Complimentary Webcast: Expert Perspective in Your AI Stack Idea Generation, Due Diligence, and Pre-Earnings Prep

AI tools can summarize, compare, and draft in seconds, and what they offer an investment team depends on the sources behind them. With expert perspectives built into your AI workflow, your deal team can draw on the Expert Content Library for a faster route to the questions that shape a thesis.

Learn from Dave Wang how to use AI platforms to quickly get signal from expert perspectives. In this complimentary webcast, he will show how to bring expert content into your AI stack and where it fits among the tools your team already uses, then demonstrate three use cases:

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• Idea generation: How to surface sectors, themes, and hypotheses worth pursuing by putting your questions to expert transcripts
• Due diligence: How to test a thesis against expert perspective and arrive at your next diligence call with sharper questions
• Pre-earnings prep: How to build a view ahead of earnings on the listed companies and comparables that matter to your portfolio

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Dave Wang is the CEO and Co-founder of Wall Street Prompt, an AI upskilling platform for finance professionals, and an AI Research Fellow at Harvard University’s Institute for Quantitative Social Science. He previously led Crypto and FinTechat SoftBank’s Latin America Fund and founded and exited 99 Capital, a cryptofund. Earlier in his career, he was an analyst at Morgan Stanley.

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Please note Dave will not discuss his former employers or current consulting or advisory work. He may have additional limitations to what he is permitted to discuss and will decline to answer questions related to confidential matters.