PREPARED FOR DPNC Advisors

AI-Augmented Deal Execution Training

Hi Dhruv, I hope you're doing well. It was great to catch up recently. As discussed, I'm sharing a short proposal from Octane Advisors for an AI training programme for DPNC's investment banking team. The training programme focuses on consistent use of AI workflows, with the aim of bringing down turnaround time on deal execution in a way we can measure and build AI agents for specific deal executions tasks in the long-run.

• Hands-on sessions built around DPNC's own deal types, using tools like ChatGPT, Claude, Microsoft Copilot and AI in Excel
• Clear rules on confidentiality and verification, so the output is fit for client work
• Everything we build (prompt library, templates, checklists) stays with DPNC