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The future of finance will be shaped by AI agents that not only handle repetitive tasks but also function as fully autonomous "analysts," guided and mentored by real professionals. At Altitude, we see this evolution unfolding in phases. Today, our platform accelerates the work of human analysts, but in the near future, we aim to deploy AI that can operate semi-independently building financial models, scanning for market insights, and even generating data-driven recommendations. Unlike a simple automation script, these AI analysts learn a firm's specific processes, reasoning like junior associates under the active supervision of senior professionals.

As financial analysts, we've seen firsthand how time-consuming and overwhelming deal processes can be. During our tenures at Goldman Sachs and AKKR, we had front-row seats into the daily frustrations that come with 80+ hour work weeks that account to little more than combing through reports, restructuring presentations, and repeatedly making minor tweaks to the same deliverables. We resolved to turn our frustrations into conviction and set out to build a set of tools that would allow analysts to work at the speed of thought, without reinventing a firm's existing infrastructure.

The financial sector has never been short on technological innovations, but many firms remain cautious about adopting AI tools that force them to overhaul core processes. Rather than view AI as an external disruptor, organizations should seek solutions that amplify analysts' capacities while preserving the outputs and workflows they know best. Any approach that compels a team to reinvent how they function is an unnecessary concession. Instead, AI should serve as a virtually undetectable extension of the analysts themselves—boosting speed, precision, and insights without altering the firm's identity.