Generative AI-Driven Insights for M&A, Venture Capital, and Private Equity Professionals

Leverage Generative AI to uncover game-changing insights, enhance deal evaluation, and create value-driven investment strategies.

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Course Overview

Generative AI is revolutionizing the way legal professionals navigate financial transactions, mergers and acquisitions (M&A), regulatory compliance, and corporate legal matters. This course is designed specifically for M&A professionals in the financial sector who want to harness the power of AI to streamline operations, enhance decision-making, and improve accuracy in high-stakes corporate transactions.

Through real-world case studies, hands-on demonstrations, and expert-led discussions, you’ll explore how GenAI can assist in document review, contract drafting, regulatory monitoring, risk assessment, and even negotiations. Whether you’re advising clients on M&A deals, structuring complex financial transactions, or ensuring regulatory compliance, this course will provide you with actionable insights into how AI-driven tools can significantly enhance your legal practice.

This course will empower finance professionals with hands-on programming skills and the ability to integrate advanced AI models into their financial operations. This course is not just about theory—it provides practical experience using Python to harness the full power of FinGPT and ChatGPT.

Master AI-Driven Financial Operations

Gain hands-on expertise in using Generative AI tools like FinGPT and ChatGPT to automate critical processes, including due diligence, document review, contract drafting, and regulatory compliance. Learn how to integrate AI into your workflows to enhance efficiency, reduce errors, and make data-driven decisions with precision.

Develop Practical Python Programming Skills

Build and implement AI-powered solutions using Python. From automating market sentiment analysis to designing custom AI models for financial transactions, you’ll acquire the technical skills needed to create cutting-edge tools tailored to M&A, Venture Capital, and Private Equity.

Enhance Strategic Decision-Making

Learn to leverage AI insights to identify investment opportunities, assess risks, and optimize deal execution. With practical applications of Generative AI in negotiations, portfolio management, and complex transaction structuring, you’ll leave equipped to lead in high-stakes financial environments.

Who this course is for

  • Investment Bankers, Mergers and Acquisition professionals and Venture Capitalists looking to enhance their skills by integrating Genearative AI-driven solutions.
  • Finance professionals who want to automate repetitive tasks like report generation and sentiment analysis.
  • Investment managers aiming to use Generative AI for improving deal making, preparing better term-sheets and reducing deal-making time

This course includes:

  • 20 interactive live sessions
  • Direct access to instructor
  • Projects to apply learnings
  • Guided feedback & reflection
  • Private community of peers
  • Course certificate upon completion
Integrate Live Trading Models with Custom GPTs
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Build a Robo Advisory
Create a robo advisory with FinGPT
Create a Capstone Project
Build your own trading model with live data

Course Curriculum

Module 1: Understanding GenAI’s Role in M&A and Investment
Introduction on the strategic role of GenAI in M&A and investment operations.

Module 2: Practical Applications of GenAI for Comparative Analysis
Train professionals to conduct financial and market comparisons using GenAI as a cost-effective alternative.

Module 3: Streamlining Document Summarization for Faster Deal Closure
Learn to summarize complex documents quickly and effectively using GenAI.

Module 4: Drafting Effective Term Sheets with GenAI
Use GenAI to draft structured, legally sound term sheets.

Module 5: Enhancing Post-Deal Integration and Synergy Assessments
Apply GenAI to identify synergies and plan post-deal integration.

Module 6: Compliance-Friendly GenAI Practices and IT Considerations
Ensure participants know how to align GenAI use with IT compliance and regulatory standards.

Capstone Project:
Integrate all skills learned into a project that showcases their ability to use GenAI across various M&A or investment tasks.

Tutor Certificate KU

What People are saying

You rarely come across standout talent like James. I had the pleasure of working with him for one year at Narvar, collaborating on the JPMorgan bank transition from SVB, JPM debt financing, and the Trovata implementation. I was particularly impressed by James' ability to effortlessly handle even the most demanding tasks to make sure all our projects were implemented on time and under budget. That skill often takes years to develop among Finance Transformation professionals, but it seemed to come naturally to him.
Pierremasse
Pierre Masse
Controller at Vumedi
James is one of the most forward-thinking and innovative managers that I have ever had the pleasure of working with. I learned so much in the year that I was a member of his team. James excels in his ability to keep on top of daily challenges while looking ahead at any technological developments that can aid his team's mission. He always took the time to answer my many questions in a thoughtful and considerate manner. Any team will greatly benefit from his leadership, and any intern will greatly benefit from his mentorship!
EricaCalvache
Erica Calvache
Management Consultant
James gets what's essential and takes action. His instinct about the investment portfolio was accurate. He gave practical input and feedback, which allowed me to produce some really good work that he then used to make some important changes at Salesforce. I think he is naturally a great manager and leader, and I would definitely work with him again.
TracyRabold
Tracy Rabold
Business Insights Manager
James is a highly talented individual with many outstanding qualities which allowed his contributions to be felt across the organization. In his treasury role, we worked together in correctly characterizing and messaging around certain high profile metrics which Wall Street consistently measured and watched. I think James has a great deal of organizational savvy and has the potential to be a great leader.
DominicPaschel
Dominic Paschel
Board Member
Why Choose Cohort Based Learning Courses?
Collaborative Learning
Engage with a community of motivated peers, exchanging ideas, insights, and challenges to foster deeper learning.
Expert-Led Training
Learn directly from industry leaders and practitioners who bring real-world knowledge and experience into the course.
Accountability & Structure
Stay on track with clear goals and schedules, ensuring steady progress through regular milestones and deadlines.
Interactive Learning
Participate in live discussions, Q&A sessions, and collaborative projects that make learning dynamic and hands-on.

Student Ratings & Reviews

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Must-have skills for M&A professionals.

Frequently Asked Questions

What is the course about?

This course equips finance professionals with hands-on Python skills to integrate FinGPT, CustomGPT, and Generative AI models into financial workflows, improving data analysis, decision-making, and automation.

Who is this course for?

It’s ideal for finance professionals like traders, analysts, investment managers, and data scientists who want to harness AI in finance.

What prerequisites are needed?

Basic knowledge of Python and finance concepts is recommended, but not mandatory.

Is this course live or self-paced?

This is a live course starting in April 2025, with real-time instructor interaction and practical exercises.

How long is the course?

The course duration is 30 hours, delivered over 6 weeks.

What will I learn?

You will learn Python-based AI implementation, automating financial workflows, sentiment analysis, model training, integration, and ethical AI practices.

What tools and libraries are covered?

We cover Python libraries like Pandas, NumPy, Scikit-learn, and APIs for FinGPT and CustomGPT integration.

Will I work on a project?

Yes, you’ll complete a capstone project to build a custom AI financial solution using Python and FinGPT/CustomGPT.

Is there a certificate?

Yes, participants will receive a certificate upon successful course completion.

How much does the course cost?

The course is priced at $750.

Are scholarships or discounts available?

Discounts may be available for early sign-ups or group enrollments. We are working on a scholarship project. 

How can I enroll?

Just click on the Enroll Now button of our website. 

What support will I get?

You’ll have access to instructors, live Q&A sessions, and a community of peers for collaboration and support.

Why should I choose this course over others?

This course stands out by offering a practical, hands-on learning experience designed specifically for financial professionals. Unlike many generic AI courses, it focuses on leveraging cutting-edge tools like FinGPT and CustomGPT, empowering you to solve real-world financial challenges. The course is led by Pablo M, a seasoned expert in algorithmic trading and quantitative finance. Pablo brings years of industry experience and a deep understanding of Python, Generative AI, and their applications in finance, ensuring that you gain actionable insights and the skills needed to excel in your role. With a blend of theory, practice, and a capstone project, this course equips you with the knowledge to future-proof your career in a rapidly evolving industry.

$750.00
  • Level
    Intermediate
  • Total Enrolled
    8
  • Duration
    30 hours
  • Last Updated
    January 13, 2025
  • Certificate
    Certificate of completion