Veritas + Iris · truth and foresight

Investment intelligence you can trust — and defend.

Source-backed AI investment research and portfolio intelligence for lean investors. Built for family offices, funds, private equity and venture capital firms, private banks and advisors, and individual investors.

Built for lean investor teams · Start by email · Continue in one secure workspace

02 / Decision · Veyris decision packSource record attached

Illustrative independent review · private equity

Project Atlas

Advance to confirmatory diligence
Commercial caseSupportedPrimary evidence linked
Entry assumptions2 to challengeDownside case retained
Watch nextQoE + leverageDecision gates named
Email bodyFormatted PDFSaved report
Primary sourcesDefensible decisionPortfolio foresight

The operating reality

Capital-rich.
Analyst-light.

One pressure unites them: institutional-grade diligence without an institutional-sized team.

01

More than the team can vet

Deals, funds, and co-investments cross the desk faster than a lean team can properly assess.

02

A broad book, too few eyes

Positions and the theses behind them shift between reviews—and no small team can watch it all.

03

Big-shop diligence, small team

Models, comps, primary documents, and unfamiliar sectors still demand institutional depth.

04

Every call must hold up

Whether the audience is a principal, partner, committee, client, or your future self, the recommendation must be defensible.

Email is the wedge

Let the whole pipeline in.
Know where to focus.

Set your screening mandate once, then forward every opportunity from the inbox you already use. Veyris explains fit before deciding how much diligence to run.

Default screening mandateDirect opportunities · Active v1
FocusNorth American B2B softwareSeed to Series B
Economics$0.5–3m initial check3× target · 5–8 year horizon
GuardrailsHard exclusions + exceptionsRisk appetite and pass reasons retained
Conservative routingIn mandate → full diligence · Not in mandate → reason + override
New messageReady
To
opportunities@inbound.veyris.com
Subject
Fwd: Project Atlas · Seed round
Forwarding the thread and deck. Please screen it against our mandate and run the appropriate next step.
Project_Atlas_Deck.pdfFounder_thread.emlSend
Veyris · opportunity decisionIn mandate

Venture · B2B software

Project Atlas

Why it fits
Stage, sector, check size
Full diligence
Run automatically
Evidence gaps
Retention + pipeline
Recommended action
Request data room
Email decision · full report · one Opportunity Inbox record
01

Set the mandate once

Focus, return profile, risk, exclusions, pass reasons, and exceptions.

02

Forward every deal

A thread, note, teaser, deck, document, or supported image is enough.

03

Screen, then diligence

Fit reasoning arrives immediately; plausible matches continue into the full report.

See the Opportunity Inbox workflow →

Already know the exact research assignment? Send a direct brief to reports@inbound.veyris.com.

ScreenEvery new opportunity

Keep the complete ledger, explain mandate fit, and reserve full diligence for the right work.

ChallengeSomeone else’s underwriting

Review a GP memo, manager case, or co-invest deck assumption by assumption.

InvestigateAn existing holding

Explain what changed, what remains supported, and what deserves attention next.

ConnectThe work to the whole book

Carry the thesis into monitors, portfolio context, and governed strategy work.

A guide for new users

Your first defensible answer—in a few minutes.

Start by email or in the web app. Four short chapters show exactly what to send, where the work lands, how to inspect its sources, and what to do next.

Honest about what we know

We’d rather be right than impressive.

No AI can promise it is never wrong. So Veyris is source-backed by construction—not by prompt: it exposes the evidence, preserves the gaps, and keeps the work inspectable before it becomes a decision.

01

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
02

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.”
03

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
The decision standardGeneral AI chatVeyris
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

Fit to you

A generic conversation

Your documents, working standards, saved preferences, and decision history

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.

Every important claim shows its receipts

A report you can hand to a partner, committee, client—or board.

The case, the downside, and the next decision stay together—not as a wall of generated prose, but as an investment-committee-ready record with return math, evidence state, confidence, 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×
Investor ticket / stake
€15m · ~7%
Returns · 5-year hold

Bear1.4×7% IRR

Base2.4×19% IRR

Bull3.1×25% IRR

Value creation: EBITDA growth · margin expansion · deleveraging
Decision record

Supported Market growth and transaction range

Review Margin quality versus peers

Gate QoE and minority protections

Illustrative figures. Sources, assumptions, and open diligence travel with the report.

From one answer to a living record

Research that stays with every decision.

Start with a source-backed answer. Veyris carries its evidence, assumptions, and open questions into monitoring, portfolio review, and governed action—so context compounds instead of disappearing.

Illustrative decision recordContext stays attached
01 / AnswerSource-backed

Project Atlas · independent review

Advance to confirmatory diligence

Evidence
Primary sources linked
Open gate
QoE + leverage
One evidence trail—from the first question to the next portfolio decision.

The mandate layer

Give every analysis your house point of view.

Choose a built-in investment philosophy or write your own principles, heuristics, risk rules, and IC questions. Veyris applies that lens wherever judgment is required—while sources, evidence gaps, and review controls stay explicit.

See how philosophies work →
Selected lens

Make competing schools of thought explicit.

Value, quality, growth, macro, and quantitative perspectives challenge one another before Veyris synthesizes a view.

Selected lens

Prioritize quality and margin of safety.

Business durability, owner earnings, management quality, valuation discipline, and patient compounding shape judgment.

Selected lens

Test reflexivity, liquidity, and regime change.

Veyris looks for feedback loops, catalysts, crowded assumptions, and the conditions that could break the prevailing view.

Your house lens

Encode the way your own team decides.

Save a reusable philosophy with principles, thesis standards, heuristics, risk rules, and a decision framework written in your language.

Applied to judgment, recommendations, risk, and structuringEvidence integrity remains unchanged.
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
  • Alternative investments

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.

01

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
02

Your working standard

Choose depth, model, asset focus, investment philosophy, saved preferences, and optional review settings.

Built-in lensMy OwnRisk rulesIC questions
03

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.

Veyris Journal · Field notes

How Veyris changed the way we work.

Perspectives from lean investment teams—on screening the whole pipeline, defending a recommendation, and trusting a system that keeps uncertainty visible.

Visit the Veyris Journal

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.

The invitation

Help shape it—as a founding partner.

We work closely with a small group of investors, with hands-on onboarding and a direct line into the product.

About Veyris →
The askOne working session, on a real position from your own book.