Training & Enablement
AI training built on your real work
Role-specific programmes for investment banks, funds, advisory firms and finance functions, built around your workflows and document formats. Delivered by practitioners who have done the work and trained the models.
Formats
One programme, several formats
We build one programme around your team, then deliver it as a briefing, a workshop or an ongoing standard.
Executive briefings
What changed, what matters, and the risk and operating implications.
Team workshops
Half-day or full-day, hands-on, built around your own work.
Role-based programmes
Analysts and associates, senior deal-makers and investors, finance teams, operations, leadership.
Internal standards
Approved tools, data rules, verification expectations, reusable prompt and workflow libraries.
Train-the-trainer
Internal champions who can carry the standard after we leave.
Measurement
Baseline before, then post-programme proficiency and adoption.
Method
What a programme looks like
Foundations, security & reliability
Hands-on end-to-end workflow on a live case in your formats
Skills, tools, integrations & reusable team workflows
Agents in practice: a supervised "virtual employee" demonstration, controls and roadmap
Every programme is built for the client. Modules, case and outputs change; the method doesn't.
Why it's different
Built around finished work
Every exercise ends in a finished professional output.
Verification and confidentiality taught as part of the workflow.
Leaves behind reusable team assets.
Delivered by people who have done the job.
Proof
A practical AI workshop for an M&A deal team
M&A advisory firm: half-day workshop for the deal team
- 1. Foundations, security and reliability
- 2. Hands-on M&A workflow: one continuous case from research and screening to draft IM and pitch content in the client's own formats
- 3. Skills, tools, integrations and reusable team workflows
- 4. Managed "virtual employee" demonstration with controls, approval gates and an implementation roadmap
Targets set with the client: 80%+ weekly active use within three months · 40–60% time saving on first-pass work · every output cited and verified.
The team left with a reusable method and written standards.
Partners have produced specialist financial-modelling training data for a frontier AI lab, so they know first-hand what rigorous, reviewable AI work requires.
Bring us one workflow or one business unit.
We'll tell you where AI is worth applying, what it would take, and what we would do first.
Discuss a programme