AI for Investment Banking: Leverage ChatGPT & DeepSeek
Leverage ChatGPT & DeepSeek for Financial Data Extraction and Analysis, Pitch Deck Creation, Investor Emails and More

AI for Investment Banking: Leverage ChatGPT & DeepSeek free download
Leverage ChatGPT & DeepSeek for Financial Data Extraction and Analysis, Pitch Deck Creation, Investor Emails and More
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 Learn
Enhance 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 Bankers
Mergers & 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 & Corporate Development Professionals
Equity Research & Hedge Fund Analysts
M&A Insurance Brokers
M&A Lawyers
M&A Accountants
Management Consultants (M&A)
Business & Finance Students