Agentic AI tools in PE

Are any of your guys' firms using Claude for excel or any other agentic AI tools to make your workflows more productive?

520 WSO Academy Private Equity Session Reviews: 4.82/5

Pontifical Catholic University of Peru

Class of '18 Nov 2026 Cohort

5.00/5

Private Equity LinkedIn Review

“Helpful session. We went through my LinkedIn profile line by line, and the feedback was honest and practical, not generic advice you could find online. A few things I thought were fine actually needed rewording, and once they pointed them out it made total sense. I also came away with some specific points to add that I hadn’t considered, especially around how I present my M&A and project finance experience. I’ve already started making changes and the profile feels a lot more polished. Thanks a lot!”

Institute of Technology of Monterrey

Class of '18 Jun 2026 Cohort

4.70/5

Private Equity Other

“I appreciated John sharing a list of headhunters after the session, which was useful. During the call, though, I had to ask very specific, in-depth questions to get any input, and the conversation felt one-directional. More proactive guidance and practical insights would make his sessions much more valuable for mentees.”

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FinanceFan4205

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Spot Price of Silver

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Assist. VP in PE - LBOs

8mo

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Authored by: Certified Private Equity Professional - Assistant Vice PresidentCertified Private Equity Pro

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Agentic AI tools in PE

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Agentic AI tools in PE

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