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AI Advisory for Investment Firms

AI Strategy for the Buy-Side

Your team has the tools. Adoption is the hard part. We take investment firms from scattered experiments to firm-wide capability.

25+

Investment firms engaged

500+

Professionals trained

$500M–$100B+

Client AUM range

12

Module curriculum

Hedge funds, private equity firms, allocators, and family offices.

How We Engage

Built Around How Firms Actually Adopt AI

Most teams have a few power users sprinting ahead while everyone else waits. We’re not vendors or management consultants — we’re investment professionals who close that gap.

AI Activation and Training

Train & Align

Firmwide foundations that move every seat past “Google 2.0” — with a shared vocabulary for what AI can and can’t do.

  • Firmwide live training (1–2 days) or multi-session programs
  • Prompting and workflows built on real finance use cases
  • Meets your team where it is — from skeptics to power users

AI Roadmap and Pilots

Design & Test

We identify the highest-value workflows on your desks and build them with you — not for you.

  • Skills sprints: working sessions with your power users
  • Reusable workflow libraries the whole team can adopt
  • Time-boxed pilots with clear success criteria

Strategic Partnership and Advisory

Scale & Govern

Long-term counsel for leadership teams navigating build-vs-buy, governance, and what comes next.

  • Executive strategy sessions
  • Vendor evaluation & build-vs-buy judgment
  • Development of in-house tools
Open Source

30 Free AI Skills for Investment Professionals

Reusable workflows for ChatGPT, Claude, and Gemini — the same building blocks we use inside client engagements, published free on GitHub. Download one, adapt it to your desk, and see what a well-built AI workflow feels like.

Meeting & Inbox Prep

  • Email triage
  • Executive briefings
  • Profile research before a call

Investment Research

  • Earnings call analysis
  • PE deal screening
  • Public company first pass

IR & Outreach

  • LP communications
  • Side letter extraction
  • Market recaps
Browse the Skills Library
Who We Are

About LaTour AI

We are a boutique advisory firm built on the belief that the future of finance belongs to those who can effectively bridge the gap between traditional expertise and new technology.

Led by Khe Hy, a former BlackRock Managing Director and Wall Street executive, LaTour AI brings a unique perspective to the challenges of AI adoption in financial services. We understand that for hedge funds and investment firms, "move fast and break things" isn't an option. Reliability, compliance, and decision quality are non-negotiable.

The LaTour Difference

01

Buy-Side DNA

We speak your language. We've sat in your shoes.

02

Technical Depth

From computer science to quantitative trading - we get the hard stuff.

03

Proven Pedagogy

Years of experience teaching complex topics to investment professionals.

From Our Clients

In Their Words

Our team knew AI mattered, but we wanted expertise on how to harness the power of this new tool. Khe gave us a common language — what's possible, what's hype, and what moves the needle today. AI is now a key tool in our investment research workflow.

Chief Administrative Officer, Private Equity Firm

The individual work product that I'm seeing is elevated. Where can we recreate that across our business?

Chief Investment Officer, University Endowment

We like to move fast and we are small teams, so AI fits perfectly. We're realizing that we don't need to hire more people because we have this technology.

CEO, $1.5B Family Office

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Podcast

Invest with AI

Weekly conversations on AI for the buy-side, co-hosted with Brett Caughran of Fundamental Edge. What’s working, what isn’t, and how to bring it into your own process.

Ready to unlock actual AI value?

As one fund founder put it: “Every week that goes by, we lose that blank-sheet-of-paper advantage.” Let’s talk about where your firm stands.

Book a Discovery Call

No sales pressure. Just a conversation about your goals.