Free Course — 12 Interactive Modules

Enterprise AI
Adoption Guide

Take your firm from zero to hero in AI. Built for associates, directors, and VPs at hedge funds, investment banks, private equity, and venture capital firms.

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Interactive modules

Skill tiers

Free

No credit card

What you'll learn

How AI works — explained for decision-makers, not engineers

Prompt engineering with financial services templates you can copy

AI governance frameworks for regulated industries

How to build the business case and run a pilot

AI agent workflows for deals, compliance, and portfolio monitoring

A personalised 90-day AI transformation blueprint

Course modules

Foundation

— AI literacy, mental models, and governance

The AI Landscape

Why your firm cannot afford to wait

How AI Actually Works

The mental model for decision-makers

Prompt Engineering

Get institutional-quality output every time

Governance & Compliance

Adopt AI without regulatory exposure

Practitioner

— Hands-on tools, team workflows, and ROI

Claude as Your AI Analyst

Document analysis, research, modelling

Collaborative Workflows

From individual to team-level AI

MCP: Enterprise Tools

Connect AI to your existing systems

Building the Business Case

Get budget, buy-in, and momentum

Advanced

— Strategic deployment and transformation

Deal Lifecycle Automation

Sourcing through exit with AI agents

Compliance & Risk Ops

Automate monitoring, KYC/AML, audit trails

AI Strategy & Roadmap

From pilot to production at scale

Capstone Blueprint

Your personalised transformation plan

See AI on your actual documents

Send us one DD document, earnings transcript, or investment memo. We'll show you AI analysis on YOUR work in a free 15-minute live session.

Book your free 15-min demo