You Know AI Is Important. You Just Don't Know Where to Begin
The only AI membership built specifically for finance professionals who want results, not hype.
Why Smart People Still Do Dumb Work
You're spending 6 hours on work that should take 30 minutes.
Parsing earnings calls for insights that AI could extract instantly.
Rewriting quarterly reports that follow the exact same format every time.
Manually tracking portfolio company KPIs across countless different spreadsheets.
Your problem isn't that you're bad at AI. You're just using it wrong.
You ask ChatGPT to summarize an email. Sweet.
You ask Claude to rewrite a presentation outline. Nice (I guess).
But you're missing the plot. AI is much more than a smarter search engine.
Here's What Changes When You Stop Asking AI to Be Google
Meanwhile, your peers in finance have figured out how to:
Turn 3-hour research projects into 15-minute deep dives
Generate first-draft investment memos that capture 80% of their thinking
Build reusable fundraising workflows instead of starting from scratch every time
Create custom AI assistants that understand their firm's investment style and can draft LP letters in their voice
They're not smarter than you.
They just understand how to make AI work for finance-specific workflows.
From Basic Prompts to Custom Financial Workflows
This isn't another ChatGPT for beginners membership.
(After all, you already know how to summarize an email.)
Master the Foundations of LLMs
Master the fundamentals that actually matter for the financial services industry. Learn which AI model to use when, how to write prompts that understand complex financial context, and the GRAIL framework for systematically finding AI use cases in your role.
Build your First Custom AI Systems
Build your first custom AI systems. Create CustomGPTs and agentic workflows that handle earnings analysis, term sheet reviews, and portfolio monitoring. Build smart workflows that conduct market research and draft investment analysis behind the scenes while you focus on what only you can do.
Advanced Implementation and Customization
Automate the repetitive tasks that eat your time, integrate AI with your existing tools, and build applications that solve your firm's specific challenges. By learning Python, APIs, "Vibe Coding," MCPs, Claude Code and private LLMs, you'll become the person everyone comes to for AI solutions.
Who Should (and Shouldn't) Apply
You're a perfect fit if:
- You work in PE, hedge funds, wealth management, corporate finance or fintech
- You handle investment analysis, due diligence, fund-raising or portfolio management
- You've tried AI but feel like you're only scratching the surface
- You want practical workflows, not theoretical knowledge
- You're willing to spend 3-4 hours per week building and practicing
This probably isn't for you if:
- You're looking for a quick fix or overnight transformation
- You want someone else to implement AI for you
- You're employer forces you to use Microsoft Co-Pilot (and you don't want experiment on your own)
- You're not willing to get hands-on with new tools
- You're using AI for > 50% of your tasks
Meet Your Instructor, Khe Hy
I'm a former Wall Street Managing Director turned AI consultant for finance professionals.
I've spent the last two years doing helping finance professionals like you implement AI in their daily workflows without the BS.
Wall Street Veteran
Managing Director with 10+ years analyzing quantitative strategies at BlackRock and other leading investment firms
Proven Track Record
Founder of LaTour AI and trained 500+ investment professionals on AI implementation for research, operations, and investment decision-making
Technical Foundation
BS Computer Science from Yale - I understand both the finance and the technology
Industry Voice
Author of the widely-read newsletter "Future-Proof Your Career with AI"
The Best Career Investment You'll Ever Make
The membership is a 2-4 hour weekly commitment and includes:
Ongoing access to intensive, hands-on training that transforms you from AI beginner to workflow architect
Regular live coaching calls with Khe to workshop use cases and answer your questions
Access to training modules that help you learn all the latest model capabilities
Detailed use cases that help you build real workflows you'll use in your job
Access to our private community of finance professionals implementing AI
$900 for 6 months
The math is very straightforward.
If this membership helps you save just 2 hours per week (and it will save you much more), that's 100+ hours per year.
This means that at your level of comp, this investment pays for itself in the first month.
But here's what really matters: You're not just buying efficiency.
You're buying AI Fluency.
And that's YOUR competitive advantage.
Frequently Asked Questions
Stop Watching from the Sidelines
While your competition is still living in Sharepoint, you could be the person that people ask: "How on earth do they get so much done?"