Start with a live task
Each exercise begins with work the team recognises, such as a sector review, a diligence question or a reporting pack.
AI training for investment professionals
AI training for investment teams.
A hands-on workshop for private equity, credit, banking and advisory teams. Participants use AI in research, due diligence, investment committee preparation and portfolio work.
Discuss a team workshop Half-day, full-day and multi-session formats. Delivered in person or live online.Who it is for
For teams that need to use AI without lowering the standard of the work.
The workshop is built around a live workflow, not slides, product demonstrations or a generic prompt library. Participants work through tasks on their laptops and compare the result with the standard expected by the team.
- Private equity and growth investing
- Private credit and special situations
- Investment banking and corporate finance
- Transaction advisory and due diligence
- Portfolio, strategy and value-creation teams
What the team will learn
Four investment workflows your team can practise.
Participants take a real task, use an AI assistant to complete a first pass, then check the output before it is used in the next step of the process.
01
Research and market mapping
Analyse a sector pack, capture the facts and sources, then identify the questions the deal team still needs to answer.
→02
Diligence and document review
Run a first pass across a data room, compare documents and produce an issues list for further review.
→03
Investment materials
Structure a first draft of an investment memo, identify missing evidence and prepare questions for the investment committee.
→04
Portfolio reporting
Review a KPI pack, prepare first-draft commentary and isolate the variances that need management attention.
Across every exercise: use approved tools, check the source material, protect sensitive information and keep the decision with the team.
How the workshop runs
This is not a lecture. Every participant works at a laptop.
One instructor leads the exercise on screen. The other moves around the room, helps participants work through errors and shows them how to adapt the method to their own task.
The session can use Claude Code, ChatGPT, Microsoft Copilot or another tool your firm has approved. We agree the toolset before delivery.
- Work through realistic investment and advisory tasks
- Build prompts, checks and templates the team can reuse
- Compare AI output with the evidence and the professional standard expected
What makes the training useful
Train on the work the team does every week.
Work it through
Participants use the tool, review the output and adjust the method with an instructor beside them.
Keep the standard
The session shows where human review, source checking and professional judgment remain essential.
Who teaches it
Taught by people who know investment work.
The teaching team includes practitioners with experience in private equity, credit, analytics and consulting. They understand the time pressure, information volume and quality threshold behind a live investment process.
They teach the method, work through the questions and help your team apply it to the task in front of them.
Workshop formats
Choose the format that fits the team and the task.
Leadership briefing
A concise session on the most relevant use cases, tool choices and controls for a leadership team.
Team workshop
A hands-on session for a deal, portfolio or advisory team working through practical exercises on laptops.
Capability programme
A structured programme with time to practise between sessions and bring questions back to the room.
Workflow pilot
A tailored workshop on research, diligence, investment committee preparation or portfolio reporting.
Plan the session
Tell us which team and workflow you want to train.
We will recommend the right format, the exercises to include and what we need from you before the session.
We reply within one business day.