The Future of Investment Research: AI Tools, Excel Automation & 3-Statement Models

Excel is entering a new era, and investment teams are about to feel the shift.
In this conversation, Fundamental Edge’s Brett Caughran interviews Nico Christie, Co-Founder & Chief Product Officer of Fundamental Research Labs, the team behind Shortcut AI, an AI-powered Excel automation tool in finance.

Together, they break down how AI is reshaping financial modeling, investment research, 3-statement builds, KPI analysis, revenue forecasting, agentic search, auditability, and analyst workflows, and what this means for Financial Analysts.

In this session, you'll hear Nico's take on:
- How Shortcut AI built an Excel agent capable of performing complex modeling tasks
- Why modern LLMs struggle and how agentic search solves it
- Where AI is already outperforming analysts in Excel
- How tools like Shortcut can build 3-statement models, pull 10-Ks, and restructure underwriting files
- Accuracy, auditability, and why 90% is still transformational in early workflows
- How AI changes the role of junior analysts, and when to trust AI
- When will financial modeling shift from “manual first” to “AI first”
- How AI can autonomously scrape data, run parallel searches, and accelerate research
- The future of spreadsheet automation and why 2026–2030 will redefine analyst work

Видео The Future of Investment Research: AI Tools, Excel Automation & 3-Statement Models канала Fundamental Edge