Looking for reputable AI consultants (not technology platforms or tech service providers) that offer virtual live and/or recorded trainings - starting with 101 specifically for mid/back office folks in private markets (pe, real estate, etc.) and also for fundraising, cap formation, marcomms folks - (like basics of claude, chat gpt) initially and then moving on from there - thanks all
| +30 | Imposter Syndrome: PE to Publics | 4 | 6d |
| +29 | Committing to CD&R? | 17 | 16h |
| +22 | Hours at MF Infra Funds in London | 5 | 12h |
| +14 | London Version: PE Check-in on Attrition, Promotions and State of Play | 6 | 4d |
| +12 | Consumer PE is dying/dead? | 1 | 13h |
| +12 | Which PE funds are actually great investors | 1 | 4d |
| +10 | Graduating Before Junior-Summer PE/Growth Internship — How Should I Approach the Firm? | 2 | 7h |
| +9 | Post-Banking Seats | 3 | 3h |
| +9 | MM IB Chicago Exits | 3 | 5d |
| +7 | Investindustrial | 3 | 4d |
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I use AI constantly for finance—everything from analyzing earnings calls and building financial models to researching industries, competitors, and market trends. The biggest challenge isn’t getting answers anymore; it’s keeping all the context organized across dozens of reports, filings, spreadsheets, and conversations.
That’s why I’ve been using
http://trustgraph.ai/ Instead of treating every prompt like a fresh start, it connects information into a context graph, so relationships between companies, metrics, assumptions, and previous analyses persist over time. It feels less like searching through notes and more like building a knowledge base that AI can actually reason over.
For finance work, that means I spend less time re-explaining context and more time analyzing the business. It’s become one of the more practical open-source AI tools I’ve used because it improves the quality of long-running research instead of just making individual prompts better.
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