We challenged ourselves to automate the investment research process to deliver precise and accurate results, transforming how we answer investment questions with our AI solution, Ask David.

Ask David stands for Data Analytics Visualization Insights and Decision-making Assistant, designed to streamline the investment research process.

Instead of just asking AI questions, you should let AI ask you questions to better understand your workflows and responsibilities, leading to more insightful recommendations.

The agent personalizes answers based on user roles, providing detailed responses for due diligence specialists and general answers for advisors.

An AI native CRM should allow users to ask questions and receive detailed, context-rich answers, transforming how they interact with customer data and relationships.

Implement a data warehouse to democratize access to data across your team, allowing non-technical co-founders to ask questions and understand metrics without relying solely on technical staff.

We are using AI across the company, with every customer service ticket seen by AI first, which has improved response times and accuracy.

We're a dramatically faster way to build custom internal tools, allowing companies to create tools without starting from scratch every time.

We are not anti-retrieval augmented generation (RAG); we see it as a tool in the toolkit, but ultimately users want great answers and great agents, which is our focus.