The Calculation Gap
Extracting data from documents is necessary but not sufficient. The professionals who use AI tools need the calculations that follow — and building those calculations is where the real work is.
Domain
The Normalization Problem
In professional financial analysis, the reported numbers are never the real numbers. The work is in adjusting from what was reported to what a market participant would actually underwrite.
The Domain Moat
The code for a professional AI tool is often the easiest part to build. The hard part — the part that creates the durable advantage — is knowing what the tool needs to do and what the output needs to look like.
The Retention Asymmetry
Domain-specific AI tools retain customers at 3-5x the rate of horizontal tools. This isn't a coincidence — it's structural. When the tool understands your workflow, switching means more than changing software.
What the Enterprise Buys
Enterprise buyers aren't paying for AI. They're paying for domain knowledge that makes AI usable in their workflow. The tools that command enterprise prices are the ones that know what the profession expects.