Leland+ for AI for Finance

Leveraging AI as Finance/Accounting Professionals [5/29/2026] (Recording)

AI is rapidly changing the way finance and accounting professionals work, but many people still aren’t sure how to apply it in ways that are actually useful day to day. This session is for those who want practical insight into how AI can improve workflows, decision-making, and efficiency across the industry. You’ll learn how experienced professionals first integrated AI into their work, the biggest challenges and breakthroughs they encountered, and real examples of AI-powered tools and automations they’ve built themselves. Join live to hear directly from finance and accounting professionals actively using AI in their roles and ask questions about your own workflows and goals. The panelists have spent time experimenting, building, and refining practical AI use cases and will share the patterns they’ve seen around what works and what doesn’t. Expect candid insights, live demos, and practical ideas you can start applying immediately.

How to Use AI to Break Into Investment Banking & Private Equity [5/21/2026] (Recording)

In this session, you will learn how to use AI tools to research firms, personalize cold outreach, and prep for technical interviews in investment banking and private equity recruiting. You will also walk away with a framework for identifying which parts of your application process AI can accelerate versus where it tends to create generic, forgettable work. Attending live means you can ask how these approaches apply to your specific background, whether that is a non-target school, a career pivot, or a gap in your deal experience, and hear the answer in real time rather than guessing from a recording. The coach works directly with candidates breaking into finance and will share the patterns that consistently separate the ones who get interviews from the ones who do not.

Investor Revenue Report Skill

"/investor-revenue-report" generates a board-ready revenue report with ARR trends, pipeline coverage, and target-vs-actual framing. To install, run this in your terminal after downloading the file: unzip ~/Downloads/investor-revenue-report-skill.zip -d ~/.claude/skills/

AI Tools For Venture Capital

This toolkit covers deal sourcing, research workflows and due diligence, financial modeling, and porfolio management for Venture Capital firms.

Home for Ambition #2 — Weekly Live Show [3/25/2026] (Recording)

Home for Ambition is a weekly live show, by Leland, for people trying to stay ahead as work, learning, and opportunity keep changing. Each episode tackles a handful of timely, high-signal topics across AI, careers, education, and the future of work. We expect thoughtful debate, unique perspectives, and practical takeaways you can actually use. It is not a typical interview show or a generic news recap. It is a live roundtable built to help ambitious people make sense of what is changing, understand what matters, and leave with a sharper point of view on how to navigate what comes next.

Using AI to Build a Stronger Private Equity Profile

AI can be a powerful tool for building a stronger private equity profile, but most candidates aren’t sure how to use it in a way that actually adds signal. This session is for aspiring PE candidates who want to leverage AI to sharpen their experience, materials, and overall positioning. You’ll learn how to use AI to refine your resume and deal narratives, deepen your investment thinking, and build differentiated projects that demonstrate real investor judgment.

Intro to AI and Finance: Practical AI Finance Applications [5/8/2026] (Recording)

AI is rapidly reshaping finance, but many professionals aren’t sure how to apply it in ways that actually drive value. This session is for those looking to integrate AI into financial analysis, investing, or operations with a practical approach. You’ll learn how AI is being used across key finance workflows, how to identify high-impact use cases, and how to start building skills that translate directly to real-world applications. Join live to ask questions about your specific interests and see how an expert approaches AI in finance step by step. The speaker specializes in AI-driven financial applications and regularly works with professionals adopting these tools. They’ll share the patterns they see across successful use cases and the kinds of insights typically discussed in 1:1 working sessions.

Financial Ops Expert Skill

"/financial-operations-expert" will provide expertise on financial operations, workflows, analysis, and planning for business finance tasks. To install, run this in your terminal after downloading the file: unzip ~/Downloads/financial-operations-expert-skill.zip -d ~/.agents/skills/

Startup Financial Modeling Skill

"/startup-financial-modeling" will build comprehensive 3-5 year financial models for early-stage startups, covering cohort-based revenue projections, cost structure, burn rate, runway, headcount planning, and fundraising scenario analysis. To install, run this in your terminal after downloading the file: unzip ~/Downloads/startup-financial-modeling-skill.zip -d ~/.agents/skills/startup-financial-modeling/