AI
Accelerator
Evolve with the market. Augment your investment process with AI agents
A practical 6-month program guiding fundamental investors through the development and implementation of AI agents
Enroll in AI AcceleratorProgram Structure
As AI capabilities continue to evolve, fundamental analysts are presented with a tremendous opportunity to increase both speed and rigor in the investment process. However, the demands of the seat and the overwhelming noise around AI create a challenge for investors looking to deploy agents in their workflows without losing irreplaceable human judgment.
AI Accelerator was designed to help analysts, PMs, and CIOs evaluate AI tools and develop a personalized agentic operating layer through 6 months of structured learning.
The 6-Month Arc
Foundational Seminar
3-Hour Executive Session
- Where AI fits in the process
- Shared vocabulary and frameworks
- Process map and roadmap
Pattern Recognition & Idea Generation
Sourcing the Funnel
- Pattern-matching agents
- 13F-driven idea generation
- Raw idea to vetted hypothesis
AI-Augmented Deep Dive Roadmap
Initiation without the Slog
- Deep dives as sub-workflows
- Ramp a new name in days
- Mosaic research and insight
AI-Supported Earnings Season
Preview, React, Post-Print
- Earnings preview workflows
- Print-day reaction notes
- Post-print read-throughs
Building AI Excel Workflows
Models, Audits, Updates
- Model build, audit, update
- Where agentic Excel breaks
- Model to memo to decision
Automated 3-Driver Due Diligence
Augmented Key Driver Monitoring
- Identify the three key drivers
- Agents that monitor drivers
- Research to surveillance loop
Closing Session
Implementation Seminar
Workflows to Operating Layer
- Discrete workflows to one stack
- Skills.md library architecture
- First-90-days roadmap
Throughout the Program
Guest Speakers, Office Hours & Foundational Content
Build Custom Agents with AI Accelerator
A 6-month program for institutional investors ready to go
beyond theory and build your own agentic workflows
Instructors
Brett Caughran
Founder & Head Trainer
Brett Caughran is a former hedge fund analyst and portfolio manager with 13+ years on the buy side at Maverick Capital, D.E. Shaw, Citadel, and Schonfeld. He built Fundamental Edge to teach the frameworks he used to evaluate businesses and manage risk with real capital, with the goal of providing the type of instruction he wishes he had during his career on the buyside.
Brett's approach towards AI in the investment process is founded on the core principle that AI cannot fix a broken process, but it can be used to enhance a well-founded process.
Andrew Carr
Instructor
Andrew brings ~7 years of buy-side experience at Balyasny, ExodusPoint, and Strycker View Capital. In addition to his experience in the seat, Andrew has logged hundreds of hours since 2020 coaching students and institutional investors at long-only and single/multi-manager investment firms.
At Fundamental Edge, Andrew continues to provide personalized coaching and guidance to our world-class clients.
Student Testimonial
“I cannot think of another program that compares to the
breadth of information, quality of instruction, and dedication
to continued improvement than Fundamental Edge.”
How it Works
Download the SyllabusEnroll and Get Up to Speed
Enroll in AI Accelerator at any time and get immediate access to all pre-recorded foundational content and live sessions you may have missed.
Develop and Refine Personalized Agents
Work through the monthly workflow labs, guest speakers, and office hours to build your own AI-augmented workflows. All live sessions are recorded and attendance is optional.
Implement and Apply
Conclude the program by working with the cohort to build a coherent, functional operating layer that works within your specific investment process.
Enroll NowTypical Monthly Rhythm
Week 1
Assignment Drops
FE delivers workflow decomposition and Skills.md.
Week 2
Self-Paced Build
The cohort builds their own versions at their own pace.
Week 3
Live Workflow Lab
Live 90-minute Zoom session for the group to implement, debug, and iterate together.
Week 4
Guests and Office Hours
Practitioner-led deep dives and standing Q&A with the FE instructors.
Who is this
course for?
Not sure if AI Accelerator
is right for you?
Schedule a call with Fundamental
Edge to discuss your needs.
Mid-Career Analysts
Develop an edge and take the next step in your career.
Senior Analysts
Increase the speed and rigor of an established investment process.
PMs and CIOs
Enhance the knowledge and capabilities of your team.
Technical/Implementation Teams
Understand the workflows and needs of the investors you work with.
Investment Teams
Establish common frameworks and understanding across your entire investment team.
What you’ll walk away with
A Personal Skills.md
Library
A growing collection of orchestrated, auditable Skills files that codify how you actually do the work, reusable across positions, sectors, and tools.
Five Working Agentic Workflows
Idea generation, deep-dive, earnings, AI Excel, and three-driver diligence, each built and stress-tested in a live lab and ready to drop into your daily process.
Material Gains in
Speed & Rigor
Faster ramp on new ideas, faster earnings season, and deeper monitoring, without losing the human judgment that drives real edge.
A Shared
Mental Model
Three-layer cake, six properties of a workflow, a red/yellow/green capability framework, and the language to design and critique any agentic process.
An AI-Native
Operating Cadence
Patterns for how analysts, PMs, and agents work side-by-side day-to-day, imported from cohort peers and the Fundamental Edge playbook.
Support of
a Cohort
A peer group of serious investors building their agentic process at the same time you are, with a learn-together approach.
Tools Required
What you’ll need to participate
Required
Agentic workspace, Claude Cowork, Perplexity Computer, Codex
Required
Model with extended context capability
Provided
Cohort templates and Skills.md reference library
Pricing
Individual Access
$3,500
Full cohort access
for one seat
- Self-paced pre-recorded content
- Live seminars & workflow labs + recordings
- Office hours and guest speakers + recordings
- Skills files and additional materials
Team Access
Custom
Develop an AI-augmented process for your entire team. Custom pricing for groups of 3+
- Everything in individual access
- Group pricing and consolidated billing
- Enterprise/team level implementation plan
- Optional tailored sessions for your team
Frequently Asked Questions
Who is AI Accelerator designed for?
AI Accelerator is built for institutional investors who are ready to incorporate AI into their workflows. This is not an intro to investing or an intro to AI. This program will be most effective if you have an established investment process upon which you can layer agentic workflows.
Do I need a technical background to participate?
No. You will need access to an agentic workspace such as Claude, Cursor, or similar, but you do not need prerequisite knowledge to participate.
What if I miss a live session?
Although the live sessions are designed to be high-impact, attendance is not mandatory. All live sessions will be recorded and posted within 24 hours for those who cannot make it live.
How much time will this take each month?
For maximum efficacy, plan to set aside roughly 3 hours of time each month to attend the live sessions or view the recordings, plus 2–3 hours of time on self-paced discovery.
When can I join the program?
You can join the program at any time and get immediate access to all pre-recorded material. Regardless of when you join, you will have access to the foundational seminar plus the next 5 months of workflow labs.
Can my firm pay for this?
Many of our students are able to attend our programs via funds from their firm's training budget. If you require any assistance in requesting funding from your firm, email us at info@fundamentedge.com.
AI has transformed
investment workflows.
Join AI Accelerator to start building and deploying personalized AI agents that increase speed and rigor in your investment process.
Enroll Today