AI training & advisory · Financial services
What work is
taking too long?
I teach financial-services teams to use AI in investment research, business development and operations.
I help teams build new capabilities with AI, so they can do work they couldn’t do before.
Example workflows
Illustrative example · Sample documents and data
Manager diligence
Use AI for a first-pass review of a manager’s strategy, team, track record and terms.
Source materials
Documents your team already uses.
Manager presentation
PDF · Strategy and team
Due diligence questionnaire
PDF · Manager responses
Performance history
XLSX · Monthly returns
Meeting notes
DOC · Initial conversation
AI assistance
- Summarize strategy and team
- Review the reported track record
- Flag risks and missing information
- Draft follow-up questions
Sample comparison
- Presentation
- Quarterly liquidity
- Questionnaire
- Annual liquidity
Your review
The presentation and questionnaire describe different redemption terms.
Illustrative finding · Needs review
Confirm which share class each document refers to before comparing terms.
Type of output
First-pass manager review
Would cover
- Strategy and team
- Summary of the mandate, portfolio construction and investment responsibilities.
- Track record
- Review of reported performance, with gaps and comparability limits flagged.
- Follow-up questions
- Questions on terms, risks and missing information for further diligence.
I teach investment teams to use AI for first-pass manager reviews against their own criteria.
Explore manager diligenceEarnings read-through
Review what customers, suppliers and competitors are saying about demand and pricing.
Source materials
Documents your team already uses.
Customer earnings call
PDF · Demand commentary
Supplier results
PDF · Orders and inventory
Competitor earnings call
PDF · Pricing commentary
Investment questions
DOC · Topics to investigate
AI assistance
- Compare demand commentary
- Group pricing observations
- Flag conflicting signals
Sample comparison
- Customer
- Orders recovering
- Supplier
- Inventory still high
Your review
Customer commentary suggests recovery, while the supplier reports elevated inventory.
Illustrative finding · Needs review
Check whether they serve the same end market. This may not be a direct comparison.
Type of output
Earnings read-through
Would cover
- Demand and pricing
- Comparison of commentary from customers, suppliers and competitors.
- Supporting evidence
- Source references, conflicting signals and limits to the comparisons.
- Further research
- Questions to investigate against the investment thesis.
I teach investors to use AI to compare earnings commentary from customers, suppliers and competitors.
Explore earnings read-throughProspect research
Research which investors fit your strategy and who to contact.
Source materials
Documents your team already uses.
Prospect list
XLSX · Firms and contacts
Investment mandates
PDF · Published criteria
Team profiles
PDF · Roles and coverage
Relationship notes
DOC · Previous conversations
AI assistance
- Compare mandate with strategy
- Review contact responsibilities
- Prepare a prospect shortlist
Sample comparison
- Mandate
- Private credit
- Contact role
- Coverage unclear
Your review
The firm invests in private credit. The listed contact’s current coverage is unclear.
Illustrative finding · Needs review
We have an existing relationship here. Ask our contact who covers this strategy.
Type of output
Prospective investors and contacts
Would cover
- Investor fit
- Prospects matched to the strategy, with reasons and source references.
- Contact coverage
- Relevant people, responsibilities and details still to confirm.
- Outreach context
- Existing relationships and topics to prepare before making contact.
I teach business-development teams to research prospective investors with AI and prepare for meetings.
Explore prospect researchNew investment setup
Prepare investment setup paperwork and flag missing information.
Source materials
Documents your team already uses.
Investment approval
PDF · Approved commitment
Fund documents
PDF · Terms and requirements
Administrator instructions
PDF · Setup requirements
Setup checklist
XLSX · Internal tracking
AI assistance
- Draft investment setup fields
- Compare document details
- List missing information
Sample comparison
- Investing entity
- Included
- Closing date
- Not provided
Your review
The administrator has not confirmed the closing date.
Illustrative finding · Needs review
Request the date from the administrator. Keep the setup marked incomplete.
Type of output
Investment details and outstanding items
Would cover
- Investment details
- Draft fields for the investing entity, commitment and key dates.
- Document checks
- Source references and discrepancies for operations to check.
- Outstanding items
- Missing information and confirmations needed to complete setup.
I help operations teams use AI to prepare setup paperwork within their firm’s existing controls.
Explore new investment setupBuilt for
- Family offices
- Hedge funds
- Private equity
- Wealth advisors
AI training and advisory
Individual Coaching
One-on-one coaching on using AI in your own work.
Team Training
Workshops where your team practices using AI on tasks from their own roles.
Retained Advisory
Ongoing advice on AI tools and workflows, with coaching for your team along the way.
Brian Leung, founder
Brian Leung has spent 25 years as an institutional investor, allocator and business builder. He is the former President of Thomas H. Lee Capital and an executive at The Longchamp Group.
Tell me where your team
could use help.