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Most discussions around AI in investment research are still centered on tools and productivity. The real shift, however, is happening at the workflow level, where structured systems are reshaping how investors source, analyze, synthesize, and make decisions.

AI Concierge systems are transforming investment research by combining AI-powered intelligence with structured workflows, enabling investors to scale research, improve market intelligence, and make more informed decisions without increasing headcount.

AI Concierge systems are transforming investment research by combining AI-powered intelligence with structured workflows, enabling investors to scale research, improve market intelligence, and make more informed decisions without increasing headcount.

As mentioned in the previous newsletter edition, artificial intelligence is everywhere but you cannot take it at face value. You need to audit the results you receive from an AI model because an AI model can make mistakes! Though one skillset that AI models are trying to take on is insight. What do I mean by insights is being able to takeaway the interesting points and make a strategic decision from the information provided. As an investment researcher that has been doing mar

As summer winds down, AI remains the hottest buzzword. AI has not gone fully autonomous yet; it still relies on human interaction to run efficiently. Questioning AI, not just consuming it Today, many rely on AI tools like Perplexity, ChatGPT, Claude, and others to get quick answers. These tools are powerful, but here is the catch: you cannot take their output at face value. Just like you would double-check a colleague’s report, AI-generated insights need to be reviewed and au

From sweeping infrastructure plans in the UK to ethical ecosystem building in Europe and strategic scaling in the U.S., 2025 is shaping up to be a defining year in global AI investment. Each region is bringing its own unique thesis to the table—but together, they signal a rising tide that savvy investors and founders can’t afford to ignore. As someone who's spent decades analyzing emerging technologies and investor behavior, I see this moment as a global alignment, where inno

The world of investment research is constantly evolving, and I’ve been fortunate to be at the forefront of these changes. As the founder of Cohres, I’ve worked to reimagine how high-net-worth individuals, venture capitalists, and startups approach complex financial decisions. For me, it’s always been about combining innovation with a deep understanding of what clients truly need to succeed. The Cohres Approach: Tailored Insights for Unique Needs When I started Cohres, my goal