Practitioner notes on AI for financial services.

Notes from twenty years on the buy side, now spent building AI for it.

July 20, 2026

AI for Technical Due Diligence in Private Equity

AI has become genuinely useful in technical due diligence, mostly for reading code and documents at a scale humans cannot match inside a three-week window. Here is what it does well, where it misleads, and how to run it on a live deal.

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July 13, 2026

How To Know If An AI Project Is Worth Funding In Financial Services

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July 13, 2026

Research Copilots a Portfolio Manager Can Actually Trust

A research copilot earns trust when every claim it makes is traceable to a source, scoped to your data, and reproducible. Here is how to build one that survives contact with an investment committee.

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June 30, 2026

Taking an Agentic Research System From Prototype to Production

A prototype that answers your questions in a demo is not a production research system. Here is what closes the gap: deterministic orchestration, source-grounded outputs, evaluation harnesses, cost controls, and human review gates.

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June 23, 2026

What an AI Readiness Assessment Finds at a Hedge Fund

A readiness assessment at a hedge fund almost always finds the same five gaps: messy data lineage, unclear ownership, no evaluation method, security exposure, and a backlog of low-value pilots. Here is what each looks like and how to fix it.

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June 18, 2026

AI Research Assistant For Hedge Funds: Turning Scattered Research Into Decision-Ready Work

AI research assistants help hedge funds turn scattered filings, transcripts, memos, and models into decision-ready research. Built with governance from day one, they improve retrieval, thesis maintenance, and investment committee prep without replacing analyst judgment.

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June 16, 2026

What Production AI on a Fund's Stack Really Looks Like

Production AI at a buy-side firm is plumbing that lives next to the OMS, the data warehouse, and the compliance log. It earns its place by being narrow, observable, and reversible.

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June 9, 2026

How Hedge Funds Use AI for Risk Management

Hedge funds use AI to detect regime shifts earlier, capture nonlinear exposures, generate forward-looking stress scenarios, and read unstructured data for tail risk. Here is how the buy side puts each to work, and where model discipline matters.

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June 9, 2026

The AI advice changes when the advisor has run the book

Most AI consultants met financial markets on their first engagement. Here is what changes when the person advising you has actually managed a portfolio.

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