📢 We produced "AI Innovations in Finance: A Guide to Tools & Applications for Investors" to help our community navigate through the latest LLM-powered, venture-backed companies that are accelerating venture capitalists and other investors' capabilities within portfolio management, research, financial modeling and more.
💯 This guide includes briefs on over 100+ companies integral to "The New VC Stack". The below covered categories showcase the breadth and depth of LLM-powered applications across a variety of sub-sectors empowering investment teams.
🙏🏽 We hope you enjoy our research and landscape mapping.
✨ Featured Profiles on Perplexity, Wokelo AI, Hyperscience, super.AI, Fireflies.ai, Tactyc, Standard Metrics, Harmonic, Anduin Transactions, Gamma, Jasper, Vise, and more.
🧠 The New VC Stack:
📝 Note Taking: Otter.ai, Fireflies.ai, LazyNotes, Parrot, tl;dv, huddl.ai, Fellow, Fathom
🤝 Deal Sourcing: Grata, Harmonic, Cyndx, OpenVC, TelescopeAI, Superwarm AI
📊 Portfolio Management: Tactyc, Standard Metrics, Visible, Vestberry, Edda, Metal
📈 Financial Modeling: Mosaic, Datarails, Finsheet, Gilion, Sturppy, Centauri AI
🤖 Data Extraction: Ocrolus, Arteria AI, Hypatos, Macro, Hyperscience, Super.ai, Docsumo, Agolo, ProSights
🌎 Fund Operations: Anduin Transactions, Passthrough, Wealthblock, +Subscribe, Sydecar, Allocations, DecileHub, Floww, Fundwave
💵 Wealth Advisory: Vise, Addepar, Range
🔎 Research & Due Diligence: AlphaSense, OpenBB, Aiera, Quartr, Hudson Labs, Meticulate (YC W24), Termina, HoopsAI, Finchat, Alphawatch.AI AI, Fintool, Quill, Perplexity, Wokelo, Rogo, dili (YC S23), Velvet, Lucite
🔦 Marketing Tools: Tome, Beautiful.ai, Decktopus AI, Plus, Gamma, TypeFace, Simplified, Writer, Copy AI, Grammarly, Writesonic, Jasper
🔓 Additional GPT Plugins: @Data Analyst, @Finance, @GPT for Sheets & Docs, @Equity Research Sidekick, Finance (Business Finance), @Market Research & Competitive Analysis, @VentureGPT, @ResearchGPT, @Pitch Deck Analyzer, @ConnectionExpert, @VCGPT, @VC Lab
Bonus Tools: Adept AI, Induced AI, Barxdeen, PixieBrix, Portrait, ThinkChain.ai, Quilt Labs, Octagon AI, PDFGPT.io, Vectara, Model ML, SuperFocus, Keye, Upstage, Rytr, Gorilla Terminal
This detailed guide is designed to help investors like you master the complex landscape of LLM-enhanced tools in the finance sector, hopefully inspiring and facilitating a significant upgrade to your own investment processes.
Big thank you to the entire AAF Management Ltd. team + Omar Allabadi who led research on this guide.