Debate the decision from multiple disciplines.
Value, macro, quantitative, quality, and growth perspectives are made explicit before a final synthesis.
AI Investor
A governed strategy workspace with memory, guardrails, and human review.
AI Investor turns a strategy mandate into an operating book: source-backed idea generation, watchlists, manager reviews, trade-intent review, paper positions, budget controls, feedback loops, and recurring surveillance.
Mandate book
Human review
Strategy
Functional-health mandate
SourceCompanies + evidence targetsFunding, hiring, clinical, web
ReviewManager run scores ideas and riskGuardrails active
ActionPromote, watch, or rejectDecision record saved
Mandatesinvestment philosophies seed constraints, sourcing behavior, review cadence, and decision style
Manager reviewsstrategy-level reviews of ideas, positions, thesis drift, risk, performance, and next actions
Guardrailsbudget caps, monitor cadence, paper execution, decision records, and human-review checkpoints
Human approvalTrade intents, paper actions, automation posture, and budget controls remain explicit review surfaces.
Simulation boundaryPaper books, watchlists, rejected intents, and lessons stay separate from live execution workflows.
Learning memoryReviews can learn from prior decisions, monitor movement, feedback, and mandate-specific history.
Strategy flow
A mandate becomes a controlled operating loop.
AI Investor keeps objectives, candidate sourcing, evidence review, human approvals, paper-book actions, and learning history in one strategy workspace.
01 / MandatePhilosophy, target universe, constraints, risk budget, and notebookThe strategy starts with explicit guardrails and operating memory.
02 / IdeasCandidate pipeline, source evidence, monitors, and watchlistIdeas are sourced, scored, and kept distinct from approved actions.
03 / ReviewPM memo, trade intent, human approval, and paper actionHuman approval remains the gate before any strategy action is recorded.
04 / LearnOutcome memory, rejected ideas, lessons, and next-cycle routingThe mandate compounds by learning from accepted and rejected decisions.
Mandate operations
A structured environment for strategy-level judgment.
AI Investor is for work that should not disappear into a single report. It keeps the thesis, notebook, candidate ideas, feedback, manager reviews, and monitor coverage together.
Investment philosophy
Define how the strategy judges—not just what it finds.
An investment philosophy is the strategy’s durable reasoning layer. Choose from built-in frameworks or write your own house principles, thesis standards, heuristics, risk rules, and decision process.
Demand durability and a margin of safety.
Business quality, owner earnings, management, price, and the ability to compound dominate the review.
Look for reflexive loops and broken regimes.
Liquidity, positioning, catalysts, and feedback between perception and fundamentals shape the risk view.
Use the language and discipline of your own IC.
Multiple custom philosophies can be saved, selected, and reused across account analyses and strategy mandates.
- 01 / ConfigureStart from a proven framework or make your own.
Set the principles, thesis logic, heuristics, risk rules, and questions that should govern decisions.
- 02 / ApplyCarry one reasoning standard through the mandate.
The lens guides recommendations, risk assessment, structuring, idea review, and manager judgment.
- 03 / GovernKeep facts separate from interpretation.
Sources, evidence gaps, human checkpoints, and paper-execution boundaries remain visible and reviewable.
- Connected contextThe mandate can draw on every source your account is permitted to use.
Supported key-backed providers, private documents, Data Vault datasets, and customer-specific connectors can join the research path.
Configure the account lens first, then select it for the strategy you want to operate.
Open the configuration guide →Start with a mandate and constraints.
Define the objective, asset focus, philosophy, budget, automation posture, and monitoring cadence for the strategy workspace.
Move from research to paper action.
Promote ideas, reject or execute trade intents, close paper positions, and preserve the reasoning that led to each action.
Review the strategy as an operating book.
Run manager-style reviews that summarize performance, open questions, thesis drift, risks, and next actions.
InputMandate + constraintsObjective, philosophy, budget, asset scope, cadence
OperateIdeas, reviews, and paper actionsResearch, promote, reject, execute, close, and monitor
OutputReviewable strategy recordNotebook, manager review, decision trail, watchlist, paper book
Example dossier
AI-assisted mandate operation
MandateDefine philosophy, sourcing rules, budget, and review cadenceStrategies inherit constraints instead of starting from a blank prompt.
OperateGenerate ideas, review evidence, promote watchlist namesManager reviews connect candidate ideas, paper positions, and thesis movement.
ControlKeep human checkpoints and decision recordsAutopilot posture, trade-intent review, and budget caps remain visible.
Strategy review
Functional-health private-market mandate.
Track Atria, Function Health, WndrHealth, Neko Health, and adjacent companies across funding, clinical evidence, hiring velocity, product expansion, web traction, and investability triggers.
Operating loop
Source targetsCompanies + evidence
Review cadenceWeekly monitor
Manager actionPromote or watch
Operate the mandate