Same reasoning stack. Built for research funds.
Same evidence chain. Same governance. From the first thesis to the IC file to knowing, with calibration, how good the fund’s calls have been.
Illustrative deal · Industrial water security
Water is the constraint nobody priced.
Can a proposed industrial site secure senior water rights for 20 years?
What surfaces
A watch on drought declarations and curtailment orders in the basin fires.
What we evaluate
Senior rights holders near site B with distress signals. Owners resolved.
Hold site A and pursue site B. Rights priority is under active adjudication.
How it moves forward
Rights acquisition with lease-back to the current user.
Potential capital: Water investors · Infrastructure fund · Private credit.
Actual curtailment outcomes write back.
Illustrative deal · Critical minerals from mine tailings
Yesterday’s waste pile is tomorrow’s supply chain.
Where can a critical mineral be recovered from above-ground tailings faster than a new mine can be permitted?
What surfaces
A watch on supply concentration and new offtake programs fires.
What we evaluate
Deposits scored on grade, infrastructure and ownership. Owners resolved and existing commitments checked.
Pursue 3 deposits. Grade estimates rest on historical assays. Some nearby supply is already committed under existing offtake contracts.
How it moves forward
Royalty or streaming plus a processing joint venture.
Potential capital: Royalty investor · Strategic acquirer · Project finance.
New assay results write back against the estimate.
Two lattices. One verdict.
Every material claim is read through many lenses and tested for what actually drives it. Dissent is kept, not averaged, and the file states what would change the call.
86 engines. Yours too.
Methods your team already trusts, by job: market, competitive and deal research, underwriting and entry, the book, and your own method captured once.
86 production engines. 1,100+ agents.
It watches. You decide.
Set the sources and triggers. When something changes, the system gathers the evidence and writes the brief. A person signs off, and the approved context is kept for the next call. Nothing acts on its own.
A human approves before anything moves.
From call to action.
The recommendation is broken into a plan, scoped into tasks and executed inside your systems. Reads are free. Writes are gated. Every action is recorded, and outcomes feed the next run.
Reads are free. Writes are gated.
Evidence
Your evidence. Plus ours.
Bring your data room, filings and research. Connect them to evidence on the assets and markets behind the deal.
Source coverage varies by country and domain.
Energy
Gas and power
Water and land
Rights, parcels and owners
Infrastructure
Fiber and logistics
Minerals and agriculture
Deposits and supply chains
The models are commodity. The method compounds.
Anyone can rent frontier models. The advantage is the graph, the method, and the outcome memory. Every source, assumption, decision and observed outcome writes back into the next run.
Start with one live thesis.
A live call you are weighing. Captured as an engine, with your team. Your analysts test it. Scale it or stop. Your call.