Source
Keep the original material and its location.
Financial services
Give every financial decision a traceable past.
Connect contracts, filings, models, meeting notes, and live signals so analysts can compare claims, preserve assumptions, and show the source behind every conclusion.
Research, reconcile, and remember the investment thesis.
Place the deck, data-room spreadsheet, contracts, and reference calls in one editable ontology. Conflicting values remain visible for review and resolution.
Source material
- Filings and contracts
- Spreadsheets and models
- Research notes and calls
- Live market signals
Ontology relationships
- Claim ↔ source
- Company ↔ counterparty
- Assumption ↔ revision
- Metric ↔ reporting period
From field evidence to agent action.
Ontology
Name entities and relationships in the field's own language.
Memory
Consolidate, recall, revise, and preserve provenance.
Action
Let agents work with an inspectable trail.
Workflows grounded in domain memory.
Diligence with disagreements intact
Compare a founder claim, the data-room number, and a reference call in one cited table.
What remains verifiable
Every row links back to the original document or note.
Contract intelligence
Surface fee terms, addenda, and conflicts without losing effective dates or exceptions.
What remains verifiable
The applicable clause remains beside the conclusion.
Living investment memory
Keep the thesis written at buy time beside incoming news and later revisions.
What remains verifiable
New information never silently overwrites the past.
