Claude-Cowork-Folder-Templates

Workspace templates for Claude Cowork, built for investment managers — hedge funds, family offices, and similar investment organizations.

Drop one of these folders into Cowork, fill in your fund's details, and you have a structured AI workspace that understands your investment process, routes work to the right place, and builds institutional memory over time.

Two templates. Pick one.

🟢 cowork-folder-template-basic/ — Start here

A clean, simple workspace. No complexity — everything lands in one OUTPUTS/ folder.

Best for: anyone getting started with Cowork, one-off analysis, or quick turnarounds before committing to the full setup.

• Hard rules (CLAUDE.md) and soft preferences (INSTRUCTIONS.md)
• About Me files for your profile and fund context
• 4 example skills: earnings-brief, morning-brief, meeting-notes, ic-memo
• Single OUTPUTS/ folder — no routing, no overhead

→ See cowork-folder-template-basic/README.md for full details.

🔵 cowork-folder-template-advanced/

Full institutional workspace with persistent memory, per-ticker research tracking, and project management.

Best for: analysts and PMs who want a long-term research system — one that gets smarter with every session.