Early Bird Tier 1 Ends AUGUST 19TH · Then $497 → $997
LIVE 3-DAY EVENT · AUGUST 24-26 · TIER 1 ENDS SOON
Former Goldman Sachs & Morgan Stanley Investment Bankers Reveal How To Build A
3-Statement Model With AI In minutes.
Watch the short video below. We'll walk you through the exact 5-step process we teach the world's top financial institutions, including JPMorgan, to build institutional-grade reports with Claude, Copilot, & ChatGPT.
Join 500+ Professionals From:
meet your instructors.
Taught by industry experts who deployed billions in live markets.
Dave Wang
Co-Founder & CEO
Founded and sold my fund to China Merchants Bank subsidiary. Former investment banker at Morgan Stanley and Head of Crypto at SoftBank LATAM. Now serving on the Advisory Board of Harvard Data Science Initiative and an AI Research Fellow at Harvard, trading my own prop book with AI. Also an Official Global Ambassador for OpenAI's Codex.
Felipe Sinisterra
Co-Founder & President
Former investment banker at Goldman Sachs and Bank of America. Led FinTech investments at SoftBank where he invested $2B and launched several AI ventures. Currently an MBA program lecturer at the Wharton teaching AI for Macro.
Everything you get inside.
3 General Live Sessions (Aug 24-26) - building together full 3-statement model, LBO model, and public equities earnings updates workflows
Our Claude and Codex skills to accelerate AI for Excel builds
2 weeks exclusive recording access to rewatch every session
Bonus Day 4 (Aug 27): Small-Group Q&A With Screen Share - a separate live session after the event, answering all your AI questions
THE METHODOLOGY.
The 5-Step Process Behind Every Model We Build With AI.
This isn't about learning finance, it's about cutting the hours you spend on structure and mechanics so you can spend them on judgment.
01. Gather The Source Files
Every model starts with a mess of filings, transcripts, and raw financials. This step turns that mess into a traceable source index before a single formula gets touched, so nothing goes into the model that can't be traced back to where it came from.
02. Turn Them Into Model Inputs
Hand over the organized sources and get back exactly what a model needs to run on: historical financials, segment KPIs, operating drivers, reported figures kept separate from adjusted ones, and anything missing flagged instead of quietly assumed.
03. Build The Model Structure
The step almost everyone skips. The workbook, the tabs, the links, the formulas, all of it gets built before a single forecast number enters. That order is the entire reason the model doesn't collapse the moment assumptions get layered in.
04. Add The Forecast Assumptions
Bull, base, bear, whatever you're modeling, it flows through revenue, margins, cash flow, and valuation in the open, sourced or clearly flagged as judgment, never buried three tabs deep where no one will find it.
05. Audit It In A Fresh Chat
A separate chat. Clean context. A second reviewer role built specifically to catch broken formulas, plugs, and unrealistic assumptions before the model reaches an MD, an IC, or a client.
06. Use The Right Surface
A fresh build from files, a precise edit to a live workbook, a fast workbook question, an independent QC pass, each one needs a different tool. This step is why you stop losing hours to the wrong one.
Results.
What Students Are Saying.
"Dave and the Wall Street Prompt team bring a rare combination of deep financial expertise and practical AI understanding. As a PM, it's difficult to find the time to stay on top of AI and integrate into our research process. WSP does that for you."
"Real credit to Dave Wang and Felipe Sinisterra - they teach this in a genuinely well-structured way, layer by layer, and that clarity is what made it click."
“I’ve spent over two decades in asset management. Most AI courses are too generic to be useful. The Wall Street Prompt Claude course is different. It’s practical, financial services-specific, and immediately applicable across investment research, due diligence, and document engineering. David keeps the content sharp with deep domain knowledge and detailed materials. If you work in financial services and want to level up seriously, this is where you want to be.”
"Thanks a lot. Learned a lot and now will try to put to work. Will recommend to friends."
"Wall Street Prompt has streamlined my research workflow significantly. The AI techniques help me prepare client presentations faster and dig deeper into company fundamentals in a fraction of the time."
“WSP’s deep library of prompts have helped me identify promising investment / M&A opportunities and streamline diligence.”
FAQ.
Frequently Asked Questions.
Who is this course for?
This course is designed for investment bankers, private equity professionals, public-markets investors, equity research analysts, venture capital investors, growth equity investors, and other finance professionals who work with financial models.
You should already understand Excel and the basics of financial modeling. The course focuses on using AI to complete modeling work faster, not on teaching introductory finance.
Do I need coding or advanced AI experience?
No coding experience is required. We will show you how to set up the tools, structure your instructions, work with financial files, and review the results.
You do not need to be an AI expert, but you should be comfortable working in Excel.
Does the method work with Claude, ChatGPT, and Copilot?
Yes. Our method works across all the major AI platforms, including Claude, ChatGPT, and Microsoft Copilot.
We may use specific tools during demonstrations, but the underlying process can be applied with whichever platform you or your firm prefers. Day 1 will also cover the available options for using AI with Excel and how to get set up.
What if my company only allows one AI platform?
That is fine. You do not need access to every platform.
The course teaches a repeatable modeling process that can be adapted to Claude, ChatGPT, Copilot, or another firm-approved AI environment. Some features may differ by platform, but the core workflow remains the same.
Will this still save me time if my existing model is already efficient?
Yes. The largest time savings may come from gathering inputs, updating a model after earnings, reclassifying financials, changing scenarios, documenting assumptions, and checking formulas across multiple tabs.
The goal is not to replace your modeling judgment. It is to reduce the time you spend on repetitive work.
Do I need Bloomberg, Capital IQ, or another data provider?
No. The core workflow works directly from filings, annual reports, earnings materials, transcripts, and other source documents.
You can incorporate your existing data providers if you have them, but the course does not depend on a particular provider, database, or connector.
When are the live sessions?
The course runs from August 24 through August 26. The bonus Q&A day for VIP ticket holders is August 27. Each live session is two hours:
New York: 8:00 AM to 10:00 AM ET
London: 1:00 PM to 3:00 PM BST
Hong Kong: 8:00 PM to 10:00 PM HKT
Claim Your Seat.
Fill in your details & choose your ticket type below.
⏰ Once tier 1 seats are filled · Then $497 → $997
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This Is Not Investment Advice
The information contained in this document is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to sell or a solicitation of an offer to buy any securities, financial products, or instruments. The opinions expressed herein are based on our current understanding of the market and are subject to change without notice. Always consult with a qualified financial advisor before making any investment decisions. Wall Street Prompt LLC ("Wall Street Prompt") does not accept liability for any direct or consequential loss arising from the use of this document or its contents.
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Wall Street Prompt utilizes advanced and novel technologies, including but not limited to generative artificial intelligence and other algorithmic trading systems, which are at the forefront of technological development. These technologies are inherently experimental and may have unpredictable outcomes. Risks associated with these technologies include but are not limited to system errors, algorithmic biases, unexpected market behaviors, and potential software vulnerabilities. By engaging with Wall Street Prompt, you acknowledge and accept these risks. It is essential to thoroughly understand the implications of utilizing these novel technologies before proceeding.
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The services provided by Wall Street Prompt are subject to applicable laws and regulations in the jurisdictions in which they operate. Clients are responsible for ensuring that their use of Wall Street Prompt's services complies with the laws and regulations applicable to them. Wall Street Prompt does not provide legal or tax advice, and clients should seek independent legal and tax advice as needed. The terms and conditions of Wall Street Prompt's services are governed by the laws of the jurisdiction in which Wall Street Prompt operates, and any disputes arising from the use of these services will be subject to the exclusive jurisdiction of the courts in that jurisdiction.
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For the avoidance of doubt, Wall Street Prompt is not independently regulated by the Financial Conduct Authority (FCA) or Securities & Exchange Commission (SEC). Wall Street Prompt operates as a Technology (Software As a Service) Provider. Wall Street Prompt’s role is strictly limited to product delivery & client service, and it does not directly manage client funds. Any strategies or technologies provided by Wall Street Prompt are implemented under the regulatory framework of the partner Asset Management firms.
Risk Warning
Trading carries high risks and may result in the loss of your capital. Wall Street Prompt employs advanced technologies, including generative artificial intelligence, which are novel and continuously evolving. Applications of these technologies introduce additional risks associated with system errors, algorithmic biases, and the complexity of market dynamics. It is crucial that you fully understand these risks before engaging with them. Wall Street Prompt does not accept clients who do not fully comprehend the risks involved in trading, including those posed by novel technologies. Seek independent financial advice if necessary. By engaging with Wall Street Prompt, you acknowledge that you have read, understood, and accepted these risks.
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Wall Street Prompt is an independent training company and is not affiliated with, endorsed by, or sponsored by Anthropic, PBC. "Claude" and "Claude Code" are trademarks of Anthropic. All other trademarks shown on this page are the property of their respective owners and are used for identification purposes only. Logos displayed represent firms where past attendees are employed and do not imply endorsement, sponsorship, or partnership.