A guide for new users

Up and running in a few minutes.

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

Two ways in.

Every completed email report is saved into the same account history you use online.

Option A

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 address
Option B

In the web app

Sign in for streaming runs, your searchable history, sources, follow-ups, comments, exports, monitors, portfolios, and AI Investor.

Open the web app

The journey · at a glance

Three moves, start to finish.

The entry point changes; the trust path does not.

01

You brief

Describe the investment decision in plain words and attach or name the context Veyris should use.

02

Veyris researches

It routes the request through relevant sources, tools, analytical skills, and the review settings on your account.

03

You act

Inspect the answer, evidence and gaps; then export, share, follow up, monitor, or move it into portfolio work.

Configure once · use everywhere

Teach Veyris how your office thinks—and what it can use.

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.

01 / Screening mandate

Define which opportunities deserve attention.

Set focus, economics, return profile, risk appetite, explicit hard exclusions, pass rationales, and exception rules for Opportunity Inbox routing.

02 / House lens

Choose or write an investment philosophy.

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.

03 / Source layer

Connect the evidence your team relies on.

Add supported model and data-provider keys, upload private files or datasets, and discuss customer-specific internal or third-party integrations during onboarding.

Keep the distinction clear: the screening mandate routes inbound deals; the investment philosophy guides analysis; the source layer controls permitted evidence.

Set up Opportunity Inbox →

Your first request

Brief it like an analyst.

Lead with the decision, then give the asset, relevant dates, constraints, and evidence standard.

1

Name the decision

“Should we advance Project Atlas to confirmatory diligence?” is stronger than “Tell me about this company.”

2

Add the context

Include the company or asset, geography, time horizon, ownership or deal terms, benchmark, and anything your team already believes.

3

Set the standard

Ask for a quick orientation, source-backed report, deep research, IC-ready memo, independent assumption review, or recurring monitor.

4

Attach what is private

Upload or email the CIM, teaser, financial model, board deck, transcript, notes, or other material only your team has.

Keep this handy

One card, everything you need.

Forward opportunities toopportunities@inbound.veyris.com
Set screening criteriaOpen the mandate setup
You get backEmail body + PDF + link to the saved report
Follow upReply by email or continue from the report
Inspect sourcesTurn on Expert mode in the web app
Need helpOpen Copilot from the corner of any authenticated workspace
Direct line to the team

You’re working with the people building the product.

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