AIFLX

Library / Artificial Intelligence

AI for Investment Banking: Leverage ChatGPT & DeepSeek

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About this course

Course Overview

You will learn how to integrate AI-powered tools like ChatGPT, DeepSeek, Perplexity AI, and Microsoft Copilot into your daily workflows. From automating pitch decks and investor emails to extracting financial data and practicing investor Q&A, this hands-on course equips you with cutting-edge AI strategies tailored for investment banking. The course uses real-life case studies covering companies like NVIDIA, Unilever, Walmart, Target Corp, Baker Hughes, Citigroup, Blackstone Infrastructure and KKR Real Estate Finance Trust.

What You'll LearnEnhance Deal Pitch Decks – Use ChatGPT to craft compelling pitch deck outlines tailored to clients.

Automate Strategic Communications – Generate investor emails, IPO roadmaps, and strategic memos efficiently.

Extract & Structure Financial Data – Leverage DeepSeek to process earnings calls, PowerPoints, and Excel data.

Accelerate Financial Research – Use Perplexity AI to find the latest financial data.

Practice for Investor Q&A – Simulate investor Q&A sessions and prepare for tough questions using ChatGPT.Evaluate AI in Financial Modeling – Assess whether AI chatbots can build financial models - DCF - accurately.

Full AI Toolkit – Gain experience with four AI tools: ChatGPT, DeepSeek, Microsoft Copilot and Perplexity AI.Who This Course Is For

This course is designed for finance professionals:

  • Investment BankersMergers & Acquisitions (M&A) Professionals
  • Equity and Debt Capital Markets (ECM & DCM) Professionals

Syndicated Loans and Private Credit Professionals

Private Equity (PE) & Venture Capital (VC)Corporate Finance & Co

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