The Future of Investment Research: AI Tools, Excel Automation & 3-Statement Models
Автор: Fundamental Edge
Загружено: 2025-12-09
Просмотров: 479
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
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