• June, 2024 - Mathinvestments, Inc. was awarded by National Science Foundation with an STTR Phase I grant to develop and validate FinancialAnalyst AI technology capable of learning to infer from time series financial data in a resource-scarce environment. This technology will address the following technical hurdles: (a) well-documented deficiencies of machine reasoning of the qualitative parts of financial reports and earning call transcripts containing information that is much richer than just the financial ratios; (b) current reliance of the language-based models including ChatGPT on human annotation in resource-scarce environment, (c) difficulties with transfer learning for extensive, specialized documents, and (d) scarcity of labeled financial text. The technology will be based on innovative algorithms that use language-based models to augment original unlabeled data and utilize such augmented data for predicting the company valuation far ahead of the existing models. The feasibility of the proposed technology will be conducted in collaboration with academic and industrial partners. Follow the link for details.

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• August, 2023 – Mathinvestments, Inc. was invited by America's Seed Fund to submit a full Phase I proposal to the National Science Foundation’s Small Business Innovation Research/Small Business Technology Transfer program. Mathinvestments, Inc. proposed to develop an innovative AI technology, referred to as FinancialAnalyst. The bullet-form summary of the proposed approach is 

  • The Wall Street analysists concentrate on the S&P 500 large-cap public companies which are also frequently covered in news stories

  • In contrast, the performance of small-cap public companies receives significantly less attention

  • The financial reports and earning calls transcripts are intended to keep investors up to date on the performance of their businesses

  • In practice, only very few investors periodically analyze such reports and transcripts which use specialized language and can be up to hundreds of pages long

  • Solution is language-based FinancialAnalyst AI technology that can, for the first time, provide reliable insights into the future valuation of small-cap companies ahead of any existing AI technology