[Disclaimer: This post is strictly my personal view and written for educational purposes only. Please exercise diligence when consuming third-party data and/or source code. Consult with your investment and/or legal team(s) when in doubt.]

On a coaching call last week, a client (fictitiously known as A Venture) was looking to build a performance benchmarking tool using PitchBook private equity data.

Only a few hundreds of A Venture’s highest profile investors would see the presentation at the annual meeting.

Within 24 hours.

No pressure! We got busy right away.

Need hands-on help? Schedule a private session NOW!

❓What is PitchBook Direct Data?

In the world of finance and investment, data is king.

PitchBook is a leading provider of private market data, with a vast database covering private capital markets, including venture capital, private equity, and M&A transactions.

PitchBook Direct Data enables direct access to its extensive data sets via Application Programming Interface (API) and direct feeds.

If you seek detailed insights into the private equity and venture capital markets, PitchBook absolutely must be on your short list.

🗝️ Key to the Kingdom

To fully maximize PitchBook Direct Data, you first need to match your target entities with the corresponding ones within the PitchBook database.

PitchBook uses a ranking algorithm to match entities.

It takes into account various criteria: entity name, address information, and most importantly, the URL.

The URL field stands out as most reliable - the key to this data kingdom.

Unlike names, which can be common, or locations, which can be shared, the URL is a distinct identifier that is exclusive to each entity (to a large extent).

Using the URL as the primary matching criterion significantly enhances the accuracy of entity matching.

Let's start matchmaking!

🐍 Python vs Excel

So. How does Python get in the picture? Won't Excel suffice?

At first glance, Python and Excel might seem as different as humanly possible.

Excel is user-friendly, interactive, and excellent for handling small to medium-sized datasets.

However, when it comes to dealing with large volumes of data or complex operations, Excel starts to fade.

This is where Python comes into play.

Python is built for large datasets. It offers robust tools for cleaning, transforming, and analyzing data.

It has a steeper learning curve compared to Excel.

But its potential for automation and performing complex operations is unmatched.

Clock is ticking. Let's start coding!

🛠️ The Setup

You need a development environment for Python.

Pressed for time, let's keep things simple and go for a cloud platform with minimal setup.

Google Colab is a free cloud service that supports Python and GPU usage. It seamlessly integrates with Google Drive and other Google services.

Other candidates include Jupyter Notebook and Microsoft Azure Notebooks.

You don't have time to overanalyze on tooling. March on!

🧹 Preparing Source Data with Python and ChatGPT

You firm has a prolific deal flow and 50,000 private companies to be matched.

Even the most diligent analysts don't work that fast.

Python does.

#ChatGPT Output

import pandas as pd

# Replace 'your_file.xlsx' with the path to your Excel file
excel_file = 'your_file.xlsx'

# Read the Excel file
df = pd.read_excel(excel_file)

# Display the DataFrame
print(df)

You notice lots of inconsistencies in the URL column. For instance:

• https://www.acme.com

• http://acme.com/investors/

• acme.com/en

Here comes the secret weapon.

You’ll extract the top-level domain (eg acme.com) for cleaner comparisons.

from urllib.parse import urlparse

# Extract the top-level domain from the URL
df['domain'] = df['url'].apply(lambda url: urlparse(url).netloc)

# Display the DataFrame
print(df)

The source data is looking suave.

🛁 Preparing PitchBook Data

PitchBook data comes as CSV files and are highly normalized.

In this case, you'll simply read the CSV content and massage the URL column to match with the source data.

# Replace 'your_file.csv' with the path to your CSV file
csv_file_pb = 'your_file.csv'

# Read the CSV file
df_pb = pd.read_csv(csv_file_pb)

# Extract the top-level domain from the URL
df_pb['domain_pb'] = df_pb['url_pb'].apply(lambda url: urlparse(url).netloc)

# Display the DataFrame
print(df_pb)

The PitchBook data smells like fresh daisies.

💵 Millionaire Matchmaking

With domains standardized in both the Source and PitchBook Data, matchmaking is an act of looking for identical matches in both columns.

# Merge df and df_pb on the 'domain' and 'domain_pb' columns
merged_df = df.merge(df_pb, left_on='domain', right_on='domain_pb')

# Display the merged DataFrame
print(merged_df)

You just unknowingly became a legendary matchmaker in your zip code. Congratulations!

🥂 Home Run

Once the matches are made, it's a smooth ride home.

Getting metrics like Vintage Year, AUM, IRR, or TVPI from PitchBook Direct Data is a breeze.

I sent another delighted client home.

Happy day.

🥡 Takeaway

Armed with the power of ChatGPT, Python, and PitchBook, investment professionals can readily extract actionable intelligence out of an ocean of private market data.

With ChatGPT's vast knowledge base, Python's data prowess, and PitchBook's comprehensive insights, mere mortals can forge ahead and seize opportunities in the ever-evolving financial landscape.

🧰 Resources

• Unlocking ChatGPT eBook

• Unlocking ChatGPT Facebook Group

• 1-on-1 Coaching with Kenneth Lo

🆘 The Struggle is Real

Are you a business owner struggling to keep up with online marketing and content creation demands, on top of your core business activities?

Do you find yourself constantly running out of ideas or time to write engaging blog posts, social media captions, or newsletter emails?

Let me show you how to crack the code with 4 simple ChatGPT prompts to massively accelerate your online market efforts, and most importantly, drive more revenue.

💡 Unlock Content Marketing

Content marketing is a crucial component of any successful marketing strategy.

As a business owner, you need to create and distribute valuable, relevant, and consistent content to attract and retain a clearly defined audience — and ultimately, to drive profitable customer actions.

Don’t just take my words for it.

Let’s have ChatGPT chime in!

As a new owner of a mobile pet salon in San Francisco, what are the tangible benefits of online content marketing strategies?

💡Blogging with ChatGPT

Writing a blog post is time-consuming, especially when you’re stuck for ideas.

This is where ChatGPT comes to rescue.

Let’s stick with my fictitious mobile pet salon in San Francisco.

Suggest 10 blog post titles on grooming Goldenoodles. The main objective is to help readers keep their Goldenoodles' coat shiny. 

Write an outline for a blog post called "Top 5 tips for keeping Goldenoodle's coat shiny". Focus on tips that dog owners can use in smaller urban homes in San Francisco.  

Create a blog post on "Top 5 tips for keeping Goldenoodle's coat shiny in San Francisco". Tone should be warm and fuzzy. Length is about 500 words. Include a summary in no more than 160 characters.

Socialize with ChatGPT

Social media is a powerful tool for reaching and engaging with your target audience, but creating consistent and relevant content is a thankless job.

ChatGPT excels in generating ideas, captions, and hashtags for your social media posts.

It rarely goes on strikes, also.

But be mindful of ensuring the generated content is relevant and engaging to your target audience.

Create a social media post to promote the blog post "5 tips for keeping your Goldenoodle's coat shiny in San Francisco". Use humorous and dog-friendly terminology. Include captions and trending hashtags plus San  Francisco.

Suggest 5 websites to download copyright-free image of Goldenoodles.

Suggest the best time window to post on Instagram where pet owners tend to be most engaged.

Bond with Email Subscribers

Email newsletters is the single most cost-effective marketing tool to nuture existing and future customers.

Creating engaging and personalized content does require lots of efforts.

Let ChatGPT do the heavy-lifting: generation of a catchy email subject and body message for your newsletters.

The attention war is win or lost within 2 seconds. Stay on the winning side.

Write 3 snappy key points on AI benefits that'll have non-techies nodding in agreement.

💡 PSA Copywriting

Problem-Agitate-Solve (PAS) copywriting involves identifying a problem or pain point your target audience faces, agitating it to increase its importance, and then providing a solution or benefit to solve the problem.

By using PSA copywriting techniques with ChatGPT, you can create more compelling and effective content that resonates with your target audience.

Suggest 10 email subjects that grab attention and boost open rate.

Using {insert subject}, write an email to subscribers using Problem-Agitate-Solve technique. Announce the new blog post. Call-to-action is to contact our mobile salon for a complimentary 15-minute consultation. 

I will publish those tips as a blog post. Please give me the content above as HTML.

🥡 Takeaway

Using ChatGPT and other AI-powered tools saves you massive amount time and improves the quality during content creation processes.

It’s important to use these tools in conjunction with your own creativity and expertise.

By doing so, you can create effective content that resonates with your target audience and drives your business forward.

🎁 Parting Gift

🧰 Resources

• Unlocking ChatGPT eBook

• 1-on-1 Coaching with Kenneth Lo

• Unlocking ChatGPT Facebook Group

🆘 Help Me Help You

The weekend came and went. You’re back in the office bright and early on Monday.

“Ding, a presentation is due in 4 hours”, Outlook kindly informs you.

Do you put down your freshly brewed matcha tea and hop on PowerPoint? I think not.

With ChatGPT’s help, it’s a breeze!

We’ve got seven hilarious yet effective prompts for an AI-focused presentation that’ll charm your captive audience.

So pour yourself another cup of tea, relax, and read on!

💡 Ideate

Nail down your topic and objectives - because aimless presentations are so 2020!

I'm making a PowerPoint to introduce AI to the workspace. What objectives will keep my audience from daydreaming?

🏗️ Outline

Build a snazzy outline - a well-structured flow keeps your audience awake and engaged.

Craft me an outline for my AI presentation that's so good, it'll make my audience forget their to-do lists.

🍖 Content is King

Whip up captivating slide content - because bullet points are the lifeblood of PowerPoint magic.

Write 3 snappy key points on AI benefits that'll have non-techies nodding in agreement.

👀 Visuals

Jazz up slides with eye-catching visuals - the secret sauce to prevent yawn-induced comas.

Suggest a chart or diagram to show AI's impact on industries that'll wow even the most jaded PowerPoint veterans.

🪼 Animations

Sprinkle in smooth transitions and animations - just enough pizzazz without going overboard.

What slide transitions or animations would be suitable for a professional presentation about introducing AI to the workspace?

📝 Speaker Notes

Craft speaker notes like a pro - your trusty sidekick for a confident delivery.

Cook up speaker notes for a slide on AI challenges that'll have me sounding like a seasoned pro.

👘 Perfection

Polish and perfect that masterpiece - because you’re not settling for anything less than a standing ovation.

Help me polish my AI presentation to perfection, so it's clear, concise, and more engaging than cat videos.

📓 [Bonus] Publish a Blog Post

Sharing is caring! Let’s publish these tips to LinkedIn and Medium.

I will publish those tips as a blog post. Please give me the content above as HTML.

🥡 Takeaway

That’s it!

You can now present your slide deck with confidence, knowing that you have put together a professional-looking PowerPoint presentation in no time.

All it took was a few ChaGPT prompts and few mouse clicks!

🎁 Parting Gift

🌻 FREE Special Offer

How do you generate a PowerPoint file within ChatGPT?

Short answer (for now): you can't.

ChatGPT can’t directly interact with external applications, yet.

Both Microsoft and Google are racing to integrate AI in their productive suites (Office365 and Google Workspace).

While we wait, I highly recommend Gamma. It has AI built-in, natively integrates with external applications (YouTube, Twitter, Giphy).

Still in beta, Gamma’s FREE tier is currently full-featured!

Another honorable mention is Tome. Its templates are stunning and has a lower learning curve than Gamma.

🧰 Resources

• Unlocking ChatGPT eBook

• 1-on-1 Coaching with Kenneth Lo

• Unlocking ChatGPT Facebook Group

🆘 Help Me Help You

As the owner of a fictitious mobile pet salon in San Francisco, you know how important it is to stay in touch with your customers.

The single most cost-effective way to do this is through email newsletters.

Not only do they keep your customers abreast of your services and promotions, but they also help build a strong relationship between you and your customers.

Now, imagine being able to write those newsletters in half the time while still maintaining the quality of your content. With ChatGPT, that’s possible!

P.S. After evaluating countless Email Service Providers, I’ve chosen Beehiiv for its ease of use and analytics. The principles work in most email platforms, however.

💡 Ideation

Coming up with fresh and exciting newsletter topics can be a daunting task, but with ChatGPT, it’s a breeze.

Simply input keywords related to your business, such as “pet grooming” or “san francisco” and let ChatGPT generate a list of potential topics for you to choose from.

I'm writing an email newsletter for my mobile pet salon. Suggest 18 trending topics that are relevant to customer base in San Francisco.

🎣 Catchy Subject

A catchy subject line is a must to getting your newsletter opened and read.

Typically only 30-40 characters are shown when previewing the email.

To pique your readers’ interest within 1-2 seconds, the subject line must resonate with your audience and arouse strong curiosity.

Suggest 8 email subjects. Be catchy. Appeal to animal lovers. Use emoji.

🍖 Newsletter Body

Once you have your topic and subject line, it’s time to write your newsletter body.

Let ChatGPT do the heavy lifting.

Use killer headlines and subheadings to break up your newsletter’s content and keep your readers from nodding off!

Write email body. 80 words. Short sentences. 3-4 paragraphs with headings. Be entertaining. Use the subject below:

{Insert a subject from above step}

🤲 Human Touch

Alright, let’s get real here. We all know that even the best writers can use a second set of eyes.

while ChatGPT is pretty smart, it’s still not human. So, when it comes to editing your newsletter, don’t rely solely on your friendly neighborhood language model.

Give it that human touch your audience deserves. Let your own personality shine through.

After all, you want your newsletter to stand out, not blend in with the rest of the boring stuff cluttering up people’s inboxes.

Remind me to shower as well as shower myself with some self love. Then proofread and edit the final output before publishing. 

🥡 Takeaway

With ChatGPT’s assistance, writing email newsletters can be a fun and effortless process.

By using ChatGPT to generate ideas, craft subject lines, write content, and refine your work, you can create newsletters that engage your customers and drive traffic to your business.

🥡 Parting Gift

🌻 Special Offer

Would you rather outsource the newsletter duties so you focus on what you do best?

ZenBiz has expertise in Beehiiv, ConvertKit as well as HubSpot and is ready to lend a helping hand. I was overjoyed the day their team took it off my plate. After all, content creation is what I enjoy most!

Use my promo code ZBNEWSKL5 for 10% off selected newsletter service offerings. 

🧰 Resources

• Unlocking ChatGPT eBook

• 1-on-1 Coaching with Kenneth Lo

• Unlocking ChatGPT Facebook Group

🎟️ Introduction

Created in Leonardo.Ai

Are you tired of spending hours creating Excel spreadsheets?

Look no further than ChatGPT, the AI language model that can help you create custom spreadsheets with pre-made sample data and XLOOKUP (a modern replacement for VLOOKUP).

In this article, we'll continue to build upon the launch of our fictitious mobile pet salon and show you how to unlock the power of ChatGPT for Excel and revolutionize your data entry mastery. Let's dive in!

👑 Customers are Kings

Looking to collect your customers' contact information but don't want to keep it all in your head?

Fear not! Let's build a Contacts table to keep it all organized - and you won't even need a Rolodex!

Make a Contacts table to store customer information.  Columns are CustomerID (5 digits long), FirstName, LastName, Email.  Add 8 samples. Ensure email addresses contain different domains. 

😛 Tongue-Twisting Products

Are you having a hard time remembering all those ridiculous pet grooming product names?

Let's create a Products table to track all those fancy, tongue-twisting names. Don't worry, we won't judge if you still can't pronounce them.

Make a Products table to store pet grooming products.  Columns are SKU (4 digits long), ProductName, UnitPrice.  Add 5 samples. Let’s have some fun naming these products.

🏧 Always be Closing

Say goodbye to the hassle of fax orders and handwritten notes.

Get ready for an easier, more organized way to keep track of all your transactions.

Created in Leonardo.Ai

Make an Orders table to store purchase details. Columns are OrderID  (3 digits long), SKU, CustomerID, Quantity, Add 10 samples.  Only use SKU and CustomerID values already shown above. 

🆘 Help Me Help You

Let's take a step back and admire the big picture.

We’ll link the different information together to calculate gross revenue for each order. It's time to unleash your inner spreadsheet wizard!

Created in Leonardo.Ai

Make a Sales spreadsheet, only show these columns: FirstName, LastName, Email,  ProductName, Quantity, UnitPrice, GrossRevenue. Sort by highest GrossRevenue.  

👀 XLOOKUP on the Throne

The XLOOKUP function in Excel is a newer and more advanced version of the VLOOKUP function, with several key advantages.

It allows you to perform lookups in either direction, search for partial matches, and perform exact matches without sorting the lookup table. Overall, XLOOKUP is more versatile and easier to use than VLOOKUP.

Help me build formulas to create the spreadsheet above using XLOOKUP instead of  VLOOKUP.

🥡 Takeaways

Created in Leonardo.Ai

And there you have it! With ChatGPT and Excel, you can say goodbye to the tedious task of creating spreadsheets and hello to a more efficient and enjoyable data entry experience.

Now, instead of pulling your hair out over pet product names, you can focus on the important things, like admiring your customers' adorable furry friends.

So, what are you waiting for? Let ChatGPT be your spreadsheet wizard and Excel your data entry knight in shining armor!

🎁 A Parting Gift

🧰 Resources

• Unlocking ChatGPT eBook

• 1-on-1 Coaching with Kenneth Lo

• Unlocking ChatGPT Facebook Group

🦧 Always Be Launching

Created in Leonardo.Ai

In this article, we’ll cover ChatGPT prompts that help you launch your business website with confidence in as few as 9 minutes. Buckle up!

📬 Domain Name

Get ready to choose the purrfect domain name for your pet salon! Do check domain availability before falling in love. My favorite registrar is NameCheap for its broad coverage of domains.

I'm launching a mobile pet salon in San Francisco. Suggest 10 domain names that reflect my business and is easy to remember.

🏠 Hosting Service

Choosing a web hosting service is like picking a spouse: it’s a big commitment, you want someone reliable, and you definitely don’t want to end up with a dud. I use and recommend GreenGeeks for its commitment to eco-friendliness.

Suggest 5 web hosting platforms for a complete beginner with no web design skills. Reliable uptime, ease of use and customer support are key factors.

📝 Website Content

Time to get your paws dirty and build some fetching web content!

Create content describing mobile pet salon services, pricing and contact info. Include high-quality images of salon and pets.

🖋️ Blog for Affection

Writing a blog for discoverability is like online dating – you want to put your best foot forward and stand out from the crowd.

Write a blog post, 350 words long, related to pet grooming that is search engine optimized to improve website visibility and attract more customers.

🧽 Chief Grooming Officer

Time to unleash your inner pet whisperer - here are the steps to write a purrfect job ad for pet groomers

Write 3 versions of Facebook ad, 30 words long, for pet groomers. Candidates must be pet lovers and should have prior experience.

🤶 Write Your Mom

Let’s face it, telling your family and friends about your new mobile pet salon can be ruff, but fear not, we’ve fetched the steps to help you draft the perfect email!

In Problem-Agitate-Solve copywriting style, draft an email to inner circle. Tell them about the launch. Keep it light and funny; I love these people!

👘 Unveiling

Get ready to unleash your inner pet loverpreneur and let your pawesomeness be known!

Please give me the content above as HTML. I'm a true expert at copy and paste!

🥡 Takeaways

From choosing the perfect domain name to crafting the purrfect job ad for pet groomers, you’ve got this.

And don’t forget, even though you may encounter some ruff moments along the way, just remember to keep it light and funny like a playful pup!

Created in Leonardo.Ai

So, let’s unleash your inner pet loverpreneur and get ready to take the pet grooming world by storm. Woof woof! 🐾🐶

🎁 A Parting Gift

🧰 Resources

• Unlocking ChatGPT eBook

• More ChatGPT articles

• AI Entrepreneurs Newsletter

• Unlocking ChatGPT Facebook Group

🏳️ Introduction

Losing a job can be a difficult and stressful experience. However, it can also present an opportunity to reassess your career goals and find a new job that better aligns with your passions and strengths.

One of the most critical steps in this process is creating a winning resume that highlights your skills and experiences.

Created in Leonardo.Ai

Fortunately, with the help of ChatGPT, you can simplify the resume-building process and increase your chances of landing your dream job.

In this article, we’ll explore how to use ChatGPT to tailor your resume to the job you’re applying for, add a professional summary that showcases your unique selling points, and include measurable achievements that will catch the attention of hiring managers.

🪡 Bespoke Resume

Tailoring your resume to each position you’re applying for is crucial. Read through the job description and highlight the skills and experiences that are most relevant to the role.

Customize your professional summary or objective statement by incorporating specific keywords from the job description that highlight your qualifications for the position.

By showcasing how well-suited you are for a particular job, you can increase your chances of landing an interview and securing your dream job.

I'm applying for a job and would love some expert advice on building a winning resume. Below is the job description.

{Insert job description}

🪄 Showcase Super Powers

A professional summary is a brief introduction that highlights your unique selling points and summarizes your career objectives.

It should be tailored to the job you’re applying for and use strong action verbs to describe your skills and accomplishments.

Keep it concise and avoid using jargon or buzzwords.

Help me write a professional summary for the position above. My super powers are web design, project management and interpersonal communication. Limit to 3  sentences.

🎤 Word Strength

When describing your work experience, use strong action verbs to showcase your accomplishments and make your resume more engaging.

Instead of “responsible for managing a team,” use “led” or “directed.”

Similarly, instead of “worked on a project,” use descriptive verbs like “collaborated,” “developed,” or “implemented.”

Suggest 12 work accomplishments for the position above. Use strong action verbs.

📐 Quantifiable Metrics

To make your resume stand out, include measurable achievements that demonstrate the impact you’ve had in previous roles.

Quantify your accomplishments with specific numbers or percentages to provide concrete evidence of your success and show that you’re results-driven.

Rewrite the bullets below. Use measurable metrics to quantify achievements. 

{Insert selected bullets from above step}

🤲 Human Touch

ChatGPT is a tool to accelerate resume building. By leveraging the power of natural language processing and machine learning, ChatGPT can generate text that can be used as a starting point for resume content.

However, it’s imperative to note that editing and customization are still necessary to produce a winning resume that highlights your unique qualifications and experiences.

Remind myself to proofread, edit the final output, pat myself on the left shoulder.

🥡 Takeaway

In conclusion, creating a winning resume requires careful attention to detail and a focus on highlighting your unique qualifications and experiences.

By tailoring your content to the job description and using strong action verbs to describe your accomplishments, you can showcase your skills and increase your chances of getting hired.

Created in Leonardo.Ai

With these tips in mind, you’ll be well on your way to crafting a winning resume that will help you land your dream job. Happy 🏹 hunting!

 🎁 A Parting Gift

🌻 Special Offer

ZenBiz is offering a FREE website to two (2) individuals who recently got laid off. The price is unbeatable, and you get to show off your skills to the world!

🧰 Resources

• Unlocking ChatGPT eBook

• 1-on-1 Coaching with Kenneth Lo

• Unlocking ChatGPT Facebook Group