Upgrade Your Investment Process with AI
Turn AI from buzzword to bottom line— do diligence faster, automate repetitive research tasks, expand coverage with your existing team, and make more consistent decisions based on your process.
Vendor Selection
Help organizations assess and select the right AI models and tools based on needs and compliance requirements.
Use Case Build Out
Implement master prompts for front-end AI solutions and workflow integrations that can be shared across the organization.
LLM API Integration
Prepare your internal data, keeping it in whatever environment you choose, so that it can connect to powerful LLMs to generate proprietary insights
Claude Code
Train your investment team to work directly in the terminal, opening up access to all local documents
Bring your own AI tools or explore new ones, Our team can integrate with all the top models, both in the front-end and through APIs.
Experience Integrating AI and Finance
Level Up, Through Data Prep & Process Mapping
Work with a Consultant with Experience Across AI and Finance
AI EXPERIENCE
Took Perplexity Finance from Zero to One
Served as General Manager of the Finance vertical at Perplexity AI, where he built out the finance product (perplexity.ai/finance) from nothing to a competitor to Google Finance and Yahoo Finance in under a year.
Negotiated and purchased data from all the key data vendors
Worked with every AI model to produce differentiated output
Managed the enterprise offering within Perplexity Finance
ENTREPRENEURIAL EXPERIENCE
Self Taught Engineer with Experience Founding a Fintech Startup
Brooker built, scaled, and exited his own fintech company.
Proficient in python
Experience managing engineers
Proven ability to build hard things
INVESTING EXPERIENCE
Investment Analyst at Top Global Tech Hedge Funds and a Global Bank
Worked as an investment analyst at premier investment firms including Citadel, Kang Global (Tiger Management Seed), and Coatue. His career began at Goldman Sachs in the investment banking division. With this unique combination of AI product development, enterprise sales experience, and buy-side investment background, Brooker brings a comprehensive understanding of how to leverage cutting-edge technology to solve real problems in finance.
Experience using leading technology to solve problems
Ability to navigate complex organizations
A decade investing, means no nonsense building
