Buy-side deal teams live in a flood of PDFs and spreadsheets. A single deal means hours of reading teasers and memos, pulling numbers by hand, and typing it all into a CRM nobody enjoys touching. The analysts hired to make sharp calls end up spending their days on data entry. TJ Richardson built Rubi to change that. Rubi is a deal intelligence platform for private equity funds, family offices, and other buy-side firms. It reads a deal, runs the analysis, and loads everything into the firm's system of record in seconds, work that used to take days. One firm watched it automate the exact job their team dreaded most.

In this episode of Lead with AI, Dr. Tamara Nall speaks with TJ Richardson about the framework behind Rubi, an orchestrator agent that deploys sub-agents to extract data, screen deals, and update records on their own. TJ breaks down how Rubi codifies a firm's investment thesis and flags which deals to pass on and which ones deserve a closer look, why he built the tool to upskill investors instead of replacing them, and why he built it to work across industries and geographies without losing focus. He also shares a bold take on why AI could shrink the institutions that have long gatekept money and knowledge work.

Want to see what Rubi can do for your firm? Head to Rubi.AI or reach out to TJ directly. Check out the links below to connect with TJ, follow Rubi, and subscribe to Lead with AI on Apple Podcasts, Spotify, YouTube, or wherever you listen for more conversations with the leaders building the future.

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