← Front page

Capital Allocators · Monday, September 14, 2026

AI Tools Aid in Building Custom Investment Benchmarking Tools

Abby Barlow explains how she uses AI tools like Claude to build custom software solutions for her investment office, rather than relying on expensive third-party services. She details building a benchmarking tool that previously involved complex Excel spreadsheets with many tabs, which Claude helped her create as an app in about half a day.

The tape

3 quotes
“Think of this as an app or a software program that historically you would maybe buy from a market. Benchmarking or a pacing model or portfolio company look-through to understand what you own. But instead of paying someone to host that service and implement a tool, I've said, I'm going to see what I can build first.”
“This benchmarking tool is a great example where I used to, in Excel, build vintage year comparison across funds and peer groups. It was messy. I would end up with 60 tabs in Excel. It took a long time. I got halfway through with one of those projects and I said, hey Claude, look what I'm trying to do. How would you approach this?”
“It thought about that. It spit out an app. I iterated it with Claude. It probably took me half a day to say, I have this amazing tool that I can now use. And I've used it eight or 10 times since.”
Heard on Capital Allocators — “AI in the Investment Office – Abby Barlow, Laura Hill, Brian Sugrue, Jenny Heller, John Lawrence, Matt Bank, Kristin Kallergis Rowland, Jon Webster (EP.515)”, published Monday, September 14, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.06
AI Tools Aid in Building Custom Investment Benchmarking Tools — Heardvine