Resources
Practical guides for getting more done with less manual work.

Anthropic Just Locked the Door on Third-Party Harnesses. Now What?
FAQAnthropic blocked third-party harnesses like OpenClaw from using Claude subscriptions in April 2026. What happened, why it matters, and what it means for teams that depend on agentic AI workflows.

The Claude Desktop App: What It Is, What It Does, and Where It Falls Short
FAQA detailed guide to the Claude Desktop App in 2026 — its three modes (Chat, Cowork, Code), agentic capabilities, Dispatch, MCP integrations, and what deal teams need to know before adopting it.

Skills, Custom GPTs, and Gems: Getting the Most Out of AI Agents
FAQA practical guide to AI skills, Custom GPTs, and Gems — what they are, how to set them up without code, and why purpose-built agents may be a better path for deal teams.

Claude Dispatch: What It Is, How It Works, and What to Know
FAQWhat Claude Dispatch is, how it works, and what deal teams should know before using Anthropic's new mobile-to-desktop task delegation feature.

Google Gemini for Slides, Sheets, and Docs: What You Actually Get
DefinitionA practical review of Google Gemini's ability to create Slides, Sheets, and Docs in 2026 — what each plan includes, where it excels, and where it falls short for finance professionals.

What is Microsoft Copilot's Critique Mode?
DefinitionMicrosoft's new Critique mode uses multiple AI models to draft and review work independently — a validation of the multi-model approach that purpose-built platforms have been building toward.

Gemini Pro vs. Flash vs. Flash-Lite: For Business Use Cases
ComparisonA deal team guide to Google's Gemini model families — Pro, Flash, and Flash-Lite — covering reasoning depth, speed, cost, and data privacy trade-offs for investment banking, private equity, and CRE professionals.

Claude Opus vs. Sonnet vs. Haiku: For Business Use Cases
ComparisonA deal team guide to Anthropic's Claude model families — Opus, Sonnet, and Haiku — covering what each tier does best, what it costs, and how to deploy them across investment banking, private equity, and CRE workflows.