Korea's National Pension Service cuts an 8-hour research task to 10 minutes with AI agents
LPsChosun Biz ↗
The AI playbook for investors
94 sourced use cases and 188 tools across investing and running your firm. Site updated daily. The Brief lands weekly, every Friday.
AI
This week
From the daily scanStories
Family offices on AI: codify the 'soft side,' decompose tasks, go easy on vibe coding
Family officeFamily Wealth Report ↗
Mosaic Ventures scores ~50,000 startups per partner to decide who to meet
Launches
Instinct launches an AI agent harness that gives individual traders 'the capabilities of an investment firm'
InstinctG42's Inception42 launches Alpha for PE and sovereign fund deal teams
Caruso adds Checklists that AI agents work through first for fund admin teams
Funding
Mogul $15.5M
Series A · led by Draper Associates
Prodigy Research Undisclosed
Seed · lead not disclosed; backers include 007 Venture Partners
Hedge funds007 Venture Partners ↗
Catalyst $30M
Seed · lead not disclosed; backers include Sequoia
RetailFortune ↗
Playbook 01 · tested Oct 14, 2026 on Costco Wholesale (COST)The cited company briefFrom a company name to a sourced, one-page investor brief in well under an hour, with every number traced back to a filing.
Read the playbook →188tools tracked
94sourced use cases
11investor types
35functions mapped
Tools in the index
AlphaSense
Masttro
PitchBook
n8nEditor’s picks
Browse all 188 →HebbiaAgentsAI agent platform (Matrix) for document-heavy finance workPricing on request (contact sales)RogoAgentsAI analyst for banks and investment firmsNo public pricing page foundHarmonicSourcingStartup discovery and sourcing1 use caseAffinityCRMRelationship intelligence CRMPaid plans with listed prices
AttioCRMAI-native CRM1 use caseCartaFund adminCap tables and fund administration1 use caseAddeparPortfolio monitoringWealth data and reportingNo public pricing page foundGranolaMeeting notesAI meeting notes3 use casesAletaPortfolio monitoringWealth reporting platform with AI document reading and MCP2 use casesJuniper SquareLP toolsInvestor management and fund admin with AI2 use casesTaskletFirm: Ops/back officeTasklet lets teams delegate real work to AI agents that connect to their tools and run around the clock5 use cases
ClaudeAgentsGeneral AI assistant from Anthropic with Claude Code, Cowork and MCP connectors29 use casesLatest use cases 94 shown
Hedge fundsTechnology, data, security
Man Group ships its own multi-model agent harness
Man Group released an in-house harness that connects LLMs to its tools, memory and execution environments so agents can act. Discretionary PMs use ...
Claudemarketsmedia.com · Oct 2026Hedge fundsTechnology, data, security
How Man, Bridgewater and Balyasny test and govern research agents
A comparison of what leading funds disclose: Man's AlphaGPT proposes, codes and evaluates signals; Bridgewater's Pocket Analyst Tool serves hundred...
Run the firminsights.ml4trading.io · Oct 2026
VCScreening and evaluation
Guinness Ventures: AI in the process, humans at the IC
Guinness Ventures' head of technology describes using AI for filtering, research, benchmarking and drafting, with every output checked and investme...
ChatGPTguinnessventures.com · Oct 2026VCLP reporting
A Claude Skill that drafts the quarterly LP letter from live fund data
Hanover Park publishes a downloadable skill: ask Claude to 'Draft our Q2 LP letter' and it pulls performance, capital activity and portfolio develo...
Claudesupport.hanoverpark.com · Oct 2026PEScreening and evaluation
Falcon Investment Advisors turns 70-page CIMs into signed-off financial summaries with a Claude skill in Cowork
Falcon Investment Advisors uses a Claude skill in Cowork to turn 70-page CIMs into a templated financial summary. Claude proposes each figure, the ...
Claudecentrilogic.com · Sep 2026PEInvestor relations and fundraising
IR teams get AI-enriched LP prospecting from Juniper Square and Nasdaq eVestment
Capital Intelligence combines eVestment allocator data with a GP's own CRM to enrich investor relationships and surface new prospects for fundraisi...
Juniper Squarejunipersquare.com · Sep 2026Hedge fundsFund accounting and NAV
Formidium launches 'Arya', an AI-native fund administration platform
Unveiled at TechCrunch Disrupt, Arya spans fund accounting, investor servicing, compliance, reporting and capital activity. It is one of several ad...
Run the firmprnewswire.com · Sep 2026
VCTalent and recruiting
Primary Venture Partners hires a Head of AI to build its internal systems
Primary's job post sketches the emerging role: one leader owning AI systems for sourcing, diligence, portfolio support and firm operations. It's a ...
Run the firmprimary.vc · Sep 2026
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