The Complete AI Toolkit for IB Analysts
Claude – AI for Due Diligence and Client Deliverables [3 of 7]
In week 3, get hands on with Claude and see how the world’s leading analysts are accelerating due diligence and producing client-ready deliverables in a fraction of the time.
April 29
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical training
Led by
FE Instructor & former Merrill Lynch analyst
Claude – AI for Due Diligence and Client Deliverables [3 of 7]
In week 3, get hands on with Claude and see how the world’s leading analysts are accelerating due diligence and producing client-ready deliverables in a fraction of the time.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
Read Less, Close More With Claude
Stop reading 200-page documents cover to cover. Claude is an AI assistant purpose-built for analyzing, summarizing, and drafting the documents that drive deal execution.
CIM and management presentation analysis.
Summarize 200+ page documents into key investment highlights. Get to the critical information in minutes instead of spending half a day reading through dense materials.
Legal document review.
Extract key terms from purchase agreements, credit agreements, and contracts. Surface the provisions that matter without combing through every clause manually.
Earnings call summarization.
Pull key themes, guidance, and Q&A insights from transcripts. Stay on top of sector updates across multiple companies without listening to every call.
Pitch book content generation.
Draft company overviews, transaction rationales, and strategic alternatives sections. Get a strong first draft you can refine instead of starting from a blank page.
Client communication drafting.
Generate first-draft emails, memos, and committee materials. Spend your time sharpening the message instead of wrestling with the blank page at 2am.
Due diligence Q&A automation.
Analyze management responses and flag inconsistencies across Q&A rounds. Catch the gaps and contradictions that could change the deal thesis.
Market research synthesis.
Consolidate industry reports into executive summaries. Turn a stack of broker research and market reports into a concise narrative for your pitch book or IC memo.
IB Analyst Use Cases.
Summarizing 300-page CIMs for internal review, extracting deal terms from legal documents, drafting pitch book company descriptions, analyzing earnings transcripts for sector updates, generating client email updates, synthesizing management Q&A responses, preparing investment committee memos.
Led by Industry Experts
FE Instructor + Former Merrill Lynch Analyst
Juan Cabrera
Juan holds a Ph.D. in quantitative finance and has been a CFA charter holder since 2013. He started his professional career as an analyst at Merrill Lynch.
With over ten years of experience developing and delivering programs for financial institutions, Juan has taught at investment banks, asset management firms, rating agencies, and sovereign wealth funds in the U.S., EMEA, APAC, and Latin America. Some of his areas of specialism include financial analysis, financial modeling, valuation, and deal structuring.
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Why Financial Analysts Are Signing Up
Learn from bankers, not technologists.
All sessions are taught by former IB analysts from Goldman Sachs, J.P. Morgan and Merrill Lynch. Instructors who’ve built the models, drafted the pitch books, and worked the 80-hour weeks. They know which tools actually save time and which create more work.
Hands-on, not theoretical.
Every session follows a practical format: live demos with real banking use cases, hands-on exercises, and Q&A. You’ll leave each session with workflows you can apply immediately.
Prompt libraries and templates included.
Each session comes with IB-specific prompts, downloadable Excel templates with AI integration workflows, and validation checklists to ensure AI outputs meet banking quality standards.
Deliver faster, cleaner work.
Cut model build time by 40–50%, automate comps generation, and produce higher-quality pitch materials. The analysts who master these tools will stand out.
Built for your schedule.
All sessions are recorded and available to rewatch at your convenience. The Wednesday slot is designed to work across London (2pm), New York (9am) and Frankfurt (3pm) time zones.
Accuracy you can rely on.
AI tools can make subtle errors with big consequences. Every session covers concrete validation techniques and modeling standards, so you can leverage AI as a productivity accelerator without fear.
Frequently Asked Questions
Where are they hosted?
All sessions are hosted online via Zoom. Recordings will be made available afterward.
Do Felix subscribers need to pay?
No! This is a premium virtual training session, but if you have an active Felix Boost or Pro subscription you can access the AI sessions via Felix Live at no extra cost. Visit the Felix Live section on Felix’s homepage to register.
What happens next?
After purchasing we will send you a welcome email containing all of the joining instructions for the session(s) you have access to. Please follow the instructions and use the links included to add the sessions to your calendar.
Can I buy the complete series?
Do I need prior AI experience?
No prior AI experience is required. We start with fundamentals and progress to advanced applications, ensuring accessibility for all skill levels.
Will the recording be available if I miss the live session?
Yes, all sessions are recorded and available shortly after for you to review at your convenience.
Can I purchase access for my team?
Absolutely. Contact our team for volume pricing and dedicated onboarding support for team enrollments.
Do I need to purchase the AI tool separately?
Tool access requirements vary. Most tools offer free trials or basic tiers. We’ll provide guidance on access options during each session, having immediate full access is not a requirement.
What if I work in a different time zone?
Sessions run weekly at 2:00 PM BST, that’s 9:00 AM in New York, 6:00 AM in San Francisco, and 3:00 PM in Frankfurt. If that doesn’t fit your schedule, all sessions are recorded. While live attendance offers the best interactive experience, you can watch recordings and submit questions for follow-up.
Will I receive continuing education credits?
Participants receive a certificate of completion. Check with your institution regarding CPE/CPD credit eligibility.