Portfolio managers waste 40+ hours each quarter analyzing SEC filings. Leading investment firms cut this to 10 minutes per position. Here's the system they're using: The Problem: Every earnings season creates the same bottleneck. Analysts manually reviewing 10-Q and 10-K documents across dozens of holdings. This delays investment committee reviews and position updates. The Solution: Four specialized AI systems running in parallel. GPT-5 Nano extracts complete financial statements. Three GPT-4.1 instances simultaneously analyze: → MD&A sections for revenue drivers and strategic pivots → Risk factors across operational, regulatory, and litigation exposure → Debt structures for leverage ratios and covenant compliance Full citations enabled for audit trails. The Output: Citation-free, markdown-stripped, audit-ready fundamentals. 40 analyst hours reduced to 10 minutes. The Impact: Research teams redeploy capacity toward differentiated analysis. More coverage, deeper insights, faster decision-making. Investment research isn't being replaced. Document extraction is being eliminated. How many more positions could your team cover with 40 hours back per quarter?
Most investment memos don’t fail because the thinking is wrong... ...they fail because every deal reaches IC with a different level of rigor, structure, and context. Some are deeply researched. Others are rushed. The result is time spent debating the memo instead of the investment. This Agentic AI workflow was built to fix that. It starts with three inputs only: the company name, available financials, and any pre-diligence material already in hand. From there, it automatically pulls external market context, reviews how the company presents itself publicly... ...and searches internal IC notes, prior memos, and comparable deals to anchor the analysis in institutional memory. The memo is written sequentially by four AI agents. 1) Business overview first. 2) Competitive positioning next. 3) Financial analysis after. 4) Executive summary last. The output is a familiar IC-ready memo, but with consistent structure and depth across every deal, making comparison easier and discussion more focused. Judgment stays human (we still want a review before it goes to print). Preparation of the memo becomes reliable. If IC conversations are drifting toward reconciling memos instead of debating decisions, this Agentic AI workflow helps reset the baseline.
