Program Overview
The best investment firms are no longer competing only on capital. They are competing on speed of insight, clarity of conviction, and ability to accelerate portfolio value creation. AI is rapidly becoming a force multiplier — enabling investment teams to evaluate opportunities faster, identify risks earlier, develop sharper theses, and drive portfolio growth more systematically. However, most investment teams today use AI in an ad-hoc, inconsistent way — leading to unreliable outputs, governance risks, and missed opportunities. This workshop enables your team to use AI systematically, safely, and effectively across the investment lifecycle — from deal screening to IC memo creation to portfolio acceleration. This is not theoretical training. Participants work on real investment workflows and leave with prompt frameworks and playbooks they can deploy immediately.
Features
- Screen deals faster without compromising rigor
- Build clearer, more evidence-based investment theses
- Reduce time spent on market research and diligence
- Improve clarity and quality of IC memos
- Identify portfolio growth levers more systematically
- Standardize investment workflows across the fund
- Build internal AI capabilities safely and responsibly
Target audiences
- Investment Analysts and Associates
- Fund Managers and Investment Leads
- Partners and Principals
- Operating Partners
- Portfolio Value Creation Teams
Curriculum
- 6 Sections
- 31 Lessons
- 1 Day
- Where AI Creates the Most Leverage in Investment Workflows6
- Prompt Engineering for Investment Analysis6
- Accelerating Commercial Diligence Using AI5
- Building High-Quality IC Memos Using AI4
- Using AI to Accelerate Portfolio Value Creation6
- Building Fund-Level AI Capability4
Instructor
