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.

No setup—it lives in the inbox you already use.

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

Send a request from your registered account email and attach the teaser, memo, model, or deck. No active browser session is required.

reports@inbound.veyris.com
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.

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.

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