Automating Investment Memos and Pitch Books: Workflow-Native AI for Finance Teams
Why finance teams ship deliverables, not chats, and what it takes to codify investment memos, pitch books, and CIMs into AI workflows.
Notes from the yAI team.
Field notes from the team building yAI: engineering choices, product decisions, and lessons from customer deployments inside regulated finance firms.
AI for Equity Research: Cutting Two-Week Analyses to Ten Minutes
How AI changes the time-cost economics of equity research, and why the right metric is capacity expansion, not headcount reduction.
Self-Hosted AI for Finance: Tenant Isolation, SEC 17a-4 Audit Trails, and Compliance Review
How regulated finance firms deploy AI without leaving their security perimeter: tenant isolation, isolated model endpoints, and SEC 17a-4 audit trails.