A disciplined, premium workflow for senior deal professionals.

This is a five-minute overview of The Leveraged Executive for Deal Professionals, a course for senior deal professionals — managing directors at investment banks, M&A partners at boutique advisory firms, senior partners in private equity and venture capital, and corporate development executives carrying significant transaction portfolios.

Let me start with the core idea, because it shapes everything else in this course.

Senior deal professionals do not need AI to do the deals. They already know how to do the deals. What they need is for AI to remove the operational friction that prevents them from spending their time on the judgment work only they can do.

The MD who spends two hours a week rebuilding a deal memo template is spending senior-MD time on something that should take twenty minutes. The partner who manually tracks 12 active transactions across email threads and spreadsheets is operating without the portfolio visibility their seniority requires. The senior professional who hasn't built meaningful personal IP in three years because there's never time is forfeiting a compound career asset. This course is designed to address exactly those gaps.

Who this course is for

The ideal student has 15 to 30 years of transaction experience, typically carries 8 to 20 simultaneous active and prospective transactions, manages a team of VPs, associates, and analysts, and earns at the senior-MD or senior-partner level. You already know how deal economics work. This course teaches you how to use Claude — specifically — as a deal portfolio intelligence system, a strategic thinking partner, and a personal IP development engine, while keeping your judgment where it belongs: with you.

Module 1 — Senior Deal Professional Identity Framework

The first thing you build is your own capacity audit — an honest accounting of where your hours actually go versus where a senior MD's hours should go. You produce a Contribution Map: what only you can do, what your team can do under your direction, and what AI can support. You also complete a Stop-Doing Inventory, which is often the most clarifying exercise in the entire course. The deliverable you leave with is a documented Personal Capacity Framework saved to your SOP Binder.

Module 2 — Deal Portfolio Intelligence Desk

This is the working system for managing 8 to 20 simultaneous transactions with clarity — a Deal Portfolio Inventory, a Deal Portfolio Dashboard for identifying patterns, risks, and capacity issues across the full portfolio, and a Weekly Portfolio Scan workflow you can run in under an hour. The portfolio is also where wall-crossing discipline, MNPI handling, and Section 10b-5 considerations become portfolio-layer concerns rather than deal-specific ones, and this module addresses that directly.

Module 3 — Transaction Economics and Personal P&L

Senior deal professionals often have a clearer view of deal economics for clients than they do for themselves. This module builds your personal P&L framework — fee economics and deal profitability at the individual level, origination credit management, team economics and leverage ratios, and carry economics for PE and VC contexts. You leave with a working Personal P&L template and a Fee Economics template calibrated to your practice.

Module 4 — Strategic Thinking Partner Workflows

The core principle — established in Lesson 4.1 — is that Claude is a decision partner, not a decision maker. The workflows that follow include the Strategic Deal Acceptance Workflow for major mandate decisions, the Client and Sponsor Retention Strategy Workflow, the Practice Direction Workflow, and the Competitive Positioning Workflow. The module also includes an Executive Briefing Memo template and a Risk Review Process for evaluating AI outputs before they inform transaction decisions. Every workflow is built around the principle that the senior MD directs, reviews, and owns. Claude organizes complexity and surfaces patterns.

Module 5 — Relationship Portfolio Strategy

You build a Relationship Quality Assessment Framework that evaluates relationships across economic, strategic, and risk dimensions. You develop a cross-selling discipline and a systematic institutional client cultivation workflow. Many senior deal professionals have inherited their relationship portfolios rather than designed them; this module introduces the analytical structure to manage that portfolio intentionally.

Module 6 — Personal IP and Market Authority

You develop a Senior-MD Strategic Writing Format, build your Internal Authority Asset System, and establish a sustainable weekly routine for producing and maintaining personal IP using Claude as a drafting partner. This module is framed as an in-firm activity — for the senior MD who is still inside the firm and building authority within it.

Modules 7 and 8 — Team Leadership and Senior Risk Management

The AI Supervision Documentation Workflow in Module 7 is specifically designed for the senior MD who has junior team members using AI tools under their direction — building the supervisory documentation discipline that demonstrates appropriate oversight of AI-assisted deal work. Module 8 addresses portfolio-layer risk: wall-crossing discipline at portfolio scale, the Section 10b-5 and Regulation FD frameworks across the active portfolio, conflict management across simultaneous mandates, and applicable supervisory liability considerations.

Modules 9 and 10 — Network and 90-Day Plan

Module 9 covers network maintenance and strategic optionality — reactivating and maintaining the 15 to 25-year transaction network, and beginning to think about what comes next: board service, advisory roles, or the transition to a solo boutique practice. Module 10 brings everything together in a 90-Day Leveraged Executive Plan and delivers the complete Senior Deal Professional SOP Binder — a working operational document you leave the course with, not a framework you need to build from scratch later.

Is this a general AI course?

No. This course is built specifically around Claude and specifically around the senior deal professional's working context — MNPI discipline, wall-crossing protocols, deal portfolio management, and the regulatory environment of the transaction profession. Every workflow, prompt, and deliverable is calibrated to that context.

This course is not for deal associates and VPs at the practicing transaction level — there is a separate course for that audience. And it is not for senior deal professionals who have already left the firm and are building a solo boutique practice — that is a different course in the catalog.

What you leave with: a working Senior Deal Professional SOP Binder, ten operational frameworks covering deal portfolio intelligence through career-arc planning, and a set of Claude prompts tested in the senior deal professional context. The course is priced at $1,495 and is self-paced.

The Leverage Years is a calm, anti-hype catalog for accomplished professionals who want to use AI practically. No certifications. No leaderboards. No countdown clocks. Just usable systems built around the work you already do.