Agentic decision intelligence

The AI Investment
Committee.

Six specialist agents pressure-test every trade. Risk Governor holds the veto. Every decision lands as an immutable, audit-grade IC Report.

30 days free
·
No credit card
·
SEC Rule 204-2 ready
Sample deliberations
$NVDA PROCEED · caution $AMD VETOED $JPM PROCEED $MSFT PROCEED $COIN VETOED $NFLX PROCEED $XOM PROCEED · caution $TSLA PROCEED $NVDA PROCEED · caution $AMD VETOED $JPM PROCEED $MSFT PROCEED $COIN VETOED $NFLX PROCEED $XOM PROCEED · caution $TSLA PROCEED
24 today
getquorum.ai/reports/IC-247
● SAMPLE
Executive Summary
NVDA · LONG · Feb 25 · 14:32 EST 204-2
Proceed With Caution
Position
3.5%
Confidence
High
Regime
Risk-Off Trans.
Horizon
3–6 Mo
PM's data center thesis confirmed via Q4 guidance delta ("strong demand" → "unprecedented"). Risk Governor flags semiconductor cluster correlation (β=0.87) and tech concentration 22.1%/25% cap. Sizing reduced from 4.5% to 3.5%.
Consensus
3 support · 1 conditional · 1 flag
⚠ Concentration 22.1% ⚠ Cluster β=0.87 ⚠ DOJ tail risk ✓ Macro aligned ✓ Signal confirmed
Built for
EMERGING HEDGE FUNDS
FAMILY OFFICES
INDEPENDENT RIAs
QUANT DESKS
MULTI-STRATEGY TEAMS
AUDIT-GRADE REPORT
PORTFOLIO-AWARE RISK GOVERNOR
TIERED EVIDENCE TRAIL
AUDITABLE IC REPORTS
EMERGING HEDGE FUNDS
FAMILY OFFICES
INDEPENDENT RIAs
QUANT DESKS
MULTI-STRATEGY TEAMS
AUDIT-GRADE REPORT
PORTFOLIO-AWARE RISK GOVERNOR
TIERED EVIDENCE TRAIL
AUDITABLE IC REPORTS
The Problem

Most investment losses don't come from bad ideas. They come from good ideas that nobody challenged hard enough — a correlation that slipped through, a regime change called too late, a thesis tested against the wrong scenarios. Deliberation is what makes alpha durable.

3-4 hrs
Daily, on IC meetings, thesis prep, and manual documentation
$300K/yr
In senior staff time on decision process per 4-person team
The agentic committee

Six specialists. One verdict.

Every trade gets pressure-tested by a committee that's tougher than any single analyst — and faster than any IC meeting. Each agent challenges your thesis from a different angle. Risk Governor holds the veto.

Live deliberation · NVDA · LONG
now hearing from Macro Strategist Quant Evaluator Equity Research Risk Governor Sentiment Intel Institutional Memory
01

Macro Strategist

Regime

Reads the macro backdrop. Does the cycle support this trade, or is the regime turning?

currently saying Regime is turning risk-off
02

Quant Evaluator

Signals

Checks if the data agrees. Momentum, volatility, and position-size math, validated against history.

currently saying Numbers support the thesis
03

Equity Research

Fundamentals

Reads the filings so you don't have to. Surfaces anything in the 10-Ks or transcripts that changes the picture.

currently saying Blackwell guidance holds up
04

Risk Governor

Absolute veto

The only agent that can stop a trade. Watches your whole book for hidden correlations and concentration.

currently saying Cut size — tech cluster too high
05

Sentiment Intel

Catalysts

Tracks the mood and incoming catalysts. Earnings, filings, news — what the market is talking about.

currently saying Bullish, but DOJ probe pending
06

Institutional Memory

History

Remembers your past calls. How often were the agents right on trades like this one before?

currently saying Avoided 15.3% drawdown Sep '25
Four-stage protocol

A structured debate.
On every trade.

Six agents collaborate across four stages — Context, Proposal, Challenge, Verdict — with the Risk Governor holding absolute veto authority.

01
Context

Read the room

Macro sets the regime. Memory pulls up similar trades from your history.

02
Proposal

Build the case

Quant scores the data. Sentiment and Equity run in parallel when it matters.

03
Challenge

Pressure-test it

Risk Governor checks correlations, concentration, and circuit breakers. Can veto.

04
Verdict

Document the call

CIO synthesizes. Dissent is preserved. Every deliberation lands in your investment decision audit trail — immutable, 204-2 ready.

Output
IC Report · 6 agents · 4 stages · immutable record · 204-2 ready
The time cost

Pressure-testing every trade used to require
a meeting on the calendar.

The four-stage debate that's standard at multi-billion-dollar funds — convene, present, challenge, document — happens at QUORUM in the time it takes to refill your coffee.

An IC meeting
2–3 hrs
Convene. Present. Argue. Document.
Align 5–7 stakeholder calendars
Circulate memo · 24 hrs pre-read
Deal lead presents · 15–60 min
Committee challenges · probes risks
Synthesize dissent · document for compliance
Quarterly · or as needed
vs
QUORUM
3 min
Submit. Read verdict. Export audit-grade report.
Six analysts run in parallel
Memory pulls prior similar trades
Risk Governor checks correlations · holds the veto
CIO synthesizes · dissent preserved
IC Report archived · 204-2 ready
Every trade · any time
Built for fund managers

Institutional-grade investment process.
Without institutional headcount.

The best funds run every trade through a committee because deliberation is what makes alpha durable. QUORUM gives every desk — from a solo PM to a multi-strategy team — the same discipline, and the paper trail to prove it.

When an allocator asks “walk me through how you decide,” hand them the audit trail.

Grounded in primary sources.

Market data, fundamentals, and filings come from primary and licensed sources — SEC EDGAR, FRED, U.S. Treasury, and licensed market feeds — never from the model's memory. Analytical outputs like conviction and sizing are computed from that data, not imagined. Every input carries source-level lineage, retained for audit.

Your data stays yours.

Theses and portfolio data are never used to train models — never sold, and processed only by the infrastructure providers named in our privacy policy.

Challenge My Thesis

Submit a thesis. Get structured debate back.

Zero setup. No signal providers needed. Pressure-test your thesis before you commit capital.

getquorum.ai/challenge → NVDA · long · 1–3 mo
● RECORDED RUN
A real deliberation, recorded in QUORUM · wait time cut Book a live demo →
Capabilities

Decision intelligence,
not just another signal.

Absolute veto

Risk Governor

A built-in devil's advocate with absolute veto authority. Watches your whole book for hidden correlations, concentration, and circuit-breaker conditions — mandatory structured challenge on every trade.

Challenge My Thesis

Submit any trade idea, get a six-agent debate back. Zero setup, no signal providers required — your primary entry point into structured deliberation.

IC Reports

The auditable IC memo, auto-generated. Thesis, risk challenge, dissent, and final rationale — every deliberation and every override, structured for SEC Rule 204-2 recordkeeping.

Institutional Memory

Agents remember. They reference their own track record by regime, sector, and setup — and learn your patterns over time.

PM Override

Soft vetos on sectors, themes, or tickers with auto-expiry. Override the committee when you have edge — every call logged for counterfactual analysis.

6
Specialized agents per cycle
4
Stages of structured debate
20-25×
Conservative ROI on IC process time (4-PM desk)
204-2
SEC-ready investment decision audit trail
Pricing

Professional infrastructure,
professional pricing.

Flat-rate SaaS. No AUM fees. No per-trade charges. LLM costs absorbed. 30-day free trial — no credit card. Annual contracts receive ~17% off (2 months free).

Solo
$199
per month · 1 seat
Individual PMs and analysts evaluating trade ideas.
  • Challenge My Thesis · 6-agent committee
  • IC Report generation · full transcripts
  • 50 deliberation cycles / month
  • Email support
Start free trial
Team
$749
per month · up to 5 seats
Emerging fund teams and family offices.
  • Everything in Solo
  • PM Override · soft veto + thesis override
  • Compliance exports · counterfactual dashboard
  • 200 deliberation cycles / month · priority support
Sign up
Institution
$2,499
per month · up to 15 seats · annual
Multi-PM funds and quant desks.
  • Everything in Team
  • Up to 15 seats · unlimited deliberations
  • SSO / SAML · dedicated infrastructure
  • Dedicated success manager · quarterly reviews
Contact sales
Enterprise+
For multi-strategy platforms, $5B+ funds, and teams beyond 15 seats. Includes on-premise deployment, white-label IC Reports, multi-strategy isolation, custom LLM fine-tuning, and removed API rate limits. Custom annual contracts.
Contact us
Questions

Straight answers.

How is QUORUM different from asking ChatGPT or Claude?

A chat assistant answers from training memory — no live market data, figures it can simply make up, and a well-known tendency to agree with whoever is asking. QUORUM runs on the same frontier models; the difference is the structure around them. Every deliberation starts from live, licensed data — prices, fundamentals, SEC filings, macro indicators — pulled at analysis time, and every figure, from conviction to position size, is computed from that data rather than generated. The committee then works the trade through a four-stage protocol the way a real IC does: specialist agents build the case with evidence, the Macro Strategist and Risk Governor are mandated to attack it — the Risk Governor can veto outright — proposals are revised under challenge, and the CIO synthesizes a verdict with every dissent preserved as an immutable, audit-ready record. It's the difference between an opinion and an evidence-backed committee decision.

Is QUORUM investment advice?

No. QUORUM is decision infrastructure: it structures, challenges, and documents your process. The decision — and the discretion — stay with you. What you gain is a defensible record of how you decided.

Where does the data come from?

Market data, fundamentals, and filings come from primary and licensed sources — SEC EDGAR, Federal Reserve (FRED), U.S. Treasury, and licensed market feeds — never from the model's memory. Analytical outputs like conviction and sizing are computed from that data, not imagined. Every input carries source-level lineage, retained for audit.

Is my data used to train models?

No. Your theses and portfolio data are never used to train models and never sold. Data is processed only by the infrastructure providers named in our privacy policy.

How does QUORUM map to SEC Rule 204-2?

Each IC Report preserves the thesis, challenges, dissent, and final rationale as an immutable record, structured for books-and-records retention. Retention obligations remain with the adviser — QUORUM makes the record effortless to keep.

Do I need IT to deploy QUORUM?

No. QUORUM is browser-based and running in minutes. SSO/SAML is available at the Institution tier.

What happens to my data if I leave?

Your IC Reports and transcripts are yours. Compliance exports are included from the Team tier, and account data is deleted on request.

30-day trial · No card

Run your next thesis past the committee.

Six specialists, four stages, one immutable IC Report. See the deliberation on a real trade — yours.

No credit card · 20 deliberations · No commitment