A six-week pilot
Small enough to start in a week, long enough to see whether the records change how your team decides. It is paid, scoped in writing, and measured on your workflow, not on returns.
Scope
- Universe
- One public-market universe you choose
- Focus
- One narrative, event or catalyst family
- People
- One to three named users on your side
- Sources
- An agreed list, with usage rights recorded
- Volume
- An agreed maximum number of candidates
- Cadence
- A weekly working session with a written decision log
What you get
- A decision record for every qualifying candidate: thesis, sources at the cutoff, revenue exposure, contradicting evidence, tests passed and failed, what's missing, and who approved it
- The relevant part of the revenue-exposure map for your catalyst family, with sources and review status
- Each candidate checked against a transparent baseline your team can explain
- A forward record for every eligible candidate, measured after the decision without execution
- A weekly review of false positives and missed events
- A final audit bundle your risk or compliance team can replay, and a findings report
How we'll know it worked
The measures are about your team's work. Six weeks is too short to judge investment returns, so we won't pretend to.
- Time from a question to a reviewable evidence record
- Unsupported claims found, and how serious they were
- Share of evidence with complete source and time information
- Whether someone outside the build can replay the records
- How often your reviewers agreed or overrode the record
- Whether you'd continue at the agreed price
What's not included
- Any promise about returns, alert volume or performance
- Order placement, broker connections or portfolio management
- Ingesting your holdings, unless agreed separately with the controls on our security page
- Using your material to train models
- Exclusive data
How it starts
Talk
A 30-minute call about the last time your team had to investigate a headline-driven move.
Scope
We agree the universe, catalyst family, sources, users and measures in writing.
Sign
A short order form with a fixed fee, confidentiality and termination terms, invoiced directly.
Run
Six weeks of records and weekly reviews, then a findings report and a decision about what comes next.