Thesis-driven AI investing
Stake a claim on the future you believe in.
Markets move. New information appears. Your thesis evolves.
Your agent continuously monitors the sources that matter to your idea — from market and economic data to industry research, news, filings, and public commentary — and evaluates new information against your thesis.
Investment agent
Evaluating your thesis...
The best expression of an idea isn't always obvious.
Your agent searches across markets to find the instruments that most directly express your view — a supplier, a commodity, an options strategy, a prediction market, or a hedge you never would have found for yourself.
Choose how much authority your agent has. Approve every position yourself, or define the boundaries it can operate within:
Your ideas, research, and positions remain yours.
Your agent is designed to work for you. Our platform is designed to keep your ideas and positions private.
"I want to hedge against a decline in AI data-center investment over the next three to five years."
Tell us what you believe.
State your thesis in plain language.
We build the research around your thesis.
Data, sources, signals, and competing explanations — monitored continuously.
We find ways to express it.
Positions that map to your thesis, with why each one is relevant.
You decide how much risk to take.
Review every opportunity — or grant defined authority within your rules.
Bring us your convictions. We'll find the market.