01
Understand the foundations
What AI is, in plain language, where it helps, and what's safe to put in.
AI Training
Put AI to work in your fund.
We take your team from unfamiliar with AI to using it with confidence every day. One hands-on workshop, built around your own work and your own systems.
- On-site
- Data secured
- IT approved
Workshop Agenda
A practical approach to becoming AI native.
We start with the foundations, then build straight on top of them. The best way to learn AI is to use it, so most of the day is hands-on, on your own real work.
02
Dive into how Claude works
How to use it well, what to reach for when, and the tips and tricks that make the difference.
03
Custom environment setup
We configure Claude on each laptop, with instructions, approved connectors and controls.
04
Build, hands-on
Build skills, routines and tools on your own work that cut hours to minutes.
05
Ready by the end
We bring our expertise to build and refine workflows on your real work, ready to rely on before we leave.
The Outcome
You leave using AI, not just knowing about it.
Everyone walks out set up, capable, and ready to make the most of AI from day one.
What you'll leave with
- A working knowledge of Claude, day to day
- Your setup complete, with skills, routines and instructions
- The skills to build your own from scratch
- Confidence delegating real work to Cowork
- Best-practice prompting, and getting unstuck
- Every resource and guide we cover, to keep
The same job, two ways
Transposing this month's figures into the loan model and re-running the covenant checks.
~45 min
~3 min
The old wayWith Claude
What We Cover
Everything we run through.
Practical from the first minute. We tailor the depth to your team and your fund.
Best prompt techniques
Get a usable answer the first time
When you get stuck
Quick ways to unblock yourself
Chat vs Cowork
When to ask, when to delegate
Which model, when
Match the model to the job
Set up securely
Your accounts and controls, done right
What's safe to put in
Where your data goes, and what to hold back
Understand the risks
Spot and sidestep the common pitfalls
IT and compliance
Built to clear your security review
Building skills
Turn a good result into a tool
Routines that run
Briefs and digests on a timer
Verifying output
Cite sources, flag the unsure bits
Bring your own workflow
We kill your most tedious job live
Pricing & Inclusions
One workshop, one fixed price.
One price, agreed upfront, with everything your team needs to walk away using AI.
Workshop & training
$5,000+ GST
per workshop
- On-site
- 4 to 5 hours
- Up to 10 people
What your team walks away with
- An understanding of how AI works
- Your entire Claude environment, set up
- Skills, routines and workflows, set up
- Safe and secure practices in place
- Best-practice prompting and tips to get the most out of it
- Take-home guides, prompts and support resources
Do you have a bigger team or bespoke request? Discuss it with the Levercon team and we'll put together options to suit your fund.
“The entire team is significantly more efficient. Work that used to take hours happens in minutes. Honestly, it feels like magic.”
Case Study
A 15-person fund, now running on AI.
We ran the workshop with a Sydney-based equity team. They left building, and never stopped.
15 / 15
Using Claude every day
6 hrs
Saved per person, each week
90 hrs
Back across the team, weekly
About Us
Your trusted partners.
An experienced team who have built and deployed AI inside $100M-plus regulated companies.
We teach it the way we built it, hands-on.
Co-Founder | Forward Deployed Engineer
Head of Product at Slice, a travel fintech, where she shipped AI products across a regulated, data-sensitive business. Previously at Afterpay, and co-founder of Steppen, acquired by Alta in 2023.
Co-Founder | AI Solutions Architect
Led growth at Everlab from $0 to a $500M valuation, building the AI tooling that powered its 150+ person team. Co-founded Steppen with Cara and SIF, a social impact investment fund, and began his career as an equity research analyst at River Capital.
Experienced
AI shipped inside multi-$100M regulated companies. You learn from people who have done it.
Fund-specific
We know how funds actually run, so everything maps to your real work.
Practical, hands-on
We teach by building on your own work, so you leave with real, usable output.
IT and compliance ready
Built to your controls and obligations, so it clears security review cleanly.
Get Started
Book a strategy call.
See where AI fits in your fund.
We'll show you where AI lifts efficiency and performance across your organisation.
Common questions.
Answers to some frequently asked questions.
Who is the workshop for?
Up to 10 of your team, and you decide who comes. Analysts to partners, whatever their starting point, we pitch it to the room and bring everyone along together.
Do we need any AI experience?
None. We start at the fundamentals, in plain language, and take everyone through to confident daily use by the end.
Do we need to have Claude accounts for this workshop?
Yes. For the workshop to land, your team will need Claude accounts, including Cowork access. If they are not set up yet, we are happy to guide you through exactly what is needed and help get it done.
How long does it take, and where?
About 4 to 5 hours. We come to your office and run it there, on your team's own laptops. It can run in one go or split across two days.
Is our data safe?
Yes. Anything you put in is never used to train the models, and is not accessible to anyone else. We set everything up to clear your IT and compliance review, and show your team exactly what is safe to share.
What does the team walk away with?
An understanding of how AI works, your whole Claude environment set up, and skills, routines and workflows built on your real work, plus take-home guides, prompts and our support while it beds in.