More than the team can vet
Deals, funds, and co-investments cross the desk faster than a lean team can properly assess.
Veritas + iris · truth and foresight
Investment intelligence you can trust — and defend.
The AI platform that ties primary sources to the portfolio decisions they drive—grounding the work in evidence you can check, and turning it into foresight you can act on.
Built for family offices and boutique direct investors.
Primary sources
Decision record
Portfolio watch
Source-backed workDecision-ready outputContinuous portfolio context
The operating reality
Capital-rich.
Analyst-light.
Family offices are expected to diligence like an institution—with a handful of people.
A broad book, too few eyes
Positions and the theses behind them shift between reviews—and no small team can watch it all.
Big-shop diligence, small team
Models, comps, primary documents, and unfamiliar sectors still demand institutional depth.
Every call faces the principal
Concentrated, long-held capital makes a wrong call costly—and every recommendation must be defensible.
Email is the wedge
Forward an opportunity.
Get a sourced memo back.
No setup—it lives in the inbox you already use. Brief Veyris in plain words, attach the material, and keep working.
- To
- reports@inbound.veyris.com
- Subject
- Independent review · Project Atlas
Test the revenue growth, leverage, and exit assumptions against primary sources and transaction comps. Show what is supported, what is aggressive, and what we should diligence next.
Acquisition · private equity
Project Atlas
- Market overview
- Sources attached
- Comparable transactions
- Assumptions visible
- Risk and downside
- Gaps retained
- Recommended action
- Next diligence named
You forward it
Email a teaser, CIM, model, memo, or question from the address on your account.
Veyris does the source work
It retrieves relevant evidence and runs the analytical tools and skills that fit the decision.
You get the decision pack
Read it in email, inspect the saved source record online, then reply or continue in the app.
A second set of eyes
Not your deal? Get a second opinion anyway.
Forward a GP’s IC memo, a manager’s underwriting, or a co-investment deck. Veyris isolates the assumptions to challenge and the diligence to run before committing capital.
Revenue: 22% CAGR through 2027
AggressiveSector comps support approximately 14%Exit multiple: 11.5× EBITDA
AggressiveSector median is 9.2×Margin expansion to 34%
SupportedConsistent with the supplied cost planRecommended entry: $180m
ReconsiderImplies an above-market entry multipleChallenge
Ask for the bottoms-up revenue build and the comp set behind the exit assumption.
Re-underwrite
Run a downside case at the illustrated market multiple and retain each changed assumption.
Gate
Name the QoE, documentation, or approval still required before capital moves.
Why generic chat is not enough
We’d rather be right than impressive.
No AI can promise it is never wrong. Veyris is designed to expose the evidence, preserve the gaps, and make the work inspectable before it becomes a decision.
Pull the real data first
Retrieve the filings, live market evidence, specialist sources, and private documents that fit the question.
SEC filing · retrievedMarket evidence · currentPrivate model · account-scoped
Write from the source packet
Build the analysis from available evidence while retaining assumptions, missing coverage, and warnings.
“Revenue growth is supportable; the margin bridge remains unverified.”
Review before you rely on it
Inspect sources and artifacts directly. Optional Fact Check adds a separate evidence review when enabled and records corrections.
Sources · visibleWarnings · retainedReview state · attached
Sources
May present plausible citations
Retrieved sources, links, and artifacts stay attached
Numbers
Can fill gaps with plausible values
Evidence gaps and warnings remain visible
Depth
A fast, general-purpose answer
Reports, models, scenarios, scorecards, and multi-agent research
Over time
Conversation context is easy to lose
The report, thesis, comments, monitors, and portfolio context persist
Autonomy has a prerequisite: trust. An engine you can audit today is an engine you can give more responsibility tomorrow.
Institutional-grade output · today
The case, the downside, and the next decision—together.
Not a wall of generated prose: a decision record with the commercial case, return math, evidence state, and open gates in view.
Project Helvetia · DACH industrials
Proceed to confirmatory diligence
Quality asset in a structurally growing niche at a fair entry multiple—conditional on QoE and minority protections.
Medium–high confidence- Enterprise value
- €385m
- Entry multiple
- 11.1× EBITDA
- Net debt / EBITDA
- 3.2×
- FO ticket / stake
- €15m · ~7%
Returns · 5-year hold
Bear1.4×7% IRR
Base2.4×19% IRR
Bull3.1×25% IRR
Decision record
Supported Market growth and transaction range
Review Margin quality versus peers
Gate QoE and minority protections
One operating layer
Like adding a tireless analyst to your team.
Start with a question, keep watch as the evidence changes, and connect the work to the portfolio or mandate it affects.
415purpose-built financial capabilities available today
Not a chatbot with plugins
A financial analyst’s entire toolkit, wired in.
195 research and data tools plus 220 analytical and modelling skills. Veyris routes the relevant capabilities from the brief; the investment team does not have to assemble the workflow by hand.
See the capability fabric →Multi-asset
Built for the whole book, not one asset class.
- Listed equities
- Private equity & co-invests
- Real estate
- Private credit
- Venture & funds
- Alternatives
Your context · your controls
It learns how you invest.
Public evidence becomes more useful when it is joined with the private documents, working standards, and decision history your office already uses.
Your documents
Bring teasers, CIMs, models, board decks, transcripts, notes, and Data Vault material into the source record.
Project_Atlas_CIM.pdf indexedLBO_Model_v3.xlsx indexed
Your working standard
Choose depth, model, asset focus, investment philosophy, saved preferences, and optional review settings.
QuickReportDeepIC review
Your decision memory
Reports, sources, comments, follow-ups, monitors, portfolios, and strategy records keep the history reviewable.
Project Atlas Independent review · savedMeridian Monitor · fresh evidence
Private by default
Documents and saved work remain account-scoped under authenticated ownership controls.
Permissioned sharing
Read-only access is created deliberately and collaboration follows platform permissions.
You stay in control
Sources, warnings, comments, review state, and optional Fact Check status remain inspectable.
The analyst is step one
Investing is becoming autonomous. We’re building the engine—end to end.
Today, Veyris delivers audit-ready research. It extends that work into proactive monitoring and governed investment proposals, with people retaining final approval.
A guide for new users
Up and running in a few minutes.
Choose an entry point, brief the first request, inspect the evidence, and decide what happens next.
The invitation
Help shape it—as a founding partner.
We’re working with a small group of family offices to tailor Veyris to how they actually invest, with hands-on onboarding and a direct line to the people building the product.
The askOne working session, on a real position from your own book.