This is desk-ready. Built for students recruiting into IB and PE, juniors and seniors starting their internship or full-time role, and current analysts who want to be more efficient on the desk.
Built by Seasoned Juniors at Top Investment Banks and Private Equity Firms who have rebuilt the analyst workflow around AI from the ground up .
Generic AI tutorials teach you how to write emails and summarize articles.
None of them teach you how to build a 3-statement model with Claude. None of them show you how to run a CIM read, build a bottoms-up TAM, or draft a market overview the way the desk actually 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
Projects, Skills, MCPs, Excel, PowerPoint, Chrome, and more, the full analyst toolkit.
Learn to work with the right context, structure, and intent to get institutional-quality output every time.
The audits and checks that make your work accurate, compliant, and something you'd actually submit.
Full 3-statement models, bottoms-up TAMs, revenue builds, and market overviews with a repeatable AI process.
Nearly 50 prebuilt skills built for real analyst workflows. Drop them in and go.
Enter the superday, the desk, or the next deal already fluent in the AI-native workflows firms are testing for.
Lifetime access.
Every future update included automatically.
Whether you're just starting to recruit or already on the desk, this course meets you where you are.
WHO BUILT THIS
Most AI content is academic – none of it is built through an analyst's lens. None of it teaches you how 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 wasting hours on work that AI should have handled in minutes. So we figured out how to do it right, and we put those workflows and processes we learned through countless hours in here
Built by people doing the work right now, not professors or course-sellers a decade removed from the desk.
The analysts behind this sit at brand-name PE and IB shops, where the bar for output is highest.
Every workflow here runs on our actual desks. Nothing theoretical, nothing untested.
Born from real deadlines and real pressure, the way the job actually demands it, not a whiteboard exercise.
We learned this by doing the job, then put what worked into the course.
Enroll today and walk in ready.
Enroll NowYes. 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.