Execution Timeline: Q3 2026
Industry: Investment Firm
Company Size: ~5 employees
Engagement: Forward-deployed AI Specialists
The Problem
This small investment firm runs on Microsoft Word, Excel, PowerPoint and email: deal trackers, diligence, and memos. The team wanted AI working on that material without the time cost of moving to a new platform or re-filing years of documents, and they wanted a simple, flexible way to engage.
The Solution
- Started small. Short interviews produced a report of easy wins and possible builds.
- Built a knowledge base in their own SharePoint. A simple index lets Claude work through the firm’s existing Word and Excel files, a lighter and more cost-effective approach than a full search platform.
- Connected Claude to their tools with GadellNet’s MCP Connector, starting with SharePoint, then Notion, with Outlook in progress. Connectors run in the firm’s own Azure environment.
- Automated documents. Claude now edits the firm’s PowerPoint files, with a styling automation in testing.
- Supported the IT side too, including planning a tenant and domain move for a related company.
Did You Know?
AI can be useful on day one without a platform migration. A simple index on top of existing SharePoint files lets Claude work across a firm’s documents right where they already live.
The Results
- No change to how the team works. The knowledge base sits on top of existing files, so the barrier to entry is close to zero.
- Claude on live firm data. The SharePoint connector has been in daily use since early October.
- Data stays in the organization’s tenant, with access checked on every call.
- A growing partnership. A roadmap has been created for future work including deal-tracker updates and diligence and memo preparation.
Ready to put AI to work safely? Contact GadellNet’s AI Strategy & Adoption team about where to start.