If you don’t find the information you’re looking for in the website, or require assistance, get in touch with us via info@complexadaptive.ai.

We know that investment research workflows vary significantly from one fund to another. Rather than offering a generic demo or off-the-shelf solution, we take the time to thoroughly understand your specific processes, and objectives. This personalized approach ensures that the tools we provide will make their impact on Day 1.

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To explore how we can customize our solutions for your fund, we invite you to reach out to us directly. We’ll schedule a consultation to discuss your investment processes in detail and demonstrate how we can enhance your research workflow.

Complex Adaptive is built by investors, with a deep understanding of the limitations of existing tools. Having extensively used them, we experienced their inefficiencies and high costs due to underutilized features, seat-based pricing and mis-aligned incentives to innovate. Traditional tools often require starting from raw data, leading to repetitive manual processes, increased personnel costs and limitations on fund performance with increasing scale.

Complex Adaptive addresses these issues by delivering precisely the research inputs you need, formatted to your specifications. Our systems reduce the time spent on data wrangling and repetitive tasks, freeing your team to only focus on the real needle movers in your investment process. We are certain that uncluttered, available and prepared minds lead to productive investment discussions and decisions. This means meaningfully improving your fund’s scalability and performance, in addition to the dramatic time and cost savings.

We successfully practiced, what are now building programatically. We deeply understand the intricate process of building investment conviction and the subtle nuances that truly make a difference. Having lived the challenges of crafting investment theses, we know how to sift through vast amounts of data, filter out the noise, and convey information in a concise and clear manner.

In the post-Large Language Model (LLM) era, software interactions have evolved into complex dialogues with AI systems, rather than serving merely as tools without embedded content. Building a scalable AI system for investment research requires crafting and sequencing hundreds of precise questions—akin to a portfolio manager rigorously questioning an analyst. Developing these question chains properly and evaluating the answers demand extensive domain knowledge. Small mistakes in each “question” can compound over the entire task, leading to significant inconsistencies and subpar outcomes. Without proper evaluation, establishing a path for continuous improvement is nearly impossible. These are the must-haves for generating accurate, coherent, high-quality, and productive research inputs with AI systems.

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 We recognize that your investment process and the information you consume directly affect your performance. We share your concerns about the risks associated with process changes. That’s why we build our products with great care and quality, ensuring smooth integration and lowering your risks when entrusting AI systems to shape your investment decisions.

By delivering your routine investment tasks in minutes instead of hours or days, we enable you to effortlessly expand the scope and scale of your research coverage. For example, rather than focusing solely on your portfolio companies and a single competitor, you can access earnings notes for all competitors, peers, suppliers, and customers associated with your portfolio and watchlist. If that’s too much information, we provide concise reports highlighting key takeaways directly feeding into your particular interests.

You can also:

• analyze executives’ statements over multiple quarters to identify inconsistencies, evasions, and conflicting messages compared to industry peers—a task our system handles with ease, even when it involves dozens of transcripts.

• evaluate hundreds of ESG inquiries across your portfolio companies and their competitors, helping you identify greenwashing and contextualize sustainability metrics. Our AI system replaces the need for expensive ESG data providers and large teams of analysts.

• execute complex models like DCF or LBO analyses on multiple companies simultaneously to understand valuation drivers, scenario impacts, and comparative multiples.

• fuse data from various sources and receive notifications only when new information impacts your investment views or theses. For instance, in the healthcare sector, monitor relevant news, scientific literature, conferences, and company disclosures without being overwhelmed by irrelevant content.

We prefer to deploy our services using our web-based portal, which has the advantages of progressively becoming your institutional know-how and research engine.

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At the same time, provided that you already have a system or portal, we understand that it might be hard to switch. We can provide our services as API endpoints on certain research tasks, so that you can retrieve and utilize our content within your systems.