Automating Investment Research With AI

I just watched 80 AI agents work simultaneously on a single spreadsheet. Each pulling different data points. Revenue figures from SEC filings.  Credit ratings from Moody's.  Current ratios from balance sheets. All happening in parallel while I grabbed coffee. Normally, this would mean opening endless browser tabs, hunting through investor relations pages, copying numbers into spreadsheets. Instead, I used AI agents to automate this entire research. Then, used Gemini in Sheets to analyze the data. Here's the real insight: Working with spreadsheets is still complete slop. We've had ChatGPT for 3 years, yet most financial analysis still happens the old way.  You ask an AI a question, get a text response, then manually structure it yourself. That doesn't make sense for research like this. Some workflows need spreadsheet agents, not chat interfaces. So, I used this agentic spreadsheet tool, Ottogrid. Here's what I did: Created a table with 10 companies. Added columns for the financial metrics I needed. Instead of researching each cell manually, I selected the entire range and hit "Run cells." Ottogrid turned every empty cell into an AI agent: ↳ Agent 1: Find Apple's FY2024 revenue ↳ Agent 2: Get Apple's credit rating ↳ Agent 3: Calculate Apple's current ratio ↳ Agent 80: Find Intel's total debt All running simultaneously. All finding exactly what I specified. 2 minutes later: Complete financial analysis ready. Then I moved everything to Google Sheets and used Gemini to create Financial Health Scores and identify red flags across all companies. All without writing or even trying to remember a single spreadsheet formula. This isn't for massive datasets.  But if you can automate one routine research task that eats 2-3 hours of your day, the ROI is obvious. The professionals using AI agents for research definitely have an unfair advantage over those still doing everything manually. If you find this useful, Repost 🔁 to share it with your friends. I share practical AI implementations for finance professionals. To get started: 📩 Subscribe to Unwind AI for AI news, tools, and tutorials: https://lnkd.in/dunsQXDS ⭐️ Star the repo for opensource AI finance agents: https://lnkd.in/db2UynaZ ✅ Follow me for more such AI tools, news, workflows, and insights.

When Goldman Sachs’ CEO says AI can write 95% of an IPO prospectus in minutes, you know the future of finance is already here. But that last 5%—the most critical judgment, context, and insight—still needs human expertise. We’ve built an AI-powered diligence and research platform purpose-built for investment professionals, designed to do more than just skim the surface. Brightwave reads every line of every document, connects insights across huge data rooms, and maintains complete source verification so you never miss the hidden details that can make or break a deal. Why this matters now more than ever: - More with Less: Your team can analyze 3x more deals without adding headcount. - Speed Meets Thoroughness: Turn a 20+ hour data room slog into a 30-minute high-level analysis—no more lost weekends. - Competitive Edge: Dial in the “last 5%” of critical insights others overlook. - Scale Your Workflow: Standardize best practices, ensure consistency, and preserve institutional knowledge across investment teams. My view is that this moment is like the advent of computational spreadsheets in the 70's -- nobody wants to do the math by hand anymore, and its not because there aren't finance professionals. The firms that embrace these tools now will capture an unprecedented advantage in an increasingly competitive market.

📈 After an in-person workshop with a $10B+ AUM PE firm, we unlocked another transformative use case: automating investment memo generation with Large Language Models (LLMs). Here’s how it works in StackAI: ✅ Standardized inputs: an analyst submits documents like DDQs, management presentations, fact sheets, and market reports to feed a chain of LLM. ✅ Consistent output: multiple LLMs work together to populate a structured template with an executive summary, company overview, investment recommendations, market opportunities, etc. Using StackAI, we worked with their team to capture the process logic and deploy it as a simple form interface. Analysts can now upload documents and generate a memo that’s 80% ready for review and refinement. Impact so far: 💡 44+ analysts using it regularly ⏳ 77% reduction in time spent per memo 📊 More time for critical thinking and decision-making, impacting the ROI of the fund All within a secure, enterprise-grade environment—keeping sensitive information protected. The takeaway? You don’t need one-size-fits-all vertical solutions 95% of the time. With StackAI, you can build tailored AI solutions fast and efficiently, automating various business processes. #enterpriseai #genai #financeai #llms