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Prompt course · 9 lessons · 27 prompts · 1 hour · Beginner

AI for Private Equity Associates

Nine short lessons that walk a private equity associate through screening deals, drafting memos, and monitoring portfolio companies with AI. Each lesson gives you prompts you can use on live work the same day.

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What you'll learn

  • Screen opportunities: Use AI to digest incoming deal materials and pull out the facts you need for a first-pass screen.
  • Draft deal materials: Turn your screen into a clear memo and a question list for the first management call.
  • Support financial models: Use AI to understand, troubleshoot, and stress-test the models you build.
  • Run diligence: Organize requests, draft question guides, and pull key data and risks from diligence documents.
  • Draft the memo: Draft and refine investment memorandum sections for the deal team and investment committee.
  • Monitor portfolio: Turn portfolio financials and board materials into clear updates and variance commentary.
  • Track trends and comps: Summarize sector research and map competitors to support sourcing and diligence.
  • Coordinate with advisors: Draft advisor communications and capture notes and follow-ups from management meetings.

What's inside

9 lessons · 27 prompts
  1. Before you start · framework course SCQA Prompt Framework: Briefs and Memos the Boss ReadsSCQA fits your private equity role by structuring investment committee memos around the recommendation so partners can decide quickly.
  2. Start here Priya's Thursday, two waysA day in the life of a Private Equity Associate, before and after these prompts.
  3. 01 Lesson 1 · 3 prompts Screen Incoming Opportunities
  4. 02 Lesson 2 · 2 prompts Draft Initial Deal Materials
  5. 03 Lesson 3 · 3 prompts Build Financial Model Support
  6. 04 Lesson 4 · 3 prompts Prepare Due Diligence Materials
  7. 05 Lesson 5 · 3 prompts Analyze Diligence Findings
  8. 06 Lesson 6 · 3 prompts Draft Investment Memorandum
  9. 07 Lesson 7 · 5 prompts Monitor Portfolio Performance
  10. 08 Lesson 8 · 2 prompts Track Industry Trends and Comps
  11. 09 Lesson 9 · 3 prompts Coordinate with Advisors

About this course

7 topics

Prompts for Private Equity Associates, From Screen to Memo

This course follows the deal cycle from a first teaser to a portfolio board pack. You will learn prompts that take the blank page out of screening, diligence, modeling, and memo writing.

Every lesson is built for the pace of private equity work. You get a prompt, a short explanation of when to use it, and a way to check the output before it goes to your deal team.

  1. The lessons
    1. Screen Incoming Opportunities: Use AI to quickly digest incoming deal materials and extract the key facts you need for a first-pass screen.
    2. Draft Initial Deal Materials: Use AI to turn your initial screen into a clear memo and a list of questions for the first management call.
    3. Build Financial Model Support: Use AI to understand, troubleshoot, and stress-test the financial models you build for deals.
    4. Prepare Due Diligence Materials: Use AI to organize and draft the requests and question guides that kick off due diligence.
    5. Analyze Diligence Findings: Use AI to pull key data and risks out of diligence documents and synthesize findings across workstreams.
    6. Draft Investment Memorandum: Use AI to draft and refine the sections of an investment memorandum for the deal team and IC.
    7. Monitor Portfolio Performance: Use AI to turn portfolio company financials and board materials into clear updates and variance commentary.
    8. Track Industry Trends and Comps: Use AI to summarize sector research and map competitors to support sourcing and diligence.
    9. Coordinate with Advisors: Use AI to draft communications with advisors and capture notes and follow-ups from management meetings.
  2. What the course covers

    Nine lessons that follow the deal cycle: screening, first materials, model support, diligence, findings, the investment memorandum, portfolio monitoring, sector research, and advisor communication. Each lesson gives you prompts and a short explanation of when to use them.

  3. How the lessons connect

    The lessons are in the order you usually work. A screen becomes a memo, a memo becomes a diligence list, diligence becomes findings, and findings become the investment memorandum. Portfolio monitoring and sector research run alongside all of it.

  4. How to use the prompts well

    Give the AI your real context: the deal name, the numbers you have, and what you need back. Ask for a first draft, then edit it with your own judgment. The prompts are starting points, not final answers.

  5. Who it is for

    Private equity associates who want to spend less time on first drafts and more time on analysis and relationships. It is also useful for senior associates and VPs who review the work.

  6. Safety and privacy for this job

    Use only the AI tools your firm has approved. Keep confidential deal information out of tools that are not cleared for it, and follow your compliance rules on what can be shared. When in doubt, ask before you paste.

  7. Your next step

    Start with the screening lesson and run it on a live teaser this week. Then work through the rest in order, one lesson at a time.