The Future of Investment Research: AI Tools, Excel Automation & 3-Statement Models скачать в хорошем качестве

The Future of Investment Research: AI Tools, Excel Automation & 3-Statement Models

Excel is entering a new era, and investment teams are about to feel the shift. In this conversation, Fundamental Edge’s Brett Caughran interviews Nico Christie, Co-Founder & Chief Product Officer of Fundamental Research Labs, the team behind Shortcut AI, an AI-powered Excel automation tool in finance. Together, they break down how AI is reshaping financial modeling, investment research, 3-statement builds, KPI analysis, revenue forecasting, agentic search, auditability, and analyst workflows, and what this means for Financial Analysts. In this session, you'll hear Nico's take on: How Shortcut AI built an Excel agent capable of performing complex modeling tasks Why modern LLMs struggle and how agentic search solves it Where AI is already outperforming analysts in Excel How tools like Shortcut can build 3-statement models, pull 10-Ks, and restructure underwriting files Accuracy, auditability, and why 90% is still transformational in early workflows How AI changes the role of junior analysts, and when to trust AI When will financial modeling shift from “manual first” to “AI first” How AI can autonomously scrape data, run parallel searches, and accelerate research The future of spreadsheet automation and why 2026–2030 will redefine analyst work