Veritas + Iris · truth and foresight
Veyris is an AI investment research and portfolio intelligence platform for family offices, investment analysts, and lean professional investment teams. It ties primary sources to the portfolio decisions they drive—grounding diligence in evidence you can check and turning each report into foresight you can act on.
Built for family offices · Start by email · Continue in one secure workspace
Illustrative independent review · private equity
The operating reality
Single-family and multi-family offices, CIOs, portfolio managers, and lean investment teams are expected to diligence like an institution—with a handful of people.
Deals, funds, and co-investments cross the desk faster than a lean team can properly assess.
Positions and the theses behind them shift between reviews—and no small team can watch it all.
Models, comps, primary documents, and unfamiliar sectors still demand institutional depth.
Concentrated, long-held capital makes a wrong call costly—and every recommendation must be defensible.
Email is the wedge
No setup—it lives in the inbox you already use. Brief Veyris in plain words, attach the material, and keep working.
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
Plain-language brief. The files you already have.
Primary evidence, analytical tools, and explicit gaps.
Email, PDF, and a saved source record.
Orient on the market, test the teaser, and name the diligence gates.
Review a GP memo, manager case, or co-invest deck assumption by assumption.
Explain what changed, what remains supported, and what deserves attention next.
Carry the thesis into monitors, portfolio context, and governed strategy work.
A guide for new users
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
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.
Retrieve the filings, live market evidence, specialist sources, and private documents that fit the question.
Build the analysis from available evidence while retaining assumptions, missing coverage, and warnings.
“Revenue growth is supportable; the margin bridge remains unverified.”
Inspect sources and artifacts directly. Optional Fact Check adds a separate evidence review when enabled and records corrections.
May present plausible citations
Retrieved sources, links, and artifacts stay attached
Can fill gaps with plausible values
Evidence gaps and warnings remain visible
A fast, general-purpose answer
Reports, models, scenarios, scorecards, and multi-agent research
A generic conversation
Your documents, working standards, saved preferences, and decision history
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
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.
Quality asset in a structurally growing niche at a fair entry multiple—conditional on QoE and minority protections.
Medium–high confidenceBear1.4×7% IRR
Base2.4×19% IRR
Bull3.1×25% IRR
Supported Market growth and transaction range
Review Margin quality versus peers
Gate QoE and minority protections
From one answer to a living record
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.
Project Atlas · independent review
The mandate layer
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 →Value, quality, growth, macro, and quantitative perspectives challenge one another before Veyris synthesizes a view.
Business durability, owner earnings, management quality, valuation discipline, and patient compounding shape judgment.
Veyris looks for feedback loops, catalysts, crowded assumptions, and the conditions that could break the prevailing view.
Save a reusable philosophy with principles, thesis standards, heuristics, risk rules, and a decision framework written in your language.
Not a chatbot with plugins
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
Your context · your controls
Public evidence becomes more useful when it is joined with the private documents, working standards, and decision history your office already uses.
Bring teasers, CIMs, models, board decks, transcripts, notes, and Data Vault material into the source record.
Choose depth, model, asset focus, investment philosophy, saved preferences, and optional review settings.
Reports, sources, comments, follow-ups, monitors, portfolios, and strategy records keep the history reviewable.
Documents and saved work remain account-scoped under authenticated ownership controls.
Read-only access is created deliberately and collaboration follows platform permissions.
Sources, warnings, comments, review state, and optional Fact Check status remain inspectable.
Veyris Journal · Field notes
Perspectives from lean investment teams—on screening the whole pipeline, defending a recommendation, and trusting a system that keeps uncertainty visible.
Visit the Veyris JournalThe analyst is step one
Today, Veyris delivers audit-ready research. It extends that work into proactive monitoring and governed investment proposals, with people retaining final approval.
The invitation
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 feedback path into the product.
About Veyris →The askOne working session, on a real position from your own book.
Veyris · decision pack