Shift

Happy Friday! No new customers to announce this week. Will be in my old home town of Orlando this Sunday through Wednesday for InvestOps 2025. My first time at this conference and beyond excited to represent Shift. Hit me up if you are there and want to connect.

Shift will soon be growing! With new customers signing on, we're on the hunt for a Senior Full Stack Engineer with strong TypeScript experience to help build our vision of AI-powered products that amplify human creativity and intelligence. What we're looking for: - Deep expertise in TypeScript and modern web frameworks - Ability to architect scalable solutions for both cloud systems and on-premise hardware - Passion for mentoring and learning from peers - Curiosity for developing products that leverage cutting-edge tools to enhance customer experience - Location: Charlottesville, VA - We have a collaborative team that thrives on in-person innovation As an early-stage startup, we offer the opportunity to make a significant impact as we grow. If you're excited about what we're building, please complete our interest form:? https://lnkd.in/egFsH9Ra Questions? Reach out here or contact [email protected] #Hiring #Startup #FullStack #TypeScript #Charlottesville

The feeling of signing a new customer never gets old. It's gratitude, appreciation, pride and "oh sh*t, we need to get it done!" all wrapped into one. Why am I saying this? Well, Happy Friday! Shift signed another customer. ?? ??

Loving the new office sign over here in Charlottesville office! Thanks Paul Fritz for the epic gift! You rock.

I am terrible at reading conference agendas - my attention span wavers, my eyes cross at all the buzzwords, but I know it's important to plan where I'll be well before I get there. Shift is attending InvestOps 2025 this year, and I figured why not let my favorite #LLM and partner in crime, Claude from Anthropic, help me with planning! I fed it the agenda, and its first pass was not bad at all! And it took like 5 minutes, most of which was me copying and pasting the agenda into the chat. — Buy Side Innovation Day (March 10): Morning Priority Sessions: ? 10:00-10:20 AM: Innovation Keynote by Vanguard on "Scaling Data Innovation" - Highly relevant for understanding how major firms are implementing AI/ML ? 10:20-11:05 AM: Panel on "Front-to-back vs Best of Breed Providers" - Important for understanding technology platform strategies ? 11:50 AM-12:30 PM: Innovation Panel on "Practical AI Use Cases" - Direct relevance to Shift AI's focus on AI applications Afternoon Priority Sessions: ? 2:10-4:10 PM: Track C - Analytics & AI Roundtables - Valuable networking and deep-dive discussions ? 4:30-5:30 PM: Track A sessions on data and technology alignment Day 1 (March 11): Morning Priority Sessions: ? 8:45-9:15 AM: C-Suite Spotlight: "Navigating turbulent markets" - Strategic insights on market dynamics ? 9:20-9:40 AM: Opening Keynote on succeeding amidst geo-political instability ? 9:40-10:25 AM: Panel on "Success factors for becoming a data-driven enterprise" Afternoon Priority Sessions: ? 12:25-12:55 PM: Panel on "Driving Cross-Industry Transformation" - Important for understanding industry collaboration ? 2:10-4:10 PM: Track C - Analytics & AI Roundtables Day 2 (March 12): Morning Priority Sessions: ? 9:00-9:20 AM: Innovation Keynote on "Creating Adaptive Team Advantages" ? 11:50 AM-12:30 PM: Panel on "Practical AI Use Cases in Investment Operations" Afternoon Working Groups (1:30-2:30 PM): ? Consider attending Working Group C on AI & Analytics Key Networking Opportunities: ? Buy Side Innovation Day: Breakfast Briefing Workshops (8:50-9:40 AM) ? Daily networking breaks at 11:30 AM and 4:00 PM ? Evening receptions for relationship building — Note, it did make a mistake with the first try as it didn’t pick up the days correctly. I let it know and gave it a more specific prompt as follows, and it did much better. ”OK thanks. lets go back to the agenda. You made a mistake. The days of the conference are 1. Buy Side Innovation Day | 10th March, 2., Day 1 | 11th March, and Day 2 | 12th March. Using this as separators can you redo the suggested agenda please.” Pro tip: Create your own system prompts that you set up so your favorite assistants know about you. I use one that describes my role, what Shift does, and a few more particulars. PS: If you're going to InvestOps 2025 in Orlando, hit me up!

At Shift, we're working with Levenshtein distance - a brilliant algorithm from 1965 by Vladimir Levenshtein. It's fascinating how these foundational computer science concepts from nearly 60 years ago continue to power modern AI solutions. Sometimes the best tools aren't always the newest ones.

# Use Cases & Tips for Folio: Converting Conference Lists from PDF Hell to Excel Heaven I just saved a ton of precious time! Or I should say, Folio saved me a ton of time? ?? Here's the scenario: We're considering attending a conference and received the attendee list in PDF format. While having the list is great, we needed it in Excel to: - Dedupe the data - Run intelligence on potential attendees ? - Create a workable format for our team to add notes and insights - Fill in missing information In the past, this would have meant hours of tedious copy-paste work from someone on our marketing team. Enter Folio! While I did hit a token limit speed bump in the alpha (?? Quick Tip: Pin up to 6 highlight images to your content window for larger files), I was able to get the entire list converted quickly and efficiently. **Key Takeaways:** - It's still an alpha so things to work through but it does work! - Saves hours of manual data entry - Perfect for conference prep and attendee analysis - Smart workaround for large files using the highlight image feature This is just one of many ways Folio is helping teams work smarter, not harder. --- Not too late to join the Folio alpha! Sign up at Folio.ShiftHQ.ai

We're rolling out some updates to Folio! We've added support for Safari and Firefox to go along with our support of any Chromium based browser. This is important work to bring Folio to more platforms, while still keeping your data local to your machine. Let us know what you think! https://folio.shifthq.ai

?? Eating our own dog food: We used Folio to analyze our alpha user interviews, and the results were excellent! Our intelligent document analysis platform didn't just surface feature request patterns - it uncovered unexpected UX insights about citations and highlights that weren't immediately obvious in individual interviews. This is why we built Folio: to help teams augment their understanding of document content more quickly and precisely, uncovering insights that might otherwise go unnoticed. ?? Want to discover what Folio can uncover in your documents? Our alpha program is still open! Join innovative teams already using Folio to: ? Extract insights from customer interviews ? Analyze research documents ? Understand RFPs ? Examine financial and legal documents ?? Sign up for our alpha program: FOLIO.shifthq.ai #DocumentAnalysis #AI #ProductDevelopment #Innovation #UserResearch

New Shift office, new year! Thanks BoardPusher for the dope decks.