Streamlining Finance: The Power of Decisional AI for Financial Analysts

Decisional AI is a cutting-edge start-up founded in 2024, based in San Francisco, with a compact yet dynamic team of three highly skilled professionals. The company, supported by Group Partner Aaron Epstein, aims to revolutionize the financial industry by creating an AI Agent specifically designed for Financial Analysts. Decisional AI was born out of the experiences of its co-founders, particularly Dhruv Tandon, who recognized the immense potential of an AI-driven solution that could significantly reduce the manual, time-consuming tasks associated with financial analysis.

Who Are the Founders Behind Decisional AI?

Decisional AI was co-founded by three visionary individuals with diverse and complementary backgrounds:

1. Sai Neeraj Kanuri – As the Head of Engineering, Sai is laying the groundwork for an AI Agent that can reliably work for the finance sector. An NYU graduate, Sai has previously worked in engineering roles at Razorpay (a Y Combinator-backed company) and Arthur AI, where he helped financial firms like J.P. Morgan reduce the risks of AI hallucinations.
2. Adit Sanghvi – Serving as the CTO, Adit is responsible for building the “brain” of Decisional’s AI Agent. A graduate of Carnegie Mellon University, Adit has extensive experience in deep learning and machine learning, having worked at Uber where he contributed to generating over $100 million in incremental revenue. He holds multiple patents and has been publishing papers on AI since 2017.
3. Dhruv Tandon – The CEO of Decisional AI, Dhruv brings his experience as a former Financial Analyst to the table. A graduate of the London Business School and BITS Pilani, Dhruv has a background in product management at companies like Razorpay and Drip Capital, and has served as an Analyst at Moonfire Ventures and Concentric Capital. Dhruv’s firsthand experience in the financial industry was the catalyst for the creation of an AI Agent that he wished had existed during his time as an analyst.

What Problem Is Decisional AI Solving?

The financial industry is plagued by data silos, fragmented knowledge sources, and the constant need for context switching. Financial analysts often find themselves overwhelmed by the sheer volume of data they must process, cross-reference, and analyze. This balancing act between clerical tasks and deep financial analysis is not only challenging but also time-consuming. Financial professionals face questions such as, “What are the risks associated with this company?” or “How has the growth trend for a specific company evolved over the past five years?” These questions require a comprehensive understanding of both internal and external data, which often reside in disparate systems.

Decisional AI addresses these challenges head-on by providing a solution that integrates data from multiple sources, reduces the need for manual data entry, and streamlines the process of financial analysis. By automating these tasks, Decisional AI frees up valuable time for financial analysts, allowing them to focus on more strategic and impactful work.

How Does Decisional AI’s Solution Work?

Decisional AI’s solution revolves around the concept of “Living AI Memos” that connect with data silos. These memos create custom knowledge engines, enabling users to leverage AI for reasoning over both internal institutional knowledge and external data sources. The AI-powered blocks within these knowledge engines allow financial analysts to compile tables, find sources, and explore their investment theses with fact-based citations, thus ensuring accuracy and reliability.

One of the key benefits of Decisional AI’s solution is its ability to streamline workflows, eliminating the need for repetitive evaluation models and manual tasks. The platform is designed to be user-friendly, with an easy setup process that is eight times faster than building similar tools in-house. Moreover, Decisional AI prioritizes security and reliability by anonymizing confidential information and ensuring that no model training is done using the customer’s data.

What Are the Key Features of Decisional AI?

Decisional AI offers a range of features designed to enhance the capabilities of financial analysts:

• High Accuracy: Decisional AI claims to offer 82% more accuracy than GPT-4 by verifying information from multiple sources, making it a reliable tool for fact-checking and deep analysis.
• Time Savings: The platform saves up to 32 hours per week for finance professionals by reducing the time spent on rudimentary document checks and repetitive workflows.
• Extensive Document Handling: Decisional AI allows users to connect and store up to 2000+ documents in each knowledge engine, providing a comprehensive database for analysis.

What Are the Different Use Cases for Decisional AI?

Decisional AI is a versatile tool that supports a wide range of financial queries and workflows. The platform is particularly beneficial in the following areas:

1. Due Diligence & Portfolio Management: Decisional AI streamlines workflows by eliminating manual tasks, enabling financial analysts to manage portfolios more efficiently and address repeat customer queries with ease.
2. Competitive Analysis: The platform enriches public company data by comparing it to internal datasets, allowing for a more accurate valuation based on public comparables.
3. Growth Projections & Discounted Cash Flow (DCF) Models: Financial analysts can query data on revenue, engagement, and other metrics to build accurate DCF models, helping them make informed investment decisions.
4. Table Extraction: Decisional AI’s table extraction feature allows users to extract tabular data from their knowledge sources, making it easier to explore and analyze data sets.

Why Is Decisional AI Poised to Re-Imagine Modern Finance?

Decisional AI is not just another AI tool; it represents a significant leap forward in how financial analysis is conducted. By combining deep research tools with streamlined workflows, Decisional AI empowers financial service firms to operate at a higher level of efficiency and accuracy. The platform’s ability to integrate seamlessly with existing data sources, coupled with its focus on security and reliability, makes it an invaluable asset for financial analysts looking to stay ahead in an increasingly competitive market.

As the financial industry continues to evolve, the demand for AI-driven solutions like Decisional AI will only grow. The company’s innovative approach to solving some of the most pressing challenges in finance positions it as a key player in the future of financial analysis. With its strong leadership team, cutting-edge technology, and clear focus on delivering value to its users, Decisional AI is set to re-imagine modern finance, making it smarter, faster, and more efficient.