Your kit
Everything in your Private Equity Associate AI kit
14SkillsPortfolio insight reports, Investment opportunity assessment assistant, Deal desk financial analyst, Office investment memo, Financial modeling copilot 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.27PromptsScreen Incoming Opportunities, Draft Initial Deal Materials, Build Financial Model Support, Prepare Due Diligence Materials, Analyze Diligence Findings 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, Founder Reference Check Agent, M&A Integration Finance Tracker Agent, Deal Timeline and Workstream Tracker 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, Exa MCP server, Google Search MCP server (AceDataCloud), LogiSheets MCP server, Bing Search 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 appsfinbar, EpsteinGPT, Pane, Gemini Deep Research Agent, Zero and more
The AI apps worth your time in this job, so you don't have to test dozens yourself.8Apps to buildSource-linked document question and extraction console, Due diligence document organizer, Searchable research library and data stewardship console, Cited filing and transcript research workspace, Transparent opportunity matching and shortlist platform 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, Screen Adverse Media, Startup Business Analyst Financial Projections, Data Room Builder, Trend Analyst and more
Ready-made helpers on Grok Bot that sort files, rename documents and keep folders tidy while you work.10Tailored learning pathAI for Private Equity Associates (Prompt Course), SCQA Prompt Framework: Briefs and Memos the Boss Reads, ChatGPT Power User Guide: Boost Productivity, Creativity & Research Fast, Microsoft Copilot AI, Full Course For Beginners, Microsoft Copilot in Outlook & Teams 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 private equity associates, 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
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