First-pass deal diligence in minutes, not hours.

If you work in investment banking, private equity, corporate development, or M&A advisory, you already know the problem. You have too much material to read and not enough time to read it carefully. A CIM lands on a Thursday afternoon. Diligence notes are scattered across three trackers. The IC memo section is due Friday morning. Your research files need to be organized before the management meeting Monday.

AI tools exist. You know they exist. But most of what you have seen is generic — productivity content written for people who have never touched a data room. You need something built for the actual work: CIM review, deal summary drafting, market maps, investment thesis drafting, IC memo sections, data room triage, source verification. And you need it built around the professional obligations that govern your work — NDAs, MNPI rules, firm policy, wall-crossing discipline, engagement letter terms.

That is what this course is.

The Leveraged Deal Professional is a 108-lesson self-paced course teaching Claude-anchored AI workflows for deal professionals operating inside investment banks, private equity firms, M&A advisory boutiques, corporate development teams, growth equity firms, search funds, and capital markets desks. Founding access is $395.

Who is this for?

Investment banking analysts and associates who need faster first-pass deal review. Private equity associates who need cleaner research organization and diligence tracking. M&A advisors who need to turn scattered notes into structured memos more efficiently. Corporate development professionals who need to prepare for management meetings faster. Anyone whose deal work involves repeated, structured, reviewable tasks — and who wants to do those tasks more precisely without sacrificing professional judgment or confidentiality discipline.

This is not a course for people learning what investment banking is. It assumes you already operate around transactions. It teaches you how to use Claude safely within that work.

What does the course actually cover?

The course is organized into four main learning tracks.

The first track is setup and discipline. You build your DEAL_CONTEXT.md file — a plain-text professional context file that anchors every Claude session to your role, your firm, your deal types, and your applicable restrictions. You learn the Red / Yellow / Green data classification system that separates what can touch AI tools from what cannot. You learn the tokenization regimen for sanitizing CIM and teaser content — replacing client names, target names, project codes, customer identifiers, and financial identifiers with canonical tokens like Company Alpha, Target A, and Project Delta before any AI workflow begins. You complete the Foundation Gate: five professional acknowledgments covering clean room setup, sanitization discipline, full professional responsibility retention, manual source verification, and firm policy compliance. The Foundation Gate is not a formality. It is the professional posture that makes everything else safe to execute.

The second track is deal review, research, and drafting. You learn deal overview extraction — how to use Claude to pull a structured business description, revenue model, customer segment summary, and diligence question list from sanitized deal materials. You learn CIM and teaser issue spotting, management presentation summarization, and first-pass deal summary memo drafting. Then you move to research organization: company profile workflows built from public sources, market map construction across competitors and buyers, public filing and transcript parsing using 10-Ks, 10-Qs, S-1s, and earnings transcripts, and buyer and investor research preparation. You learn to build a source pack verification ledger that separates provided facts, verified public information, and open analytical questions — so every claim in your output traces back to a source.

The third track is red-teaming, diligence, and verification. You learn to code a skeptical investment committee persona in Claude and use it to pressure-test deal theses, valuation assumptions, market size claims, and growth projections before they reach senior review. You learn buyer objection and lender concern mapping, downside case question workflows, and data room triage — how to turn a messy VDR file index into a structured work plan with categories, missing items, and follow-up assignments. You learn the hallucination screening habit for market and company facts, the deal professional liability firewall, and the supervision checklist that integrates with your firm's existing review practices.

The fourth track is your prompt vault and SOP binder. You build a personal prompt registry with 40-plus copy-and-paste deal prompts across 18 workflow categories. You version your workflows, log prompt failures, and run a 90-day calibration plan. You complete the course capstone: a 17-section SOP binder in fillable PDF, editable Word, and printable checklist formats — your personal operating manual for AI-assisted deal work, customized to your role, your firm, and your applicable professional standards.

What does the core rule of this course say?

Claude drafts, organizes, summarizes, compares, and pressure-tests. The deal professional verifies, reviews, decides, escalates, and owns the work.

Claude is not the banker. Claude is not the investor. Claude is not compliance. Claude is not counsel. Claude is not the investment committee. You are.

The course is explicit about what Claude must never be used for: investment recommendations, valuation conclusions, fairness opinions, final diligence conclusions, MNPI handling decisions, wall-crossing decisions, or final client communications. Those remain with the professional.

What do you leave with?

You leave with a practical Leveraged Professional workflow system you can use on a live deal Monday morning. Faster first-pass CIM review. Cleaner research organization. More structured diligence tracking. Better-organized IC memo sections. A personal prompt vault. A 17-section SOP binder built for your practice. And the professional discipline to use all of it without exposing yourself, your firm, or your client.

Founding access is $395. The price rises to $795 as the production content set expands. No countdown clocks. No artificial urgency. The price moves when production maturity criteria are met.

If you are a deal professional who wants practical AI workflow leverage without sacrificing the professional standards your work depends on, this course was built for you.