The Complete AI Toolkit for IB Analysts
Rogo – AI-Driven Deal Research & Company Intelligence [4 of 7]
In week 4, get hands on with Rogo and discover how you can transform your deal research and company intelligence workflows with real-time AI-powered financial data.
May 6
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical training
Led by
FE Instructor & former Merrill Lynch analyst
Rogo – AI-Driven Deal Research & Company Intelligence [4 of 7]
In week 4, get hands on with Rogo and discover how you can transform your deal research and company intelligence workflows with real-time AI-powered financial data.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
From Screening to Pitch Book in Minutes With Rogo
Stop piecing together company profiles from five different sources. Rogo delivers real-time financial intelligence purpose-built for investment banking workflows.
Company profiling automation.
Generate comprehensive target profiles with financials, ownership, and key metrics. Get a pitch-ready company overview without spending hours pulling data from multiple terminals.
Comparable company analysis.
Identify and screen peers based on sector, size, geography, and metrics. Build a defensible comps universe faster than manually filtering through databases.
Precedent transaction research.
Pull M&A deal data, multiples, and transaction structures. Surface the precedents that support your valuation without digging through deal databases one entry at a time.
Earnings call analysis.
Summarize management commentary, guidance, and Q&A themes across multiple companies. Stay current on sector coverage without listening to hours of calls.
Industry research acceleration.
Synthesize market trends, competitive dynamics, and growth drivers into concise narratives. Turn a pile of broker research into the industry overview your pitch book needs.
Pre-meeting preparation.
Generate client briefing materials with recent news, financials, and talking points. Walk into every meeting with the context your senior banker expects you to have.
IB Analyst Use Cases.
Building company profiles for pitch books, screening M&A targets for sell-side mandates, pulling precedent transactions for fairness opinions, analyzing earnings transcripts for sector coverage, generating industry overviews for management presentations, preparing pre-meeting briefs for senior bankers.
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.