A tailor made AI investment research system that compounds.
A Claude Code + Obsidian Notes research system that gives your team compounding investment alpha.
The problem · 01
Every session, traditional AI models start from zero. Your book doesn't.
Lost context, lost edge
Stateless models forget every session; the analyst re-explains context daily.
Conviction drift, undetected
The thesis quietly changes; nobody logs it, and the position size no longer matches the argument.
Blind spots at scale
Cross-thesis connections at 40 names vanish when positions are tracked in isolation.
Research that never compounds
Last quarter's work is stranded in a doc nobody reopens — the book forgets faster than the people.
Vendor lock-in at the research layer
'AI for finance' tools built by non-investors, holding your research on their servers.
The shift · 02
The model is stateless. The vault is not.
01 / MEMORY
Compilation, not retrieval.
Every position, judgment, and source is written back into the vault, so the system's memory of the book grows monotonically instead of resetting each chat.
02 / CONTROL
The analyst stays the analyst.
The system compiles and interrogates; it never decides. Judgment stays with the PM.
03 / TRUST
Auditable and reversible.
Append-only provenance: every claim traces to a source, every step can be undone and inspected.
The system · 04
Laniakea Brain.
A research operating system on Claude Code + Obsidian Notes. The whole team writes into it; the whole book lives in it.
OBSIDIAN
THE VAULT
A local, plain-text markdown knowledge base (theses, notes, sources, memos), owned outright, git-versioned, no cloud lock-in, never used to train anyone's model.
CLAUDE CODE
THE ENGINE
An agentic CLI that reads and writes the vault, runs deterministic skills, compiles research artifacts, and records provenance. The analyst directs; it does the mechanical compilation.
PERSISTENT MEMORY
Conviction that compounds
Across every position, instead of resetting each session.
THREE INTERROGATION ENGINES
Retro, cross-thesis, adversarial
Narrative-price gap where the story diverged from the tape; links across the whole book; the system argues your bear case.
21 DETERMINISTIC SKILLS
Judgment into procedure
Custom designed template and repeatable skills designed around your processes that turn the firm's judgment into reusable procedure.
LOCAL-FIRST PROVENANCE
Auditable by default
Runs on the firm's own machines; every claim traces to a source; auditable when an LP or IC asks 'why did we own this.'
Engagement · 05
Fixed scope. Fixed outcome. A clear next step.
01 / 1-2 WEEKS · PAID DIAGNOSTIC
Strategy Sprint
Map your research workflow, find the highest-ROI AI interventions, deliver a roadmap and a Laniakea Brain fit assessment.
from $6,000
02 / 4-6 WEEKS · DONE-FOR-YOU
The System, Installed
Laniakea Brain set up and tailored to your process, starter research migrated, team trained, 90-day support.
FROM $100,000
03 / MONTHLY · ONGOING
Advisory Retainer
New skills, workflow design, evaluation, and keeping the system current as models change.
Apply
04 / CUSTOM · PROJECT
Bespoke AI Advisory
Your whole research process rebuilt around AI.
Apply
Advisory covers agents, data pipelines, model selection, evaluation, workflow redesign, and analyst upskilling.