AI for Investment Banking: Leverage ChatGPT & DeepSeek

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

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 Bankers

• Mergers & Acquisitions (M&A) Professionals

• Equity and Debt Capital Markets (ECM & DCM) Professionals

• Syndicated Loans and Private Credit Professionals

• Private Equity (PE) & Venture Capital (VC)

• Corporate Finance & Corporate Development Professionals

• Equity Research & Hedge Fund Analysts

• M&A Insurance Brokers

• M&A Lawyers

• M&A Accountants

• Management Consultants (M&A)

• Business & Finance Students