Gene S. | AI for Finance Coach

Gene Shankle

5.0

(1)

AI for Finance: Leverage Investment Insights from a Tech PE Investor

Studied at USC Marshall School of Business

Works at AIM Equity Partners

Successful clients at

Available tomorrow at 1:00 AM UTC

I'll do my best to be available on short notice; although, I may not be able to take you without 12+ hours notice.

Protected by the Leland Experience Guarantee

Available tomorrow at 1:00 AM UTC

I'll do my best to be available on short notice; although, I may not be able to take you without 12+ hours notice.

Questions? Start chatting with this coach before you get started.

Gene's Coaching Offerings

Custom hourly · $200/hr

Get help with AI Fundamentals, Fraud Detection & Prevention, and .

Gene also coaches for Investment Banking and College. View all.

Gene’s AI for Finance Qualifications

Experience level: Associate

PE investor and former investment banking professional specializing in B2B SaaS and software M&A, with hands-on experience applying AI tools across financial modeling, deal analysis, and research workflows. IPE investor and former investment banking professional specializing in B2B SaaS and software M&A, with hands-on experience integrating AI into real deal workflows. I use Claude, ChatGPT, and Perplexity daily for investment diligence, market research, and TAM analysis, and I leverage Excel Copilot and Cursor to build and automate financial models faster than ever. I've applied these tools across live transactions: from LBO and to 3-statement modeling to ARR and retention analysis, CIM and deck drafting, and synthesizing diligence materials on deals worth hundreds of millions. Whether you're a student breaking into finance, an analyst looking to work smarter, or a professional trying to actually embed AI into your workflow — I can show you how it's done in practice, not just in theory.

Gene can help with:

AI Fundamentals

Fraud Detection & Prevention

Tax & Compliance Automation

AI Deal Sourcing

Expense Automation

Financial Forecasting

Automated Financial Reporting

AI Automation

Investment Research

Risk Assessment

AI Financial Modeling

Budgeting & Planning

AI Due Diligence

Data Visualization

Freelancing

Gene also coaches for Investment Banking and College. View all.

About Gene

I'm passionate about coaching and giving back to the community. I have extensive knowledge of both college admissions and high-finance recruiting, having been through countless processes myself. I can be there for you through your entire journey from High School to landing a job after College. This can include admissions counseling, help with essays, HS/University level tutoring, navigating recruitment for internships and Full-Time roles, etc. Please book an initial call and we will get the ball rolling!