New LaunchMay 20, 2026, 10:02 AM
XA Investments Launches YOGI GenAI Research Tool
AI Summary
XA Investments LLC announced the launch of YOGI, its first generative artificial intelligence capability for consulting clients and research subscribers. Developed in partnership with RavenPack, YOGI is designed to transform how business development and product strategists analyze competitor funds and design new evergreen products for the private wealth marketplace. The tool aims to provide a speed and knowledge advantage in the rapidly growing interval and tender offer fund market, which has seen a 25% compounded annual growth rate over the last three years.
Key Highlights
- XA Investments launched YOGI, a proprietary GenAI research tool for clients.
- YOGI was developed in partnership with RavenPack using its Bigdata.com platform.
- The tool helps analyze competitor funds and design new evergreen products.
- It offers Private Market Product Trend Discovery, Competitor Fund Intelligence, and Product Structuring and Launch Ideas.
- The interval and tender offer fund market grew 25% CAGR over the last three years.
- There are over 315 interval/tender offer funds, with 50 more in SEC registration.
- All XAI clients will receive three months of trial access to YOGI.
Price Impact
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