AI Finance Training:
Ardian boosts its teams' skills
AI Sisters designed for Ardian, an international investment fund present in France, Germany, and Italy, a fully customized AI finance training designed for its investment teams.
The goal: to enhance skills in prompting, assisted writing, and the use of generative AI within a private equity context.
This AI finance training was deployed directly on Ardian's internal AI tools in order to comply with the group's security and excellence standards.
Teams from the three countries worked on use cases from their daily operations, including investment notes, Information Memorandums, and sector monitoring, based on a common foundation tailored to the investment business.


The client
Ardian is a leading international investment firm , renowned for its excellence, rigor, and global influence.
Operating in France, Germany, and Italy, the group embodies performance and innovation for the benefit of its investors.
Its teams handle sensitive data daily and produce high-value strategic analyses in an environment where confidentiality is non-negotiable.
The challenge
Training international teams in AI within a highly confidential environment
The Challenge: to train international teams on the practical applications of generative AI in a highly confidential and secure environment. Adapting the program to Ardian's specific investment processes, internal tools, and business challenges, by integrating the right AI practices to enhance rigor, speed, and clarity in analysis production.
Highly Secure Environment
No documents leave the Ardian environment. Work exclusively on internal LLMs of the group, in accordance with technical and regulatory standards.
Demanding Audience
Investment teams accustomed to high standards and excellence. No approximations: practical solutions applicable to daily strategic operations.
Three countries, a common foundation
Aligning AI practices across France, Germany, and Italy around a consistent and replicable program.
Specific investment roles
Investment notes, Information Memorandums, sector research, summaries: each use case had to align with the teams' real day-to-day.
Do you manage sensitive data and need your teams to ramp up their AI capabilities?
We build a program fully tailored to your secure environment.
Our approach
Our investment finance AI training program
The sessions were designed as a personalized AI training program, focused on the real needs of the investment teams. They took place directly on the Internal LLMs of Ardian, ensuring a secure, confidential and compliant approach with the group's technical standards.
100% Customized Program
Sessions built around the real needs of Ardian's investment teams, not standard AI training content.
On Ardian's Internal LLMs
No external tools. All training takes place directly on the group's internal LLMs, ensuring security, confidentiality, and compliance.
Ardian Internal LLM
Prompting applied to private equity
Consolidation of skills in prompting, assisted writing, and the use of generative AI in the specific context of investment.
Gradual rollout to teams
New Ardian teams will soon join the program, as part of a progressive and sustainable adoption of AI uses.
Are you looking to support your investment teams in adopting generative AI?
30 minutes to define your challenges and priority use cases.
Use cases
AI Use Cases in Banking & Private Equity
Here are the concrete use cases explored during the training, directly drawn from the daily work of Ardian's investment teams.
Structuring investment memos
→ Structuring and improving investment notes
→ Optimizing the clarity and consistency of analyses
→ Strengthening analytical rigor and precision
Analysis of Information Memorandums
→ Reading and analysis of Information Memorandums
→ Accelerating decision-making
→ Automatic summaries from complex documents, meetings, or financial reports
AI-assisted industry watch
→ AI-powered industry research
→ Rapid extraction of strategic insights
→ Powering market intelligence
Results
The results of Ardian's AI training
of sessions on secure internal LLM
countries aligned on a common foundation
Ready to train your analysts and investors in generative AI?
Discover how we tailor each session to your business.
case Customers
Leading companies are already making the switch to AI.
Training, AI projects and concrete deployments carried out alongside our customers.











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