Executive / Asset Mgmt Track
Coming June 6
For Sam, Brian, asset managers, and acquisitions. AI for portfolio synthesis, deal-flow analysis, IC memos, board materials, investor narratives.
What This Track Will Cover
- Pulling KPI and portfolio insights without running scripts yourself
- Stress-testing acquisition assumptions with AI before IC
- Drafting IC memos from raw DD packets
- Synthesizing market intel from research and call recordings
- Recommended first runbooks: F1 KPI Cycle · IC Deal Tracker · Sage Brand
- Recommended Claude agents: Acquisition Auditor · Market Intelligence Analyst · Board Reporting Synthesizer