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Refine

Catch the errors before capital follows them.

Research, models and vendor documentation, stress-tested before anyone trades on them.

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Hedge funds and bank research teams already run Refine on their work.

Before it trades

Every document capital follows, checked first.

Research, vendor claims, memos and models all move money. Refine reviews each one before anyone acts on it.

  1. Research notes

    Methodology, data and look-ahead bias

  2. Vendor documentation

    Their claims, against their own methodology

  3. Investment memos

    The memo, against the model behind it

  4. Model documentation

    What the documents say, against what the model does

Then capital moves

Across the research process

From the first note to the model behind it.

  • Hedge funds

    Research before it trades

    You upload
    The note and its data
    Refine checks
    Methodology, data and reasoning
    You get
    Look-ahead and in-sample issues, numbers that don't follow

  • Hedge funds

    What vendors sell you

    You upload
    Vendor and data documentation
    Refine checks
    Their claims against their own methodology
    You get
    Weaknesses, each tied to its passage

  • Hedge funds

    Investment memos

    You upload
    The memo and the model behind it
    Refine checks
    Each against the other
    You get
    Figures and arguments that disagree

  • Bank research

    Notes clients can trust

    You upload
    The note
    Refine checks
    Every argument, number and chart
    You get
    The error a client would spot first

  • Model risk

    Documentation that matches the model

    You upload
    The documentation and the model's specification
    Refine checks
    Assumptions and descriptions
    You get
    Flawed assumptions, documents that drifted from the model

Build or buy

Why not a general AI tool?

  • Cross-checks

    Checked against your whole record

    A chatbot reads each claim on its own. Refine checks the document against every file you upload with it.

  • Findings

    Every finding where you can check it

    Each one is tied to the exact passage, so you can verify it in seconds.

  • Upkeep

    Better every time the models improve

    We keep the review at the frontier. Your team maintains nothing.

Profitable and built to last. A sustainable business, here to support your team for the long run.

How a review works

A specialist's review, pinned to every passage.

  1. Upload the document

    And what it has to match.

    • Data and code
    • Vendor documentation
    • The model specification
    • Earlier notes

  2. Refine checks everything

    Every argument, number and table, against the document and what you uploaded.

  3. Findings by severity

    Critical, major and minor, each tied to the passage it's about.

  4. Revise and re-check

    Ask follow-ups in chat. Upload the new version to see what's fixed.

Security

Built for confidential work.

The documents you send us are privileged, price-sensitive or unpublished. We treat them that way on every plan.

  • Never used to train AIYour documents train no model, ours or anyone's.
  • ISO 27001 and SOC 2 Type 2Audited every year.
  • Deleted when you sayDelete any review, any time. Retention periods set with our team.
Visit our Trust Center

Questions your team will ask

Send us a note you've published.

We'll show you what Refine finds in it. Plans start at $1,250 a month, with your first month free.

Other industries

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