Description

Anthropic’s Claude now integrates directly with PowerPoint, enabling analysts to generate polished presentation decks from prompts, documents, and data. Building on the due diligence and research skills from Week 3, this session focuses on turning analysis into client-ready pitch books and presentations.

Learning Objectives

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1. Create full pitch book drafts in PowerPoint directly from Claude, including company overviews, transaction rationales, and market context slides.
2. Upload CIMs, research reports, or Word memos and have Claude extract key content into structured, formatted presentation slides.
3. Competitive landscape and market overviews: Build sector maps, competitive positioning slides, and industry trend summaries for management presentations.
4. Design executive summary slides and single-page investment highlights for client presentations and internal reviews.
5. Upload existing presentations for Claude to restructure, update content, standardize formatting, and add new sections.
6. Use conversational prompts to revise slide content, adjust messaging for different audiences, and produce multiple versions for senior banker review.