Many L/S analysts spend up to 50% of their time on manual workflows like data collection, financial modeling, and report creation. This leaves little time for higher value work like idea generation.
Our goal is to give analysts their time back by using AI to automate repetitive, low value tasks. This will empower analysts to focus on their best thinking and fund performance.
Specifically, our AI-powered platform can provide time savings and efficiency gains through:
- Automated data entry into financial models
- Summarization of key takeaways from research reports
- Insight extraction from earnings calls and investor presentations
- Identification of critical info from SEC filings and news
- Answering routine questions about your portfolio and holdings
Our mission is to reduce workload while boosting performance. We want to learn more about your workflow pain points and biggest time wasters.
This brief 5 minute survey will provide valuable insight into where automation can make the biggest impact in your role. Randomly selected users will get an amazon gift card for their contribution. Insights will help us refine our product to best serve L/S analysts like yourself.
