Getting started · web app

Every opportunity. Every report. One history.

The web app joins your complete opportunity ledger with email and browser reports—and gives you the controls that route recurring work.

Your homepage

Everything, in one place.

Switch History between All runs and Opportunity Inbox. Reports remain deduplicated, while each opportunity keeps its decision, accumulated attempts, corrections, and linked diligence.

Opportunity Inbox

Project Atlas

In mandate

Why it fits

Stage, sector, geography, and check size align · evidence shown

Full diligence

Recommendation · risks · missing data · next requests

Open reportGive feedbackEdit criteria

First-run setup · Opportunity Inbox

Teach Veyris where your attention should go.

The product tour offers this setup directly. You can return anytime through History → Opportunity Inbox → Criteria.

Focus

Describe the opportunity set.

Asset classes, stages, sectors, geographies, strategy, and a short mandate narrative.

Economics

Frame the return profile.

Check size, ownership target, minimum IRR or multiple, currency, and investment horizon.

Judgment

Separate rules from preferences.

Risk appetite, exact hard exclusions, soft preferences, common pass rationales, and exception rules.

Review

Activate deliberately.

Save an immutable draft, review the complete profile, choose default or named routing, and activate explicitly.

Find the right workspace

Start where the job lives.

Each workspace has one primary responsibility; the report and decision history connect them.

AI Analyst

Run one-off research, choose the report depth and model, add documents, inspect the live process, and reopen saved work.

Opportunity Inbox

Screen every inbound deal against an active mandate, review the complete ledger, override a decision, and correct false routing.

Monitors

Create recurring research around a thesis, catalyst, asset, or topic. Compare fresh results with prior runs and receive alert or digest emails.

Portfolio

Organize holdings, exposure, basis, marks, debt, cash flow, thesis, review cadence, source state, and asset-level actions.

AI Investor

Operate a strategy mandate with candidate ideas, PM reviews, watchlists, paper positions, decision records, budgets, and human approval gates.

Registry

Search the live capability catalog when you want to understand available data sources, research tools, models, or analytical skills.

Account settings · configure once

Set your reasoning lens and connected evidence.

These account-wide analysis controls complement—but do not replace—the Opportunity Inbox screening mandate above.

Choose the investment philosophy

Select a built-in framework for a proven reasoning style, or choose My Own Philosophy and write the principles, thesis logic, heuristics, risk rules, and decision framework your team uses. You can save multiple custom philosophies and switch the active one.

The active philosophy guides judgment, recommendations, risk assessment, and structuring. It does not relax sourcing or evidence rules.

Set structure where useful

Keep the default analysis structure or add vertical-specific instructions so, for example, real estate and public-equity work follow different house formats.

Bring your own keys

Add supported AI-platform or data-source credentials under API Keys. Keys are encrypted, are never shown again after saving, and your account key is used before any platform default.

Add private and customer-specific context

Upload supported documents and Data Vault datasets for account-scoped research. If your team depends on an internal system or another third-party source, Veyris can integrate a customer-specific connector during onboarding so it can join relevant AI analysis.

Expert mode

Check the source path behind the answer.

Expert mode is off by default to keep the workspace calm. Turn it on when you want the detailed tool activity and referenced source rail.

Project Meridian — Analysis

Claim · source-backedMargin expansion looks structural, not temporary.

On every authenticated screen

Meet Copilot.

Ask about the current workspace, prepare an analysis, navigate, create a monitor or portfolio item, trigger a review, or open saved work without leaving your context.

Project Meridian — Analysis

Copilot

Want me to prepare a monitor for this thesis, or open the latest portfolio review?

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