Master every Claude surface
Projects, Skills, MCPs, Excel, PowerPoint, Chrome, and more. The full analyst toolkit.
Built by analysts. For analysts.
The desk-ready course that teaches you to run real IB and PE workflows with Claude. Models, TAMs, CIM reads, and market overviews, the way the desk actually expects them.
For students recruiting into IB and PE, interns and analysts starting on the desk, and working analysts who want to be more efficient.
Built by seasoned juniors at top investment banks and private equity firms who rebuilt the analyst workflow around AI from the ground up.
Lifetime access. Every future update included.
3-Statement Model Builder
Bottoms-Up TAM
CIM Read & Summary
Market Overview Draft
50+ skills / prompts
+ every future update
Trusted by students from
Where our students and analysts work
The gap
Every analyst is being asked to use AI. Most have no idea how to do it well.
Generic AI tutorials teach you to write emails and summarize articles.
None of them teach you to build a 3-statement model with Claude. None show you how to run a CIM read, build a bottoms-up TAM, or draft a market overview the way the desk expects it.
The firms are already testing for this. The question is whether you walk in ready, or spend your first six months figuring it out the hard way.
What's inside
The exact playbook top analysts run every day.
Prompt like a top analyst
Work with the right context, structure, and intent to get institutional-quality output every time.
Build guardrails that hold up
The audits and checks that make your work accurate, compliant, and something you'd actually submit.
Models, TAMs, and market overviews
Full 3-statement models, bottoms-up TAMs, revenue builds, and market overviews with a repeatable AI process.
The Elite Analyst skill library
50+ prebuilt skills / prompts built for real analyst workflows. Drop them in and go.
Walk in ready
Enter the superday, the desk, or the next deal already fluent in the AI-native workflows firms are testing for.
30+
Lessons across 8 modules
5+
Hours of content
50+
Prebuilt skills / prompts
Lifetime access. Every future update included automatically.
The curriculum
30 lessons. 8 modules.
50+ skills / prompts.
See every module, lesson, and drop-in skill and prompt that comes with the course, all in one place.
Who it's for
Who is this designed for?
Whether you're just starting to recruit or already on the desk, this course meets you where you are.
Freshmen
Build fluency before you ever pick up the phone.
01
Landing your first internship is the hardest step. Firms hesitate to invest in training, and competition is high.
02
A credential like this signals you can contribute from day one with skills most teams are still adopting.
03
Walk into networking calls with practical AI fluency, not theory.
Sophomores
Finish before recruiting season and stand out.
01
Recruiting has never been more competitive, and firms increasingly test for AI capabilities directly in interviews.
02
Finish before recruiting season and you'll speak to real, job-relevant work you've built with Claude.
03
Show up to superdays with AI-first materials that are hard to ignore.
Juniors
Turn the internship into a return offer.
01
IB internships come with real pressure, and return offers are far from guaranteed.
02
Show up fluent in AI workflows with a built-out skill library and you'll be a high-impact intern from week one.
03
Your job is to make your team's life easier. This skillset lets you do exactly that.
Seniors
Readiness is the edge on day one.
01
Whether you have an offer lined up or are still searching, readiness is the edge.
02
These skills let you streamline workflows, produce higher-quality output, and accelerate through the learning curve from day one.
03
Bring demonstrable value to the desk before anyone has to teach you the basics.
Current Analysts
The difference is efficiency.
01
These workflows mirror much of what you already do. The difference is efficiency.
02
Apply Claude effectively and you'll cut manual work, reclaim hours, and focus on higher-value tasks.
03
Build the fluency that earns firm-wide reputation and gets you staffed on the best deals.
Who built this
Junior professionals at top private equity and investment banking firms.
Most AI content is academic. None of it is built through an analyst's lens, and none of it teaches you to work the way the desk actually requires: efficiently, safely, auditably. So we built the course we wish we'd had. We're PE and IB juniors who got tired of losing hours to work AI should have handled in minutes. We figured out how to do it right, and we put the workflows and processes we learned, through countless hours on the desk, in here.
Experienced juniors
Built by people doing the work right now, not professors or course-sellers a decade removed from the desk.
Top firms
The analysts behind this sit at brand-name PE and IB shops, where the bar for output is highest.
Real, tested workflows
Every workflow here runs on our actual desks. Nothing theoretical, nothing untested.
Built at the desk
Born from real deadlines and real pressure, the way the job actually demands it, not a whiteboard exercise.
Practitioners, not academics
We learned this by doing the job, then put what worked into the course.
Enroll
Get the course.
Everything you need to walk in AI-native.
One payment. Lifetime access. The complete analyst playbook plus the full skill and prompt library, updated automatically as the surfaces change.
No subscription. Pay once, keep it for life, and get every future lesson and skill the moment it ships.
Claude for Investment Banking
$299
one-time payment
lifetime access
lifetime access
- 30+ lessons across 8 modules
- 50+ prebuilt skills / prompts
- Full 3-statement, TAM, revenue-build, and market-overview workflows
- The audit and guardrail system
- Lifetime access, every future update included
Payment is secure. Access is immediate.
The desk is already using AI. The only question is whether you are.
Enroll today and walk in ready.
Enroll nowFAQ
Questions, answered.
Yes. You'll need a Claude Pro or Max plan to run the workflows alongside the lessons. The course assumes you have access to the same surfaces used on screen.
Both. The foundations, surfaces, and most workflows (modeling, TAM, market overviews, data-room work, meeting prep) apply equally to IB, PE, growth equity, and corporate development. PE-specific workflows are called out where they differ.
Yes. If you're already doing this work, the value is efficiency. The course shows you how to compress what takes hours into minutes, how to layer in audits so errors get caught before they ship, and how to build reusable skills that make you faster on every future deal.
The course is built around Claude because Claude leads on the analyst surfaces (Excel, PowerPoint, Chrome, Skills, Projects). But the workflows, prompting habits, guardrails, and audits transfer to any other model your firm may use.
The course is built as a living curriculum. New lessons drop whenever Anthropic ships something meaningful. Every update is included in your access.
It's 30 lessons across 8 modules, roughly 5 hours of on-demand video plus hands-on exercises. The course is fully self-paced. Work through it in order or jump to the workflow you need, and keep lifetime access to revisit anytime.
The course is $300, a one-time payment for lifetime access, including every future lesson and skill we add.