Program Overview
AI is rapidly transforming how investment firms source opportunities, conduct research, make decisions, and monitor portfolios. However, most firms today use AI in fragmented, inconsistent ways — limited to individual experimentation rather than systematic deployment. This program helps investment firms design and deploy structured internal AI workflows tailored to their investment processes.Participants will learn how to integrate AI into core workflows such as deal screening, research, IC preparation, portfolio monitoring, and investment decision support — while ensuring governance, reliability, and confidentiality. By the end of the program, participants will have designed deployable AI workflows specific to their fund.
Features
- Deploy AI workflows across investment processes
- Scale research and analysis capabilities
- Improve speed and quality of investment decisions
- Institutionalize AI usage safely and effectively
- Build firm-level AI capability
Target audiences
- Private Equity Firms
- Venture Capital Firms
- Hedge Funds
- Public Market Investment Firms
- Portfolio Management Services (PMS)
- Family Offices
Curriculum
- 8 Sections
- 36 Lessons
- 4 Weeks
Expand all sectionsCollapse all sections
- Mapping Your Investment Workflow and Identifying AI Opportunities5
- Designing AI-Powered Research Workflows5
- Deploying AI for Deal Screening and Opportunity Prioritization4
- AI-Assisted IC Preparation and Decision Support5
- Portfolio Monitoring and AI-Based Alert Systems5
- AI Tools, Architecture, and Deployment Options4
- Governance, Risk, and Confidentiality4
- Implementation Blueprint and Deployment Roadmap4
Instructor
