Valiant
The Future of AI Research Workflow
About Valiant
What is Valiant?
Valiant is a technology startup that identified a fundamental flaw in how investment research operates: despite the industry's sophistication, its research process remains fragmented and manual, with highly skilled analysts spending most of their time on low-value tasks. Rather than simply adding another tool to an already cluttered workflow, Valiant aims to transform the entire research process through intelligent automation with bank-level security.
What is the Product?
Valiant is developing an AI-powered research platform that, for the first time, unifies the entire investment research process into a continuous, self-improving cycle. A living research ecosystem that augments researchers rather than just another traditional software tool.
The Problem
Alternative and qualitative investment research is difficult, time intensive, and cannot be replaced by an AI chat prompt. Millions cannot be invested without proper research, citing, and writing. We understand that without a full vertical, you are not truly solving the problem, only part of it. Competitors do not have a full vertical and are missing key parts.
Key Features
1) Automated Data Aggregation
Scrapes from open sources, consolidates information from trusted sources, supports multiple data types, and a Chrome extension for easy source collection and citation.
2) AI-Driven Analysis
Provides intelligent summarization with page-specific citations, real-time financial and regulatory updates, trend identification, and risk analysis.
3) Knowledge Management
Features a centralized Wiki-style repository, team collaboration tools, source tracking and citation management, and a historical project archive with automatic updates.
4) Report Generation
Enables automated report and memo creation, professional email drafting, custom charts and graphs, and template management.
5) Workflow Customization
Offers project-specific organization, client-centric views, and automated update scheduling.
Our Team

David Serabian
Chief Executive Officer
David has been a research consultant for a Fortune 500 CEO family office, and a US Presidential Cybersecurity Commission. With the commission his policy recommendations were included to the President. He previously founded a fintech startup as a CCO. David has a passion for developing organizations and being a servant leader.

Donny Vallejo
Chief Operating Officer
Donny is our COO. He is a skilled software developer Who has experience scaling a software startup. He Taught classes at UC Berkeley and Is incredible at building teams.

Clarence Cheung
Software Engineer
Clarence is a Software engineer and he has a pragmatic approach to problem solving, incredible drive, and tireless work ethic.

Troy Grossi
Software Engineer
Troy is a full-stack software engineer who focus on building scalable and maintainable applications. He has a degree in CS and attended classes at UC berkeley. He was an Eagle Scout, a former varsity wrestler, and a rugby player.