Case Study: a large automated investment company accelerates investment memo creation with Dcipher Analytics

American Fund-of-Funds Automates Investment Memo Creation with Dcipher Analytics

An American fund-of-funds faced a significant challenge in its due diligence process, where analysts spent one to two months manually creating investment memos. This required synthesizing vast amounts of unstructured data from various sources, which was a time-consuming and resource-intensive task. To address this, the firm turned to Dcipher Analytics for a solution.

Dcipher Analytics implemented its AI-powered Report Generator, which automated the creation of first drafts. The solution involved fine-tuning language models on the firm's historical memos to ensure consistency and included source traceability for every generated statement. This allowed the analysts to save approximately one month per memo, drastically cutting research time and freeing them to focus on high-value analysis and decision-making.