30-Day AI Challenge

Set up ChatGPT/Claude with your firm's investment thesis parameters

Master the four building blocks of effective prompting

Perform iterative refinement on a 10-K to isolate risk footnotes

Analyze a P&L as a "Skeptical Senior Associate"

Build a reusable fact sheet for your firm's investment history

Create a prompt to identify top 20 competitors in a target sector

Use AI to find companies similar to your successful portfolio companies

Deploy an AI agent to draft personalized founder outreach emails

Build an automated brief tracking hiring velocity and executive turnover

Rank 100 prospects by CAGR and EBITDA thresholds

Synthesize a 100-page CIM into a structured 3-page Initial Assessment

Extract risks from customer concentration clauses in the VDR

Summarize multi-tab Excel models into key takeaways

Scan news and sentiment for ESG red flags

Use Jamie for bot-free management meeting notes and insights

Set up a Profit/Loss model in Excel using =RAND()

Implement NORM.INV(RAND(), mean, stdDev) for forecasting

Build a VBA Macro to run 10,000 iterations

Run What-If scenarios on exit multiples

Create Histogram and Cumulative Frequency charts

Automate IC memo executive summary using template-driven generation

Explain the "So What" behind financial trends

Articulate the value creation thesis with returns bridge

Cross-reference DD findings with investment thesis

Build a Monthly CFO-Ready One-Pager with visualizations

Build automated ingestion pipeline for deal sourcing

Build custom RAG to leverage institutional knowledge for new deals

Generate chart-ready data from financial models

Create "Deal-Team-as-a-Service" with specialized agents

Build an interactive dashboard to quantify your personal AI ROI