The AI Investment Committee.
Built as decision infrastructure for professional investors.
Pressure-test every thesis against your own book. Record what the desk actually did. Carry that history into the next decision.
NVIDIA Corporation
3–6 month horizon
“Data-center demand stays underestimated; the Blackwell ramp supports another guidance reset.”
Most investment teams have tools to research ideas. Few have a system for how decisions are actually made.
QUORUM challenges every thesis with an AI investment committee, tests it against your book, records the decision, and follows it through its life.
One thesis. Five stages.
A record that compounds.
QUORUM is that infrastructure: the system of record for how a team decides. The AI Investment Committee runs the first stage — the stages around it turn single decisions into institutional memory.
Challenge
Pressure-test the thesis against fundamentals, macro, quant, sentiment, portfolio context and risk.
Decide
Produce the verdict, sizing logic, dissent and falsification criteria, tested against the Book snapshot cited by the report.
Act
Record what was actually done — Executed, Modified, Passed or Deferred — against the decision it belongs to.
Monitor
Revisit the position against catalysts, thesis conditions, earnings and scheduled checkpoints.
Learn
Carry your previous decisions, actions and outcomes into the next decision on that security.
QUORUM gets better at your book the longer you run it.
Every verdict, condition, dissent and disposition on a name is carried into the next deliberation on that name — so the hundredth decision is argued with ninety-nine records behind it. The committee is what gets you started; the memory is what makes the system yours.
Five specialists. One verdict.
Five specialists attack the thesis against your own book, inside every prior decision on the name. The CIO derives the verdict; the Risk Governor holds the veto.
Macro Strategist
RegimeDoes the cycle support this trade, or is the regime turning?
Every decision leaves a record.
It keeps updating long after the trade.
The IC Report freezes what the committee knew and recommended — hashed, timestamped, 204-2 ready. What happens next is added underneath it, and the obligations it creates queue up in Follow-ups until they are closed.
Pressure-testing every trade used to require
a meeting on the calendar.
The committee debate that's standard at multi-billion-dollar funds — convene, present, challenge, document — runs in about three minutes at QUORUM, on every trade rather than the ones that made the calendar.
Institutional-grade investment process.
Without institutional headcount.
The discipline a multi-billion-dollar desk runs on, available to a team of any size.
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.
Decision infrastructure,
not just another signal.
The committee is the front door. The system around it is the product.
Challenge Thesis
Ticker, direction, horizon, size, funding — filed as a formal decision or as research.
Committee Book
The positions the committee sizes against: seeded from your latest 13F or a CSV export, brought current in one sentence, attested by you.
Risk Governor & Portfolio Fit
Name, cluster, sector and gross limits tested against your Book, then a sizing waterfall that names the rule that binds it.
Decision Record & Follow-ups
The IC Report freezes; everything after it is appended. Six triggers keep the obligations queued in trading days.
Decision Library
Every record, searchable, with coverage measured on discipline rather than P&L.
Institutional memory
Prior decisions carried into the next deliberation on that name. Facts, not verdicts.
Write-once snapshots · versioned limits and clusters · ETF mode with look-through · verdict override, logged · CSV and PMS import · honest states when a source fails.
Straight answers.
How is QUORUM different from ChatGPT, Claude, or an AI copilot?
General AI tools help you research an investment. QUORUM is built around the decision itself. Every thesis is challenged by an AI investment committee, tested against your own Book, and turned into a documented decision with sizing logic, conditions and dissent — then QUORUM records what was actually done, schedules the reviews the thesis requires, and carries that history into the next decision on that name. It doesn’t help you analyse an investment; it gives the desk a system for how decisions are challenged, made, recorded and revisited.
What should I compare QUORUM to?
Research platforms help you understand the investment. Portfolio systems tell you what you own. QUORUM records how and why the decision was made — and what happens next. It connects those pieces around the decision: the committee challenges the thesis, the Book supplies portfolio context, the Decision Record preserves what was decided, Follow-ups close the loop, and the Decision Library becomes your institutional memory.
Why does QUORUM need my portfolio?
A trade can look attractive on its own and still be the wrong trade for the portfolio. The Committee Book is a PM-attested view of the positions the committee sizes against, so the Risk Governor tests name, cluster, sector and gross limits on this trade in this portfolio rather than on a ticker in isolation. No broker or PMS connection is required: the Book is seeded from your latest Form 13F where you file one, or from a CSV or PMS export where you don’t, and brought current in one sentence.
What happens after the committee reaches a verdict?
The report is not the end. Every formal deliberation opens a Decision Record. The IC Report freezes what the committee knew and recommended at the time; the disposition you record, later reviews, corrections and filing checks are added underneath it as they happen, never over it. Obligations — the disposition window, catalyst reviews, earnings checks, filing checks, horizon close-outs and Book reconfirmation — queue up in Follow-ups until they are closed.
Does QUORUM learn from our previous decisions?
Yes. Prior deliberations on a name, the conditions attached, the dissent and what was actually done are carried into the next deliberation on that name as facts. The more decisions the desk records, the less of the reasoning disappears into meetings, inboxes and memory.
Does QUORUM decide for me?
No. The PM remains the decision-maker, and QUORUM is decision infrastructure rather than investment advice. It supplies the process around the judgment: independent challenge, portfolio-aware risk limits, preserved dissent, consistent documentation and follow-through. You can accept, modify or override the committee — an override is logged with your justification, and the record keeps what happened and why.
How does QUORUM map to SEC Rule 204-2?
QUORUM creates a contemporaneous record of the decision process. The IC Report freezes the thesis, evidence, challenge, dissent, sizing logic and conclusion at the point of decision; dispositions, reviews and corrections are added to the Decision Record rather than changing what was filed. The records are structured for books-and-records workflows — the adviser’s regulatory and retention obligations remain with the adviser.
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. Conviction and sizing are computed from that data, and every input carries source-level lineage. When a source is unavailable or stale, QUORUM says so instead of substituting a plausible figure.
Is my data used to train models?
No. Your theses, portfolio and decision history are never used to train models and never sold. They are used to provide your own decision context — the Committee Book and your institutional memory — and are processed only by the infrastructure providers named in our privacy policy.
Put your next decision on the record.
The committee challenges it, the Book sizes it, the record keeps it — and the next decision on that name starts from what this one learned. Bring a live trade and we’ll run it.