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Sanclarity for hedge funds

Know when the evidence behind the thesis changes.

Coverage, competitive read and risk detection run continuously against the same corpus the thesis was written from.

See the workflow
The problem

A thesis is written once and then tested by events nobody is watching in one place.

Coverage is wide, attention is narrow

The disclosure that would revise a thesis arrives on a schedule nobody controls.

The original reasoning is not written down

What the thesis depended on lives in a note, a model tab and someone's memory.

New evidence arrives without context

A headline is not an update until it is read against the position it affects.

Where the traditional workflow breaks
Monitoring is a reading list

Alerts tell you something was published, not what it does to the position.

Revisions are late

By the time the change is obvious, it is priced.

Attribution is lost

Nobody can say which piece of evidence the original conviction rested on.

How Sanclarity changes the workflow

The thesis, its evidence and its contradictions in one place.

Sanclarity is designed to hold the stated thesis alongside the evidence it rests on, and to surface new disclosure as an impact on that thesis rather than as a notification.

Thesis monitor · select a stage
Stage 01 · Research

The initial work, with the disclosure it was built from retained.

Capabilities in play
Company intelligence Financial analysis Document intelligence
The analyst experience
01
Thesis stated
02
Assumptions recorded with evidence
03
New disclosure arrives
04
Read against each assumption
05
Impact classified
06
Revision proposed
07
Analyst reviews and decides

The analyst reviews and challenges the output rather than manually reconstructing every exhibit. Designed to reduce analyst reconstruction — judgment, review and approval stay with the analyst.

Thesis monitor
Investment thesis
New evidence
Thesis impact
Investment thesisMargin expansion continues
New evidenceInput costs increased over the same period
Thesis impactRequires review
Investment thesisVolume growth holds
New evidenceSegment disclosure shows a mix shift
Thesis impactAssumption narrowed
Investment thesisCash conversion stable
New evidenceReceivable build in the latest filing
Thesis impactContradicted
Interface preview · illustrative thesis, not a market claim
The output

Decision-ready, evidence-linked output.

Source → reasoning → structured output → evidence → analyst review. The intent is minimal analyst reconstruction, not an AI-generated paragraph that has to be rebuilt before it can be used.

Structured company files

One file per subject, assembled rather than written.

Analytical briefs

A position with the reasoning behind it, not a summary.

Valuation outputs

Intrinsic and market-based views with assumptions exposed.

Risk registers

Findings ranked by severity, each with supporting evidence.

Transaction analysis

Flows, counterparties and treatment set against the disclosure.

Monitoring signals

Changes that touch a stated assumption, not a notification feed.

Why evidence matters

An answer you cannot check is an opinion.

Every figure and finding keeps the disclosure it was read from, at the line level. That is what makes the output reviewable — a colleague, a committee or a regulator can open the source rather than take the conclusion on trust.

Users are responsible for reviewing and validating outputs before relying on them for material decisions.

Platform modules behind this workflow
Company intelligence Financial analysis Document intelligence Stated assumptions Evidence attribution Company monitoring Market intelligence Risk detection Alternative intelligence Peer analysis Sector read Risk register Exposure view Revised view Evidence chain

See what Sanclarity could do for your workflow.

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