AI-Powered Investment Analysis: Revolutionising Investing - HBA project

Описание: The webinar provided an in-depth look at how AI can be applied to investment analysis, using the Henley Business Angels process as a case study. It covered both the data analysis foundations needed and practical AI applications that can streamline and enhance the investment review process. The presenters emphasized AI as an augmentation to human expertise rather than a replacement, while highlighting the significant potential for AI to transform investment practices in the future.

Thank you to
HBA https://henleybusinessangels.com
Aimava programmes https://www.eventbrite.co.uk/o/aimava...
Softools a Microsoft Partner https://www.softools.net

Introduction:
Webinar hosted by Andrew Gaule and Denis Bidinost on using AI for investment analysis
Focus on a project done with Henley Business Angels (HBA) to analyze investment data and apply AI tools

Key Insights from Denis Bidinost:

Overview of HBA investment process and data analysis
Analyzed 563 investment records from 2016-2024
Classified companies by sector, round size, valuation, etc.
Examined preferences of selection panel and investors
Found some sectors (e.g. agritech) and round sizes ($500k-1M) were preferred
83% of invested companies still active vs 74% of all applicants
Data cleaning and consistency were major challenges
Potential to use AI for tasks like sector classification in the future

Key Insights from Andrew Gaule:

Demonstrated AI-powered investment analysis system built with SoftTools
System can automatically analyze pitch decks, identify competitors, assess risks
Generates suggested questions to ask founders
Can automate parts of the review and communication process
Showed examples of AI image analysis and generation capabilities
Discussed how AI could change investment processes (e.g. enabling more small investments)
Outlined steps for organizations to implement AI:
Build understanding of capabilities
Review current processes
Use AI as an assistant initially
Build secure data/AI platforms
Review and roll out more advanced applications