Encode the thesis as watch criteria.
Track the filings, metrics, reviews, news, clinical evidence, funding signals, or market data that would confirm, weaken, or break the original investment case.
Monitors
A live watch system for thesis drift, evidence gaps, and escalation.
Veyris turns completed diligence into recurring coverage. Every monitor knows the asset, thesis, cadence, prior run, evidence route, and escalation pattern that should trigger review.
Monitor queue
Thesis drift
Alert state
Three assets crossed watch criteria.
HighTranscript changed capex read-throughOpen asset run
MediumFunding signal added competitorRefresh watchlist
ReviewClinical evidence gap closedUpdate thesis
Always-onasset and thesis watch criteria keep running after the original research is complete
Escalationproactive alerts for movement in metrics, filings, transcripts, reviews, news, clinical evidence, or source quality
Memoryprior runs, monitor deltas, saved actions, and source coverage stay attached to the asset record
CadenceDaily, weekly, or custom monitor schedules preserve the prior run and compare against the current evidence packet.
MaterialityAlerts are framed around thesis movement, source quality, confidence, and severity rather than raw news volume.
OwnershipMonitor output opens the asset, report, portfolio review, or follow-up action needed to close the loop.
How it works
Every monitor compares what changed against what you believed.
Instead of another alert feed, Veyris turns new evidence into a ranked action queue with materiality, source coverage, and prior-run context attached.
Prior thesis
Fresh filing
Market signal
Source quality
Delta engineMateriality scored
OutputAlert + evidence + next action
01Keep the thesis alivewatch criteria, cadence, prior evidence, source gaps
02Separate signal from noisematerial deltas, confidence, missing coverage
03Open the right actionasset page, source review, thesis update, follow-up
Surveillance
The platform keeps watching after the first answer.
Recurring monitors compare new evidence against prior runs, then surface the changes that deserve attention instead of forcing teams to restart diligence from scratch.
Compare the new facts to the old thesis.
Each run keeps the prior answer, the watch criteria, the source coverage, and the latest evidence side by side.
Separate material deltas from market noise.
Raise alerts when evidence changes the underwriting view, source quality degrades, review issues worsen, or a thesis needs immediate attention.
InputAsset + thesis criteriaExample: holding, watchlist target, clinical program, market, property
CompareNew run vs prior memoryMetric deltas, evidence gaps, source changes, alert severity
OutputMonitor action queueOpen report, update thesis, escalate review, create follow-up
Example dossier
Asset surveillance queue
WatchHoldings, private targets, clinical programs, and real assetsEach asset keeps its thesis, cadence, prior runs, and source-quality history.
DetectMetric deltas, evidence gaps, competitor movement, review issuesThe system separates confirmed movement from missing-source coverage.
EscalateOpen the run, update the thesis, trigger a reviewAlerts point back to the asset record and the supporting source trail.
Monitor alert
Holdings review found three thesis changes.
The monitor layer compares current evidence with prior runs, summarizes what moved, and opens the relevant report or portfolio asset for action.
Signals
Metric deltaEscalate
Source qualityReview gap
ActionOpen asset
Start monitoring