Structured perspectives on AI in investment research, workflows, and decision-making. Focused on how AI systems are applied in real-world analysis.
AI is increasingly becoming part of investment theses, but the presence of AI does not automatically make expected value creation credible. This article introduces Cohres’ AI Value Creation Assessment (AVCA), a structured methodology for evaluating whether AI-enabled growth, productivity, margin expansion, cost improvement, and operating leverage assumptions are credible enough to underwrite before capital is committed.
Commercial Due Diligence is one of the most important stages of investment research—but not every opportunity justifies a full due diligence process. This article explains why Commercial Evaluation should come first and how a structured framework of Focused Screening, Expanded Evaluation, Commercial Due Diligence, and Investment Committee Support helps investors build commercial conviction while allocating research resources more effectively.
As AI models become increasingly accessible, competitive advantage may shift toward workflow ownership, institutional knowledge, monitoring systems, and investment research infrastructure.
Explore example investment committee briefs and commercial due diligence reports covering AI, legal technology, enterprise software, and emerging technology companies.
AI improves speed in investment research, but not decision quality. This piece outlines where AI breaks down and where human judgment remains critical.
How AI Concierge is applied across investment workflows, from deal screening to IC decision and turning fragmented research into structured, decision-ready outputs
How AI is being integrated into investment research and why workflows are becoming central to analysis.
Why structure, not tools, determines how AI improves investment research outcomes.
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