Every answer stays tied to evidence.
Source trails, coverage checks, saved chats, optional fact checks, and model choices keep the work reviewable after the run finishes.
Veyris / veritas + iris
Veyris
See investment truth before consensus moves.
Veyris turns filings, transcripts, market data, internal documents, and portfolio context into decision records your team can inspect, defend, and act on.
Veritas is truth. Iris is sight. Veyris is built for seeing the truth in noisy markets clearly enough to act.
Source packet
Thesis delta
Portfolio action
Live investment desk
Decision record
NVDA beat consensus. What changed in the thesis, what evidence proves it, and what should the portfolio do?
01Evidence packet8-K, release, transcript, estimates, price action
02Thesis deltaDemand, margin, capex, customer concentration
03Portfolio impactExposure, sizing, risk budget, correlated holdings
04Action trailMemo, monitor, review owner, follow-up date
Source auditTranscript verifiedIssuer + SEC + call text aligned
Decision stateMonitor readyWeekly thesis check queued
AI Analyst
Tools + Skills
Asset monitors
Portfolio Tracker
AI Investor
Platform loops
180+
research and data tools spanning filings, transcripts, markets, macro, private companies, clinical evidence, web signals, and uploads
200+
analytical skills for underwriting, source audits, scorecards, dashboards, scenarios, portfolio reviews, and IC material
Decision record
every important claim keeps source coverage, model choice, warning state, owner context, and next action attached
100x
productivity improvement for source work: days of coordination become one governed run
Evidence acquired
8-K exhibit
Full call transcript
Consensus revision
Portfolio exposure
Prior monitor run
Source-quality check
Investment action queue
Decision record anatomy
From question to evidence to action in one inspectable object.
Institutional teams do not need another chat transcript. They need a durable record that shows what was asked, what evidence was read, where confidence is weak, and what action follows.
Question
Did the earnings call change portfolio sizing?
Prompt, asset, mandate, model, and requested report mode are preserved.
Source packet
Release, 8-K, transcript, estimates, price reaction
Source URLs, tool logs, coverage warnings, and retrieved documents stay attached.
Claims
Margin bridge, demand quality, capex read-through, customer risk
Important conclusions carry evidence, confidence, and missing-source context.
Action
Create monitor, update thesis, assign review owner
The report becomes an operating object instead of static prose.
Productivity edge
100x productivity improvement for source-backed investment work.
The product advantage is not more text. It is a faster path from source material to decision, action, and monitoring without losing the audit trail.
Old workflow
Manual source chase
Tabs, PDFs, spreadsheets, screenshots, meeting notes, stale watchlists.
100x
Productivity improvement
Veyris run
Evidence, answer, action
Source packet, thesis read, action queue, monitor, saved decision record.
Operational intelligence
A connected graph of evidence, thesis, portfolio, and action.
Veyris models investment work as connected objects: companies, assets, documents, theses, monitors, portfolios, decisions, and follow-ups. Each run updates the operating record your team uses to decide, defend, and revisit an investment view.
Evidence plane
Filings
Transcripts
Market data
Internal docs
Veyris
Resolve
Retrieve
Reason
Govern
Action plane
IC memo
Thesis update
Portfolio alert
Trade review
Weeks to minutes
The work moves as an operating loop, not a one-off answer.
Veyris turns research into durable operating state: a source-backed report, an asset memory, a monitor cadence, and a decision trail the team can reopen later.
01 Detect
Fresh event enters the system.
Earnings, filing, trial update, funding event, review issue, or uploaded document.
02 Verify
Source coverage is made visible.
Evidence is retrieved, logged, checked for gaps, and tied to the model run.
03 Decide
The answer returns to the mandate.
Implications are framed against thesis, exposure, portfolio state, and risk.
04 Operate
The platform keeps watching.
Reports become monitors, alerts, manager reviews, follow-ups, and saved actions.
Why it matters
Scale beyond human coverage without surrendering trust.
The edge is not just faster output. It is the ability to watch more names, read more primary material, preserve more context, and make every conclusion traceable enough for an investment committee.
Find thesis movement before it is obvious.
Monitors compare fresh filings, transcripts, market data, reviews, clinical evidence, and web signals against prior conviction.
Do weeks of work in minutes.
AI Analyst and Copilot can run research, create monitors, open pages, and preserve follow-ups so teams can cover more ground with less leakage.
Built for investment workflows
Concrete workflows, not generic AI output.
Each vertical gets the evidence route, source-quality checks, and action pattern that match how investment teams actually work.
Post-earnings thesis review
Release, 8-K, transcript, estimates, price reaction, consensus drift, monitor creation.
Company and market diligence
Funding, hiring, web traction, customer signals, competitor maps, source-quality warnings.
Asset review and risk watch
Property metrics, debt, reviews, local demand, comparable context, portfolio risk queue.
Clinical and evidence review
Trials, papers, FDA context, mechanism review, sponsor history, investability triggers.
Operating leverage
Replace the fragmented analyst stack.
Investment teams should not have to stitch together browser tabs, PDFs, transcripts, spreadsheets, chat outputs, watchlists, and stale notes to answer a live portfolio question.
Before Veyris
Ad hoc prompts, manual source pulls, scattered notes, stale watchlists, no decision memory.
With Veyris
Source packets, thesis-aware analysis, recurring monitors, portfolio context, reviewable action trails.
Product system
Six product surfaces, one investment memory.
AI Analyst
Build the source packet and the investment view in one run.
For earnings, filings, private-company diligence, healthcare evidence, market maps, and uploaded materials, AI Analyst retrieves the evidence, exposes coverage gaps, drafts the read, and preserves the source trail.
Explore analyst workflow Tools + SkillsRoute each question through the right sources, tools, and analytical lens.
The platform combines structured data tools, source retrievers, document readers, and rendering skills so research runs can fetch evidence and produce decision-grade artifacts.
Explore tool system MonitorsKnow when the thesis changes, not just when the price moves.
Recurring monitors compare fresh evidence against prior conviction and asset-specific watch criteria so investment teams see the deltas that actually matter.
Explore monitors Portfolio TrackerTurn holdings into live operating objects.
Portfolio Tracker connects assets, exposures, monitor movement, reviews, budgets, and follow-ups so book-level decisions stay tied to the evidence behind them.
Explore portfolio layer AI InvestorTurn an investment philosophy into an operating mandate.
AI Investor maintains the strategy notebook, candidate pipeline, manager reviews, paper book, budget controls, and decision history needed to run a repeatable AI-assisted strategy.
Explore AI Investor Platform HighlightsFeedback loops, email workflows, and routing intelligence make the system compound.
Email Mode, report modes, self-improvement, AI Investor learning cycles, dynamic work planning, and Copilot actions turn the platform into an operating system.
Explore differentiation
Surface
Use case
Inputs
Output
What persists
AI Analyst
Source-backed research runs
Filings, transcripts, PDFs, web, data tools
Report, source log, follow-up actions
Saved report and chat context
Tools + Skills
Evidence routing and artifact generation
Data APIs, source documents, uploads, registries
Dashboards, audits, scorecards, tables
Tool logs, sources, skill artifacts
Monitors
Recurring asset and thesis surveillance
Prior run, watch criteria, new evidence
Delta brief, alert, open action
Monitor history and asset memory
Portfolio Tracker
Book-level review and asset operations
Assets, exposures, monitor deltas, budgets
Portfolio review, risk queue, owner actions
Asset record and review history
AI Investor
Strategy-level mandate operation
Philosophy, budget, ideas, portfolio state
Portfolio review, trade intent, watchlist
Notebook, decisions, paper book
Platform Highlights
Operating leverage and learning loops
Email, feedback, run history, diagnostics
Routed work, better prompts, improvement todos
Feedback logs and learning state
Institutional workflow
Built for repeatable investment operations.
Veyris is not a prompt box. It is a governed system for moving from evidence to decision, then keeping that decision alive with monitoring, alerts, and portfolio context.
Start with the mandate, not the model.
Resolve the company, asset, market, document set, or portfolio context before model work begins.
Force the answer back to evidence.
Use source logs, coverage checks, model settings, and optional fact checks so conclusions remain reviewable.
Turn the thesis into a live operating object.
Create weekly or daily monitors, portfolio reviews, strategy updates, and alerts that continue after the report is saved.
Command surface
A single desk for analysis, alerts, and portfolio action.
Asset alert
Three holdings moved against watch criteria.
Public equityTranscript changed capex read-throughAlert severity: high
Private marketFunding signal added new competitorAlert severity: medium
HealthcareClinical-trial evidence gap closedAlert severity: review
Governance
Trust is the product surface, not a footnote.
Reports, monitors, portfolio reviews, and AI Investor actions retain the context needed for review: source coverage, model choices, usage, saved chat context, user feedback, and action history.
- Primary-source coverage checks for filings, transcripts, clinical evidence, and source-document retrieval.
- Proactive monitor alerts connected to assets, portfolios, and strategy workspaces.
- Copilot actions that can open, run, create, and navigate the platform while preserving user context.
Enter the platform