Valiant

The Future of AI Research Workflow

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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.

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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

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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.

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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.

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Clarence Cheung

Software Engineer

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

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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.