Скачать или смотреть How AI Will Save this Investment Firm $100k a Year | Lipman Burgon & Partners

In this episode, Nandita from Lipman Burgon & Partners, a private wealth advisory firm serving ultra high net worth clients, shares how they’re transforming their investment due diligence process using AI.

Lipman Burgon & Partners were selected as one of the winners of the First Focus AI Investment Fund initiative, with this project being supported and delivered in partnership with First Focus. Together, we’re building a human-in-the-loop, Azure-based solution designed for accuracy, governance, and measurable ROI.

By using AI to ingest, collate and summarise large volumes of factual investment information, the team expects to:

Significantly reduce due diligence turnaround times
Increase coverage of fund managers and investment opportunities
Enable analysts to focus on higher-value evaluation and decision-making
Deliver projected efficiency savings of more than $100,000 per year

KEY CHAPTERS:

0:00 – Introducing Lipman Burgon & Partners
Overview of the firm and why rigorous investment due diligence is central to their value proposition.

1:26 – The Due Diligence Challenge (2–4 Weeks per Investment)
Breaking down the current process: high-level screening, deep dive analysis, and reviewing hundreds of pages of reports.

3:01 – Quantifying ROI: From Weeks to Cost Savings
How they calculated the potential efficiency gains and projected $100K+ annual savings.

4:46 – Scale & Leverage: What AI Actually Improves
How AI enables broader coverage, deeper analysis, and better decision-making — without increasing headcount.

6:01 – The Technology Stack: Azure, Copilot & Human-in-the-Loop Controls
Why governance and experienced analysts remain critical in high-stakes financial decisions.

15:22 – Driving Adoption: Co-Designing with the Investment Team
How empowering end users from day one improves buy-in and practical implementation.

17:21 – Measuring Accuracy, Managing Risk & Knowing When to Pivot
Handling the “80% problem,” avoiding hallucinations, and defining clear success milestones.

AI projects don't just finish when the initial build is delivered. That's why we created CORE.

CORE is our managed AI and automation service, designed to help organisations go beyond traditional IT and turn AI initiatives like these into long‑term productivity engines.

Learn more about CORE here: https://firstfocus.com.au/core