Course overview
Start hereAI for Private Equity Associates
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Priya's Thursday, two ways

9 lessons · 27 prompts

A day in the life of a Private Equity Associate: what changes with these prompts.

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Priya, a private equity associate at a mid-market fund.

Priya gets to her desk at 7:40 with a new teaser in her inbox and a board pack due Friday. She drops the teaser into ChatGPT and uses the screen prompt to pull out revenue, EBITDA, and the ownership history. The first pass takes ten minutes instead of an hour.

At 10, she has a call with a founder. Before it, she runs the deal materials prompt to draft a short memo and a list of questions about customer concentration and the add-on pipeline. She edits the list, prints it, and takes notes in the margin.

After lunch, she opens Claude to help with the model for a bolt-on. She uses the model support prompt to check her assumptions on churn and to stress-test a downside case. It flags a formula that was pulling from the wrong tab.

By 4, she uses Gemini to summarize a sector report on packaging and map three competitors. She sends the summary to her partner with two lines of her own commentary. The hour she saves goes to a walk before dinner and reading the board pack with fresh eyes.

Before

  • Inbox full before the first coffee
  • Memos started from a blank page
  • Model errors found at midnight
  • Portfolio updates always running late

After this course

  • First-pass screens done in minutes
  • Memos start with a clear draft
  • Model checks before the partner asks
  • Updates sent with time to spare

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.

How this course works

  1. 9 lessonsOne task of your job each, from screen incoming opportunities to coordinate with advisors.
  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.