AI in LBO Modeling & IC Memo Drafting

The mechanical work of LBO modeling — CIM extraction, three-statement builds, debt schedules, sensitivity tables — is being automated faster than most deal teams have adapted their workflows. What used to take an associate 8–12 hours for a clean build now happens as an AI-generated first pass, with the associate’s role shifting from model-builder to model-reviewer. This three-day masterclass gives investment professionals hands-on fluency with that shift: automating CIM-to-model extraction, using GenAI to build sensitivity grids and run real-time “what-if” scenario analysis, and drafting IC memo sections that are factually grounded, source-attributed, and ready for committee scrutiny — without losing the judgment an AI draft cannot supply.

Features:

• Understand the AI-augmented LBO workflow — from automated first-pass modeling to human review and refinement
• Use AI to extract CIM data directly into three-statement models and debt schedules
• Build GenAI-assisted sensitivity grids and run real-time scenario analysis on IRR and MOIC
• Automate comps sourcing and returns attribution using AI research tools
• Draft structured IC memo sections with GenAI while maintaining source attribution and factual grounding
• Apply governance controls — data confidentiality, human-in-the-loop review, fabrication risk — to AI-assisted modeling and memo work