NYU's endowment CIO standardizes manager notes with Claude and Granola
Michelle Knudsen describes using Claude, Gemini, Granola and Wispr Flow to standardize manager meeting notes and pull time series out of managers' audited financial statements.
Tools used
Sources
- finance.biggo.com ↗ · 2026
More use cases like this
LPsWilliams College's CIO uses LLMs to map diligence landscapesLPsHow LPs use AI in GP due diligence in 2026LPs$45B public pension cuts DDQ time per manager from 32 hours to 4LPsNBIM: 600+ Claude users save 20% of their week
Get The Brief: the best finds, weekly, every Friday
Claude
Gemini
Granola
Wispr Flow