About
Why this exists
Financial information is not evenly distributed. Institutions have research desks, data terminals, and analysts who can turn a filing into a thesis in an afternoon. Individual investors have a search bar and whatever a headline tells them, and even RIAs managing real books often can't review every account as often as those accounts actually need it. Thesis exists to close that gap on both ends: giving individual investors the same structured, sourced analysis a professional would produce, and giving advisors a way to cover more accounts, more thoroughly, without adding hours to the day.
The deterministic-vs-AI split
Every ratio, valuation, and risk flag in a Thesis report comes from code, not from a model guessing at a plausible-sounding number. AI is used for exactly one job: explaining what the calculation already produced, in plain language, with a citation back to the underlying data point. It does not generate recommendations and it does not touch the math, because a retail investor deserves to know a number is real, and an advisor's compliance team has to be able to defend that same number to a regulator.
Who it's for today
Thesis is built first for financial advisors and the firms they work at: faster account onboarding review, research they don't have to re-derive by hand, and a clear view of which client accounts actually need attention this week — what makes it possible to serve a larger book well instead of spreading thinner across it. A version built for individual investors managing their own portfolio, not a client's, is on the way but not live yet.
Current stage
Thesis is early. We're onboarding a first group of advisory firms now, working closely with them as real users before opening more broadly — building the product alongside the first customer base, not guessing at what it needs in isolation.