By email
Forward every inbound deal for mandate screening, or send a deliberate research brief. Attach whatever you have; no active browser session is required.
Choose the right email addressA guide for new users
Any new tool takes a little getting used to. This guide shows exactly where to start; Veyris then handles the time-consuming legwork of diligence, so your time goes to the decision itself.
Set your screening mandate once. Then forward every opportunity.
Pick what fits the moment
Every completed email report is saved into the same account history you use online.
Forward every inbound deal for mandate screening, or send a deliberate research brief. Attach whatever you have; no active browser session is required.
Choose the right email addressSign in for streaming runs, your searchable history, sources, follow-ups, comments, exports, monitors, portfolios, and AI Investor.
Open the web appThe journey · at a glance
The entry point changes; the trust path does not.
Describe the investment decision in plain words and attach or name the context Veyris should use.
It routes the request through relevant sources, tools, analytical skills, and the review settings on your account.
Inspect the answer, evidence and gaps; then export, share, follow up, monitor, or move it into portfolio work.
Configure once · use everywhere
Before the first important run, set your investment philosophy and connect the models, data, and private context your team trusts. These controls make future work more consistent without hiding the underlying evidence.
Set focus, economics, return profile, risk appetite, explicit hard exclusions, pass rationales, and exception rules for Opportunity Inbox routing.
Start with a built-in framework, or save your own principles, thesis standards, heuristics, risk rules, and decision process. This lens guides judgment inside the analysis.
Add supported model and data-provider keys, upload private files or datasets, and discuss customer-specific internal or third-party integrations during onboarding.
Your first request
Lead with the decision, then give the asset, relevant dates, constraints, and evidence standard.
“Should we advance Project Atlas to confirmatory diligence?” is stronger than “Tell me about this company.”
Include the company or asset, geography, time horizon, ownership or deal terms, benchmark, and anything your team already believes.
Ask for a quick orientation, source-backed report, deep research, IC-ready memo, independent assumption review, or recurring monitor.
Upload or email the CIM, teaser, financial model, board deck, transcript, notes, or other material only your team has.
Keep this handy
Both entry points lead to the same saved report and follow-up history. Tell us what workflow your team wants Veyris to handle next.
Request access