The State of Agentic Finance

Research is the first thing agents got genuinely good at, and finance runs on research. Around thirty million agent research calls run on Valyu every month, so we are seeing the shift first-hand.

This report sets out how hedge funds and private equity firms are putting research agents to work in 2026, and what changes over the next twenty-four months. One example from inside: a research memo that took fourteen to eighteen analyst hours now runs in about seventy-five minutes, at roughly fifty dollars a run.

Inside the report:

• Where AI in finance actually is today
• Five eras of edge, from the first terminals to agents
• Repricing the analyst hour
• Anatomy of a deep research agent
• The new instruments funds are building on it
• Why context is the hard part
• The next twenty-four months