Start with a mandate and constraints.
Define the objective, asset focus, philosophy, budget, automation posture, and monitoring cadence for the strategy workspace.
AI Investor
A governed strategy workspace with memory, guardrails, and human review.
AI Investor turns a strategy mandate into an operating book: source-backed idea generation, watchlists, manager reviews, trade-intent review, paper positions, budget controls, feedback loops, and recurring surveillance.
Mandate book
Human review
Strategy
Functional-health mandate
SourceCompanies + evidence targetsFunding, hiring, clinical, web
ReviewManager run scores ideas and riskGuardrails active
ActionPromote, watch, or rejectDecision record saved
Mandatesinvestment philosophies seed constraints, sourcing behavior, review cadence, and decision style
Manager reviewsstrategy-level reviews of ideas, positions, thesis drift, risk, performance, and next actions
Guardrailsbudget caps, monitor cadence, paper execution, decision records, and human-review checkpoints
Human approvalTrade intents, paper actions, automation posture, and budget controls remain explicit review surfaces.
Simulation boundaryPaper books, watchlists, rejected intents, and lessons stay separate from live execution workflows.
Learning memoryReviews can learn from prior decisions, monitor movement, feedback, and mandate-specific history.
Mandate operations
A structured environment for strategy-level judgment.
AI Investor is for work that should not disappear into a single report. It keeps the thesis, notebook, candidate ideas, feedback, manager reviews, and monitor coverage together.
How it works
A mandate becomes a living strategy system.
The workspace connects philosophy, sourcing, evidence review, paper actions, and governance so the strategy can improve without losing human control.
Mandate
Idea universe
Evidence review
Risk budget
Strategy loopHuman control
OutputWatchlist + paper book + review
01Encode the investment philosophyobjective, constraints, asset scope, cadence
02Review ideas against evidencescorecards, source gaps, watchlist promotion
03Operate with guardrailsbudget limits, paper actions, manager review, audit trail
Move from research to paper action.
Promote ideas, reject or execute trade intents, close paper positions, and preserve the reasoning that led to each action.
Review the strategy as an operating book.
Run manager-style reviews that summarize performance, open questions, thesis drift, risks, and next actions.
InputMandate + constraintsObjective, philosophy, budget, asset scope, cadence
OperateIdeas, reviews, and paper actionsResearch, promote, reject, execute, close, and monitor
OutputReviewable strategy recordNotebook, manager review, decision trail, watchlist, paper book
Example dossier
AI-assisted mandate operation
MandateDefine philosophy, sourcing rules, budget, and review cadenceStrategies inherit constraints instead of starting from a blank prompt.
OperateGenerate ideas, review evidence, promote watchlist namesManager reviews connect candidate ideas, paper positions, and thesis movement.
ControlKeep human checkpoints and decision recordsAutopilot posture, trade-intent review, and budget caps remain visible.
Strategy review
Functional-health private-market mandate.
Track Atria, Function Health, WndrHealth, Neko Health, and adjacent companies across funding, clinical evidence, hiring velocity, product expansion, web traction, and investability triggers.
Operating loop
Source targetsCompanies + evidence
Review cadenceWeekly monitor
Manager actionPromote or watch
Operate the mandate