XA Investments Launches Custom GenAI Tool for Interval Fund Market Research
The Chicago-based alternative investment firm partnered with RavenPack to develop a proprietary tool that helps strategists analyze competitor funds and design evergreen products.

On May 20, 2026, XA Investments LLC, an alternative investment management and consulting firm based in Chicago, announced the official availability of its first generative artificial intelligence capability. The new technology is being offered directly to the firm's existing consulting clients as well as its research subscribers.[1][2]
The proprietary generative AI research tool, named YOGI, was developed in partnership with RavenPack and operates using RavenPack's Bigdata.com platform. According to the firm, YOGI is specifically designed to effectively combine human industry expertise with advanced technology to streamline market research.[1][2]
The primary function of the YOGI platform is to transform the traditional methods that business development professionals and product strategists use to analyze competitor funds. By leveraging this new artificial intelligence capability, strategists can more efficiently design and launch new evergreen investment products tailored specifically for the private wealth marketplace.[1][2]
Kimberly Flynn, the president of XA Investments, noted that the firm remains focused on delivering innovative solutions to the market. Flynn stated that the introduction of the new generative AI tool serves as a direct response to the evolving needs of their fast-growing interval fund consulting and research client base.[1][2]



