Course information
What you'll actually build.
Thirty lessons across eight modules, plus a library of 50+ prebuilt skills and prompts. Here is exactly what you get with the course.
30+
Lessons across 8 modules
5+
Hours of content
50+
Prebuilt skills / prompts
Introduction
Modules
The full curriculum.
Eight modules, thirty lessons, from AI fundamentals to full financial models and live exercises. Expand any module to see what it covers.
- The Problem & What We'll Cover
- How This Course Works
- Common Analyst Workflows
- How to Prompt
- The Standard AI Process
- Getting Set Up with Claude
- Creating a Project
- Creating a Project - Exercise
- Creating a Skill
- Creating a Skill - Exercise
- MCP
- Building Formulas From Scratch
- Auditing & Debugging Formulas
- Turning Data Into a Deck
- Understanding Claude in Chrome
- Web Scraping With Teach Mode
- Building a Recurring Research Workflow
- Locking In Your Slide Format
- Drafting Slides in Visualizer
- Auditing & Updating a Deck
- Data Intake
- Model Mapping
- Analysis Cuts
- Audit
- Scenario Analysis
- Understanding the Revenue Build
- Bottoms-up Revenue Build Exercise
- Understanding TAM
- TAM Analysis Exercise
- Building a Public Company Financial Model
50+ prebuilt skills / prompts, included.
Drop-in skills and ready-to-paste prompts built for real analyst workflows. Yours the moment you enroll.
Skills install and run
Analysis Cuts
Annotated Stock Chart
Audit Model
Categorization-Based Market Map
Check Deck
Check Model
Company Newsletter
Comps Screening
Competitive Matrix
Data Intake
Data Visualizer
Deal Call Notes
Earnings Analysis
Execution Analysis
Financial Model
FSI Comps Analysis
FSI Strip Profile
GTM Analysis
Key Definitions
M&A Analysis
Model Walkthrough
Networking Mail Merge
Problem-Based Market Map
Product History
Product Overview & Pricing Analysis
Prompt Generator
Prompts copy, paste, go
PowerPoint Persistent Instructions
Company Overview
Company Profile (Chrome)
Comparable Screening From Universe
Excel Context
Financial Modeling Best Practices
Excel Formatting
Industry Overview
Learning About a Firm
Learning About a Firm's Deals
Market Mapping
Model Structure Mapping
Model Walkthrough
Planning
Primary Sources Only
Project Creation
Assumption Commentary
Scenario Analysis
Public Company Universe
Recruiting Workflow
Recruiting Workflow (LinkedIn Extractor)
and more