AI for
Finance & Advisory
Build the AI-powered investment intelligence system top deal teams are using now. Senior-quality research, analysis, and reporting in a fraction of the time.
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Four sessions. One complete investment intelligence system.
A New Way of Working
Most investment professionals have tried AI for a draft or a summary. It occasionally helps. But a collection of shortcuts is not the same as a system.
Over the last year, the most effective deal teams have built an intelligence layer that handles the research, the modelling, the memo drafting, and the reporting automatically — while they spend their time on the decisions that actually require their judgement. They move through diligence faster, build more reliable models, and produce LP reports that used to take a week of assembly in a single working session.
Until recently, building something like this required a data engineering team. That has changed. You describe the outcome you need. The system plans and executes.
This programme gives you four sessions to build that system around your actual deal flow, your actual portfolio, and the reporting standards your LPs and clients already expect.
What You'll Build
Four sessions. One complete investment intelligence system.
Your Deal Screening and Sourcing Engine
Set up your AI workspace with your fund's mandate, thesis, and screening criteria. Then run your first end-to-end pipeline workflow. Drop a folder of inbound decks into Cowork. One prompt screens every deck against your mandate and returns a ranked Excel — sector, stage, mandate fit, key strengths, key flags, recommendation. A folder of 40 decks sorted in the time it used to take to read five.
Run your full inbound screening and outbound sourcing pipeline from a single configured system, without touching every document by hand.
Your Due Diligence System
Build the parallel diligence workflow lean deal teams use. Your primary instance holds the full deal context. Separate deep research instances run simultaneously across market sizing, competitive landscape, and founder backgrounds. Each returns a comprehensive cited output. You bring the findings back for synthesis in minutes.
Run commercial and financial diligence across multiple streams simultaneously, with synthesis that reflects the full picture rather than whichever source you read last.
Your Financial Modelling and IC Prep System
Build a three-scenario financial model in Claude in Excel — pessimistic, realistic, optimistic — all linked to an assumptions tab, with a dashboard showing year-end ARR and EBITDA margin per scenario. Then run the step most analysts skip. Ask Claude to self-assess before you touch anything. Report every broken formula, hardcoded value, and logic error. Read the report. Fix in order. This build-assess-fix sequence is what takes a model from 60% to 90% reliable.
Build, stress-test, and benchmark a three-scenario financial model, then carry it directly into a complete IC presentation, in a single working session.
Your Portfolio Intelligence and Reporting System
Create a Cowork Project for each portfolio company, pointed at a live folder on your computer. Every document that arrives — management accounts, board packs, call transcripts, founder updates — becomes live context automatically. Run the quarterly synthesis: read everything simultaneously, surface financial trends no single document makes visible, cross-reference what was said on the call against what appears in writing, and draft the LP update.
Run a complete quarterly portfolio synthesis across all your portfolio companies, with LP reports drafted automatically to your fund's standards.
Three Pillars
Built Around Your Deal Flow
Every exercise uses your actual mandate, your actual pipeline, and your actual portfolio reporting structure. You leave with a working system, not a set of notes.
Small Cohorts, Direct Access
Sessions are capped at 15 professionals. Direct access to the instructor, real-time feedback on your specific workflows, and a peer group working through the same shift.
The Method, Not Just the Tools
The tools will keep improving. The frameworks you learn here — parallel research, build-assess-fix modelling, transcript cross-referencing — transfer across every platform update. Skills that don't expire.
Built for Investment Professionals
Analysts & Associates
You produce the research, build the models, and draft the memos. Build the AI system that handles the assembly so you can focus on the analysis that requires your judgement.
Portfolio Managers & Deal Leads
You make investment decisions. Build the intelligence layer that synthesises across your portfolio, surfaces what matters, and produces LP-ready reporting automatically.
Advisory & Consulting Professionals
You deliver high-stakes analytical output under time pressure. Build the system that handles research, modelling, and presentation assembly — so your time goes to insight, not logistics.
Two Formats, Same Curriculum
Online · Four Sessions
The same four-session curriculum delivered live online. Same instructor, same hands-on approach. Maximum 15 participants.
In Person · Four Sessions
4 sessions at our Dubai Media City training centre. Direct instructor access, hands-on building. Maximum 15 participants.
Your Questions, Answered
Still Have Questions?
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