Case Study
Achieving Decision Velocity by slashing investment research time from 60 minutes to 30 seconds, freeing analysts to focus on generating alpha.
90%+ Reduction
in Pre-Call Prep Time
120x Faster
Core Research Tasks
5 Hours/Week
Saved Per Analyst
Services
Decision Intelligence, Data Synthesis
Industry
Investment Management
Client
Ardmore
The Challenge
Slow, manual research workflows consumed dozens of analyst hours weekly and created a time lag that delayed critical, time-sensitive investment decisions.
The Solution
Casper Studios deployed a custom AI research agent that automatically ingests, synthesizes, and analyzes disparate data sources into a unified pre-call dashboard.
The Hidden Cost of Inefficiency
Before any corporate access call, analysts at the fund undertook a laborious research process. Analysts spent about 60 minutes manually pulling and synthesizing data from a disconnected web of sources including emails, Slack threads, internal research reports, and public filings. This manual data aggregation created a critical bottleneck, as senior analysts were forced to wait on these summaries before they could begin their own high-level analysis, delaying the firm’s ability to act on time-sensitive investment opportunities.
A Targeted AI Intervention
To eliminate this inefficiency, Casper Studios built a custom AI workflow that acts as a dedicated research agent. The platform integrates directly with Slack, email, and Excel, and is designed to ingest meeting transcripts, internal messages, and SEC filings. It automatically transcribes and summarizes calls, identifies and compares consensus versus variant views across financial models, and presents key information in a unified dashboard where analysts can immediately flag discrepancies for senior-level review.
The Business Impact - The ROI
The platform fundamentally shifted the firm's research paradigm from reactive data gathering to proactive, high-speed analysis, creating a distinct competitive advantage.
Impact
Strategic Focus: By cutting prep time by over 90%, the automation allowed senior staff to focus on higher-value analysis and alpha-generating decisions rather than supervising low-level data compilation.
Increased Agility: The firm can now respond to new business opportunities and market movements with significantly greater speed, leveraging real-time, synthesized intelligence to inform their strategy.
Talent Retention: The new, efficient workflow eliminated a major source of analyst frustration, improved cross-team visibility, and led to higher overall analyst satisfaction.
