Course overview
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Priya's Thursday, two ways

8 lessons · 21 prompts

A day in the life of an Investment Banker: what changes with these prompts.

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Priya, a vice president in healthcare investment banking.

Priya starts Thursday with a pitch book for a biotech client. The narrative pages are due by noon. She opens ChatGPT and uses the Pitch Book Drafting prompt. She types the client's focus, the deal size range and the three profile pages she needs. In ten minutes she has a draft with the right structure. She spends the next hour fixing the numbers and sharpening the story.

After lunch, a data room for a buy-side diligence project is a mess. Priya uses the Due Diligence Support prompt in Claude. She pastes the folder list and a few management call notes. The AI returns a checklist and five follow-up questions she had not thought to ask. She sends the questions to the deal team and saves the checklist for the next call.

Before the internal committee meeting, Priya needs a status snapshot across four live deals. She opens Gemini and uses the Deal Admin And Pipeline prompt. She lists each deal, the stage, the open items and the next milestone. The AI turns it into a clean one-page summary. She edits the summary, adds a note about a term sheet change, and sends it to her MD.

By 6 p.m., Priya has finished the pitch book draft, the diligence checklist and the committee snapshot. She would normally still be writing. Instead, she leaves on time, picks up her daughter from soccer practice, and reads a novel for twenty minutes before dinner. The work is still hers. The blank page is not.

Before

  • Blank pages at 9 p.m.
  • Numbers checked twice, then again
  • Data rooms that never end
  • Updates written from scratch

After this course

  • Drafts ready before the first call
  • More time for judgment and clients
  • Committee snapshots in minutes
  • Home before dinner

What you'll learn

  • Pitch book drafting: Get first drafts of narrative and profile pages so you can focus on judgment and numbers.
  • Financial model support: Structure, document and troubleshoot models so the logic is clean and assumptions are defensible.
  • Valuation analysis: Explain and pressure-test valuation outputs so you can defend your numbers in meetings.
  • Due diligence support: Turn a messy data room and management calls into checklists, summaries and sharper follow-up questions.
  • Deal structuring and terms: Get plain-English comparisons of deal structures and term mechanics so you can advise clients clearly.
  • Negotiation preparation: Prep for term negotiations with structured briefs, anticipated pushback and clean summaries of changes.
  • Client and investor communication: Draft updates, process letters and explanations that keep clients and bidders informed.
  • Deal admin and pipeline: Keep your MD and committees current with clean status snapshots and approval summaries across live deals.

How this course works

  1. 8 lessonsOne task of your job each, from pitch book drafting to deal admin and pipeline.
  2. Ready-to-paste promptsCopy, fill in the parts in {{brackets}}, paste into ChatGPT, Claude or Gemini.
  3. Tick and completeTick the prompts you tried and mark each lesson complete.
  4. Get certifiedFinish and keep the prompts as your own library.