AI for Investment Bankers

Prompts for investment bankers: from pitch to close

1. The lessons

   1. Pitch Book Drafting: Get first drafts of the narrative and profile pages that fill a pitch book so you can spend your time on judgment and numbers instead of blank-page writing.
   2. Financial Model Support: Use AI to structure, document, and troubleshoot the models you build so the logic is clean and the assumptions are defensible.
   3. Valuation Analysis: Explain and pressure-test valuation outputs so you can defend your numbers in client meetings and internal discussions.
   4. Due Diligence Support: Turn a messy data room and management calls into organized checklists, summaries, and sharper follow-up questions.
   5. Deal Structuring And Terms: Get plain-English comparisons and explanations of deal structures and term mechanics so you can advise clients clearly.
   6. Negotiation Preparation: Prep for term negotiations with structured briefs, anticipated pushback, and clean summaries of what the other side changed.
   7. Client And Investor Communication: Draft the updates, process letters, and explanations that keep clients and bidders informed and moving.
   8. Deal Admin And Pipeline: Keep your MD and internal committees current with clean status snapshots and approval summaries across live deals.
2. What the course covers

   The course follows the life of a deal. It starts with pitch books and models, moves through valuation, diligence and terms, and ends with negotiation prep, client updates and pipeline snapshots.

   Every lesson is a prompt you can use that day. You will not learn abstract theory. You will practice on the documents and decisions you already handle.

3. How the lessons connect

   The lessons build on each other. A pitch book draft feeds a model summary. A model summary supports valuation. Valuation and diligence shape deal terms. Negotiation prep and client updates keep the deal moving.

   You can take them in order or jump to the lesson you need. The prompts are designed to work alone or together.

4. How to use the prompts well

   Give the AI context: the client, the sector, the stage of the deal and the audience. Ask for a draft, not a final answer. Then edit with your own judgment and check every number.

   Keep your prompts specific. If the output is too generic, add one more detail. If it is too long, ask for a shorter version. You are in charge of the conversation.

5. Who it is for

   This course is for investment bankers at any level who write, model, check and explain for a living. Analysts, associates, VPs and directors can all use it.

   It is also for bankers who want to stay sharp as their firm brings in new tools. You do not need a technical background.

6. Safety and privacy for this job

   Investment banking runs on confidential information. Never put client names, deal terms, financial figures or personal data into a public AI tool unless your firm has approved it.

   The course shows you how to mask details, use private workspaces and keep a clean record of what you shared. When in doubt, leave it out and ask your compliance team.

7. Your next step

   Pick one lesson that matches a task on your desk today. Copy the prompt, add your context and see what comes back. Then adjust and use it.

   After that, try a second lesson. Small wins add up. You will soon have a set of prompts that fit your deals and your voice.