1. It learns from your firm.
Upload memos, theses, fund documents and past transactions, or connect SharePoint and OneDrive. An admin reviews and approves the knowledge base before the twin goes live.
THE AI TWIN
Your best investor's judgment, available to the whole firm.
An AI twin of your investment leader, built from their memos, decisions and lessons learned. Ask it anything. Every answer shows its sources.
The problem
A leader's judgment is the firm's most valuable asset, and the hardest to scale. A CIO can only be in so many conversations. Analysts wait for answers, context lives in inboxes, and the reasoning behind past decisions is hard to find when it matters.
The AI Twin makes that reasoning available to the whole team, grounded in what your firm has written and decided.
How it works
2. It answers with evidence.
Every answer is cited to your documents. One click opens the exact passage. Each answer is labeled Grounded, Inferred or Unknown, so assumptions stay visible.
3. It improves with approved corrections.
Correct the twin and an authorized person approves the change. Each change is tested before it goes live and can be rolled back.
What it's like to use
Conversation mode answers the way your CIO would, in your firm's language.
Challenger mode pushes back on assumptions, bluntly and with reasons, so the hard questions come up before committee.
Voice lets you dictate a question, hear the answer, or hold a live conversation. The voice is always disclosed as AI.
Your team can save conversations by position, group them into projects, and export answers to Word, Excel, PowerPoint or PDF with citations intact.
Where teams use it
Prep for IC. Rehearse with the twin before the meeting. It asks the questions your CIO would ask, one follow-up at a time.
Pressure-test a thesis. Challenger mode tests the assumptions behind a memo before it circulates.
Onboard analysts. New team members learn the firm's thinking from its own record.
Stay consistent. Answers hold steady while your CIO is traveling or in back-to-back meetings.
Why firms trust it
- Designed to say "I don't know" instead of guessing.
- You control what it learns. Only approved corrections, tested before going live and reversible.
- Respects your permissions. It cites only what each user is allowed to open.
- Tamper-evident audit log of every question.
- Your data stays yours. Your firm's memory works across Claude, ChatGPT, Gemini and more.
- Private by default. Sharing is optional.
People decide. The twin informs their thinking.
FAQ
What is a AI Twin for an investment firm?
An AI version of an investment leader, built from the firm's own memos, decisions and lessons learned. Every answer shows its sources and is labeled Grounded, Inferred or Unknown.
Who controls what it learns?
An admin approves the knowledge base before launch. After that, the twin updates only from corrections that authorized people approve.
Which AI models does it use?
Claude, ChatGPT, Gemini, Perplexity and more. It can choose the best model for each question, or you can choose.
How does it relate to the Company Brain?
Scale your best investor's judgment.
Tell us where your team waits on answers. We'll show you how a AI Twin helps.
Request a demoSyntari supports research and financial analysis. The investment team makes every investment decision.