What you'll learn

Leverage ChatGPT to create compelling pitch deck outlines tailored to specific clients
Use ChatGPT to draft strategic memos, investor emails, IPO roadmaps, and more.
Leverage DeepSeek to extract and structure financial data from earnings calls, PowerPoints, and Excel
Master Perplexity AI for sourcing latest financial data from the web
Leverage ChatGPT to practice ahead of an investor presentation Q&A session
Evaluate whether AI chatbots can effectively build financial models
Gain hands-on experience with four key AI tools: ChatGPT, DeepSeek, Microsoft Copilot, and Perplexity AI.

Requirements

Access to at least one Generative AI tool: ChatGPT, DeepSeek, Perplexity AI, Microsoft Copilot
Advised (but not required) to have access to four Gen AI tools covered in the course: ChatGPT, DeepSeek, Perplexity AI, Microsoft Copilot
Paid subscription may be required to have certain AI functionality (e.g. uploading files to the chat)
Basic finance knowledge (e.g., understanding P/E Multiples)
No programming experience needed

Description

Course

Overview

You will learn how to integrate AI-powered tools like ChatGPT, DeepSeek, Perplexity AI, and Microsoft Copilot into your daily workflows. From automating pitch decks and investor emails to extracting financial data and practicing investor Q&A, this hands-on course equips you with cutting-edge AI strategies tailored for investment banking. The course uses real-life case studies covering companies like NVIDIA, Unilever, Walmart, Target Corp, Baker Hughes, Citigroup, Blackstone Infrastructure and KKR Real Estate Finance Trust.

What you'll learn

Enhance Deal Pitch Decks – Use ChatGPT to craft compelling pitch deck outlines tailored to clients.Automate Strategic Communications – Generate investor emails, IPO roadmaps, and strategic memos efficiently.Extract & Structure Financial Data – Leverage DeepSeek to process earnings calls, PowerPoints, and Excel data.Accelerate Financial Research – Use Perplexity AI to find the latest financial data.Practice for Investor Q&A – Simulate investor Q&A sessions and prepare for tough questions using ChatGPT.Evaluate AI in Financial Modeling – Assess whether AI chatbots can build financial models (DCF) accurately.Full AI Toolkit – Gain experience with four AI tools: ChatGPT, DeepSeek, Microsoft Copilot and Perplexity AI.

Who this course is for

This course is designed for finance professionals:Investment BankersMergers & Acquisitions (M&A) ProfessionalsEquity and Debt Capital Markets (ECM & DCM) ProfessionalsSyndicated Loans and Private Credit ProfessionalsPrivate Equity (PE) & Venture Capital (VC)Corporate Finance & Corporate Development ProfessionalsEquity Research & Hedge Fund AnalystsM&A Insurance BrokersM&A LawyersM&A AccountantsManagement Consultants (M&A)Business & Finance Students

Overview

Section 1: Introduction to AI Tools for Finance
Lecture 1 How to Use AI in Finance: A Practical Framework
Lecture 2 Sourcing Private Equity Bolt-Ons using ChatGPT
Lecture 3 Finding Valuation Multiples with Perplexity AI
Lecture 4 Extracting Data from Investor Presentations using ChatGPT
Section 2: ChatGPT and Copilot for Everyday Work Tasks
Lecture 5 Drafting emails, IPO Roadmaps, Training Plans with Chat GPT
Lecture 6 Creating Investor Call Summaries using ChatGPT
Lecture 7 Personalizing Pitch Deck Outline with ChatGPT
Lecture 8 Uploading and Analyzing Earnings Reports in Microsoft Copilot
Section 3: AI-Powered Financial Modelling with DeepSeek
Lecture 9 Building a DCF Model from a PDF Earnings Release in DeepSeek
Lecture 10 DCF Model from Excel Data Using DeepSeek
Section 4: Advanced AI Techniques for Finance
Lecture 11 Prompting Techniques: Chain of Thought, Tree of Thought, and Role-Based Approach
Lecture 12 Using ChatGPT to Prepare for Investor Q&A Sessions
Lecture 13 Ranking AI Use Cases for Finance
Investment bankers,Mergers & Acquisitions (M&A) Professionals,Equity Capital Markets (ECM) Professionals,Private Equity (PE) Professionals,Venture Capital (VC) Professionals,Corporate Finance Professionals,Corporate Development Professionals,Equity Research Analysts,Hedge Fund Analysts,M&A Insurance Brokers,Private Credit Fund Professionals,Syndicated Loans Professionals,Management Consultants,M&A Lawyers,Students
Homepage:

https://www.udemy.com/course/ai-for-investment-banking-leverage-chatgpt-deepseek/

Ai For Investment Banking – Leverage Chatgpt & Deepseek Fast Download
Ai For Investment Banking – Leverage Chatgpt & Deepseek Full Download