Ai For Investment Banking: Leverage Chatgpt & Deepseek

Leverage ChatGPT & DeepSeek for Financial Data Extraction and Analysis, Pitch Deck Creation, Investor Emails and More

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 OverviewYou 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 LearnEnhance 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 ForThis 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