Build your own Financial Agent for Investors masterclass

Wednesday, Jun 17

6:30pm

PTET

Hosted by

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40 total spots

​-Agenda Overview ​Section 1: Agent Architectures: ​- Understand basic agentic AI concepts: single vs. multi-agent systems. ​- Explore ReAct (Reason-Act-Observe) loops for decision-making and function APIs for data access. ​- Demonstration: Use a LangGraph agent to query Yahoo Finance for cap table stress-tests. ​- Assignment: Customize a GitHub template for your investment sectors. ​- Demystify AI agents — break down LLMs, memory, tools, and the Observe → Think → Act loop. ​- Compare architectures — monolithic vs. multi-agent, and heavyweight frameworks vs. minimalist harnesses. ​- Explore pi-mono — a "primitives, not features" open-source toolkit for building custom agents. ​- Build live — code a real VC due diligence research agent from scratch in the final session. ​Section 2: Automated Deal Sourcing: ​- Create agents for lead generation using vector embeddings on Crunchbase/LinkedIn data. ​- Discuss prompt engineering to evaluate founder teams. ​- Hands-on integration: Combine Airtable with OpenAI agents for real-time matching; assess performance using precision and recall metrics. ​Section 3: Advanced Due Diligence ​- Implement hierarchical agents for financial analysis and risk management. ​- Focus on memory storage for audit trails and human oversight. ​- Demo: Backtest your portfolio for performance improvements; homework involves a diligence simulation on live data. ​Section 4: Portfolio Agents & Scaling ​- Coordinate multi-agent systems for monitoring, exit signals, and rebalancing. ​- Discuss costs, addressing errors, and deployment methods. ​- Capstone project: Collaboratively build a "VC Vault Agent"

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