Your firm’s vocabulary.
Choose a type to see its links.
Type
Fund
A collective investment vehicle the firm manages or sells.
fundinvestment trustprivate fundalso known as
- Company —MANAGES→ FundThe asset manager runs this fund.
- Company —DISTRIBUTES→ FundA broker or bank sells this fund to investors.
- Company —INVESTED_IN→ FundAn LP, institution or allocator holds or committed to the fund.
- Person —MANAGES→ FundPortfolio manager or CIO responsible for the fund.
- Meeting —ABOUT→ FundThe fund or product pitched or discussed.
- Fund —HOLDS→ SecurityA position of the fund. Weight and date in the quote.
- Fund —PARTICIPATED_IN→ DealThe fund ordered, was allocated or took part in the bookbuild.
- Filing —ABOUT→ FundThe fund the contract, rule or filing concerns.
From a sentence to a citation.
The rules extraction follows, from the instructions Core gives the model
- “Use ONLY the entity types and relations listed.”
- “Every quote must be copied verbatim from the text.”
- “Prices, amounts and dates stay exactly as written.”
- “Keep names in the script they are written in. Never translate them.”
- “What fits no type goes in untyped, to learn from.”
Why it helps an answer.
- Relationships search can’t see
- Who supplies, holds or competes with whom, often spread across documents that never mention each other
- Short, sourced context
- A link is one line with its quote, where a passage is a page of text
- Scoped to a company
- Pick a company and the map, search and reading all stay inside it
- Used where it helps
- Ask reads the map for relationship questions, and the documents for figures
It learns your vocabulary.
- SampleForty documents, read for what the map has no type for.
- Extract and groupNames that mean the same thing are grouped into one candidate.
- FilterA candidate needs support in at least two documents. Types for people are never proposed.
- DecideYour reviewer signs with their name. Approve makes a new version; a rejection is remembered and never proposed again.
- Runs overnight, or when you ask.
Set up for your firm.
Funds
Fund, security, deal, filing, thesis, catalyst, kill criterion, scenario and decision.
63 types, 150 relations
Research and coverage
Company, product, customer, integration, funding, partnership and claim.
14 types, 13 relations
Your own
Types your desk adds over time, each one approved and versioned.
Grows with your documents
Questions.
Does every answer use the map?
No. Ask reads the map when a question turns on relationships: customers, partners, competitors, products or people. For figures it reads the documents themselves. Either way, everything it uses is cited.
Do we have to define the types ourselves?
No. Each Core starts with a set for its kind of firm, and Core proposes new ones from your documents. A person approves each one before it is used.
Can a wrong link reach an answer?
Every link carries the sentence it came from, and the answer cites it. Open the citation to read the sentence; if the link is wrong, the source is one click away.
Where is the map kept?
With your library, on the machine your Core runs on.
