests in healthcare companies, through private equity and venture capital. The fund brings together investment teams (Buy-out and Venture Capital), investor relations and support functions.
A programme built around your roles and your tools, pre-audit included.
Got it. An AI Sisters expert will email you to plan your AI training.
Your email didn't go through. Check the address, or write to us at contact@aisisters.ai.
An expert will reply to scope your AI training, with no commitment.

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“An unforgettable experience: dynamic, practical and directly useful day to day. The teams are still talking about it!”

“A very dynamic, practical day, perfectly suited to our challenges. The teams came away with tools and ideas to put into practice the very next day.”

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