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.
Four sessions. One complete investment intelligence system.
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.
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.
This programme gives you four sessions to build an AI system around your actual deal flow, portfolio, and reporting standards.
What You'll Build
Four sessions. One complete investment intelligence system.
Your Deal Screening and Sourcing Engine
Screen a full folder of inbound decks against your mandate and get a ranked shortlist in minutes, not days.
Run your full inbound screening and outbound sourcing pipeline from a single configured system, without touching every document by hand.
Your Due Diligence System
Run market sizing, competitive analysis, and founder diligence in parallel and synthesise the findings 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, self-assess it for errors, and carry it into a complete IC presentation in one session.
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
Synthesise quarterly data across every portfolio company and draft LP reports automatically to your fund's standards.
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 Internet City training centre. Direct instructor access, hands-on building. Maximum 15 participants.
Your Questions, Answered
Still Have Questions?
Send us a message and an Enrolment Advisor will be happy to help.
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