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AI Analyst for Investment Research
An AI analyst for recurring research work.
The challenge
The research team spent much of every cycle on repetitive work: pulling datasets, rebuilding Excel models and turning analysis into executive decks.
What we built
An AI analyst platform for an investment and research team that automates financial analysis, Excel-based reporting, dataset review and executive presentation preparation. It streamlines recurring research workflows, reduces report turnaround time and helps the team process larger volumes of data.
The AI layer
- AI automates recurring analysis, reporting and presentation preparation.
- Analysts direct and review the work, rather than rebuilding it.
How it works
The workflow, step by step.
- 01Datasets arrive
- 02Reviewed and structured
- 03Analysis runs
- 04Excel model updated
- 05Executive deck prepared
Architecture
How the pieces connect.
Inputs
- Datasets
- Financial statements
- Market data
The system
- Dataset review
- Financial analysis
- Excel reporting
- Presentation prep
- Recurring workflows
AI
- AI automates recurring analysis
- Analysts direct and review the work
People
- Analyst
- Portfolio manager
Outputs
- Excel reports
- Executive decks
- Research notes
Functional architecture. Integrations and hosting are tailored to each client's environment.
Modules
Everything in one system.
01Dataset review
Incoming data reviewed and structured.
02Financial analysis
Recurring analysis automated.
03Excel reporting
Excel outputs generated from the analysis.
04Presentation prep
Executive decks prepared from the same work.
05Recurring workflows
Research cycles that repeat reliably.
Interface preview
What your team would see.
Illustrative interface · sample data
Who uses it
Built around real roles.
Analyst
Directs and reviews the analysis.
Portfolio manager
Receives decision-ready outputs.
Quarterly data lands on Monday. By the afternoon the analysis has rerun, the Excel model is updated and a first draft of the executive deck is ready for the analyst to refine.
Build your version
Start here, extend further.
Capabilities we can build on this foundation for your version of the system.
- Earnings call and filing summaries
- Peer comparison screens
- Automated watchlist monitoring
- Investment memo drafting with citations
- Data room ingestion for due diligence
Questions
What clients ask us.
Does it work with our existing Excel models?
Excel-based reporting is at its core, so outputs land in the format the team already uses.
Does it replace analysts?
No. It removes repetitive work so analysts spend their time on judgement.
Can you build a version of this for our business?
Yes. Every system starts with a discovery conversation about your workflow, data and goals, and we adapt the design to fit. Most engagements produce a working, testable system within a few weeks to a couple of months, depending on scope.
Can it integrate with the systems we already use?
Integration with existing tools such as ERPs, accounting packages, databases and document stores is scoped during discovery, so the system fits around how you already work.
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