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Your AI Investment Committee

When AI Models Debate Your Investments, Blind Spots Disappear

Roundtable puts Claude, GPT-4, Gemini, and Grok on the same investment committee — one argues bull, another argues bear, while macro and valuation experts add context. What takes analysts days takes your AI committee 15 minutes.

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One Conversation. Zero Blind Spots.

Unlike single-model AI, Roundtable runs multiple models in parallel — and they can see and respond to each other.

Debating

Models surface genuine disagreements and explain why they see things differently.

Analyzing

Models examine from different angles, challenging each other's framings.

Brainstorming

Models spark off each other's ideas, building and branching in real-time.

Problem Solving

Models build on each other's proposals toward actionable recommendations.

You choose the mode. You assign the roles. The models do the rest — and a Council Moderator synthesizes the consensus at the end.

The Use Case

Investment Analysis Is Drowning in Data

Bloomberg gives you the data. AlphaSense lets you search it. But the critical analysis layer — synthesizing bull/bear cases, stress-testing your thesis, writing the memo? Entirely manual.

Solved

Data Access

Bloomberg, AlphaSense, Tegus

The Bottleneck

Analysis

Manual. 2-5 days per company.

Solved

Decision

IC Meetings, Portfolio Systems

500+ companies report in a 6-week window.

Every earnings season, analysts drown in transcripts and filings. Each company takes 2-3 hours — and coverage gaps mean missed opportunities.

Who This Is For

Built for Investment Teams Under Pressure

Whether you cover 20 names or 200, the bottleneck is the same: too much data, too little time, and no room for blind spots.

Equity Research Analysts

Evaluate 50+ companies during earnings season. By week three, coverage gaps appear and outliers get missed.

Earnings season coverage overload

VC Partners & Associates

Evaluate hundreds of startups per year. Thesis validation requires deep market analysis for each.

Deal volume vs. diligence depth

Family Office CIOs

Manage diversified portfolios across asset classes. Need consistent analytical rigor across every holding.

Cross-asset coverage bandwidth

Institutional Asset Managers

Build institutional-quality research for clients. Speed to insight determines competitive advantage.

Research speed vs. analytical depth
The Single-Model Problem

Why Asking ChatGPT for Investment Advice Doesn't Work

Generic AI can summarize. But investment analysis demands adversarial thinking, precision, and multi-perspective reasoning that a single model cannot deliver.

01

Built-in Confirmation Bias

Research confirms LLMs exhibit strong confirmation bias — clinging to initial judgments despite counter-evidence. One model can't genuinely argue against its own thesis. Investment decisions need adversarial testing, not agreement.

02

Hallucination on Financial Data

A hallucinated EBITDA figure or fabricated guidance number doesn't just waste time — it creates real liability when it reaches the investment committee. Single models lack the cross-checking guardrails financial analysis demands.

03

Single-Narrative Blindness

Investment analysis requires synthesizing filings, transcripts, market data, and analyst estimates simultaneously. A single model produces one coherent narrative — but misses the tensions between bull and bear that matter most.

Roundtable fixes this. When a Bull Case Analyst and Bear Case Analyst debate the same data — and a Valuation Expert stress-tests the assumptions — confirmation bias gets caught, hallucinations get flagged, and nothing gets past you.

Multiple Models Catch What One Misses

A single AI gives you a summary. But when Bull and Bear models debate the same investment — and Macro and Valuation experts add context — confirmation bias gets caught, blind spots get exposed, and nuance survives.

Adversarial Debate Kills Bias

When the Bull Case Analyst cites revenue acceleration, the Bear Case Analyst can challenge the sustainability. Errors and bias don't survive cross-examination.

Multiple Perspectives, Full Picture

A strong earnings quarter means nothing if the macro cycle is turning. When Macro and Valuation agents weigh in alongside Bull and Bear, the picture becomes three-dimensional.

Synthesis Through Conversation

Filings, transcripts, analyst estimates, and market data need cross-referencing. When models respond to each other, they naturally connect dots across sources.

Configurable Roles

Assign Roles. Start the Debate.

In Roundtable, you pick the AI models and assign each one a role — just like staffing a real investment committee. Here's a setup research teams use for analysis:

Bull Case Analyst

Claude

Growth drivers, competitive advantages, upside scenarios, and catalysts for outperformance.

Bear Case Analyst

GPT-4

Risks, competitive threats, downside scenarios, and thesis-breaking assumptions.

Macro Strategist

Gemini

Industry trends, regulatory environment, macro sensitivity, and sector positioning.

Valuation Expert

Grok

Comparable analysis, DCF modeling, historical multiples, and implied growth expectations.

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Public Equity Deep Dive

ANBull Case Analyst
OPBear Case Analyst
GOMacro Strategist
XAValuation Expert

Bull/bear debate, macro analysis, and valuation framework for public equity investment decisions.

VC Due Diligence

ANAnalyst
OPTech Evaluator
GORisk Assessor

Startup evaluation, market sizing, technical assessment, and risk analysis for venture capital due diligence.

Earnings Season Review

ANEarnings Analyst
OPGuidance Tracker
GOSector Strategist
XAEstimate Reviser

Rapid earnings call analysis, guidance interpretation, and estimate revision across portfolio holdings.

Portfolio Risk Review

ANRisk Manager
OPMacro Analyst
GOCorrelation Analyst
XAStress Tester

Portfolio-level risk assessment, correlation analysis, and stress testing across market scenarios.

Days of Analysis → 15 Minutes of AI Debate

From raw filings to structured investment memo.

Manual2-5 Days
  1. 1Gather SEC filings, transcripts, reports (1-2 hours)
  2. 2Read and annotate earnings call (2-3 hours)
  3. 3Build comparable company analysis (3-4 hours)
  4. 4Synthesize bull/bear cases (2-4 hours)
  5. 5Draft investment memo (4-8 hours)
Roundtable~15 Minutes
  1. 1Upload filings, transcripts, and supporting docs
  2. 2AI models analyze in parallel — bull and bear genuinely debate
  3. 3Council Moderator synthesizes consensus with conviction scores
  4. 4You review the memo and make the investment decision
Market Momentum

The Smartest Firms Are Already Using Multi-Agent AI

AI adoption in investment management has more than doubled. The firms that deploy AI-assisted research first will see every opportunity their competitors miss.

75%

of PE firms incorporate AI into their investment process

FTI Consulting, 2024

25-40%

productivity lift from AI portfolio manager copilots

McKinsey estimate

70%

of financial institutions using AI at scale by late 2025

Nvidia State of AI in Financial Services

BlackRock published AlphaAgents — a multi-agent LLM debate framework for equity portfolio construction. Bridgewater launched a $2B AI-led fund generating uncorrelated alpha.

"AIA Labs is building an artificial investor designed to perform rigorous, explainable, fundamental research at a scale no human-based process can ever achieve."

A Research Team That Never Gets Tired

The same rigor on the last company of earnings season as the first.

01

Full Coverage

Analyze every company in your coverage universe. When 4 models work in parallel, no name gets skipped because someone ran out of time.

02

Speed to Insight

Identify estimate revision opportunities before the street catches up. AI debate produces structured memos in minutes, not days.

03

Consistency

No analyst fatigue. No late-Friday shortcuts. Every company gets the same multi-perspective adversarial analysis.

Built for High-Stakes Decisions

Roundtable is designed for confidential, high-stakes analysis — whether that's investment research, portfolio management, or strategic planning.

Full Traceability

Every insight links to the model that produced it and the reasoning behind it. No black-box recommendations.

Your Data Stays Yours

Your data stays private. API traffic is excluded from model training by our providers. All infrastructure runs on Cloudflare's encrypted global network.

Human-in-the-Loop

AI is the research team. You're the decision-maker. Roundtable accelerates your analysis — it doesn't replace your judgment.

FAQ

Frequently Asked Questions

Your AI Investment Committee Is Ready

Assign the roles. Pick the models. Ask the hard questions. Whether it's earnings analysis, thesis validation, or any investment that deserves more than one perspective — Roundtable makes sure nothing gets past you.

Start Your First Roundtable