Case Study
Reduced investment research time from 60 minutes to 30 seconds, giving analysts more time to generate alpha.

90%+ Reduction
in research time

120x Faster
Faster data synthesis
5 Hours
saved per analyst per week
Services
Decision Intelligence, Data Synthesis
Industry
Investment Management
Client
Ardmore
Duration
3-4 months
The Challenge
Analysts at Ardmore spent roughly an hour compiling information before each investment call. The process required pulling data from emails, Slack threads, internal reports, and SEC filings — a slow, manual workflow that delayed critical, time-sensitive decisions. Senior analysts often waited on these summaries before analysis could begin, creating bottlenecks that limited the fund’s speed and agility.
The Solution
Casper Studios built a custom AI research agent that automates the entire pre-call workflow. The platform integrates with Slack, email, and Excel, automatically ingesting transcripts, internal messages, and filings. It synthesizes this information into a single dashboard, highlighting key metrics, consensus gaps, and variant views. What once required an hour of manual prep now takes less than a minute.
The Impact
The new workflow shifted the fund’s research approach from slow, manual preparation to fast, data-driven insight.
Higher leverage: Senior analysts now focus on strategic thinking instead of data collection.
Faster reactions: Investment decisions can be made in real time, with clear, synthesized intelligence.
Happier teams: Analysts spend less time on repetitive tasks, improving efficiency and morale.



