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Building Thesis-Aligned Research Assistants for Deal Teams

Why generic AI agents underperform, and how to tune research assistants to your firm's theses and watchlists.

Generic AI agents sound impressive, but in practice they underperform for investment workflows.

Deal teams don't need a generalist—they need a specialist who understands:

  • Your themes and theses.
  • Your existing portfolio and pipeline.
  • The people, companies, and signals that matter to you.

In this article, we describe how we build thesis-aligned research assistants that act more like a junior investor than a search engine.

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