#Japan #Tokyo #AI Data #investment technology #AI Invest on IDX

Introduction

In an era where data plays a crucial role in decision-making, AI Data Inc., headquartered in Minato-ku, Tokyo, is taking a bold step into the investment industry with the launch of its ground-breaking platform, AI Invest on IDX. This innovative platform aims to eradicate the traditional dependency on personal intuition and experience in investment decisions, thereby driving structural improvements in profitability. By utilizing specialized artificial intelligence, AI Invest on IDX addresses significant pain points in investment management across seven key operational areas.

Background and Purpose

The asset management industry in Japan is an expansive market, boasting a total market size of approximately 500 trillion yen. However, the human resource costs associated with brand analysis, due diligence, and portfolio management have reached staggering levels, often amounting to several trillion yen annually. Much of this inefficiency stems from an operational structure heavily reliant on Excel spreadsheets, documentation, and subjective judgments that often lead to fluctuating investment decisions, missed opportunities, and unseen delays in analysis—all of which can deteriorate profitability.

AI Invest on IDX seeks to tackle these critical issues by incorporating 'seven specialized AI advisors' directly into the investment management process, thereby enabling a data-driven and reproducible approach to investment operations.

Key Features of AI Invest on IDX

AI Invest on IDX is characterized by several features tailored to meet the evolving needs of the investment sector:

1. Seamless Integration with IDX Platform

The platform offers a secure base by integrating and managing data related to investment judgments, sourcing, due diligence, value enhancement, portfolio management, exit strategies, and fund management. It centralizes case analysis and executive decision-making, ensuring data integrity at all levels.

2. Continuous 24/7 AI Support

Specialized AI advisors span each investment domain, providing ongoing support to investment organizational decisions around the clock.

3. Optimizing Revenue and Overall Performance

Utilizing a dual-advisory structure, the platform simultaneously maximizes the profitability of individual projects while ensuring the overall optimization of the funds.

4. MOAT OS - A Competitive Advantage Accumulation System

This system captures successful investment judgment methodologies, due diligence techniques, and value enhancement patterns, building a competitive advantage that strengthens over time as it is utilized.

Functionality of AI Invest on IDX

Employing a combination of Generative AI, RAG, and VDR frameworks referred to as AI孔明 on IDX, the platform provides support across seven pivotal areas:

• - Investment Judgment Advisor: Summarizes market analysis materials, finds similar past cases through RAG searches, organizes key investment points, and standardizes investment accuracy.
• - Sourcing Advisor: Summarizes project information and company materials, searches for similar cases, organizes necessary check items for pipeline management, and enhances sourcing efficiency.
• - Due Diligence Advisor: Aids in summarizing financial statements, creating due diligence materials, producing analytical reports, and improving due diligence efficiency.
• - Value Enhancement Advisor: Facilitates inquiries related to investment targets and streamlines the review process of 100-day plans.
• - Portfolio Advisor: Provides summaries and organization of portfolio analysis materials, comparative analyses with past cases, risk point extraction, and enhances diversification accuracy.
• - EXIT Advisor: Summarizes EXIT-related materials, supports valuation analysis, organizes EXIT strategy histories, and improves EXIT judgment.
• - Fund Management Advisor (AI PMO): Summarizes various reports and meeting materials, assists in operational data analysis, and organizes materials necessary for management judgments.

Value Proposition

• - Dramatic Efficiency and Quality Improvement: Aims to significantly reduce the time spent on brand analysis, report creation, and knowledge searches.
• - Elimination of Personal Dependency and Standardization: Moves away from operations relying on intuition and experience, realizing a data-driven and reproducible investment management operation.
• - Structural Improvements in Profitability: Supports the sustainable growth of investment endeavors by maximizing investment accuracy, analysis efficiency, knowledge sharing, and decision-making quality concurrently.

Target Market

The platform serves a diverse array of sectors, including:

• - Investment trusts and asset management companies: Efficiently analyzes brands and manages portfolios.
• - Securities firms and investment banks: Enhances quality in investment judgment and due diligence processes.
• - Pension funds and institutional investors: Optimizes operational tasks.
• - Hedge funds and private equity: Improves investment efficiency and profitability.
• - Private banks, robo-advisors, and FinTech companies catering to affluent individuals: Enhances service quality and differentiation.

Availability

AI Invest on IDX is set to launch in mid-February 2026, with plans for free trials and demo sessions for participating businesses to commence sequentially.

About AI Data Inc.

Established in April 2015, AI Data Inc. has built a robust reputation in protecting and utilizing data assets for over two decades. Based in Tokyo's Toranomon area, the firm has garnered trust from over 10,000 companies and more than one million customers. The company’s comprehensive data ecosystem business, which encompasses data sharing, backup, recovery, migration, and deletion services, has earned it the top sales award for 16 consecutive years. Furthermore, leveraging its data infrastructure and intellectual property framework, AI Data is dedicated to advancing both data management and IP protection, ultimately strengthening society's foundational assets.