Services / Prompt Engineering Workshop
Real work, done once, with someone watching.
A prompt engineering workshop for private equity, private credit, hedge fund and allocator teams, taught on Claude or whichever AI tool the firm has licensed, in person at your New York offices or online. Ninety minutes to two hours, built around what the people in the room actually do. Participants bring documents from their own desks and leave having done real work correctly, once, with someone watching.
90 minutes to two hours
In person at your offices, or online
A single dense session, and then nothing.
The session
There is no generic curriculum.
An analyst needs to teach an AI chatbot not just to summarize a CIM, but to analyze it according to your unique business process. That is not a slide about prompting. It is the analyst, their document, and the process their firm actually runs, worked through until the output is right.
Over 150 workshops delivered at more than 100 financial services firms. An advanced format is available for first-pass analysis on transaction and credit documents.
How the session runs
Four parts, on the work in front of you.
Your document, your process
Each participant brings a live document from their own desk and the process the firm runs on it.
What not to delegate
Which parts of the work stay with the person, and why.
How to specify a whole task
Asking for the finished piece of work, with the firm's own steps written into the request.
How much checking the result needs
Matching the review to what a wrong answer would cost, then checking it that way, once, with someone watching.
Who is in the room
Each team works on its own material.
Deal teams
Live transaction documents, worked on as they stand rather than on a sample.
Credit teams
Agreements and compliance reporting.
Operations, fund administration, IR and finance
Each on their own material, which is the only version of this session that survives contact with the desk.
Questions
What firms ask before they book it.
How long is the workshop, and where does it run?
Ninety minutes to two hours for one team. It runs in person at your offices in New York, or online.
Who should be in the room?
One team at a time, on its own material: deal teams on live transaction documents, credit teams on agreements and compliance reporting, and operations, fund administration, IR and finance each on their own.
Can the workshop be taught on Claude?
Yes. The workshop is taught on whichever tool your firm has licensed, and most clients run Claude, ChatGPT or Microsoft Copilot. By The People Technologies is part of the Claude Partner Network, Anthropic's programme for the firms that deploy Claude with clients, so a deal team that wants to be trained on Claude is trained on Claude.
Do our documents leave the building?
No. Your people work on their own documents inside the tools your firm has already approved, under your firm's own data terms with that vendor. We bring no platform and we keep nothing.
What does a prompt engineering workshop cost?
It is priced per session, and a session is ninety minutes to two hours for one team on its own documents. We quote it on the first call once we know the team and the material, because the price depends on the preparation the material needs. It is the smallest engagement we sell, and it is sold first because it tells you the most about whether the rest is worth buying.
What happens after the workshop?
The workshop is one session. A firm that wants the number of people using the tools well to keep rising takes the month-to-month AI Adoption Retainer, and a firm with one process worth rebuilding brings in a forward deployed engineer.
Start with a workshop.
It is the smallest engagement we sell and it tells you the most about whether the rest is worth buying. Send us what your teams are already attempting and where it keeps stalling. If we are the wrong firm for it, we will say so in the reply.