Ask a follow-up
Continue the saved report conversation when you need clarification, a narrower question, or a changed assumption. Email-originated follow-ups remain nested under the original work.
Getting started · reports
Read it. Challenge it. Act on it.
A Veyris report is a working object: source record, analytical artifacts, review tools, comments, follow-ups, and operating actions stay attached.
The answer is the start of the decision workflow.
Open and act
The controls travel with the report.
Open a saved result to review the report, evidence-strength state, source links, charts and skill artifacts. The available actions sit with the saved analysis.
Report
Post-earnings decision review
Evidence visibleDecision pointWhat changed, why it matters, and what to watch next.
ExportData packageEmailCommentFollow upShare
Choose the next move
Keep the source trail. Change the action.
Use the lightest next step that answers the decision still in front of you.
Run a challenge review
Use Peer Review, Counter-Thesis, IC Simulation, or Review Update when you need another analytical lens or refreshed evidence—not a blank-slate run.
Package the work
Export the report, data package, source documents, PDF, IC deck, or audio where available. Share links remain read-only unless an authenticated collaborator adds permitted comments or Q&A.
Make it recurring
Turn an important thesis, event set, or open diligence item into a Monitor with a cadence, materiality threshold, and alert behavior.
Connect it to the book
Use Portfolio for managed assets and review cadence, or AI Investor for a strategy mandate, idea pipeline, PM reviews, paper actions, and controlled learning loops.
Before relying on the output
A six-point review.
The platform makes the controls visible; the investment team decides whether the evidence is sufficient.
Decision fit
Does the report answer the actual decision, or only describe the asset?
Source coverage
Are the primary documents, current data, and private context you expected present?
Gaps and warnings
What could not be verified, and could that change the recommendation?
Assumptions
Are model inputs, peer sets, dates, and scenario boundaries appropriate?
Watch next
What new evidence would confirm, weaken, or break the thesis?
Human judgment
Who owns the next action, and what still requires approval?
Quick reference
From answer to operating action.
Need clarificationAsk Follow-Up
Need a skepticPeer Review or Counter-Thesis
Need fresh evidenceReview Update
Need a committee lensIC Simulation or IC Deck
Need ongoing coverageCreate a Monitor
Need book contextPortfolio or AI Investor
Ready
Open your saved work and choose the next decision.
History keeps the report, evidence, comments, and related work together.
Open the app