AGI.do

Services

What will AGI do for Investment analysis?

Positioning for this Coordinate is coming soon.

The work itself

Grounded Work Profile

Tools

  • Client PortalserviceBlueprint
  • Market Data TerminalserviceBlueprint
  • Financial Modeling SoftwareserviceBlueprint
  • Portfolio Risk Analytics PlatformserviceBlueprint
  • Research Authoring SystemserviceBlueprint

Outputs

  • Valuation ModelserviceBlueprint
  • Investment Research ReportserviceBlueprint
  • Risk Assessment DatasetserviceBlueprint

Measured by

  • Recommendation Hit RateserviceBlueprint
  • Report Delivery TimelinessserviceBlueprint

Key steps

  • Define mandate and constraintsserviceBlueprint
  • Gather market and financial dataserviceBlueprint
  • Build valuation modelsserviceBlueprint
  • Run scenario and risk analysisserviceBlueprint
  • Draft analyst recommendationserviceBlueprint
  • Present investment thesisserviceBlueprint

How AGI delivers it

Four ways AGI delivers for Investment analysis

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do

  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do

Value flow

How Investment analysis connects

absorbs

  • Investment Due Diligencemodel

composes

measured by

  • Recommendation Hit Ratemodel
  • Report Delivery Timelinessmodel
  • Report Turnaround Timemodel
  • Thesis Accuracy Ratemodel

optimizes

  • Analytical Depthmodel
  • Forecast Accuracymodel
  • Research Turnaround Timemodel

produces

  • Investment Analysis Reportmodel
  • Investment Research Reportmodel
  • Risk Assessment Datasetmodel
  • Scenario Sensitivity Tablemodel
  • Valuation Modelmodel

realizes

  • Aggregate market and financial datamodel
  • Build valuation and risk modelsmodel
  • Build valuation modelsmodel
  • Define analysis mandatemodel
  • Define mandate and constraintsmodel
  • Deliver analysis reportmodel
  • Draft analyst recommendationmodel
  • Gather market and financial datamodel
  • Present investment thesismodel
  • Review for analytical integritymodel
  • Run scenario and risk analysismodel
  • Run scenario and sensitivity testsmodel
  • Synthesize investment thesismodel

Go deeper

Explore Investment analysis

Read the deeper take on agi.asView as markdown