Now Forming — Founding Cohort

Stop competing with technology.
Start managing it.

You run deals. Your tools manage everything else.

Take control of your deal pipeline. Get through deals faster, build the reporting your team actually needs, and eliminate the manual work that should have been automated months ago — all through mastery of Excel, Python, SQL, Power BI, and AI.

First up: a free class — Building a Financial Model with Claude in Excel. Founding members get first access.

Building a Financial Model with Claude in Excel
▶ COMING SOON — BUILDING A FINANCIAL MODEL WITH CLAUDE
5
Technical Pillars
100%
Project-Based — Not Lectures
Zero
Coding Experience Required
Day 1
Deployable at Your Desk
The Alpha Thesis

AI is only as powerful as your understanding of the tools it's working with.

A VP who doesn't know what Python can automate will never think to ask AI to build a script that processes 500 data files overnight. An analyst who doesn't understand SQL joins will never realize that a 3-hour manual reconciliation is a 5-second query. Alpha Learning teaches you the "what" and "why" of each tool so you can use AI as your "how" — with speed you can act on and accuracy you can defend.

Tool Proficiency + AI Management = Speed & Accuracy
See It In Action

From raw data to underwritten model — at AI speed, with your judgment.

Acquisition_Model_v3.xlsx — AI Mode
ACQUISITION MODEL — PARK AVE TOWER
Property NamePark Avenue Tower AI
Address450 Park Ave, NY AI
Total SF245,000 AI
FINANCIAL SUMMARY
Gross Revenue$15,680,000 AI
Operating Expenses($5,267,500) AI
Net Operating Income$10,412,500 AI
Cap Rate5.25% AI
Purchase Price$198,333,333
RENT ROLL ANALYSIS
Occupied SF228,900 (93.4%) AI
Avg In-Place Rent$58.25/SF AI
Market Rent$62.00/SF REVIEW
Top TenantGoldman Sachs (32%) AI
AI EXTRACTION LOG
Source: Offering Memo
Park_Ave_Tower_OM.pdf
Parsing structure
Property details
Reading rent rolls
NOI from T12
Market cap rates
Confidence: 96%
!1 needs review
Extraction Complete
14/15 fields auto-filled
Speed-to-Offer: 12 min (vs. 4 hrs)  |  Accuracy: 96%  |  1 Review Item
AI extracts the inputs from the OM
🛡️You verify every assumption
The model populates in seconds
The Problem

Everyone has access to AI.
Almost nobody knows how to manage it.

Your team passed on three deals last quarter because they didn't have bandwidth to underwrite them. What were those worth?
🎯
AI can process a data file in 10 seconds — but if it hallucinates a key assumption and you send an LOI based on that number, you lose credibility.
📊
Your “Excel Frankenstein” takes 8 hours to update, and one miskeyed assumption in a $30M acquisition costs more than a year of training.
🚫
IT's queue is 6 months long. The dashboard you requested last fall still hasn't shipped. Your team needs answers now, not next quarter.
"

A colleague had access to the exact same AI tools. They couldn't replicate the solution — not because AI wasn't capable, but because without understanding Python's capabilities, they couldn't articulate what they needed.

The Wells Fargo Proof Point

Speed without accuracy isn't a competitive advantage — it's a liability. Alpha Learning teaches you to manage AI for the heavy lifting while you stay in control of the judgment calls. That's how you get both.

The Curriculum

Five pillars. One mission: get deals done faster and more accurately.

Each pillar spans 5 levels — from foundational skills you deploy your first week to advanced AI-augmented capstones where you direct Claude to build complete financial systems. Start with Levels 1–2 across all five pillars, then go deeper when you're ready.

Pillar 01
fx

Advanced Excel & Financial Modeling

Dynamic arrays, Power Query, bulletproof model hygiene. You'll know when a problem is an "Excel problem" and manage AI to build the formulas, queries, and structures.

→ Deploy Monday morning
Pillar 02
📊

Business Intelligence & Power BI

Self-serve IC-ready dashboards and portfolio monitoring. Build the reports your committee actually trusts with front-office data governance like RLS for fund investors.

→ IC approves faster
Pillar 03

Front-Office SQL

Bypass the DBA queue. Query your own property, loan, and cashflow databases. Window functions for cohort analysis and variance tracking — no admin fluff.

→ 3-hour task → 5 seconds
Pillar 04
🐍

Pragmatic Python

Replace massive manual workflows with concise Pandas scripts. Process 500 data files in a loop, scrape market comps, hit financial APIs — all directed through AI.

→ Weeks of work → afternoon
Pillar 05

AI as the Force Multiplier

The connective tissue. Learn to use Claude, Copilot, and ChatGPT as your technical execution layer — with governance baked in.

→ You manage AI, not the other way around

GET THE FULL

Roadmap + Launch Timeline

Send It to Me →

Free — sent to your inbox within 60 seconds.

The Alpha Methodology

Speed without accuracy is a liability.
We teach you to deliver both.

Our curriculum was forged from real institutional deal work — not generic tutorials. Every lesson is designed so you can get deals done faster while defending every number in front of your IC.

🎯

Project-First Learning

You don't learn XLOOKUP in a vacuum. You learn it by consolidating a messy vendor data export — then you manage AI to handle the next ten variations while you verify the output and move on to the next deal.

🏗️

The Master Dataset Ecosystem

No Iris flowers. No global superstore sales. Every exercise uses realistic real estate scenarios — Properties, Leases, Capital Stacks, Cash Flows — so you build a coherent mental model of enterprise data architecture.

The "Dangerous" Standard

You don't memorize syntax. You understand enough about each tool to verify assumptions, trace every number, and ensure the output is something you'd stake your reputation on before it ever reaches the IC. That's what "dangerous" means — and it's the bar.

🔁

The Dual Capstone Model

Every module ends with two capstones: a Tool Capstone proving you know the "what" and "when," and an AI Capstone proving you can combine tool literacy with AI leverage to solve problems beyond your raw coding ability.

Who This Is For

Built for the deal desk, not the dev team.

Alpha Learning is for front-office professionals who want to get deals done faster and more accurately — by managing AI instead of competing with it.

VPs, Directors, Principals in CRE, PE, IB, or corporate finance who want to underwrite faster and win more deals — without adding headcount
Rising Analysts & Associates who want to be the most leveraged person on the floor — not the one who writes the most code, but the one who solves the most problems
Team leads at lean shops (2–15 person teams) who need their people self-serving 80% of ad-hoc reporting and automation — no more waiting on IT
Any deal professional — CRE, PE, IB, credit, corporate finance — who's tried AI tools but can't get consistent, accurate results because they don't know what to tell AI to build

This is not for you if…

You want to become a software engineer (try a bootcamp)
You want generic "prompt engineering" tips disconnected from real deal work
You need theory-heavy computer science fundamentals
You're comfortable with AI producing numbers you can't trace or defend

WHAT YOU GET

What You Get

Every tier includes the full five-pillar foundation. Founding members get the premium extras that accelerate everything.

Every Member Gets:

fx

The Five-Pillar Foundation

Excel, SQL, Python, Power BI, and AI — all grounded in CRE deal work

🏗️

The Master Dataset Ecosystem

Realistic real estate data mirroring actual deal structures

The Alpha Toolkit

Pre-built scripts and templates you deploy Monday morning

👥

The Alpha Network

Student community, peer discussion, shared wins

Founding Members Also Get:

First 100 Only

2 Hours of 1-on-1 Project Consulting — The same workflow diagnosis that kicks off a $5K–$25K Alpha CRE Solutions engagement — included in your Founders membership

The Automation Vault — Production-grade scripts, queries, and templates beyond the standard toolkit

The War Room — Monthly live office hours with the founder (recorded)

The Direct Line — 2 priority questions per month with 48-hour founder response

The Capstone Credential — Verified portfolio of completed Tool + AI capstones across all five pillars

Early Access Pass — New content before general release

Founders Wall — Named recognition as an early believer

PRICING

Pricing

Tiered pricing is coming soon. Three tiers — from an annual membership to a lifetime Founders Club — designed so every minute you invest translates to hours saved at your desk.

Join the waitlist to get notified when enrollment opens and lock in Founders-only pricing.

Join the Waitlist →
Institutional Pedigree

Built from real institutional deal work.

The tools and workflows taught in Alpha Learning aren't theoretical. They're built to the same standards used in high-stakes institutional environments — where speed without accuracy is a major liability.

New York Mortgage Trust
CRE Investment Underwriting
Wells Fargo
Complex Profitability Reporting
Barings
Credit Risk Dashboard Engineering
150+
CRE Deals Underwritten
5
Technical Pillars Integrated
100%
Real Estate Focused
🛡️
The Monday Morning Guarantee
Deploy it at your desk or don't pay.

If you complete the first module and can't use what you learned to get something done faster or more accurately at your desk the following Monday — something that saves you real time on a real task — we'll refund your enrollment. No questions, no friction. We build curriculum for the deal desk, not the bookshelf.

Ready?

You run deals.
Your tools manage everything else.

Take control of your deal pipeline — from getting through deals faster to eliminating the manual work that should have been automated months ago. Join the founding cohort and get first access to our free class — plus lock in Founders-only pricing and bonuses before enrollment opens to the public.

Join the Founding Cohort — →

First class: Building a Financial Model with Claude in Excel — dropping soon for founding members.

1 Free Class
2 Choose Your Tier
3 Build Your Stack
4 Get Dangerous
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