# Ask what the firm knows

> Institutional Memory keeps the reports your firm uploads: results and annual reports, sell-side stock and sector reports, transcripts and internal notes. Ask the Brain across all of them and it answers with numbered sources you can open.

Ask a question about a company in plain words. The Brain works out where the answer lives, reads across the reports your firm has uploaded, and answers with numbered sources you can open.

## What finding an answer costs today

- **Forty PDFs and a search box.** Three years of annual reports, a dozen broker initiations and every concall: the answer is in there, somewhere past page 80.
- **Knowledge that leaves.** What the desk learned from the CFO two years ago left with the analyst who took the meeting.
- **Summaries you cannot check.** A generic AI answer without a page reference is a guess your PM cannot use.

## How the Brain answers

1. **Plan.** It breaks the question into what it needs: which company, which period, which kinds of source.
2. **Retrieve.** It searches the filings, annual reports, broker and sector reports, transcripts and internal notes you have uploaded for the passages that matter.
3. **Read.** It reads those passages together and reconciles what management said with what the sell side and your analysts wrote.
4. **Cite.** It answers in plain words with numbered sources. Open one to read the quote behind the claim, usually with its page.

## What goes into the brain

- **Company filings.** Quarterly results, annual reports and disclosures. Upload them today; automatic feeds from NSE and BSE are on the connector roadmap.
- **Sell-side research.** Stock initiations, updates and sector reports from brokers and research firms, uploaded or forwarded as PDFs.
- **Your desk’s own knowledge.** Upload your concall notes, meeting write-ups and IC memos as PDFs, and the Brain reads them with everything else.
- **Answers you can audit.** Every answer lists the sources it drew on. Open one to read the quote behind the claim.
- **Isolated from every other firm.** Each firm’s documents are isolated from every other firm’s by row-level security.

## Questions it is built for

What did management say about exports in the last three concalls? Which brokers changed their view after the results? What did we write about related-party sales before we exited?

## Questions

### Is this a chatbot over the internet?

No. The Brain answers from the documents your firm has added, and shows its sources. If the answer is not in them, it says so.

### Which documents can it read?

Text-based PDFs such as annual reports, results filings, broker and sector reports and transcripts. Scanned documents without a text layer are not read yet. More sources arrive as connectors go live.

### Which AI providers process our documents?

Documents are processed by Google’s Gemini models to answer questions. We share the current list of providers and their data terms on request, before you upload anything.

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