Agentic decision intelligence

The AI Investment
Committee.

Six specialist agents pressure-test every trade. Risk Governor holds the veto. Every decision lands as an immutable, audit-grade IC Report.

30 days free
·
No credit card
·
SEC Rule 204-2 ready
Live deliberations today
$NVDA PROCEED · caution $AMD VETOED $JPM PROCEED $MSFT PROCEED $COIN VETOED $NFLX PROCEED $XOM PROCEED · caution $TSLA PROCEED $NVDA PROCEED · caution $AMD VETOED $JPM PROCEED $MSFT PROCEED $COIN VETOED $NFLX PROCEED $XOM PROCEED · caution $TSLA PROCEED
24 today
app.getquorum.ai/reports/IC-247
● LIVE
Executive Summary
NVDA · LONG · Feb 25 · 14:32 EST 204-2
Proceed With Caution
Position
3.5%
Confidence
High
Regime
Risk-Off Trans.
Horizon
3–6 Mo
PM's data center thesis confirmed via Q4 guidance delta ("strong demand" → "unprecedented"). Risk Governor flags semiconductor cluster correlation (β=0.87) and tech concentration 22.1%/25% cap. Sizing reduced from 4.5% to 3.5%.
Consensus
3 support · 1 conditional · 1 flag
⚠ Concentration 22.1% ⚠ Cluster β=0.87 ⚠ DOJ tail risk ✓ Macro aligned ✓ Signal confirmed
Built for
EMERGING HEDGE FUNDS
FAMILY OFFICES
INDEPENDENT RIAs
QUANT DESKS
MULTI-STRATEGY TEAMS
SEC RULE 204-2 READY
PORTFOLIO-AWARE RISK GOVERNOR
TIERED EVIDENCE TRAIL
AUDITABLE IC REPORTS
EMERGING HEDGE FUNDS
FAMILY OFFICES
INDEPENDENT RIAs
QUANT DESKS
MULTI-STRATEGY TEAMS
SEC RULE 204-2 READY
PORTFOLIO-AWARE RISK GOVERNOR
TIERED EVIDENCE TRAIL
AUDITABLE IC REPORTS
The Problem

Most investment losses don't come from bad ideas. They come from good ideas that nobody challenged hard enough — a correlation that slipped through, a regime change called too late, a thesis tested against the wrong scenarios. Deliberation is what makes alpha durable.

3-4 hrs
Daily, on IC meetings, thesis prep, and manual documentation
$300K/yr
In senior staff time on decision process per 4-person team
$2.7B
In SEC fines for recordkeeping failures since 2021
The agentic committee

Six specialists. One verdict.

Every trade gets pressure-tested by a committee that's tougher than any single analyst — and faster than any IC meeting. Each agent challenges your thesis from a different angle. Risk Governor holds the veto.

Live deliberation · NVDA · LONG
now hearing from Macro Strategist Quant Evaluator Equity Research Risk Governor Sentiment Intel Institutional Memory
01

Macro Strategist

Regime

Reads the macro backdrop. Does the cycle support this trade, or is the regime turning?

currently saying Regime is turning risk-off
02

Quant Evaluator

Signals

Checks if the data agrees. Momentum, volatility, and position-size math, validated against history.

currently saying Numbers support the thesis
03

Equity Research

Fundamentals

Reads the filings so you don't have to. Surfaces anything in the 10-Ks or transcripts that changes the picture.

currently saying Blackwell guidance holds up
04

Risk Governor

Absolute veto

The only agent that can stop a trade. Watches your whole book for hidden correlations and concentration.

currently saying Cut size — tech cluster too high
05

Sentiment Intel

Catalysts

Tracks the mood and incoming catalysts. Earnings, filings, news — what the market is talking about.

currently saying Bullish, but DOJ probe pending
06

Institutional Memory

History

Remembers your past calls. How often were the agents right on trades like this one before?

currently saying Avoided 15.3% drawdown Sep '25
Four-stage protocol

An institutional-grade debate.
On every trade.

Six agents collaborate across four stages — Context, Proposal, Challenge, Verdict — with the Risk Governor holding absolute veto authority.

01
Context

Read the room

Macro sets the regime. Memory pulls up similar trades from your history.

02
Proposal

Build the case

Quant scores the data. Sentiment and Equity run in parallel when it matters.

03
Challenge

Pressure-test it

Risk Governor checks correlations, concentration, and circuit breakers. Can veto.

04
Verdict

Document the call

CIO synthesizes. Dissent is preserved. Immutable IC Report, 204-2 ready.

Output
IC Report · 6 agents · 4 stages · immutable record · 204-2 ready
The time cost

Pressure-testing every trade used to require
a meeting on the calendar.

The four-stage debate that's standard at multi-billion-dollar funds — convene, present, challenge, document — happens at QUORUM in the time it takes to refill your coffee.

An IC meeting
2–3 hrs
Convene. Present. Argue. Document.
Align 5–7 stakeholder calendars
Circulate memo · 24 hrs pre-read
Deal lead presents · 15–60 min
Committee challenges · probes risks
Synthesize dissent · document for compliance
Quarterly · or as needed
vs
QUORUM
3 min
Submit. Read verdict. Export 204-2 record.
Six analysts run in parallel
Memory pulls prior similar trades
Risk Governor checks correlations · holds the veto
CIO synthesizes · dissent preserved
IC Report archived · 204-2 ready
Every trade · any time
IC meeting timing typical at institutional funds per Partners Capital and Cambridge Associates.
Challenge My Thesis

Submit a thesis. Get structured debate back.

Zero setup. No signal providers needed. Your primary entry point into QUORUM's decision intelligence.

app.getquorum.ai/challenge → NVDA · 5d horizon
● LIVE
thesis → Long NVDA · 5-day horizon · "AI infra capex cycle just starting"
────────────────────────────────────────────────────────────
◆ Macro Strategist regime: Volatile Bull vix: 18.4 spx:
◆ Quant Evaluator conviction: 0.74 kelly: 2.8% p75: +4.2%
◆ Sentiment Intel items: 9·72h mix: 6P / 2N / 1N SUPPORTS
◆ Equity Research guidance Δ: "strong" → "unprecedented" SUPPORTS
◆ Risk Governor status: ⚠ CHALLENGE
│ NVDA-AMD-AVGO cluster correlation: 0.87 │ Tech concentration → 22.1% (cap: 25%) │ Earnings call delta: guidance language hardened (positive)
◆ CIO Agent verdict: PROCEED · reduced size
│ Position sized to 3.5% (from 4.5%) due to cluster risk │ IC Report → QRM-2026-0430-1247.pdf
────────────────────────────────────────────────────────────
Deliberation complete · 6 agents · 2 challenges raised · immutable record
Capabilities

Decision intelligence,
not just another signal.

Absolute veto

Risk Governor

The only agent that can stop a trade. Watches your whole book for hidden correlations, sector concentration, and circuit-breaker conditions.

Challenge My Thesis

Submit any trade idea, get a six-agent debate back. Zero setup, no signal providers required — your primary entry point into structured deliberation.

IC Reports

Auto-generated decision memos. Every deliberation, every dissent, every override — structured for SEC Rule 204-2 retention.

Institutional Memory

Agents remember. They reference their own track record by regime, sector, and setup — and learn your patterns over time.

PM Override

Soft vetos on sectors, themes, or tickers with auto-expiry. Override the committee when you have edge — every call logged for counterfactual analysis.

6
Specialized agents per cycle
4
Stages of structured debate
20-25×
Conservative ROI on IC process time (4-PM desk)
204-2
SEC retention-ready audit trail
Pricing

Professional infrastructure,
professional pricing.

Flat-rate SaaS. No AUM fees. No per-trade charges. LLM costs absorbed. 30-day free trial — no credit card. Annual contracts receive ~17% off (2 months free).

Solo
$199
per month · 1 seat
Individual PMs and analysts evaluating trade ideas.
  • Challenge My Thesis · 6-agent committee
  • IC Report generation · full transcripts
  • 50 deliberation cycles / month
  • Email support
Start free trial
Team
$749
per month · up to 5 seats
Emerging fund teams and family offices.
  • Everything in Solo
  • PM Override · soft veto + thesis override
  • Compliance exports · counterfactual dashboard
  • 200 deliberation cycles / month · priority support
Request demo
Institution
$2,499
per month · up to 15 seats · annual
Multi-PM funds and quant desks.
  • Everything in Team
  • Up to 15 seats · unlimited deliberations
  • SSO / SAML · dedicated infrastructure
  • Dedicated success manager · quarterly reviews
Contact sales
Enterprise+
For multi-strategy platforms, $5B+ funds, and teams beyond 15 seats. Includes on-premise deployment, white-label IC Reports, multi-strategy isolation, custom LLM fine-tuning, and removed API rate limits. Custom annual contracts.
Contact us
30-day trial · No card

Run your next thesis past the committee.

Six specialists, four stages, one immutable IC Report. See the deliberation on a real trade — yours.

No credit card · 20 deliberations · No commitment