Give Hedge Funds Financial Research Memory That Compounds Across Funds

The analyst who covered a sector for five years left. Their thesis lives in a Box folder nobody opens. The new analyst rebuilds the model and re-reads the filings. Meanwhile the PM asks the AI tool a question and gets a generic answer because nothing connects today's prompt to seven years of accumulated work.

Built-in SEC EDGAR + market data — 3M+ filings, real-time pricing, FX, world economic data, all queryable without setup.

Per-name, per-sector, per-strategy memory — Theses, models, conviction history, and analyst notes scoped to the level that matters.

Conflict detection across filings — When guidance changes or restatements happen, the memory flags the contradiction.

Compliance-grade audit trail — Every memory commit timestamped, signed by author, with full provenance for regulator review.

1. Connect — Ingest IC memos, models, earnings call transcripts, and analyst notes alongside built-in SEC and market data.
2. Structure — Each piece becomes typed memory at the right scope (name / sector / strategy).
3. Reuse — Every AI-assisted research turn retrieves the relevant prior memory before generating output.

Hedge funds, multi-strategy investment firms, and family offices running AI-assisted research at scale — where institutional knowledge per name and sector is the moat, and analyst turnover otherwise erodes it.