A $1 billion AUM hedge fund managing approximately 200 public equities ran an analyst workflow that was bleeding time.
Before each corporate access call, analysts spent 30 to 60 minutes per equity manually pulling earnings transcripts, 10-Qs, internal financial models, and prior meeting notes, then synthesizing it all to generate relevant questions. With 15 analysts covering hundreds of equities, the cumulative cost was enormous. The fund had no systematic way to structure pre-call research, post-call transcript analysis, or modeling implications, leaving investment decisions slower, less consistent, and limited by analyst bandwidth.
Casper Studios designed and built a three-module AI system for a $1B AUM hedge fund covering 200 public equities. The first module automated Q&A generation for corporate access calls, pulling from public filings, earnings transcripts, and internal Excel models via SharePoint and OneNote. The second ingested post-call transcripts for sentiment analysis. The third assessed whether executive statements warranted changes to the fund's financial models.
The Q&A generation module cut analyst prep time per equity from 30–60 minutes down to approximately 5 minutes, allowing analysts to run multiple preparation queries in parallel and show up to calls better prepared.
Transcript analysis and financial modeling color modules reduced time spent reviewing call output from roughly one hour to 20–30 minutes per equity, with continued improvement expected as the system matured beyond its first six months.
Across 15 analysts covering hundreds of equities, the combined time savings across all three modules translated into thousands of analyst hours reclaimed per year, freeing the team to engage more executives and improve investment decision support.
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