Dave Wang

Published Playbooks

Claude Code for Investors: Setup Cheat Sheet + Boot Camp Waitlist [Education & Coaching] — A concise, example-filled setup guide to codify your investment thesis in Claude Code, including philosophy, sector universe, key metrics, valuation a…
AI Shift in Finance Careers: Roles That Survive and a 3-Question Framework [Career] — Gain a concise, data-backed look at how AI is reshaping the buy-side finance landscape, which layers are most vulnerable, and which roles are set to e…
Free practical guide: 3-layer orchestration for faster AI-powered development [AI] — Unlock a proven framework to accelerate product delivery by running cross-functional work in parallel across sub-agents, reusable skills, and agent te…
Claude-Excel Mastery: Advanced Tips PDF with Early Access Bootcamp Waitlist [Finance for Operators] — Gain a practical, Claude-powered Excel toolkit that unlocks faster, more accurate financial modeling. Learn to build a full LBO skeleton, generate ope…
220-page SaaS market dossier: The 8-dimension vulnerability framework [Finance for Operators] — Gain exclusive access to a 220-page research dossier applying an 8-dimension vulnerability framework to roughly 99 SaaS companies. Learn to identify m…
99 Copilot use cases for finance pros: unlock faster workflows [Education & Coaching] — Gain immediate access to a curated PDF of 99 Copilot use cases designed for finance professionals. Each use case is a practical, ready-to-apply workfl…

ÄNJALI PAHUJÄ — Purpose Coach (Relationships and holistic wellbeing). Founder of KOSHISH - Ek Pahal (initiative for raising funds for underprivileged children)
Stephanie Brown — Marketing Career Coach 💁🏻‍♀️Helping ambitious Marketers and Creatives identify their career purpose and land their next perfect role faster 🚀 Ex-Nike & Apple ✅ Apply below to join the Creative Career Level Up
Tiara Sowulewski l Professional Services Consultant — Helping businesses & individuals present with clarity & confidence Strategy-led consulting for serious growth 📩 prof.services.consultant@gmail.com
ΑΝΔΡΕΑΣ ΔΕΛΗΤΖΑΚΗΣ — Architectural design & AutoCAD Drafter
Matt Przegietka — Helping designers future-proof their careers with AI building skills