Solution introduction

Generate high-conviction investment theses in record time

Portrait is a personalized AI-powered investment research platform, built to help you discover, research, and monitor new investment ideas with unprecedented depth

Discover new ideas that align with your investment objectives
Screen for companies that fit nuanced qualitative and quantitative criteria. Whether it's finding ideas that fit into your firm’s “mental models”, or identifying companies most impacted by a key development or trend, Portrait can surface the most relevant names for you to dig into.

Develop a feel for how the story has changed over time
Create interactive and evergreen deep research reports to learn about a company’s business model, financial performance, and the bull/bear debates around the name. With Portrait, you’ll build context and qualify new ideas in a fraction of the time.

Uncover key developments that confirm or refute your thesis
Portrait’s thesis monitors constantly scan over thousands of documents to ensure no important information slips through the cracks. With Portrait, never miss a key readthrough for your thesis again.

 

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