Conduct Investment Research at Superhuman Level
Octagon offers advanced AI investment tools for financial analysts
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Make your life easier and enhance your efficiency.
Accurate, referenceable results
Results are all generated with referenceable sources
Integrating Advanced LLM Capabilities with Real-Time Data
Automate your workflow and save time
Say goodbye to manual laborious tasks and automate your workflow
Turn unstructured documents into structured tables
Up-level your work
Now you have the ability to synthesize large amount of information in seconds
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Octagon AI enhances the daily tasks of research analysts with advanced AI investment tools and data automation features. Our ‘ChatGPT for Finance’ delivers efficient AI financial analysis, powered by LLM finance technology. With GPT finance, analysts can streamline workflows and improve insight accuracy.
Early adopters gain exclusive access to these modern tools and our dedicated tech team, ensuring a competitive edge in the financial industry. Embrace the future of financial research with Octagon AI.
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What problems are we solving?
From hedge funds to private equity to investment banks, the daily workflow of analysts in these financial institutions involves time-consuming and challenging tasks. Analysts spend a significant portion of their week cleaning data, poring through documents, and creating models, decks, and memos.
Analysts prefer scalable solutions over manual work. Leveraging state-of-the-art LLM technology and AI investment tools can create a seamless workflow, reduce manual labor, improve data accessibility, and augment collaboration.
In summary, analysts face challenges with data gathering, information accessibility, team coordination, and time-consuming tasks like generating reports and conducting deep dives. Addressing these challenges by leveraging AI-powered tools, such as AI financial analysis and investment analysis tools, centralizing data, and streamlining workflows, can significantly enhance efficiency and productivity. With the help of an AI financial analyst, these processes can be optimized, allowing analysts to focus on higher-level strategic activities.
What types of data do you support?
We process historical and real-time financial data, including SEC filings, earning call transcripts, sell-side analyst reports, press releases, company presentations, and news articles. We also handle structured data from platforms like Snowflake or Databricks.
Currently, we support various file formats, including DOCX, PDF, HTML, TXT, JSON, CSV, PPTX, and XLSX.
Will my data be used for training of a model?
We have strict data governance and privacy policies, ensuring the privacy and security of clients’ data. We only use proprietary data for RAG (retrieval augmented generation) and do not use it for training or fine-tuning. To ensure privacy, security, and compliance, clients’ PII data is fully encrypted.
Why Octagon AI?
Octagon AI is designed to enhance equity research and investment analysis. Our platform leverages cutting-edge market intelligence and AI investing tools to provide insights such as predictive analytics, real-time data visualization, and sentiment analysis.
We built an LLM-powered solution to streamline workflows, making complex data accessible and actionable. Our AI financial analyst capabilities enhance decision-making by providing deeper data analysis, automated reporting, and risk assessment, allowing analysts to make more informed and timely decisions.
Whether you’re involved in investing or managing a large financial market, Octagon AI offers tools that centralize and simplify your processes. We combine the power of LLM models with advanced Agentic workflow solutions to revolutionize financial research. We automate data collection, generate reports, and offer insights through natural language processing, enabling you to quickly interpret data, identify trends, and confidently make strategic decisions.
Who we are
AI Fund: Just as electricity transformed numerous industries starting 100 years ago, AI is now poised to do the same. AI Fund is an early-stage venture firm founded by Dr. Andrew Ng in 2017, an adjunct professor at Stanford University, cofounder of both Coursera and DeepLearning.AI. AI Fund is backed by a $176M fund from top-tier investors and has successfully incubated more than 33 companies to date across all strata of the AI stack, including infra and ML platforms, foundation models, frontier domains like swarm intelligence, and numerous enterprise applications.
SALT: The SALT ecosystem is uniquely positioned to build this company. Their unfair advantage is exemplified by the sheer connectivity they have at every major financial institution in the world. SALT’s three marquee events in Abu Dhabi (March), NYC (May), and Singapore (November) attract over $15T of investible capital. This includes 10,000 attendees representing 32 sovereign wealth funds, 147 pensions/endowments, 723 VC/PE Funds, and 1,217 hedge funds alongside 800+ venture-backed companies. Since 2009, 250,000+ top capital allocators, politicians, and technologists have attended SALT.
Octagon AI leverages market intelligence to offer a modern AI investment platform designed for AI investing. This platform enhances financial analysis, streamlines workflows, and improves decision-making capabilities for investment professionals.