AI Agent Solutions for Investment Analysis & Filings Processing
Processing unstructured 10-Ks, earnings transcripts, and portfolio reports at scale.
Core Business Pain Point
Analysts spend hours copying metrics from earnings call transcripts, 10-Ks, and portfolio reports into spreadsheets before they can start their actual evaluation work.
Our Technical Solution
We build custom retrieval-augmented generation (RAG) pipelines that ingest filings, parse tabular data precisely, verify extracted numbers against source equations, and produce a structured, reviewed summary memo for the analyst.
The ROI & Efficiency Math
Reclaims hours of preparation work per filing. Validated structures ensure analysts never base investment theses on hallucinated metrics.
Trust & Engineering Credentials
Solid background in mathematical modeling and systems safety (UCSD Electrical Engineering background).