What Surprised One Investment Platform About Their New AI Memo Generator

A Dutch AFM-regulated investment platform processes around 400 deals a year. Each screening memo used to take a full day of manual work - pulling together databases, PowerPoints, financial documents into a templated summary. We built them something that does it in 15 minutes. But the productivity win turned out to be somewhere we didn’t expect.In this episode, co-founders Arjé Cahn (CPO) and Ian Zein (CEO) of Aimable unpack what happened, and what made this engagement different from another “use ChatGPT to summarise stuff” project. The conversation moves from concrete output (a Word document in the customer’s exact template, with an Excel sheet underneath) to a broader question that keeps showing up across Aimable’s customers: how do you make AI deliver *finished work* instead of just talking about work? And what kind of company do you have to be to do that?Along the way they cover why an LLM can’t be trusted to calculate but a skill wrapping Python around it can, why a black marker doesn’t work as redaction, what they learned from Ian’s own accountant chasing a missing Coolblue invoice, and where this is heading once agents start talking directly to other agents.0:00 The 15-minute investment memo0:30 Inside the customer engagement2:30 Finished work vs ChatGPT experiments3:50 One-off prompts vs reusable skills5:00 When the numbers have to be right7:00 An accountant’s email - and a much smaller skill9:30 Why funds don’t just drop pitch decks into AI10:00 A different kind of software company11:30 The black-marker problem (smart redaction)13:30 The compounding platform14:00 Portal visions and agents that play by the same rulesAbout Trusted IntelligenceTrusted Intelligence is a weekly conversation between Aimable’s founders about what they actually run into while building a safe AI platform for organisations that need their AI to deliver real, grounded work - not chat.About AimableAimable is the leading European AI platform that lets organisations get real work done with AI, on their own data, in their own format, with their own rules - and the audit trail to prove it. Standard platform, customisable skills, EU-hosted by default.🔗 www.aimable.ai This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit trustedintelligence.substack.com