Accelerating institutional grade financial research with AI powered document intelligence.
Content
15–20 hrs
Saved per analyst per week
200 to 300
public companies covered without new hires
+$2B AUM
raised additional capital from LPs
Services
AI Engineering, Front-End & Back-End Development, UI/UX, Product Strategy, Discovery, Support & Feedback
Industry
Financial Services / Hedge Fund
Client
Ardmore Road
Duration
Ongoing engagement
The Challenge
Ardmore’s analysts relied on a mix of off the shelf AI tools, documents, and spreadsheets that were not connected into a single system. Meeting preparation and post call synthesis were manual and time intensive, limiting how many companies each analyst could reasonably cover.
As the fund scaled, fragmented workflows slowed research velocity and reduced visibility across the portfolio.
The Solution
Casper Studios designed and built ArdmoreIQ, a custom AI research platform purpose built for hedge fund workflows. The system unified preparation, analysis, and portfolio visibility into a single platform.
Key capabilities include:
AI driven Q&A generation that automatically fetches relevant documents and produces analyst ready questions
Transcript summarization and citation extraction with structured Q&A and signal highlighting
Modeling color analysis to flag potential financial model impacts with confidence scoring
Research Matrix dashboard providing real time, portfolio level research visibility
Microsoft ecosystem integrations across OneNote, SharePoint, and Excel
The Impact
ArdmoreIQ materially improved how Ardmore conducts investment research. Analysts now move faster, manage more corporate access calls, and maintain higher signal quality, allowing the team to expand equity coverage without adding headcount.
By reducing manual work and standardizing insight capture, the platform increased confidence in investment decisions and became a differentiated asset in LP conversations.
