Apply | OIA Research Lab

About You

Full name *

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Best email to reach you * This may be different from your personal email.

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What's your current role, and what type of firm are you at? *

What is the approximate AUM you personally manage or influence? *

Under $1M (self-directed) $1M - $5M $5M - $25M $25M - $100M $100M - $500M $500M+ Prefer not to say

What markets, sectors, or company types do you focus on? *

Your Process

How are you currently using AI in your research process? * Be honest. "I've tried ChatGPT a few times and gotten mediocre results" is a perfectly valid answer. I want to know where you actually are, not where you think you should be.

If this Lab is a home run 12 months from now, what does that look like for you? * What changes about your work, your capacity, your confidence, or your process? Be specific.

What has kept you from building or fixing this before now? * Time, tools, team, skepticism about AI, lack of a clear framework... be specific.

Commitment

How many hours per week can you realistically commit during the 8 weeks? *

2-3 hours (sessions only, limited implementation) 4-6 hours (sessions + implementation) 6-8 hours (deep commitment) Not sure yet

How committed are you to upgrading your research process in the next 90 days? *

This is a top priority to fix in the next 90 days I know this needs to happen soon, and I am exploring options I know I want this, but not sure I'm "technical" enough This is a "nice to have" if timing and price line up

If we both agree this is a strong fit, are you prepared to make a mid four-figure investment in this Lab? *

Yes, I have discretion to make that decision Yes, but I will need sign-off from someone else Not right now, I am exploring for the future

Almost Done

Any compliance considerations your firm would need addressed before participating? If your firm has rules about external education, AI tool usage, or information sharing, mention it here. I have a compliance one-pager ready.

How did you hear about the Lab?

Takes 5 minutes. If it's a fit, I'll reach out within 48 hours to schedule a call.

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Application Received

Thanks for taking the time. If your background looks like a fit, I'll reach out within 48 hours to schedule a 45-minute call where we can dig into the details.

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Application Received