From Transaction Brief to Visual Targets with AI | Corporate Finance Toolkit EP4

A corporate finance presentation starts before PowerPoint. It starts with deciding what matters, what the story must prove and how the evidence should be presented. In Episode 4 of the Corporate Finance Toolkit series, I walk through an AI-enabled workflow that takes a transaction brief towards a visual storyboard—with practitioner intelligence and human approval guiding the process. This is where the toolkit’s architecture becomes a practical workflow. We move through Brief, Slide Selection, Story, Adapt and Visualise, examining how professional context helps guide everyday interactions with AI. In this walkthrough, you’ll see: • How the AI asks questions to clarify the brief • How reference slides are selected to support the transaction narrative • How the story and slide specifications develop • Where human review, revisions and approval checkpoints shape the output • How selected frameworks become visual targets • How those targets are reviewed in Visualization Studio and brought together in a visual storyboard The objective at this stage is not a finished editable presentation. It is a reviewable visual direction: what each slide should communicate, what evidence it needs and how the presentation should come together. The Corporate Finance Toolkit combines corporate finance slide frameworks, a connected Excel databook and specialised professional context with guided AI workflows. The aim is to make practitioner methods reusable—not to remove professional judgement. If you work in investment banking, M&A, transaction advisory, fundraising or corporate development, this episode shows how that approach can support the work that happens before slide production begins. Episode 5 continues the process: from visual targets to an editable presentation. Presented by Supratik Mukherjee, CFA, FRM, MBA. #CorporateFinance #AIWorkflows #InvestmentBanking