pluszero and First Partners Group Accelerate AI Fund Development Incorporating Toshiya Matsunami's Insights, Launch Automated Minutes, and Provide 'Brain Plus for Sales' for M&A Staff
pluszero Inc. and First Partners have accelerated the development of an "AI Fund" that systemizes the knowledge of investment experts using AI. They have also launched an automated minute-taking application and an AI sales simulator for M&A staff.
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- 📰 Published: April 2, 2026 at 02:00
- 🔍 Collected: April 1, 2026 at 17:37
- 🤖 AI Analyzed: April 21, 2026 at 10:29 (472h 51m after Collected)
pluszero Inc. (Headquarters: Setagaya-ku, Tokyo; hereinafter "pluszero") and First Partners Inc. (Headquarters: Minato-ku, Tokyo; hereinafter "First Partners"), which operates an IFA (Independent Financial Advisor) business, are aggressively promoting an "AI Fund" project that aims to systematize the knowledge of investment experts using AI and utilize it for fund management.
In this project, the investment know-how, including the investment insights of Mr. Toshiya Matsunami, external advisor (Chief Economist/Market Strategist) to First Partners, is being verbalized and systematized using pluszero's proprietary AI development method "AEI" with the aim of utilizing it for fund management. After passing the PoC (Proof of Concept) stage, verification and development are currently ongoing.
In addition, the two companies have developed an automated minute-taking application in the area of internal auditing (compliance checking) and have begun its production operation. Furthermore, pluszero has started providing "Brain Plus for Sales," which conducts sales role-playing and negotiation simulations, to the M&A sales employees of First Partners Capital Inc., a group company of First Partners that provides M&A consulting services.
■ Background of Development
In the financial industry, the judgments and know-how of experienced experts play a crucial role. On the other hand, there is a challenge that such knowledge tends to become personalized as tacit knowledge, making it difficult to utilize it as an organization in a reproducible manner.
At First Partners, while the knowledge of investment experts utilized in IFA sales is a great asset, systematizing it and ensuring reproducibility has been an issue. Both companies launched the AI Fund project with the aim of verbalizing and systematizing this knowledge, making it reproducible as an investment decision-making process, and utilizing it in fund management.
Furthermore, while First Partners conducts compliance checks on business negotiations of IFA employees, previously it was necessary to perform audit work while checking recordings of negotiations, making increased workload and efficiency of the confirmation process major challenges.
In addition, in sales activities in the financial sector, including M&A, there are many situations that require communication based on highly specialized knowledge and experience. Since it is important to create a mechanism to steadily share and pass on the knowledge and responsiveness possessed by senior members to junior members, they are proceeding with the construction of a practical training environment utilizing the AI business negotiation simulator "Brain Plus for Sales." Through this, the aim is for junior members to improve their customer responsiveness while gaining practical experience, strengthening the sales structure and expanding business negotiation opportunities.
■ Initiative 1: AI Fund Launch Project Equipped with Investment Expert Know-How
The two companies are aiming to utilize the investment expert know-how held by First Partners for fund management by verbalizing and systematizing it using pluszero's proprietary AI development method "AEI".
The know-how to be verbalized in this project includes the insights of external advisor (Chief Economist/Market Strategist) Mr. Toshiya Matsunami.
During the PoC stage, it recorded returns exceeding the S&P 500, and algorithm improvements are currently underway aiming for both further excess returns and stable operation.
- Purpose: Language of investment expert know-how
In this project, the investment know-how, including the investment insights of Mr. Toshiya Matsunami, external advisor (Chief Economist/Market Strategist) to First Partners, is being verbalized and systematized using pluszero's proprietary AI development method "AEI" with the aim of utilizing it for fund management. After passing the PoC (Proof of Concept) stage, verification and development are currently ongoing.
In addition, the two companies have developed an automated minute-taking application in the area of internal auditing (compliance checking) and have begun its production operation. Furthermore, pluszero has started providing "Brain Plus for Sales," which conducts sales role-playing and negotiation simulations, to the M&A sales employees of First Partners Capital Inc., a group company of First Partners that provides M&A consulting services.
■ Background of Development
In the financial industry, the judgments and know-how of experienced experts play a crucial role. On the other hand, there is a challenge that such knowledge tends to become personalized as tacit knowledge, making it difficult to utilize it as an organization in a reproducible manner.
At First Partners, while the knowledge of investment experts utilized in IFA sales is a great asset, systematizing it and ensuring reproducibility has been an issue. Both companies launched the AI Fund project with the aim of verbalizing and systematizing this knowledge, making it reproducible as an investment decision-making process, and utilizing it in fund management.
Furthermore, while First Partners conducts compliance checks on business negotiations of IFA employees, previously it was necessary to perform audit work while checking recordings of negotiations, making increased workload and efficiency of the confirmation process major challenges.
In addition, in sales activities in the financial sector, including M&A, there are many situations that require communication based on highly specialized knowledge and experience. Since it is important to create a mechanism to steadily share and pass on the knowledge and responsiveness possessed by senior members to junior members, they are proceeding with the construction of a practical training environment utilizing the AI business negotiation simulator "Brain Plus for Sales." Through this, the aim is for junior members to improve their customer responsiveness while gaining practical experience, strengthening the sales structure and expanding business negotiation opportunities.
■ Initiative 1: AI Fund Launch Project Equipped with Investment Expert Know-How
The two companies are aiming to utilize the investment expert know-how held by First Partners for fund management by verbalizing and systematizing it using pluszero's proprietary AI development method "AEI".
The know-how to be verbalized in this project includes the insights of external advisor (Chief Economist/Market Strategist) Mr. Toshiya Matsunami.
During the PoC stage, it recorded returns exceeding the S&P 500, and algorithm improvements are currently underway aiming for both further excess returns and stable operation.
- Purpose: Language of investment expert know-how