Berkeley AI LabsBuilding the first Financial Reasoning Hub for Analysts
We are on a mission to revolutionize Investment Analysis
Workflows Turbocharged with Purpose Built Reasoning
Why ?
Financial Services is going through the next phase of Industrial Revolution
Gen AI poised to unleash productivity
Current generative AI technologies have the potential to automate work activities that absorb 60 to 70 percent of employees’ time
Personalizing AI for Financial Services
99% Analysts use generic AI tools receiving suboptimal outputs and risking NDAs in absence of privacy first architecture
Bridging the AI-asymmetry gap
< 1% Investment firms across private and public markets have resources to build in-house AI
Reasoning is the key missing piece in this transformation
Cognitive mimicry is the foundation
Mirroring an analyst’s reasoning by integrating symbolic logic based on accounting line items and conditional frameworks
‘Surfacing Insights’ to ‘Ready for Review’ world
Getting facts from LLMs is just the starting point. Harnessing internal and external data, prior memos, and financial models to deliver context-rich, reliable answers is the necessity
Explainability + Contextual + Learning = Trust
Any output generated must explain itself, adapt based on user edits, and align with the firm’s institutional memory and unique investing style
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