The Complete AI Toolkit for IB Analysts
Claude – Pitch Book Creation and Presentation Design [5 of 7]
Week 5 takes Claude into the pitch book itself. See how the best analysts are using AI to go from raw analysis to presentation-ready decks faster than ever before.
May 13
09:00 New York | 14:00 London
Online
Live & interactive
60 min
Practical training
Led by
Instructor TBC
Claude – Pitch Book Creation and Presentation Design [5 of 7]
Week 5 takes Claude into the pitch book itself. See how the best analysts are using AI to go from raw analysis to presentation-ready decks faster than ever before.
£39 (Inc Tax)
30-Day Money-Back Guarantee T&C apply
3000+ students enrolled
The Pitch Book Bottleneck, Solved With Claude
Every analyst knows the pain: rebuilding decks, reformatting slides, waiting on feedback loops. Claude now plugs directly into PowerPoint to turn your analysis into polished presentations.
Pitch book generation from prompts.
Create full pitch book drafts in PowerPoint directly from Claude, including company overviews, transaction rationales, and market context slides.
Document-to-deck conversion.
Upload CIMs, research reports, or Word memos and have Claude extract key content into structured, formatted presentation slides. No more manual copy-paste between documents.
Transaction structure and process slides.
Generate M&A structure diagrams, deal timelines, and sources & uses slides with clean formatting. Get the process pages done so you can focus on the substance.
Competitive landscape and market overviews.
Build sector maps, competitive positioning slides, and industry trend summaries for management presentations. Turn raw research into a visual narrative in minutes.
Investment thesis one-pagers.
Design executive summary slides and single-page investment highlights for client presentations and internal reviews. Distill the full story into one clean page.
Deck editing and reformatting.
Upload existing presentations for Claude to restructure, update content, standardize formatting, and add new sections. Repurpose last quarter’s deck without starting over.
Iterative refinement workflows.
Use conversational prompts to revise slide content, adjust messaging for different audiences, and produce multiple versions for senior banker review. Iterate in seconds, not hours.
IB Analyst Use Cases.
Generating first-draft pitch books from deal memos and CIMs, converting research reports into formatted client presentations, building transaction structure and process slides for live M&A deals, creating competitive landscape decks for sector coverage, producing investment thesis one-pagers for internal review, reformatting and updating existing pitch decks for new mandates.
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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.