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Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

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Your kit

Everything in your Investment Banker AI kit

14SkillsDeal desk financial analyst, Office company research, Office dcf valuation, Financial modeling strategist, Vp m a deal support and more
Know-how your AI follows step by step, so the result looks like an expert made it. Just ask for the task; your AI picks the right skill.
21PromptsPitch Book Drafting, Financial Model Support, Valuation Analysis, Due Diligence Support, Deal Structuring And Terms and more
Tested instructions for every task in your job. Copy, paste, done. In your kit they're one click away.
12AI agentsAcquisition Diligence Request Agent, Financial Model Formula Repair Agent, Investor Data Room Preparation Agent, Deal Timeline and Workstream Tracker Agent, Valuation Methods Cross-Check Agent and more
An agent runs a whole task for you, every day or every month. It stops and asks you before anything important.
12Connections (MCP servers)Box MCP server, OfficeAgent MCP server, SEC EDGAR MCP server, Excel MCP server, Exa MCP server and more
A connection lets your AI look things up and get work done in an app you already use. You only switch on the ones you have, and we show you how.
16AI appsRedactable, Pane, aiPDF, Researcher & Analyst in M365 Copilot, Doclime and more
The AI apps worth your time in this job, so you don't have to test dozens yourself.
6Apps to buildDue diligence document organizer, Evidence-backed data analysis and reporting workspace, Deal review briefing, Finance spreadsheet assumption index, Acquisition customer-overlap economics engine and more
Small tools for your job that your AI builds for you with our step-by-step instructions. No code.
12Grok BotsDeal Room Risk Analyst, Data Room Builder, Startup Financial Modeling, Harvey Specter, Term Sheet Reader and more
Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.
10Tailored learning pathAI for Investment Bankers (Prompt Course), SCQA Prompt Framework: Briefs and Memos the Boss Reads, ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast, How to Use ChatGPT from Beginner to Professional, Microsoft Copilot AI, Full Course For Beginners and more
Video courses in the right order for your job. Each ends with a short check and a certificate you can add to LinkedIn.
✓AI Coach and updates IncludedYour daily brief for investment bankers, new ideas, and everything in your kit kept up to date
A live link between your AI and Complete AI Training: your daily brief, new ideas and lessons in the chat. And every skill, agent, app, prompt and MCP server in your kit kept up to date for you.

And everything else

Full access to our whole library

500+AI kits for every job
6,000+skills
60,000+prompts
4,000+AI agents
4,000+MCP servers
9,000+AI apps
2,000+apps to build
1,800+Grok Bots
700+courses with certifications

Membership

Become a member

Info
  • Your job's AI kit, and every other job's: skills, prompts, AI agents, MCP servers and AI apps
  • Added to ChatGPT, Claude or Microsoft 365 Copilot, and we guide you through every step
  • All AI video courses and prompt courses, with unlimited certifications for LinkedIn
  • The AI Coach: a daily brief, new ideas and a lesson for your job
  • Updates included, and a kit made for you after you join
  • Build your own AI tools, no code
Info
  • You plus up to 50 people on one plan
  • A team page: invite people by email, remove them any time
  • Each person gets AI set up for their own job
  • See everyone's progress, plus a monthly team report
  • Spreadsheet export and an API for your HR systems
Right after payment we take you to your dashboard and walk you through adding the kit to your AI, step by step. Stuck? Email us and we'll help.

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