A Board Director Institute course
A data room that survives due diligence.
Watch Lesson 1 free: what you'll build, and how the course works.
You watch a whole investor data room get built in Claude, stage by stage: what to type, how to answer Claude's questions, and how to fix what comes back. On a made-up company raising its Series A.
What a data room is for, what investors really check, setup, and your route through the skills.
The plan, folders and file names, access tiers and the NDA gate, and one index that runs the room.
Cap table tie-out, good standing, governance and approvals, IP, people paperwork and contracts.
Historical tie-out, the revenue bridge, burn and runway, the forecast, use of funds and tax.
Concentration, contracts, pipeline, market proof, product, security, privacy and AI.
Source index, cross-file checks, red flags, redaction, the final audit, the request list and the call.
Yes. The setup lessons walk you through it, and it takes about 5 minutes. After that, you ask Claude in plain words.
26 short lessons, about 70 minutes in total, at your own pace.
No. The skills work on Claude's free plan. Large rooms with many files run more smoothly on a paid plan.
It's a Certificate of Completion from Board Director Institute. It shows you finished the lessons and passed the quiz. It isn't a licence or a professional designation.
Only in an AI tool your company has approved. The course has you practise on the made-up examples first.
The request list is coming. Learn the skills before it lands.
Board Director Institute is a company Michael Barrick founded. Claude is a product of Anthropic; this course is not made or endorsed by Anthropic. General education, not legal, tax or accounting advice.