Start with your conviction.
Show us your holdings, theses, and research standards. We identify the assumptions to watch and the signals that would make you reconsider.
AI agents for investment research
Interpret information outside your team’s coverage universe before it reprices your portfolio. Uncover investment ideas with custom AI agents that apply your team’s unique approach to more of the market.
Unexpected deceleration signal emerges
September 24: Anthropic monthly revenue growth suddenly decelerates from +40% to +1.8%.
For teams where
research is the edge.
Our approach
We build agents around how your team invests: what drives your conviction, what could change it, and where that thinking could reveal a new opportunity.
Meet AndyShow us your holdings, theses, and research standards. We identify the assumptions to watch and the signals that would make you reconsider.
Your agents follow relevant developments, connect them to your exposures, and apply your investment criteria to companies beyond your portfolio.
Your team reviews the sources, challenges the interpretation, and decides what warrants action. We refine the agents against that judgment.
Already using research platforms or in-house agents? We build around them, connecting your sources, investment theses, and review process.
Portfolio developments and new ideas reach your team in the tools you already use, with the evidence behind them.
Holdings, thesis notes, company filings, and the data sources your team trusts.
The assumptions, connections, and tests that distinguish your approach.
Evidence and implications delivered to your models, notes, alerts, or internal tools.
Capabilities
Apply your research edge in both directions: reassess what you hold as information changes, and find new investments that fit your approach.
Follow developments across your holdings, suppliers, customers, and competitors. Surface the changes that could matter to your investment case.
Connect new evidence to your exposures and assumptions. Show what strengthens the thesis, what challenges it, and what needs another look.
Apply your team’s unique alpha-generation approach across more companies and sectors. Bring back ideas with the evidence and reasoning to assess them.
Contact us
Talk to us about your thesis. What you would like to know, but haven’t had the time or resources to investigate. We’ll prove we can uncover that information, fast.
Zero setup. Findings go straight to your email, iMessage, or wherever you'd like. No new platform to learn.
Then, we can integrate those same custom AI agents into your workflow, built around your unique investment philosophy.
A 15 minute call with our founder, ex-hedge fund manager, Andy Fazliu.
Just have a question? Email andy@a1a2.ai.